Amneal Pharmaceuticals, Inc. · NASDAQ:AMRX
Amneal Pharmaceuticals — Jefferies Global Healthcare Conference 2023
17 slides from Amneal Pharmaceuticals's conference presentation, Nov 14, 2023
Slide 1: Amneal Pharmaceuticals
Amneal Pharmaceuticals Chirag Patel, Co-founder & Co-CEO Growing diversified pharmaceutical Jefferies Global Healthcare Conference company creating November 14, 2023 essential medicines
Slide 2: Cautionary Statement on Forward Looking Statements
Cautionary Statement on Forward Looking Statements Certain statements contained herein, regarding matters that are not historical facts, may be forward-looking statements (as defined in the U.S. Private Securities Litigation Reform Act of 1995). Such forward-looking statements include statements reg
Slide 3: Macro trends are accelerating growth in essential medicines
Macro trends are accelerating growth in essential medicines Macro trend Amneal value proposition Global aging population using Growing portfolio of ~270 medicines across more daily medicines than ever Generics, Injectables, Biosimilars and Specialty Industry-leading R&D and manufacturing Increasing
Slide 4: Strategy aligned with large & growing addressable market opportunities
Strategy aligned with large & growing addressable market opportunities Key U.S. pharmaceutical markets expected to grow to $100B+ by 2030 Retail Generics Institutional Injectables Biosimilars Specialty (CNS & Endo) $29B $21B $44B $9B $25B $14B $17B $6B • Better pricing environment • Notable supplier
Slide 5: Amneal Pharmaceuticals – We make healthy possible®
Amneal Pharmaceuticals – We make healthy possible® • Global diversified pharmaceuticals company with a growing portfolio of ~270 commercial products across Retail Generics, Injectables, Biosimilars and Specialty, and our AvKARE distribution business • Highly productive R&D engine focused on complex
Slide 6: Proven track record of driving top and bottom-line growth
Proven track record of driving top and bottom-line growth Net Revenue Growth Adjusted EBITDA(2) Growth High-single ($ millions) ($ millions) digit growth $2,370 – $2,420 +22.5% +5.7% $2,212 High-single $540 - $550 +5.1% $2,094 (+4.5%(1) $1,993 digit growth $514 $374 $512 organic) $378 ~$500 $356 $1,
Slide 7: Affordable medicines portfolio driving sustainable growth
GENERICS Affordable medicines portfolio driving sustainable growth • Diverse portfolio of ~230 retail generics products Generics net revenue ($ millions): shifting towards more complex, high-value and high +4% CAGR from 2020 - September 2023 Retail impact medicines • Ability to develop and commercia
Slide 8: Transforming our Specialty business with expanding portfolio
SPECIALTY Transforming our Specialty business with expanding portfolio Specialty highlights Expect $500M+ sales by 2027 Expected specialty launches(1) ($ millions) Potential Therapeutic Program $500+ Launch Area • Therapeutic focus on Neurology New Parkinson’s and Endocrinology 2H 2024* IPX203 Launc
Slide 9: Delivering continued double-digit growth in AvKARE business
AvKARE Delivering continued double-digit growth in AvKARE business 15%+ revenue CAGR expected from 2020 to 2025 AvKARE strategic focus areas ($ millions) $600+ $600+ • Operates as a contract administrator (wholesaler ~$500 and re-packager selling to hospitals and U.S. Government agencies) with 3 sal
Slide 10: Global diversified pharmaceuticals company with a clear strategy for sustainable growth
Global diversified pharmaceuticals company with a clear strategy for sustainable growth Estimated 2023 Business area Strategy for growth Growth projection(1) Net Revenue Retail Grow #4 U.S. Generics portfolio of ~230 products with new Low-single digit growth Generics launches and shift to complex do
Slide 11: Executing on Amneal's four pillars of value creation
Executing on Amneal’s four pillars of value creation Key Pillar Metric 2019 2023(1) Growth projection(4) #1 Increased diversification OSD Gx % of revenue 53% 26% <20% by 2027 Revenues $1.6B ~$2.4B High-single digit growth Strong financial #2 performance Adjusted EBITDA $339M ~$545M Meaningful accele
Slide 12: Appendix
amneal We make healthy possible Appendix
Slide 13: Track record of driving innovation to deliver best-in-class affordable medicines
Track record of driving innovation to deliver best-in-class affordable medicines DHE (Migraine & Cluster Headache) FyInetra® acquisition (pegfilgrastim) K-130 Alymsys® (Symptomatic (bevacizumab) neurogenic Amneal founded Transdermal orthostatic Oral liquids Inserts / Implants Injectables Releuko® hy
Slide 14: Differentiated R&D and manufacturing capabilities
Differentiated R&D and manufacturing capabilities Best-in-class R&D and manufacturing capabilities Global network of FDA-approved, delivering complex & high-value dosage forms cGMP manufacturing sites INJECTABLES TRANSDERMALS ORAL SOLIDS, & STERILE LIQUIDS & TOPICALS Matrix Peptides Hydrogel IR/ER t
Slide 15: Entering key global markets with impactful pharmaceuticals
INTERNATIONAL EXPANSION Entering key global markets with impactful pharmaceuticals Geography Direct / Partner Strategy and status India Direct • Utilizing commercial team to launch Expanding local products locally presence • Focusing on the hospital, ophthalmics, and specialty products markets Europ
Slide 16: Significant growth catalysts across portfolio
Significant growth catalysts across portfolio Retail Generics Injectables Biosimilars Specialty International Recently Year-to-date launches Year-to-date Launches Launched IPX203 pending NDA Launched completed ✓ Posaconazole, Pirfenidone, Lubiprostone, ✓ Azacitidine, Prochlorperazine ✓ ALYMSYS®, a •
Slide 17: Reconciliation of net (loss) income to EBITDA & adjusted EBITDA
Reconciliation of net (loss) income to EBITDA & adjusted EBITDA Note: Due to rounding, numbers presented may not add up precisely to the totals provided and percentages may not precisely reflect the absolute figures. 17
Amneal Pharmaceuticals — Jefferies Global Healthcare Conference 2023 on 6ix