Adams Respiratory Therapeutics Inc
Adams Respiratory Therapeutics — Investor Presentation (April 2007)
10 slides from Adams Respiratory Therapeutics's investor presentation, Apr 4, 2007
Slide 1: Closing Remarks
Mike Valentino Chief Executive Officer Closing Remarks
Slide 2: Safe Harbor
Safe Harbor This presentation contains certain "forward-looking" statements. These statements are based on the current estimates and assumptions of the management of Adams Respiratory Therapeutics, Inc. ("Adams") as of the date of this presentation and are subject to uncertainty and changes in circu
Slide 3: Key Growth Drivers: OTC Portfolio Diversification and Expansion
Key Growth Drivers OTC Portfolio Diversification and Expansion
Slide 4: Expansion Accelerates in FY08
Expansion Accelerates in FY08 Fiscal 2008 For example purposes only.
Slide 5: New Rx NDA - Key Growth Drivers
OTC Portfolio Diversification and Expansion New Rx NDA - Mucinex with Codeine Key Growth Drivers
Slide 6: New Rx NDA potential sales and TRx share by launch year
Mucinex with Codeine Potential $9-11 MM $48-55 MM $100-120 MM $160-190 MM $240-280 MM 1-2% 5-6% 10-12% 14-18% 20-23% Launch years will require aggressive promotion to break prescriber habits Once clinical benefits are recognized uptake should be more rapid and steady Note: Percentages represent TRxs
Slide 7: New Rx NDA - Erdosteine Key Growth Drivers
OTC Portfolio Diversification and Expansion New Rx NDA - Mucinex with Codeine Erdosteine Key Growth Drivers
Slide 8: Where Are We Today?
Where Are We Today? While subsequent analyses are showing more promising data, it is still too early to determine ultimate outcome Continue 'data mining' during Q4, FY 07 Review results, trends and hypotheses with external experts Formulate potential follow-on research plans in FY08, if warranted Di
Slide 9: Four Catalysts for Growth
Four Catalysts for Growth OTC Portfolio Diversification and Expansion New Rx NDA - Mucinex with Codeine Erdosteine FDA Exclusivity Decision on DM and D
Slide 10: Mucinex SE, DM and D launch history and Rx market size
6.7 MM Rx 1.5 MM Rx Consumer Advertising February 2006 Competing Product Removal? Competing Product Removal? FDA Exclusivity Decision Pending Consumer Advertising November 2004 Competing Products Removed December 2003 Launched July 2002 Approved July 2002 $125 MM Rx market $21 MM Rx market Consumer
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