H. Lundbeck A/s Class A · OMXCOP:HLUN_A
H. Lundbeck A/s Class A — 41st Annual J.P. Morgan Healthcare Conference (January 2023)
24 slides from H. Lundbeck A/s Class A's conference presentation, January 2023
Slide 1: Maintaining profitable, sustainable growth
Maintaining profitable, sustainable growth D r. D e b o r a h D u n s i r e , President and CEO January 2023
Slide 2: Company disclaimer
Company disclaimer This presentation contains forward-looking statements that provide our expectations or forecasts of future events such as new product introductions, product approvals and financial performance. Forward looking statements include, without limitation, any statement that may predict,
Slide 3: The Neuroscience market is on a growth trajectory as new areas of unmet medical need are being served
41st Annual J.P. Morgan Healthcare Conference The Neuroscience market is on a growth trajectory as new areas of unmet medical need are being served Rapidly growing knowledge Many exciting new advances Expanded drugability Multiple drug modalities such as Scientific articles for Rapidly evolving scie
Slide 4: Strategic brands powering growth across the portfolio
41st Annual J.P. Morgan Healthcare Conference Strategic brands powering growth across the portfolio % Revenue contribution Strong growth from strategic brands 16,000 Mature brands incl. Other revenue and hedging Strategic brands 12,000 DKKm 35% 8,000 +19% 44% 9M 2021 9M 2022 in L.C. 56% 4,000 65% 0
Slide 5: Vyepti: Strong growth in the U.S.
41st Annual J.P. Morgan Healthcare Conference Vyepti: Strong growth in the U.S. U.S. Vyepti demand* U.S. growth advances (weekly - vials) • Prevention market share continues to grow in the U.S.: 5.0%** • Patient persistency on Vyepti exceeds competition Vials 4-week average 2020 2021 2022 2023 Vyept
Slide 6: Vyepti: Global rollout progressing as planned
41st Annual J.P. Morgan Healthcare Conference Vyepti: Global rollout progressing as planned Strong adoption across new markets • Launched in nine markets in 2022, namely Australia, Canada, Denmark, Estonia, Finland, Germany, Singapore, Sweden and Switzerland • Volume share of prevention market: • 13
Slide 7: Strong Brintellix/Trintellix growth underpinned by excellent efficacy profile
41st Annual J.P. Morgan Healthcare Conference Strong Brintellix/Trintellix growth underpinned by excellent efficacy profile Continued strong growth in Japan • 9.1% value market share (up 3.3ppt in 2022) • Benefitting from stronger positioning due to increased adoption by psychiatrists as a first-lin
Slide 8: Rexulti continues to show strong volume growth
41st Annual J.P. Morgan Healthcare Conference Rexulti continues to show strong volume growth Continued strong growth momentum in the U.S... U.S. Rexulti demand* (Monthly - TRx) • Share at all time high 110,000 • Number of Rx increased with strong 105,000 in person promotion and DTC offering 100,000
Slide 9: Brexpiprazole offers an exciting treatment option for patients with Agitation in Alzheimer's Dementia (AAD)
41st Annual J.P. Morgan Healthcare Conference Brexpiprazole offers an exciting treatment option for patients with Agitation in Alzheimer’s Dementia (AAD) Primary Endpoint: Change from Baseline in CMAI Total (MMRM) (Study 213) 0 2 4 6 8 10 12 An estimated 6.5 million patients with AD in 0 the U.S. in
Slide 10: Brexpiprazole, in combination with sertraline, is being evaluated in two phase III PTSD trials
41st Annual J.P. Morgan Healthcare Conference Brexpiprazole, in combination with sertraline, is being evaluated in two phase III PTSD trials High unmet need in Post-traumatic Exploratory PoC study in PTSD4 Phase III program Stress Disorder (PTSD) suggested effects of brexpirazole Study #1: Flexible-
Slide 11: Getting ready to launch aripiprazole 2M RTU
41st Annual J.P. Morgan Healthcare Conference Getting ready to launch aripiprazole 2M RTU Abilify Maintena continues to show solid growth -13% Global LAI sales and Abilify Maintena MS% in L.C (Quarterly – USD and %) USDm % 1,600 30 • Growth mainly driven by the U.S., Spain and Canada Revenue (l.h.s.
