Chemical Works Of Gedeon Richter Plc · BET:RICHTER
Chemical Works Of Gedeon Richter — Gedeon Richter — Corporate Update (June 2024)
21 slides from Chemical Works Of Gedeon Richter's corporate update, Jun 25, 2024
Slide 1: Gedeon Richter Women's Healthcare (WHC)
Gedeon Richter Women’s Healthcare (WHC) 25 June 2024
Slide 2: Closing the Women's Health gap: a USD 1trn opportunity
„Closing the Women’s Health gap: a USD 1trn opportunity”* * Closing the Women’s Health Gap, WEF report, January 2024 2
Slide 3: Richter Women's Healthcare – Executive summary
Richter Women’s Healthcare – Executive summary • Women’s Healthcare (WHC) is a vertically integrated business line of Richter, with state-of-the-art manufacturing and strong on-the-ground sales and marketing platforms • Richter’s WHC has grown from a regional oral contraceptive (OC) business to a pa
Slide 4: Women's Healthcare – rich in history, full of ambitions
Women’s Healthcare – rich in history, full of ambitions Foundation Expansion Acceleration 1901 1902 1908 1930 1966 1994 2010 2010 2013 2015 2016 2017 2018 2020 2021 2022 2023 2024 Publicly Richter-Grünenthal, Lenzetto® innovativ License and supply Acquisition of Crystaline oestron Foundation Tablett
Slide 5: More than two decades of dynamic revenue growth
More than two decades of dynamic revenue growth • Internationally acknowledged expertise in steroid chemistry WHC revenues (EUR mn) • FDA/EMA compliant manufacturing • Dorog: one of the top steroid manufacturing sites in Europe • Richter is among the very few pharma companies in the world, who manuf
Slide 6: Contraception – the leading provider in Europe in 2024
Contraception – the leading provider in Europe in 2024 Oral contraceptives European market share (%) in contraception (in cycles) 24 22 20 18 16 Emergency contraceptives 14 12 10 8 6 4 Mid-term contraceptive 2 0 Jan-16 Jan-17 Jan-18 Jan-19 Jan-20 Jan-21 Jan-22 Jan-23 Jan-24 Jul-16 Jul-17 Jul-18 Jul-
Slide 7: Contraception – external innovation complement traditional products
Contraception – external innovation complement traditional products Evra® Evra® - Turnover (EUR mn) • Asset purchased in 2021 from Janssen Pharmaceutica NV • Transdermal contraceptive patch 79 73 ‒ first transdermal hormonal patch approved • Geographies covered: worldwide ex-USA 38 • Purchase price:
Slide 8: Fertility – broad range of complementary solutions for infertility specialists
Fertility – broad range of complementary solutions for infertility specialists • The global infertility market is anticipated to grow at a CAGR of 12.8% and will reach USD 3.65bn in 2022-2030* • The common causes of infertility in women include ovulation disorders, cervical or uterine abnormalities,
Slide 9: Endometriosis – Ryeqo had a kick-start in an area of high unmet need
Endometriosis – Ryeqo had a kick-start in an area of high unmet need • Globally, 190mn women are suffering from endometriosis. Currently no cure exists, and treatments focus on symptom management • Based on prevalence and high unmet need, the market potential for endometriosis is estimated at USD 18
Slide 10: Menopause - taking hormonal management to the next level
Menopause - taking hormonal management to the next level • Menopause is another area of high unmet need globally • Based on the age distribution of the population and share of symptomatic cases, it is estimated that more than 450mn women worldwide have menopause and perimenopause symptoms • Based on
Slide 11: Menopause – seeking to revolutionize oral treatment with E4
Menopause – seeking to revolutionize oral treatment with E4 • The E4 platform and the first Estetrol-based hormone therapy may bring real innovation to the oral treatment of menopause • Richter signed a licence agreement for the commercialization of Donesta® in 2023 • Subsequently, all global rights
Slide 12: The WHC pipeline – needs some boost towards the end of the 20s
The WHC pipeline – needs some boost towards the end of the 20s EVRA DROVELIS Contraception Levosert ONE (Single Hand Inserter + 8years ) DONESTA Cyclogest Fertility Menopause Ganirelix ExEm Foam ZAFRILLA RYEQO RYEQO - Endometriosis 2021 2023 2025 2027 2029 2031 2022 2024 2026 2028 2030 2032 12
Slide 13: Mithra – acquiring estetrol (E4) and the related original R&D platform
Mithra – acquiring estetrol (E4) and the related original R&D platform Transaction summary • The acquisition was announced and closed in June 2024 • Total enterprise value implied by the transaction is EUR 175mn, partly withheld to cover potential liabilities • The transaction included the acquisiti
Slide 14: BCI Pharma – innovative research in WHC
BCI Pharma – innovative research in WHC • The acquisition was announced in June 2024 • Total transaction value amounts to EUR 12mn (EV), payable over the next few years partly linked to development milestones • BCI identifies novel kinase inhibitors from its proprietary library of novel kinase inhib
Slide 15: Strategic options for Richter's WHC business
Strategic options for Richter’s WHC business Multiple options Innovative Original Research RISK Consumer Health Complexity and ROI 15
Slide 16: On the way to become the leading Women's Healthcare company in Europe by 2030
On the way to become the leading Women’s Healthcare company in Europe by 2030* Market share of Richter (%) and the Market share of Richter relative to the market addressable market size (EUR mn)* leader and Richter’s market position* 12 1 000 100 90 11 900 80 2 2 70 10 800 60 2 2 3 2 2 3 9 700 50 3
Slide 17: Appendix
@) Appendix Health is our mission
Slide 18: Women's Healthcare – History highlights
Women’s Healthcare – History highlights 1902 - Tablette Ovarii: first gynaecological product, isolated from pig ovaries ’30s - Industrial production of crystalline oestron, research of half-synthetic steroid hormones 1940 - Richter at the frontline of the oestron producing companies Since 1960’s - f
Slide 19: WHC license-in contracts since 2011
WHC license-in contracts since 2011 Project Company Indication Year Stage at signing Geography Levosert Abbvie Contraception, menorrhagia (IUS) 2011 ongoing Ph3 Europe, LATAM Fluomizin, Gynoflor Medinova BV/restoration vaginal flora/VVA 2012 marketed Europe (limited countries) Lenzetto Acrux Menopau
Slide 20: Contacts, Financial calendar, Investor relations manager
Contacts Financial calendar Company name: Gedeon Richter Plc. | 6 August 2024 – H1 2024 results Sector: Pharmaceutical | 12 November 2024 – Q1-Q3 2024 results Company address: 1103 Budapest, Gyömrői út 19-21., Hungary Telephone: +36 1 431 5764 Investor relations manager Róbert Réthy, CFA +36 20 342
Slide 21: Disclaimer
Disclaimer This presentation and the associated slides and discussion contain forward-looking statements. These statements are naturally subject to uncertainty and changes in circumstances. Those forward-looking statements may include, but are not limited to, those regarding capital employed, capita