AstraZeneca PLC · LSE:AZN
AstraZeneca — JP Morgan Conference 2003
15 slides from AstraZeneca's conference presentation, Jan 8, 2003
Slide 1: JP Morgan Conference, 8 January 2003
A JP Morgan Conference 8 January 2003 Jon Symonds, CFO Current status Good performance for 9M 2002 Growth and newly launched products delivering Prilosec® – patents ruled valid Late stage pipeline developments ! Symbicort® – key data delivered ! Iressa® approved in Japan ! Crestor™ approved in EU !
Slide 2: AstraZeneca strategy: Product transformation
AstraZeneca strategy Product transformation Drive current launched and growth products Deliver Iressa®, Crestor™, Exanta™ Enhance productivity Slide 2 A Product transformation 100% Exanta™ 90% Crestor™ 80% Iressa® 70% Faslodex® Prilosec® 60% Zestril® Symbicort® Plendil® 50% Nexium® Nolvadex® 40% Cas
Slide 3: AstraZeneca PPI sales 1999–2002
AstraZeneca strategy Product transformation Drive current launched and growth products Deliver Iressa®, Crestor™, Exanta™ Enhance productivity Slide 4 A AstraZeneca PPI sales 1999–2002 $m 1999 2000 2001 2002 Q3 99 MAT Q3 00 MAT Q3 01 MAT Q3 02 MAT Losec® / 5,753 6,054 6,015 4,975 Prilosec® Nexium® 0
Slide 4: Nexium US NRx market share (PPI)
Nexium® US NRx market share (PPI) 70% 60% 50% NRx Market Share (PPI) AZ PPI 40% Prevacid®* 30% Nexium® 20% Prilosec® Protonix® 10% Aciphex® 0% May-01 May-02 May-99 May-00 Mar-01 Mar-02 Mar-99 Mar-00 Nov-99 Nov-00 Nov-01 Nov-02 Jan-00 Jan-01 Jan-02 Jan-99 Jul-99 Jul-02 Jul-00 Jul-01 Sep-99 Sep-00 Sep
Slide 5: Symbicort overview
Symbicort® overview Approved in over 50 countries – market share ~ 20% Key data delivered at ERS Sept 02 ! Adjustable dosing provides asthma control using less drug than fixed dosing ! COPD: significant reduction in no. of severe exacerbations as well as improved lung function Regulatory status ! Pa
Slide 6: Seroquel: Improvement without Impairment
Seroquel® Improvement without Impairment risperi- olanza- ziprasi- aripi- Sero- done pine done prazole quel® Fast onset of action efficacy in one week " " " " " Long-term efficacy " " " " " Efficacy in partial responders " " ? ? " Placebo-like EPS X X X X " Placebo-like prolactin X X X " " No signif
Slide 7: Casodex – A market leader in Early Prostate Cancer
Casodex® – A market leader, expanding treatment options in Early Prostate Cancer Casodex® building on market leadership with continuing strong growth (MAT Sales $641m Sept 2002) Casodex® continues to reinforce its position as number one anti-androgen with 69% global market share Rapid acceptance of
Slide 8: Arimidex performance
Arimidex® performance 300 Arimidex® 250 200 Sales $m 150 Femara® 100 Aromasin® 50 Afema® 0 Lentaron® Q4/98 Q1/99 Q4/99 Q1/00 Q4/00 Q1/01 Q2/01 Q3/98 Q2/99 Q3/99 Q2/00 Q3/00 Q3/01 Q4/01 Q3/02 Q1/02 Q2/02 Source: IMS Health, IMS MIDAS Rolling MAT's Slide 14 A Arimidex® – the future Adjuvant ! over 16,
Slide 9: Iressa - current status
AstraZeneca strategy Product transformation Drive current launched and growth products Deliver Iressa®, Crestor™, Exanta™ Enhance productivity Slide 16 A Iressa® - current status Rapid approval in Japan (July 02) for use in NSCLC Forms the basis of other regulatory submissions ! IDEAL monotherapy ND
Slide 10: Iressa survival outcomes in NSCLC
Outcomes in NSCLC patients from start of 3rd- and 4th-line therapy 1.0 Objective response 2.3% 3rd line 0.9 0% 4th line 0.8 Median survival 4.5 months Survival probability 0.7 0.6 1-year survival 5% 0.5 0.4 0.3 0.2 0.1 0.0 0 6 12 18 24 Months after start of 3rd- or 4th-line therapy Massarelli et al.
Slide 11: Iressa expanded access programme and tolerability
Iressa® expanded access programme ≤ 3 months ≥ 12 months 44% 28% 3 - 6 months 16% 6 - 12 months 12% Over 21,000 patients enrolled worldwide Slide 20 A Iressa® is well tolerated Iressa® 250mg in 51,000 patients shows: Diarrhoea and skin rash common, but only severe (grade 3-4) in 1% patients Intersti
Slide 12: Crestor recent data and regulatory summary
Crestor™ recent data published Superior efficacy confirmed at ESC meeting in Berlin, Sept 02 ! Significantly greater reduction in LDL-C levels vs. Lipitor® across the dose range ! Significantly greater increases in HDL-C levels Crestor 10mg gets significantly more patients to European LDL-C goal tha
Slide 13: Exanta regulatory filings and key data
Exanta™ regulatory filings First filing for Exanta™ 24 July in Europe ! first indication for prevention of VTE in orthopaedic surgery New filings ! USA – AF and Orthopaedic surgery 4Q03 ! Europe – AF and VTE treatment 4Q03 THRIVE II & V combined into a single study Slide 24 A Exanta™ - Key Data conc
Slide 14: THRIVE III – Secondary prophylaxis after initial VTE treatment
THRIVE III – Secondary prophylaxis after initial VTE treatment Risk of venous thromboembolism Risk of bleeding Cumulative risk (%) Cumulative risk (%) Exanta ™ 14 25 Placebo 12 p=0.15 NS 20 10 Placebo 15 8 6 10 4 Exanta™ p<0.0001 5 2 0 0 0 90 180 270 360 450 540 Days 0 90 180 270 360 450 540 Days Sl
Slide 15: 2004 and beyond
2004 and beyond Top tier financial Exanta™ performance Crestor™ Iressa® Faslodex® Nexium® Creative, fast, Symbicort® Casodex® + effective organisation = Earnings Arimidex® Margins Zomig® Seroquel® Sales Atacand® Slide 28 A A JP Morgan Conference 8 January 2003 Jon Symonds, CFO A 15