Slide 1: HY 2024 Results: UCB on Growth Path for a Decade+
HY 2024 Results UCB on Growth Path for a Decade+ Our Purpose: Create value for patients, now and into the future Capital Market Earnings Call 25 July 2024
Slide 2: Disclaimer & Safe harbor
Disclaimer & Safe harbor This document contains forward-looking statements, including, without limitation, statements containing the words “potential”, “believes”, “anticipates”, “expects”, “intends”, “plans”, “seeks”, “estimates”, “may”, “will”, “continue” and similar expressions. These forward-loo
Slide 3: Agenda
Agenda 01 02 03 04 Proprietary and Confidential Property of UCB Introduction: Launch Execution: Performance: Conclusion: UCB Uniquely Focus on Newly Accelerated Launch Delivering on Positioned to Launched Solutions Investment and a Decade+ of Growth Amplify Growth Significant Growth Jean-Christophe
Slide 4: Introduction: UCB Uniquely Positioned to Expand Growth
01 Proprietary and Confidential Property of UCB Introduction: UCB Uniquely Positioned to Expand Growth Jean-Christophe Tellier CEO UCB - HY results 2024, July 2024 4
Slide 5: UCB's Unique Position | Strong Start into UCB's Decade of Growth
UCB’s Unique Position | Strong Start into UCB’s Decade of Growth Differentiated H1 2024 | Delivering on our commitments Solutions Double-digit 5 Filings First-in-class Growth for Bone Builder U.S. REVENUE Proprietary and Confidential Property of UCB +8% BIMZELX® +10% CER PsA | nr-axSpA | HS | AS | 3
Slide 6: UCB HY24 Performance Marked by Substantial Launch Investments & Significant Growth
UCB HY24 Performance Marked by Substantial Launch Investments & Significant Growth Proprietary and Confidential Property of UCB H1 2024 H2 2024 & 2025 Performance Growth Launches Pipeline UCB - HY results 2024, July 2024 6
Slide 7: UCB HY24 Performance Marked by Substantial Launch Investments & Significant Growth
UCB HY24 Performance Marked by Substantial Launch Investments & Significant Growth Double digit top-line REVENUE 2.79 bn NET SALES 2.64 bn H1 2024 growth driven by strong launches +8%; +10% CER +11%; +13% CER Performance €46m1 €154m €215m Proprietary and Confidential Property of UCB €77m2 €15m3 Bott
Slide 8: H2 2024 & 2025 Marked by Continued Growth & Pipeline Advancement
H2 2024 & 2025 Marked by Continued Growth & Pipeline Advancement Continued strong H2 2024 & 2025 growth driven by Growth Proprietary and Confidential Property of UCB Launches Pipeline Launches Substantial investment behind launches and significant growth of new launches Innovative clinical Continued
Slide 9: Launch Execution: Focus on Newly Launched Solutions
02 Proprietary and Confidential Property of UCB Launch Execution: Focus on Newly Launched Solutions Emmanuel Caeymaex CCO UCB - HY results 2024, July 2024 9
Slide 10: BIMZELX in U.S.: Strong Launch Execution Delivering Competitive Uptake
BIMZELX® in U.S.: Strong Launch Execution Delivering Competitive Uptake BIMZELX® | Uptake in PSO BIMZELX® | Access & Patient reach Psoriasis Launch Uptake vs. other anti-leukin antibodies1 High portion of paid prescriptions Week 34 included More than US holiday – 4th of July 5 000 patients Proprieta
Slide 11: BIMZELX Impactful Market Growth & Patient Reach
BIMZELX® Impactful Market Growth & Patient Reach with > 35 000 Patients Treated Worldwide BIMZELX® EU Market Share Evolution | PSO BIMZELX® in Germany | PsA & axSpA +85% patients in last 6 months Launch Uptake vs. other anti-interleukins2 40% Proprietary and Confidential Property of UCB 35% ~35% ~4%
Slide 12: UCB's Differentiated gMG Portfolio
UCB’s Differentiated gMG Portfolio Compelling Impressive uptake Award winning and narrative contributing and adoption pioneering Global to positive momentum Rare Disease Patient since first launches following April 2024 Support Program in 2023 global launches Proprietary and Confidential Property of
Slide 13: Performance: Substantial Launch Investment and Significant Growth
03 Proprietary and Confidential Property of UCB Performance: Substantial Launch Investment and Significant Growth Sandrine Dufour CFO UCB - HY results 2024, July 2024 13
Slide 14: Solid Foundation & Growth Drivers Delivering Double Digit Growth
Solid Foundation & Growth Drivers Delivering Double Digit Growth HY24 - M ACT CER Strong performance fueled by U.S. launch and additional indications ex-U.S. First launch in HS in BIMZELX® 215 +>100% +>100% the UK and Germany since April 2024. Growth FINTEPLA® 154 +51% +51% Recognition of FINTEPLA®
Slide 15: HY 2024 Performance Highlights
HY 2024 Performance Highlights Significant growth from new launches, substantial launch investments and strong EVENITY® contribution HY 2024 Actual CER Revenue Net Sales € 2 641 (+11%; +13% CER) driven by strong growth of BRIVIACT®, FINTEPLA®, BIMZELX® and RYSTIGGO® 2791 8% 10% Adjusted In-line with
Slide 16: Strategically Investing Behind Launches and Securing Sustainable Growth
Strategically Investing Behind Launches and Securing Sustainable Growth Financial Guidance 2024 & 2025 confirmed 2024 Guidance 2025 Guidance Adjusted Revenue EBITDA / revenue At least Low- to mid-30s Improved expected margin expected Core EPS € 6 bn adj. EBITDA ESG rating Proprietary and Confidentia
Slide 17: Conclusion: Delivering on a Decade+ of Growth
04 Proprietary and Confidential Property of UCB Conclusion: Delivering on a Decade+ of Growth Jean-Christophe Tellier CEO UCB - HY results 2024, July 2024 17
Slide 18: Proprietary and Confidential Property of UCB
Seize the opportunity provided by our unique position and fully expand the value of our growth drivers Proprietary and Confidential Property of UCB Propel our pipeline forward to deliver differentiated solutions Unlock resources to ensure our sustainable growth well into the future UCB - HY results
Slide 19: Proprietary and Confidential Property of UCB
Proprietary and Confidential Property of UCB