Indivior Pharmaceuticals, Inc. · NASDAQ:INDV
Indivior Pharmaceuticals — Jefferies Conference (June 2015)
26 slides from Indivior Pharmaceuticals's conference presentation, Jun 2, 2015
Slide 1: A World Leading Addiction Treatment Company
A World Leading Addiction Treatment Company …with enormous future potential Jefferies Conference New York nd 2 June 2015
Slide 2: Shaun Thaxter, Chief Executive Officer
Shaun Thaxter Chief Executive Officer
Slide 3: Forward-Looking Statements
Forward-Looking Statements This presentation contains forward-looking statements. We may, in some cases, use terms such as "predicts," "believes," "potential," "proposed," "continue," "estimates," "anticipates," "expects," "plans," "intends," "may," "could," "might," "will," "should" or other words
Slide 4: Our Vision
OUR VISION That all patients around the world will have unrestricted access to high quality treatment services for the chronic relapsing conditions and co-morbidities of addiction
Slide 5: Suboxone Disclaimer
Suboxone Disclaimer INDICATION SUBOXONE® (buprenorphine and naloxone) Sublingual Film (CIII) is a prescription medicine indicated for treatment of opioid dependence and should be used as part of a complete treatment plan to include counseling and psychosocial support. Treatment should be initiated u
Slide 6: Indivior PLC – Five Value Drivers
Indivior PLC – Five Value Drivers 1. Addiction is a growing epidemic worldwide • Over 145m people worldwide are addicted to opioids, alcohol, cocaine, methamphetamine, cannabis • Structurally growing market • Increasing recognition that every $1 spent on treatment saves $12 in healthcare and societa
Slide 7: Addiction – A Growing Global Epidemic
Addiction – A Growing Global Epidemic • 230m people worldwide use illicit drugs 1 • 122m people worldwide dependent on alcohol (and under-reported) 2 • More than 25m people worldwide dependent on illicit drugs (and under- reported) 3 • 23m people worldwide dependent on opioids (and under-reported)3
Slide 8: Government & Payors have a clear economic opportunity
Government & Payors have a clear economic opportunity For every Society saves up to $1 $12 spent on a patient in funding the costs of healthcare in treatment and other societal costs* *World Health Organization, http://whqlibdoc.who.int/unaids/2004/9241591153_eng.pdf. Accessed June 20, 2013 8
Slide 9: Market development is at different stages around the world
But market development is at different stages around the world Drug Policy & Regulatory Environment 02 03 04 01 Harm Recognised Legitimised Illegal Reduction Disease Disease USA & Australia EU RoW Source: RBP investor & analyst presentation – July 2011 9
Slide 10: When authorities get it right, the market develops rapidly
But when authorities get it right, the market develops rapidly The market in the USA has grown …Supported by a consistent growth in 5mm+ patients have received beyond expectations certified physicians treatment through Suboxone therapy US market size by mg (tablets & film)… 2,500 5mm 30,000 27,536 2
Slide 11: Indivior PLC – Five Value Drivers
Indivior PLC – Five Value Drivers 1. Addiction is a growing epidemic worldwide • Over 145m people worldwide are addicted to opioids, alcohol, cocaine, methamphetamine, cannabis • Structurally growing market • Increasing recognition that every $1 spent on treatment saves $12 in healthcare and societa
Slide 12: Indivior: Global Leader in Addiction
Indivior: Global Leader in Addiction Year to Dec 31st 2014 2015 • Operate in over 40 countries globally. $m Guidance • Suboxone is the leading buprenorphine-based treatment globally • Indivior was primary developer of market for Net Revenue 1,115 850-880 buprenorphine-based treatment in US since 200
Slide 13: Indivior PLC – Five Value Drivers
Indivior PLC – Five Value Drivers 1. Addiction is a growing epidemic worldwide • Over 145m people worldwide are addicted to opioids, alcohol, cocaine, methamphetamine, cannabis • Structurally growing market • Increasing recognition that every $1 spent on treatment saves $12 in healthcare and societa
Slide 14: Competition is intensifying, but Suboxone Film share has been resilient
