Slide 1: VEOZAH (fezolinetant) U.S. Commercial Update
VEOZAH (fezolinetant) TM U.S. COMMERCIAL UPDATE MAY 18/19, 2023 PROPRIETARY INFORMATION—FOR USE WITH INVESTORS ONLY. NOT FOR PROMOTIONAL USE.
Slide 2: Cautionary Statement Regarding Forward-Looking Information
CAUTIONARY STATEMENT 2 REGARDING FORWARD-LOOKING INFORMATION In this material, In this press release, statements made with respect to current plans, estimates, strategies and beliefs and other statements that are not historical facts are forward-looking statements about the future performance of Ast
Slide 3: Expectations for VEOZAH
3 EXPECTATIONS FOR VEOZAH NAOKI OKAMURA PRESIDENT AND CEO PROPRIETARY INFORMATION—FOR USE WITH INVESTORS ONLY. NOT FOR PROMOTIONAL USE.
Slide 4: Expectations for VEOZAH
EXPECTATIONS FOR VEOZAH 4 • Accelerate growth through proactive investment, aiming to reach approx. 300B yen by FY2025 • Potential major growth driver to help compensate for XTANDI LOE Potential peak sales approx. 300B yen up to 500B yen Sales growth will directly drive OP growth approx. VEOZAH 49B
Slide 5: VMS Awareness & Education
5 VMS AWARENESS & EDUCATION MARK REISENAUER U.S. COMMERCIAL PRESIDENT PROPRIETARY INFORMATION—FOR USE WITH INVESTORS ONLY. NOT FOR PROMOTIONAL USE.
Slide 6: VMS awareness activities reinforce interest and desire for information
VMS AWARENESS ACTIVITIES REINFORCE INTEREST AND DESIRE FOR 6 INFORMATION HCPs Patients 245,000+ 58+ million reached ages 35-64 reached 267,000 visitors 2.9 million visitors to KnowVMS.com to WhatsVMS.com 82% increase in awareness 83% increase in awareness of the mechanism of VMS of the term VMS from
Slide 7: "What's VMS" turned up the heat around women's health at the Super Bowl
“WHAT’S VMS” TURNED UP THE HEAT AROUND WOMEN’S HEALTH AT 7 THE SUPER BOWL 338% 2x Increase in average time on WhatsVMS.com 309M+ increase in traffic to WhatsVMS.com 10x Increase in daily CRM sign-ups media and social 6x compared to the media impressions Increase in previous 30-day average quiz compl
Slide 8: Patient & HCP Perspectives
PATIENT & HCP PERSPECTIVES Projection Only 8 PROPRIETARY INFORMATION—FOR USE WITH INVESTORS ONLY. NOT FOR PROMOTIONAL USE. 8
Slide 9: VEOZAH Commercialization
9 VEOZAH COMMERCIALIZATION MARK REISENAUER U.S. COMMERCIAL PRESIDENT PROPRIETARY INFORMATION—FOR USE WITH INVESTORS ONLY. NOT FOR PROMOTIONAL USE.
Slide 10: Market research validates demand
M A R K E T R E S E A R C H VA L I D AT E S D E M A N D 10 Patients will not take >60% hormone therapy for personal or medical reasons Patients with moderate to ~50% severe VMS due to menopause are willing to use and/or ask physician ~40% Physicians likely to prescribe Source: Astellas sponsored pri
Slide 11: Successfully launching in the U.S.
