Gsk Plc · LSE:GSK
Gsk — Investor Presentation (2010)
21 slides from Gsk's investor presentation, 2010
Slide 1: GSK Vaccines: Key Growth Drivers
GSK VACCINES: KEY GROWTH DRIVERS Martin Andrews Senior Vice President, Global Vaccines Centre of Excellence, GSK Biologicals
Slide 2: Millions of children die from infectious diseases
Millions of children die from infectious diseases Many of these deaths are preventable By 2015 vaccines could reduce these deaths by 90% YF, Diphtheria, Tetanus Polio, Hep B 5% 0% Malaria Pertussis 29% 7% Measles 13% HIV 9% Hib 9% TB 1% Launched Meningitis A/C Rotavirus Japanese In development 10% e
Slide 3: What have vaccines achieved so far?
What have vaccines achieved so far? TETANUS DIPHTHERIA SMALLPOX POLIO MEASLES RUBELLA Hib MENINGITIS Eradicated 99% reduction Dramatic Significant 90% reduction reductions reductions 3
Slide 4: Economic benefits of vaccines
Economic benefits of vaccines With the exception of clean drinking water, vaccines are the most cost- In the developing world effective public health measure1 A 10-year gain in life expectancy translates into additional ~1% of annual growth of income2 For each birth cohort vaccinated, the US saves3
Slide 5: GSK vaccines: fastest growing part of GSK in 2009
GSK vaccines: fastest growing part of GSK in 2009 2009 Sales Share Growth (CER) Respiratory £ 6,977m 25% +5% Consumer £ 4,654m 16% +7% Anti-virals £ 4,150m 15% +12% Vaccines £ 3,706m 13% +30% CV & Urogenital £ 2,298m 8% +8% CNS £ 1,870m 7% -44% Anti-bacterials £ 1,592m 6% +2% Metabolic £ 1,181m 4% -
Slide 6: GSK key vaccines: 2009 sales
GSK key vaccines: 2009 sales Boostrix Synflorix £139m £73m Cervarix £187m Fluarix/FluLaval £211m Pandemic Flu £883m Rotarix £282m Infanrix/Pediarix Hepatitis £649m £665m 2009 sales: £3.7 billion (+30%) Growth rate is CER 6
Slide 7: Growth of base vaccines business plus contribution of new vaccines
Growth of base vaccines business plus contribution of new vaccines £m 4000 542 3500 3000 292 2500 101 2000 44 9 3164 1500 2247 1000 1892 1648 1380 500 0 2005 2006 2007 2008 2009 Base business New vaccines All figures expressed at actual rates (includes H1N1 pandemic sales) 7
Slide 8: GSK vaccines: current key growth drivers
GSK vaccines: current key growth drivers PRODUCTS GEOGRAPHICAL • Rotarix Approved 2005 • Emerging Markets • Cervarix Approved 2007 • Annual growth of Emerging Markets ‘middle classes’ equivalent to • Synflorix Approved 2009 population of UK • Annual birth cohort in China equivalent to • Boostrix App
Slide 9: Rotarix in 2010: continuing growth
Rotarix in 2010: continuing growth Approved in 116 countries Filed in Japan (November 2009) 2009 sales £282 million (Q1 2010 sales £65 million +19%) Geographic expansion into EM & Japan US currently accounts for 60% of global market WHO prequalification (June 2009) Developing world data Significantl
Slide 10: Rotarix and PCV update
Rotarix and PCV update Most frequently used rotavirus vaccine worldwide – GSKs largest clinical trial programme (90,000 participants) – Excellent safety & efficacy profile: over 71 million doses distributed March 2010: presence of PCV-1 material in Rotarix1 – PCV-1 does not multiply in humans and is
Slide 11: Rotarix: protection with two oral doses
Rotarix: protection with two oral doses Developing world Developed world Saves lives Reduces hospitalisation • 95% of children are infected • Annual cost of rotavirus with rotavirus by the age of 5 years1 gastroenteritis hospitalisations in the EU is >€100 million2 Immunisation against rotavirus gas
Slide 12: Impact of rotavirus vaccination: Brazil
Impact of rotavirus vaccination: Brazil Gastroenteritis hospitalizations (1998-2007) 300 250 31% Gastroenteritis-related hospitalizations (’000) 200 150 100 50 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 Year Source: Datasus, Brazil: GSK Study 112368 data on file; ESPID 2009 12
Slide 13: Rotarix: rotavirus UMV programmes
Rotarix: rotavirus UMV programmes Rotarix™ : Belgium Luxembourg Austria USA Germany Rotarix™ (3 Federal States) RotaTeq™ Italy (Puglia) RotaTeq™: Rotarix™ Finland Brazil El Salvador Mexico Panama, Venezuela Ecuador Peru Rotarix™ : Colombia Bahrain Bolivia (GAVI) Qatar Honduras (GAVI) Rotarix™: Niger
Slide 14: Cervarix in 2010
Cervarix in 2010 Approved in 110 countries Including US and Japan (October 2009) 2009 sales £187 million (+38%) Q1 2010 sales £77 million (+60%) Over half of competitive tenders won Over two-thirds by volume WHO Prequalification (July 2009) Global access to Cervarix via UNICEF & GAVI Growth rate is
Slide 15: Cervarix: fulfilling the promise
Cervarix: fulfilling the promise Significant new data presented and published High efficacy against HPV-16/18 confirmed Study-008 & significant protection beyond HPV-16/18 Study-010 Superior immune profile Study-007/023 Continued efficacy: 8.4 yrs so far All studies Long-term safety 15
Slide 16: Cervarix: the future
Cervarix: the future Current global HPV vaccine market currently approx. £1.3 billion Significant potential in Japan, US & International First cervical cancer vaccine approved in Japan Seeking improved European & International label Globally only 5% of 12-18 year old girls currently vaccinated again
Slide 17: Synflorix: successful launch
Synflorix: successful launch Approved in 65 countries Filed in 37 countries Significant tender wins and market share gains Q1 2010 sales £45 million Long-term contract signed with Brazilian government €1.5 billion over 10 years Advance Market Commitment (AMC) for pneumococcal vaccines launched (Marc
Slide 18: Synflorix: future growth
Synflorix: future growth Increasing market share range in key retail markets Won over two-thirds of competitive tenders (by volume) Additional launches & new UMVs Proven efficacy against acute otitis media (AOM) 18
Slide 19: Boostrix: significant opportunity
Boostrix: significant opportunity • Despite effective childhood DTPa vaccination programmes, immunity wanes, and the number of cases is increasing • dTpa and Td booster markets growing - Boostrix sales £139 million (+73%) • Future dTpa market potential - Switch of adolescent booster programmes from
Slide 20: GSK vaccines in 2010
GSK vaccines in 2010 A world leader in vaccines One of the broadest portfolios and fastest growing vaccines businesses in the world Unique expertise in adjuvant technology Strong pipeline including innovative therapeutic vaccine approaches Global footprint: ideally positioned to capture a significan
Slide 21: GlaxoSmithKline
GlaxoSmithKline