Orion Oyj Class A · OMXHEX:ORNAV
Orion Oyj Class A — Investor Day (May 2021)
21 slides from Orion Oyj Class A's investor day presentation, May 26, 2021
Slide 1: Capital Markets Day May 2021
Capital Markets Day May 2021 Satu Ahomäki SVP, Commercial Operations
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking statements which involve risks and uncertainty factors. These statements are not based on historical facts but relate to the Company’s future activities and performance. They include statements about future strategies and anticipated benefits of
Slide 3: Proprietary Products sales 420 MEUR (+3.5%) in 2020
Proprietary Products sales 420 MEUR (+3.5%) in 2020 Sales split in 2020 17 MEUR (+609%) Growth drivers Easyhaler® Neurological 115 MEUR (+10%) & Disorders Respiratory 26% 28% 99 MEUR (+1%) Steady Oncology and Critical Care 46% 62 MEUR (-8%) Declining 55 MEUR (-3%) Orion Corporation Capital Markets D
Slide 4: Proprietary products business strategy
Proprietary products business strategy Our mission ●Our vision is to have is to support patients in empowered teams to critical care and those work in customer-centric with neurological disorders, way and create growth for cancers and Orion to achieve an asthma/COPD Our must win battle is intermedia
Slide 5: Orion's commercial footprint includes 30 countries and 750 professionals
Orion's commercial footprint includes 30 countries and 750 professionals FINLAND PARTNER SALES Sweden Russia CIS SCANDINAVIA Norway Ukraine Denmark Kazakhstan Ireland Poland UK Estonia WESTERN France EUROPE Portugal Latvia EASTERN SOUTHEAST ASIA Lithuania EUROPE Spain Thailand Czech Rep. Italy Malay
Slide 6: Orion’s expansion to Southeast Asia
Orion’s expansion to Southeast Asia ● The rational behind geographical expansion Thailand is maximization of the value of our current Population: 69.5 m (2021 est) portfolios by building up a commercial GDP: 543.8 USD bn (2019 est) capability in some selected Southeast Asian Pharma market 5.27 USD b
Slide 7: Easyhaler - one device for many steps of therapy
EASYHALER® - ONE DEVICE FOR MANY STEPS OF THERAPY Large range of medications in the same inhaler for treatment of asthma and COPD. SALMETEROL / BUDESONIDE / FLUTICASONE F O RMOTERO L SALBUTAMOL F O RMOTERO L BUDESONIDE BECLOMETASONE
Slide 8: Europe Asthma market forecast 2020–2029 supports growth of Easyhaler sales
Europe Asthma market forecast 2020–2029 supports growth of Easyhaler® sales - Total market value is estimated to grow in EU4+UK from 2.6 USDbn to 3.7 USDbn (+41%) 2029e LABA/ICSs EASYHALER® PRODUCTS CLASS Formoterol / Budesonide LABA / ICS Anticytokine agents Salmeterol / Fluticasone LABA / ICS 243
Slide 9: EU4+UK COPD market forecast 2020–2029 indicates growth
EU4+UK COPD market forecast 2020–2029 indicates growth from 2.5 USDbn to 3.1 USDbn (+24%) 2029 LABA / LAMAs EASYHALER® PRODUCTS CLASS LABA / ICSs Formoterol / Budesonide LABA / ICS LAMAs Salmeterol / Fluticasone LABA / ICS LABA / LAMA / Budesonide ICS ICSs IL-13 / IL-4 Beclomethasone ICS 575 mUSD; 1
Slide 10: COVID-19 pandemic has impacted pharma market in many ways
COVID-19 pandemic has impacted pharma market in many ways Sales development EUR* • Across EU4, COVID-19 has negatively 250000 -18 % impacted pharma sales evolution in all 200000 EUR thousand channels1 150000 • Overall promotional volume is down compared to pre-COVID time 100000 • In asthma and COPD
Slide 11: Connected Easyhaler in partnership with Propeller Health
Connected Easyhaler® in partnership with Propeller Health Bluetooth-enabled, add-on sensor records a patient's use of the Orion Device Interactive patient view Bluetooth Low Energy ® Controller Rescue Personalized content based on learned disease status & adherence Patient Data sharing is dependent
Slide 12: Let’s keep the planet breathing
LET’S KEEP THE PLANET BREATHING . For more information about asthma and COPD, visit
Slide 13: Orion made a choice to develop DPIs already in 1984
O R I O N M AD E A C H O I C E T O DEVEL O P D PI s AL R EAD Y I N 1 9 8 4 . When considering the climate impact of inhalation therapy, dry powder inhalers (DPIs) have a minimal carbon footprint compared to pressurized metered-dose inhalers (pMDIs).1 The carbon footprint of Easyhaler® was assessed f
Slide 14: Carbon neutrality and preservation of forests
Carbon neutrality is achieved by minimising CO2 emissions across the entire supply chain and throughout our products’ life cycle. Remaining emissions are offset through projects that protect the world’s lungs — forests in the Amazon and the UK. PRESERVATION OF FORESTS IN EUROPE AND SOUTH AMERICA BY
Slide 15: Nubeqa main growth driver for Proprietary Products
Nubeqa® main growth driver for Proprietary Products ● Encouraging start for co- promotion in Europe with positive feedback from customers ● Orion started co- promotion in 10 countries Orion’s Nubeqa sales* Orion’s income are tiered royalties from Bayer which will 10 be approximately 20% including pr
Slide 16: Nubeqa launched in nmCRPC, clinical trials ongoing for other indications
Nubeqa® launched in nmCRPC, clinical trials ongoing for other indications abiraterone generic abiraterone; acetate; 36% 3% apalutamide ; 10% Antiandrogen market Nubeqa; 1% share split MAT Q3/2020 abiraterone acetate (ultramicrosize formulation); 1% enzalutamide; 49% Non-metastatic Metastatic nmHSPC1
Slide 17: Orion is actively looking for product opportunities in Neurological Disorders and Oncology
Orion is actively looking for product opportunities in both Neurological Disorders and Oncology business areas
Slide 18: Priority is Invigoration of the Portfolio
Priority is Invigoration of the Portfolio R&D In-licensing Ideas Challenge Ground-breaking Multiple Customer-centric in-house evaluations approach programmes Close collaboration between all approaches Orion Corporation Capital Markets Day 26 May 2021 18
Slide 19: In-licensing areas of interest
In-licensing areas of interest Development Preferred Candidates Target customer Priority stage collaboration model Treatments complementing Orion Neurologists for PD & ALS Neurological Disorders (PD, ALS and European rights All development Specialists and GPs for High acute/chronic pain) and Oncolog
Slide 20: Proprietary Products business continues to contribute to Orion’s growth targets
Proprietary Products business continues to contribute to Orion’s growth targets Nubeqa® Building and capabilities Strong push Easyhaler® and new for portfolio as growth sales development drivers territories Orion Corporation Capital Markets Day 26 May 2021 20
Slide 21: Orion Corporation Capital Markets Day
Orion Corporation Capital Markets Day