Slide 1: Exchange filing cover letter: Investor Presentation
Biocon Limited 20th KM, Hosur Road Electronic City Bangalore 560 100, India T 91 80 2808 2808 F 91 80 2852 3423 CIN : L24234KA1978PLC003417 www.biocon.com September 18, 2020 To To The Secretary The Secretary BSE Limited National Stock Exchange of India Limited Department of Corporate Services Corpor
Slide 2: Biocon Biologics Investor Presentation September 2020
Biocon Biologics Transforming Healthcare. Transforming Lives. Investor Presentation September 2020 1
Slide 3: Safe Harbour
Safe Harbour Certain statements in this release concerning our future growth prospects are forward-looking statements, which are subject to a number of risks, uncertainties and assumptions that could cause actual results to differ materially from those contemplated in such forward-looking statements
Slide 4: Healthcare is a 'Human Right'
Healthcare is a ‘Human Right’ ~2B people, a third of the world’s population across developed and LMIC countries, lack access to essential medicines Estimated Breast Cancer Time equivalent based treatment cost on avg. annual wages* $18.5k ~10 years Affordable $33.9k ~10 years Innovative Therapies $71
Slide 5: Platform built on 40+ years of strong heritage
Platform built on 40+ years of strong heritage Building an ecosystem where people are willing and able to continuously innovate ‘Pure Play’ Biosimilars Company Insulins Fully integrated – lab to market rProteins* mAbs Others Global Footprint Research & Commercial Development Disruptive collaboration
Slide 6: Ambition to transform global healthcare
Ambition to transform global healthcare Impact 5 million patient lives in FY22 by enabling access to more affordable healthcare solutions Healthcare Spend Total G-CSF market volume (Europe)* 10.0 70% Rx 9.0 No. of syringes (m) Spend for 27% growth services 8.0 7.9 & others Traditional Pharma 7.4 app
Slide 7: Targeting a financially attractive global market
Targeting a financially attractive global market EU has already witnessed strong adoption of biosimilars while the US market has recently started picking up driving future growth $53B $48B $33B $34B $27B $18B FY20 FY21 FY22 FY23 FY24 FY25 WW Biosimilars Market Size Source: Management estimates based
Slide 8: Developing 'High Precision' biosimilars at all scale
Developing ‘High Precision’ biosimilars at all scale Very well positioned with FDA approval of Insulins, mABs & Therapeutic Proteins 2 R&D sites 890+ Patents granted* 28 Products 7 Commercial in pipeline Products and over 100 other countries *Status Jun 2020 7
Slide 9: Focusing on high-value therapeutic areas
Focusing on high-value therapeutic areas Broad portfolio with majority of 28 biosimilars to be launched in the next decade Stage Originator WW Therapeutic Molecule 2019 net sales Areas Early Dev./ Preclinical Phase I Phase III Planned Sub. / Filed Approved / Marketed ($ Bn) Pegfilgrastim Oncology Tr
Slide 10: Solid expertise in difficult-to-manufacture biologics
Solid expertise in difficult-to-manufacture biologics Understand the science, scale, scope & complexity of manufacturing biologics in a competitive cost structure 3 Manufacturing sites 25+ cGMP approvals Drug Substance, Drug Product & Device Capability (2 Bangalore, 1 Malaysia) (incl. FDA & EMA) Pro
Slide 11: Providing access to more affordable biosimilars in over 120 countries
Providing access to more affordable biosimilars in over 120 countries On route to have increasing direct presence in key geographies London Boston 40+ Partners Bangalore Johor 35+ Distributors Dubai Singapore Biocon Biologics product reach Manufacturing Commercial offices Sao Paulo* Headquarter * ‘F
Slide 12: Enabling access and healthcare cost optimisation with non-traditional approaches
Enabling access and healthcare cost optimisation with non-traditional approaches Global collaboration with Voluntis for development & distribution of a Digital Therapeutic for diabetics Digitally-Enabled personalized insulin tomorrow Insulin (Semglee) + Companion DTx (Insulia) = Optimised Therapy Pa
Slide 13: Targeting $1 billion revenue by FY22
Targeting $1 billion revenue by FY22 Building ‘commercial’ band-width to continuously strengthen performance Recent and Upcoming Launches Bevacizumab & Aspart rH Insulin Digital Therapeutics Improve Market Share in Developed Markets Double-digit share in 9 markets ~16% of PFS market #1 Biosimilar to
Slide 14: Biocon Biologics: Transforming Healthcare, Transforming Lives
Biocon Biologics Transforming Healthcare, Transforming Lives. A vision driven by a strong belief that ‘healthcare is a human right’ Fully integrated global platform built on 40+ years of strong heritage Operating in a sizeable global market with strong growth potential Developing portfolio of 28 bio