Therapeuticsmd, Inc. · NASDAQ:TXMD
Therapeuticsmd — Q3 2018 Earnings Presentation
20 slides from Therapeuticsmd's earnings presentation, Nov 7, 2018
Slide 1: 3Q 2018 Financial Results
3Q 2018 Financial Results November 7, 2018
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation by TherapeuticsMD, Inc. (referred to as “we” and “our”) may contain forward-looking statements. Forward-looking statements may include, but are not limited to, statements relating to our objectives, plans and strategies, as well as statements, other than
Slide 3: TherapeuticsMD, A Premier Women's Health Company
TherapeuticsMD, A Premier Women’s Health Company Annovera™ Annovera™ CONTRACEPTION/ DYSPAREUNIA VASOMOTOR CONTRACEPTION PRENATAL CARE FAMILY PLANNING - (Vulvar & SYMPTOMS PERIMENOPAUSE Vaginal Atrophy) REPRODUCTIVE HEALTH MENOPAUSE MANAGEMENT 3
Slide 4: IMVEXXY Launch Update
IMVEXXY Launch Update ▪ Total units since launch ~28,200 paid scripts* dispensed to ~12,800 patients ▪ October total units of ~13,300 paid scripts* ▪ Refills for October of ~8,100 paid scripts ▪ New RXs for October of ~5,200 paid scripts ▪ 58% month over month growth (Sept/Oct) ▪ Blended starter and
Slide 5: VVA TRx Launch Comparison
VVA TRx Launch Comparison 70,000 Imvexxy TRx Launch Comparison Imvexxy IMVEXXY Vagifem 25MG Osphena Intrarosa 60,000 50,000 56,485 40,000 43,208 30,000 13,300 20,000 8,443 12,601 10,000 8,849 0 Month Month Month Month Month Month Month Month Month Month Month Month Month Month Month Month Month Mont
Slide 6: 3Q 2018 Financial Update
3Q 2018 Financial Update se TherapeuticsMD’ For Her: For Life.
Slide 7: Commercial Update
Commercial Update TherapeuticsMD’ For Her: For Life.
Slide 8: VVA TRx Launch Comparison
VVA TRx Launch Comparison 18,000 Imvexxy IMVEXXY Osphena Intrarosa 16,616 16,000 14,000 13,300 13,289 14,669 12,000 13,782 10,000 8,443 8,000 6,276 6,000 3,945 4,000 2,000 154 2,693 0 Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12 Month 13 Imvexxy
Slide 9: VVA TRx Launch Comparison
VVA TRx Launch Comparison 50,000 TRx Launch Comparison Vagifem as example of succesful launch 45,000 43,208 Imvexxy IMVEXXY Vagifem 25MG Osphena Intrarosa 40,000 35,000 30,000 25,000 13,300 20,000 8,443 15,000 12,601 10,000 8,849 5,000 0 Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month
Slide 10: Market Growth Through Treatment Compliance
Market Growth Through Treatment Compliance ▪ As of October 31, 2018 • 2.2 IMVEXXY fills per patient in the first 4 months* • Previous two dyspareunia product launches during the first year of launch averaged 1.7 fills per patient** • IMVEXXY average refill rate ~74% • Last week of October, over ~2,0
Slide 11: Next Phase of Growth
Next Phase of Growth ▪ Launched speaker programs across the US ▪ Adding additional sales reps to increase IMVEXXY market share and launch BIJUVA ▪ Launching consumer marketing effort Q1 of 2019 ▪ Increasing Bio-Ignite pharmacies with IMVEXXY ▪ Launch BIJUVA in the 2Q of 2019 ▪ Launch ANNOVERA as ear
Slide 12: IMVEXXY Payer Update
IMVEXXY Payer Update ▪ Goal to close last remaining large commercial payers contracts in 2018 ▪ We are near the end of the expected 6-month payer block ▪ Anticipate strong commercial adjudication will start in Q1 of 2019
Slide 13: BIJUVA Substitutable Market
BIJUVA Substitutable Market Column 1 Column 2 Column 3 FDA-Approved Off Label Combination Synthetic Compounded Combination Separate Bio-Identical E+P1 Bio-Identical E+P BIJUVA E & P Pills Substitutable Market TRx US: ~3.8 million1 ~3 million2 12 – 18 million3 BIJUVA Potential $760M-$950M4 $600M-$750
Slide 14: Key Clinical Attributes
BIJUVA is indicated in a woman with a uterus for the treatment of moderate to severe vasomotor symptoms due to menopause Key Clinical Attributes ▪ First and only bio-identical* combination of estradiol to reduce moderate to severe hot flashes combined with progesterone to help reduce the risk to the
Slide 15: BIJUVA Approval
BIJUVA Approval ▪ Post-Marketing Commitment • To further develop and validate in-vitro dissolution to show manufacturing consistency between drug batches of how the drug is released from the capsule in an in-vitro setting for quality control assessments • Expect to submit the final report in Decembe
Slide 16: BIJUVA Advantages For Stakeholders
BIJUVA Advantages For Stakeholders Patients • Satisfy demand for bio-identical hormone therapy with a product approved by FDA on safety and efficacy • Reduce of out-of-pocket costs via insurance coverage • Convenience of one combination product • Widely acceptable at pharmacies and not just compound
Slide 17: ANNOVERA Key Clinical Attributes
ANNOVERA Key Clinical Attributes Clinical Attributes ▪ Only FDA approved long-acting reversible birth control that doesn’t require a procedure or repeat doctor’s visit • Empowers women to be in control of their fertility and menstruation • ANNOVERA is the only user-directed single 12-month birth con
Slide 18: ANNOVERA Key Physical Attributes
ANNOVERA Key Physical Attributes Physical Attributes ▪ Softer and more pliable than NuvaRing ▪ Acceptable for women who haven’t had a child (nulliparous) or are not in a monogamous relationship1 ▪ “Vaginal System” – the only product in a new class of contraception with potential for $0 co-pay ▪ Cost
Slide 19: TherapeuticsMD, A Premier Women's Health Company
TherapeuticsMD, A Premier Women’s Health Company Annovera™ Annovera™ CONTRACEPTION/ DYSPAREUNIA VASOMOTOR CONTRACEPTION PRENATAL CARE FAMILY PLANNING - (Vulvar & SYMPTOMS PERIMENOPAUSE Vaginal Atrophy) REPRODUCTIVE HEALTH MENOPAUSE MANAGEMENT 19
Slide 20: QUESTIONS
QUESTIONS ANSWERS _ TherapeuticsMD’ 7 For Her. For Life. j