Slide 12: Lundbeck's strategic journey to expand while focusing
41st Annual J.P. Morgan Healthcare Conference Lundbeck’s strategic journey to expand while focusing We stay true to our neuroscience heritage 2021 and beyond We are targeting specialist treated indications with impactful medicines Specialist neurology (incl. pain) • Well-defined patient segments Rar
Slide 13: Streamlined R&D platform with strong progress in developing the product pipeline
41st Annual J.P. Morgan Healthcare Conference Streamlined R&D platform with strong progress in developing the product pipeline Biology Project Area Phase I Phase II Phase III Filing/launch Streamlined R&D organization 1) Eptinezumab (anti-CGRP mAb) Migraine prevention SUN-studies PROMISE 1 & 2 in pl
Slide 14: Strong progess in the pipeline
41st Annual J.P. Morgan Healthcare Conference Strong progess in the pipeline • Vyepti approved in EU and continued global regulatory roll-out • Brexpiprazole positive phase III data in Agitation in Alzheimer’s Disease • Submitted for regulatory approval in the U.S. and Canada • Aripiprazole 2-month
Slide 15: Lu AG09222 holds the potential to be first-in-class with a differentiated approach to migraine prevention
41st Annual J.P. Morgan Healthcare Conference Lu AG09222 holds the potential to be first-in-class with a differentiated approach to migraine prevention Lu AG09222 Medical condition Migraine (prevention) VIP VIP VPAC1 VPAC2 PAC1 Molecule Anti-PACAP* humanized IgG1 antibody Robust clinical data suppor
Slide 16: The potential of PACAP inhibition provides opportunities beyond migraine
41st Annual J.P. Morgan Healthcare Conference The potential of PACAP inhibition provides opportunities beyond migraine PACAP relaxes smooth muscle cells leading to vasodilation, and activates key components of the trigeminovascular system These effects all contribute to migraine and in other PACAP i
Slide 17: Lu AF82422 in phase II - Potential first therapy delaying disease progression in Multiple System Atrophy
41st Annual J.P. Morgan Healthcare Conference Lu AF82422 in phase II - Potential first therapy delaying disease progression in Multiple System Atrophy Medical condition Neuron Alpha-synucleinopathies: Multiple System Atrophy – A rare, aggressive, disease with a high unmet medical need Alpha-synuclei
Slide 18: Lu AG22515 – first neuroimmunology program progressing in phase I
41st Annual J.P. Morgan Healthcare Conference Lu AG22515 – first neuroimmunology program progressing in phase I Medical condition Immune-mediated nervous system disorders Molecular structure of Lu AG22515 (scFv)2-Fab fusion Molecular weight 100 kDA Molecule Anti-CD40L Anti-CD40L Differentiated ant
Slide 19: Lu AG13909 – first neurohormonal program started clinical development
41st Annual J.P. Morgan Healthcare Conference Lu AG13909 – first neurohormonal program started clinical development HPA axis Medical condition Neurohormonal dysfunctions related to HPA axis Molecule Anti-ACTH humanized IgG1 antibody – First in class mAb with potential to offer a safe and efficacious
Slide 20: Selected deliverables 2023
41st Annual J.P. Morgan Healthcare Conference Selected deliverables 2023 • Vyepti: Continue global roll-out through 2023 • Aripiprazole 2M RTU: FDA, Health Canada and EMA approvals (Expected Q2 and Q3 2023) • Brexpiprazole AAD: FDA approval (The FDA target date (PDUFA date) for completion of the rev
Slide 21: Strong heritage in transformative medicines for brain diseases: A foundation serving enormous unmet medical needs in neuroscience
41st Annual J.P. Morgan Healthcare Conference Strong heritage in transformative medicines for brain diseases: A foundation serving enormous unmet medical needs in neuroscience Substantial unmet and growing medical needs in CNS Lundbeck’s strategic brands provide strong, predictable growth Major laun
Slide 22: Q&A
Q&A 22
Slide 23: Strong heritage in transformative medicines for brain diseases: A platform to serve enormous unmet medical needs in neuroscience
41st Annual J.P. Morgan Healthcare Conference Strong heritage in transformative medicines for brain diseases: A platform to serve enormous unmet medical needs in neuroscience 1 Exposure to the resilient, growing and attractive global CNS market with supportive fundamentals 2 Attractive portfolio of
Slide 24: Focus on promising biology
41st Annual J.P. Morgan Healthcare Conference Focus on promising biology Selected four biology clusters feeding into our strategy Scientifically well-described areas still rich in targets with untapped potential High feasibility for early de-risking and maintaining a competitive edge Circuitry / neu
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