Gland Pharma Ltd. · NSE:GLAND
Gland Pharma — Motilal Oswal 17th Annual Global Investor Conference 2021
10 slides from Gland Pharma's conference presentation, Sep 7, 2021
Slide 1: Exchange filing cover letter: Investor Presentation
September 7, 2021 BSE Limited National Stock Exchange of India Limited Corporate Relationship Department Listing Department Phiroze Jeejeebhoy Towers Exchange Plaza, 5th floor 25th floor, Dalal Street Plot no. C-1, Block G, Bandra Kurla Complex Bandra Mumbai - 400 001 (East), Mumbai - 400 051 Scrip
Slide 2: The Changing Global Landscape of Injectables
The Changing Global Landscape of Injectables Srinivas Sadu, Managing Director and CEO Gland Pharma Limited Motilal Oswal – 17th Global Investor Conference
Slide 3: Key Trends in Injectables Industry
Key Trends in Injectables Industry Ongoing consolidation and few market entrants Growth in CDMO strategic partnerships Overall trend to consolidation with growing levels of M&A at higher Pharmaceutical companies increasingly looking to establish long- valuations term strategic partnerships instead o
Slide 4: Growth of Biologics Driving Injectables Market
Growth of Biologics Driving Injectables Market Increased Outsourcing Biologics Market Size CDMO Market size Small-cap bio-techs, orphan/fast-track products, and (USD Bn) (USD Bn) 12-13 advanced technologies driving increased outsourcing Market shifting to more complex modalities, where 337 CDMOs
Slide 5: Impact of COVID-19 Pandemic
Impact of COVID-19 Pandemic Daily new confirmed COVID-19 cases per million people(1) Demand for Gland’s COVID-19 related products(3) Broad therapeutic portfolio helping us to cater to changing market demand on account of COVID-19 > 100% increase Changing treatment protocols in US(2) % of ICU patient
Slide 6: Mitigating Business Risk of COVID-19 Pandemic
Mitigating Business Risk of COVID-19 Pandemic Efficient production Accelerated Replenishment planning Plan production schedules in an Leveraging our customer relationships to optimum manner to maximize request accelerated deliveries on critical capacity and material utilization production supplies O
Slide 7: Focused Approach for Navigating Pricing Pressures
Focused Approach for Navigating Pricing Pressures Scale of Operations and Backward Integration Quality is a Key Metric for Customers while Choosing Partners 4 Finished 4 API Facilities Gland has not received any warning letters from USFDA since 8 Facilities Formulation Facilities & 11,000 kg / yea
Slide 8: Diversified Business Model Enabling Longstanding Strategic Partnerships
Diversified Business Model Enabling Longstanding Strategic Partnerships • Operating in 60+ countries as of March 31, 2021 • One of the fastest growing generic injectables-focused companies by revenue in the US from 2014 to 2019 (1) • Successful track record of operating B2B model with leading compan
Slide 9: Levers for Sustainable Growth Going Forward
Levers for Sustainable Growth Going Forward Strong growth aided by new launches and volume growth from existing portfolio Expanding Manufacturing Footprint • Commissioning additional capacity to support future portfolio of complex injectables and New Delivery formats including pens and cartridges Ge
Slide 10: Thank You!
Thank You! i =
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