Competition is intensifying, but Suboxone Film share has been resilient TRx MG share by week United formulary loss and generic tablet approved Generic bup/nal tablets launched Bunavail Launch CVS formulary loss Branded tablet launched 3rd Orexo BDSI Source: Source Healthcare Analytics Retail PHAST W
Slide 15: Update on Competition
Update on Competition Now 4 Generic Tablet competitors on the market Branded competitors not making much impact BUP/NAL SHARE BY MFR Launch MG Share 70.0% 60.0% 52.0% 60.0% 50.0% 40.0% 50.0% 53.7% 30.0% 40.0% 20.0% 15.7% 30.0% 10.0% 4.7% 26.8% 0.4% 20.0% 0.0% 10.0% 15.1% 0.0% 1/24/2014 2/24/2014 3/2
Slide 16: Indivior PLC – Five Value Drivers
Indivior PLC – Five Value Drivers 1. Addiction is a growing epidemic worldwide • Over 145m people worldwide are addicted to opioids, alcohol, cocaine, methamphetamine, cannabis • Structurally growing market • Increasing recognition that every $1 spent on treatment saves $12 in healthcare and societa
Slide 17: An innovative pipeline to improve patient/physician outcomes
An innovative pipeline to improve patient/physician outcomes Stages of development and earliest approval dates* Stage of Development Estimated Approval Dates Phase I Phase II Phase III NDA 2015 2016 2017 2018 2019 2020 Buprenorphine Lifecycle USA LAUNCHED Can Suboxone film EU China Buprenorphine Mon
Slide 18: Pipeline Update – all key targets achieved since November
Pipeline Update – all key targets achieved since November RBP-6000 - monthly depot buprenorphine Phase 3: RB-US-13-0001: first patient randomized in Q1 2015 Intranasal naloxone for the treatment of opioid overdose • Fast Track Designation granted Q3 2014 • Pre-NDA meeting with FDA Q4 2014 • NDA subm
Slide 19: Business Development / M&A
Business Development / M&A Business Development Adjacencies where Transformative M&A in Addiction Our model works >70 compounds in addiction Focus on disease spaces Not on our radar for the identified and tracked where we can add value foreseeable future Will bring assets in-house at most • Intensiv
Slide 20: Global Expansion
Global Expansion Expand Global Access to Treatment • Expand treatment in USA = Grow the Market • More physicians trained and waivered • Increased awareness of treatment • Reduced barriers to treatment access • Opioid painkiller dependence in Europe • 500K plus patient population today unrecognised •
Slide 21: Indivior PLC – Five Value Drivers
Indivior PLC – Five Value Drivers 1. Addiction is a growing epidemic worldwide • Over 145m people worldwide are addicted to opioids, alcohol, cocaine, methamphetamine, cannabis • Structurally growing market • Increasing recognition that every $1 spent on treatment saves $12 in healthcare and societa
Slide 22: Strong, Experienced Management Team
Strong, Experienced Management Team Cumulatively 60 years experience at Indivior The core of the team that built up Indivior’s US business 2003-12 Also a powerful Board with more than 200 years of collective experience in Pharma 22
Slide 23: Summary
Summary The leading global company in the growing epidemic of addiction • 230m people worldwide abusing drugs, 122m dependent on alcohol • Indivior has the leading portfolio of existing and future treatments • Indivior is the only company working to expand access to treatment A sustainable franchise
Slide 24: A World Leading Addiction Treatment Company
A World Leading Addiction Treatment Company …with enormous future potential
Slide 25: Suboxone Indication and Important Safety Information
INDICATION SUBOXONE® (buprenorphine and naloxone) Sublingual Film (CIII) is a prescription medicine indicated for treatment of opioid dependence and should be used as part of a complete treatment plan to include counseling and psychosocial support. Treatment should be initiated under the direction o
Slide 26: Suboxone Safety Information
Keep SUBOXONE Sublingual Film out of the sight and reach of children. Accidental or deliberate ingestion of SUBOXONE Sublingual Film by a child can cause severe breathing problems and death. Do not take SUBOXONE Sublingual Film before the effects of other opioids (eg, heroin, hydrocodone, methadone,