Novo Nordisk A/s Class B · OMXCOP:NOVO_B
Novo Nordisk A/s Class B — Investor Day (March 2024)
15 slides from Novo Nordisk A/s Class B's investor day presentation, Mar 7, 2024
Slide 1: Product supply
Novo Nordisk® Product supply Henrik Wulff EVP Product Supply, Quality & IT 7 MARCH
Slide 2: Forward-looking statements
2 Product supply Financials Novo Nordisk® Forward-looking statements Novo Nordisk’s reports filed with or furnished to the US Securities and Exchange Commission (SEC), including the statutory Annual Report 2023 and Form 20-F, which both were filed with the SEC in January 2024 in continuation of the
Slide 3: Strategic aspirations 2025
3 Product supply Financials Novo Nordisk® Strategic aspirations 2025 • Further raise the innovation-bar for diabetes treatment therapeutic focus • Progress towards zero environmental impact • Develop a leading portfolio of superior treatment Innovation and solutions for obesity • Being respected for
Slide 4: Product supply has continued step-up in investments and employees to support growth
4 Product supply Financials Novo Nordisk® Product supply has continued step-up in investments and employees to support growth Patient reach has accelerated since 2021 Product supply has expanded to enable the current growth Million patients on NN products 2021 2023 50 ~16,000 ~25,000 Number of emplo
Slide 5: Manufacturing scale and expertise within biologics is a competitive advantage for Novo Nordisk
5 Product supply Financials Novo Nordisk® Manufacturing scale and expertise within biologics is a competitive advantage for Novo Nordisk The world’s largest manufacturer of insulin and GLP-1 Novo Nordisk competitive advantages in manufacturing Million patients on NN products in 2023 Decades of exper
Slide 6: Manufacturing strategy focuses on quality, cost and delivery
6 Product supply Financials Novo Nordisk® Manufacturing strategy focuses on quality, cost and delivery Manufacturing focus areas 2 Maintain highest quality 3 Drive constant improvements +13%-points +6%-points Delivery (production output) 62% 84% Focus of this presentation 78% 49% 1 Peer group Peer g
Slide 7: The strategically important active pharmaceutical ingredient sites are based in Denmark and the US
7 Product supply Financials Novo Nordisk® The strategically important active pharmaceutical ingredient sites in Novo Nordisk are based in Denmark and the US 3 sites API production 2 sites API production Product supply value chain Research and Manufacturing API Filling / Assembly and Distribution Pat
Slide 8: API platforms are mostly yeast based and the key to expand capacity is investments and optimisations
8 Product supply Financials Novo Nordisk® API platforms in Novo Nordisk are mostly yeast based and the key to expand capacity is investments and optimisations API production API platforms production platforms Strategy for API expansion Scale Platform Therapy areas CAPEX investments to expand in-hous
Slide 9: The global fill-finish footprint is expected to expand from 11 to 14 sites with the Catalent acquisition
9 Product supply Financials Novo Nordisk® The global fill-finish footprint is expected to expand from 11 to 14 sites with the acquisition of the three Catalent sites Tablet1 65sites sites Fill,tablet Fill, tabletand andfinish finish Catalent (Brussels) Fill-finish Fill, tablet and finish Fill-finish
Slide 10: Catalent fill-finish sites are expected to start adding additional capacity from 2026
10 Product supply Financials Novo Nordisk® Catalent fill-finish sites are expected to start adding additional capacity from 2026 The three Catalent fill-finish sites The acquisition will help expand capacity faster • Will help reach more patients with current and future treatments Bloomington site (
Slide 11: Novo Nordisk has several device platforms and plans to expand capacity both internally and externally
11 Product supply Financials Novo Nordisk® Novo Nordisk has several device platforms and plans to expand capacity both internally and externally Device platforms (finished product) Strategy for fill-finish expansion FlexTouch® Durable1 Vials Single dose Tablets multi dose2 Step-up CAPEX investments
Slide 12: Significant step-up in CAPEX investments across the full value chain
12 Product supply Financials Novo Nordisk® Significant step-up in CAPEX investments across the full value chain to enable growth for current and future products CAPEX investments Several large investments announced since 2021 DKK billion Announced Site Scope Investment 60 Low double-digit 2021 Kalun
Slide 13: Plans are in place for scaling portfolio of GLP-1 treatments
13 Product supply Financials Novo Nordisk® Plans are in place for scaling portfolio of GLP-1 treatments CagriSema1 Amycretin (oral/sc) Oral sema (25/50 mg) API Expansions of yeast based semaglutide API capacity ongoing Fill-finish Expansions of tabletting Expansions of Continued expansion of New dua
Slide 14: Investments across the full manufacturing value chain to significantly increase patient reach towards 2030
14 Product supply Financials Novo Nordisk® Investments across the full manufacturing value chain to significantly increase patient reach towards 2030 ILLUSTRATIVE Capacity developments in the coming years ~40m patients API Filling / Assembly and production tabletting packaging 1923 2023 2030 API: Ac
Slide 15: Closing remarks
Novo Nordisk® Closing remarks Manufacturing scale and expertise with biologics is a competitive advantage for Novo Nordisk Continued CAPEX investments and scaling across the full value chain for current and future products Plans in place expected to significantly increase patient reach towards 2030