Lupin Limited · NSE:LUPIN
Lupin — J.P. Morgan Healthcare Conference 2021
13 slides from Lupin's conference presentation, Jan 12, 2021
Slide 1: Regulation 30 disclosure letter to stock exchanges
LUPIN January 12, 2021 BSE Limited Department of Corporate Services, P. J. Towers, Dalai Street, Mumbai - 400 001. v National Stock Exchange of India Ltd. Exchange Plaza, Bandra Kuria Complex, Bandra (East), Mumbai - 400 051. Dear Sir/Madam, Sub: Disclosure pursuant to Regulation 30 of the SEBI (Lis
Slide 2: J.P Morgan Healthcare Conference - Lupin Limited
J.P Morgan Healthcare Conference January 12th, 2021 Lupin Limited Vinita Gupta, CEO
Slide 3: Safe Harbor Statement
Safe Harbor Statement Materials and information provided during this presentation may contain ‘forward-looking statements’. These statements are based on current expectations, forecasts and assumptions that are subject to risks and uncertainties which could cause actual outcomes and results to diffe
Slide 4: Lupin Today
Lupin Today Globally Ranked Research Manufacturing Major Markets 10th 1 3rd Largest Generic 1 Largest in company 2 the US (by sales1) (by prescriptions2) 1 12 2 5th 6th Largest Indian 1 India Pharma Pharma 1 Market Rank (by global sales1) (by sales2) Financial Metrics 4th Market 6.6 bn Largest South
Slide 5: CY20 Highlights and Recent Performance
CY20 Highlights and Recent Performance COVID Response: Delivered our mission of Ensuring the health and well-being of our H1 FY2021 people while maintaining our supply of life-saving medicines (% of Global Net Sales) Increasing Sales Momentum: Achieving sustained quarterly growth India, North Americ
Slide 6: US Generics: Established Leader
US Generics: Established Leader Consolidating our position in the US1 Robust base business #3 121 62 • Top 25 products drive the base business with strong market share • Strategic supply chain capability maintained throughout the COVID related disruptions US Pharma Top 3 by Market Focus on Key launc
Slide 7: India: Consistent Outperformer
India: Consistent Outperformer Consistently outpacing market Leadership across cardiac, diabetes, and respiratory TA’s Overall Rank in IPM 5 Year CAGR% Lupin Rank1 #5 MAT MAT Therapy Market Lupin Jun-16 Jun-20 #6 Jan- Cardiac 10% 10% 3 3 Sep 20 #7 MAT Anti-diabetics 15% 21% 4 3 Sep-20 MAT Sep-16 Res
Slide 8: Strategic Vision: A Well-Diversified Pharma Company
Strategic Vision: A Well-Diversified Pharma Company Integrated Global Quality Culture Novel products North America NaMuscla Novel Oncology Women’s Health Franchise Research Platform Committed to building robust specialty business Capability building and Geographic expansion Pipeline acceleration por
Slide 9: Material Progress on Growth Platform Investments
Material Progress on Growth Platform Investments Timing of material contribution Injectables FY23+ Robust suite of depot, liposomal, Peptide and Iron colloid generic therapies Inhalation FY21+ Women’s Accelerating Global Inhalation Health strategy leveraging synergistic FY26+ platform investments Le
Slide 10: Evolving our Specialty Focus
Evolving our Specialty Focus Historic launches 2021 Onwards 2004: Launched Suprax ™ oral suspension to pediatricians • Accelerating Solosec through Trichomoniasis indication1 and maximizing access wins 2012: Launched Suprax™ for uncomplicated UTI • Expanding portfolio through BD&L 2016: Acquired Met
Slide 11: Progressing our Oncology Pipeline
Progressing our Oncology Pipeline Track record of success Differentiated Portfolio AbbVie / MALT1 Partnership (2018) Therapeutic Development Possible Indications Target Stage • AbbVie licensed Lupin’s MALT1 (Mucosa-Associated Lymphoid Tissue Lymphoma Translocation Protein 1) Inhibitor Program Immuno
Slide 12: Living our Values and Purpose in 2021 and beyond
Living our Values and Purpose in 2021 and beyond… Executing Strategic Growth Drivers Navigating COVID Delivering Quality Building Innovation Expanding Operating Margins 11
Slide 13: Thank You
L LUPIN THANK YOU