S U C C E S S F U L LY L A U N C H I N G I N T H E U . S . 11 “Decades of limited treatment options created a gaping ‘unmet need’, making Veozah….both groundbreaking and long overdue.” Dr. Lauren Streicher Medical Director, Northwestern Medicine Center for Menopause 750+ 35+ 150+ News Stories Ex-US
Slide 12: Patient treatment patterns indicate millions of women in U.S. need help with VMS
PAT I E N T T R E AT M E N T PAT T E R N S I N D I C AT E M I L L I O N S 12 OF WOMEN IN U.S. NEED HELP WITH VMS DUE TO M E N O PA U S E U.S. Estimated HT Patients*** 30,000 Currently Available Treatment Options 25,000 86% for VMS Total HT Patients 20,000 2000-2022 Hormonal treatment US HT Patients
Slide 13: Forecast flow
FORECAST FLOW 13 Women Experiencing VMS due to Menopause in U.S. 11M Current Market Presentation (72%)1 7.7M Current Market Treatment (39%)2 3M Potential VEOZAH Patients Sources: 1. U.S. Quant Patient Screener. U.S. Quant Patient Survey. ClearView Analysis. 2. U.S. Quant Physician and Patient Survey
Slide 14: Potential early adopters
P O T E N T I A L E A R LY A D O P T E R S 14 2+ million 97,000 motivated pioneering & & proactive patients1 early adopting HCPs2,3 • Symptoms are bothersome • Patients with VMS are in distress What • VMS occur frequently and can be • Job is to solve patient’s problems They severe • Appreciate impac
Slide 15: Category persistence
C AT E G O RY P E R S I S T E N C E 15 VMS are the most common symptoms of menopause for which women seek treatment1 Symptoms persist for a median of 7.4 years2 Patients are highly compliant and persistent3 - 80% persistence at 1 year - 70% persistence at 2 years } for nonhormone therapy Sources: 1.
Slide 16: Maximizing the value of VEOZAH: leveraging proven expertise
M A X I M I Z I N G T H E VA L U E O F V E O Z A H : 16 LEVERAGING PROVEN EXPERTISE Successfully launching products with novel MOAs Establishing market leadership with therapies predominately prescribed to women by Ob-Gyns Creating strong relationships in the women’s health space Experienced, knowle
Slide 17: Maximizing the value of VEOZAH: brand awareness
M A X I M I Z I N G T H E VA L U E O F V E O Z A H : 17 B R A N D AWA R E N E S S HCPs Patients Ongoing campaign and performance evaluation will enable flexibility to maximize investment, achieve goals and meet forecasts HCP: healthcare professional PROPRIETARY INFORMATION—FOR USE WITH INVESTORS ONL
Slide 18: Maximizing the value of VEOZAH: safety and efficacy
M A X I M I Z I N G T H E VA L U E O F V E O Z A H : 18 SAFETY AND EFFICACY Fewer and less Relief that works Works around Long-term intense VMS fast and lasts the clock safety and episodes with tolerability VEOZAH characterized across three Phase 3 studies Sources: 1. Lederman S, Ottery F, Cano A et
Slide 19: Helping ensure safe, real-world use of VEOZAH
HELPING ENSURE SAFE, REAL-WORLD USE OF VEOZAH 19 Baseline bloodwork to Follow-up bloodwork Monitoring at the evaluate for hepatic should be performed initiation of therapy will function and injury at 3, 6 and 9 months help ensure VEOZAH should be performed while taking VEOZAH is administered safely
Slide 20: Maximizing the value of VEOZAH: patient access
M A X I M I Z I N G T H E VA L U E O F V E O Z A H : 20 PAT I E N T A C C E S S Payer Patient Support Point Coverage Programs of Sale Expect VEOZAH to Achieve Widespread Coverage Patient Savings Program Engaging Some plans take 3-6 months to review new drugs for (co-pay assistance) for Wholesalers a
Slide 21: Maximizing the value of VEOZAH: price
M A X I M I Z I N G T H E VA L U E O F V E O Z A H : 21 PRICE WAC: $550 Projection Only as of May 2023 PROPRIETARY INFORMATION—FOR USE WITH INVESTORS ONLY. NOT FOR PROMOTIONAL USE.
Slide 22: VEOZAH sales outlook
VEOZAH SALES OUTLOOK 22 Expect substantial uptake in latter half of FY2023 and further accelerate growth from FY2024 Quarterly Outlook Annual Outlook approx. 300B yen approx. approx. 49B yen 49B yen Q1 Q2 Q3 Q4 Q1 FY2023 FY2024 FY2025 FY2023 FY2024 The figures are for illustrative purposes only and
Slide 23: Thank You
Thank You PROPRIETARY INFORMATION—FOR USE WITH INVESTORS ONLY. NOT FOR PROMOTIONAL USE.