Astrazeneca Plc · LSE:AZN
Astrazeneca — Carnegie Pharma Conference 2005
14 slides from Astrazeneca's conference presentation, May 31, 2005
Slide 1: Carnegie Pharma Conference
Carnegie Pharma Conference John Patterson, Executive Director Development 31 May 2005 ANNUAL BUSINESS REVIEW Headline results Q1 05 2005 2004 Actual CER $m $m growth growth Sales 5,743 5,074 +13% +9% Operating profit 1,453 1,052 +38% +34% EPS $0.63 $0.47 +34% +33% 2 1
Slide 2: Q1 05 sales by Therapy Area
Q1 05 sales by Therapy Area 2005 2004 CER $m $m growth Growth 3,154 2,519 +21% Base 1,778 1,616 +6% Expiry 655 807 -23% 3 Strong momentum of growth portfolio 12,000 10,000 8,000 $m 6,000 4,000 2,000 0 Q1 00 MAT Q1 01 MAT Q1 02 MAT Q1 03 MAT Q1 04 MAT Q1 05 MAT Seroquel Ar imidex Nexium Symbic ort Cr
Slide 3: Crestor: real world clinical experience and US share
Crestor® Significant ‘real world’ clinical experience >4.5m patients and >20m Rx www.rosuva statininformation.com US label update FDA dismissal of Public Citizen petition New DTC campaign Pharmaco-epidemiology programme ORION study - e xamined effects of statin therapy on plaque composition using hi
Slide 4: Crestor ex-US share; Arimidex
Crestor®: TRx share ex-US 12.1% Canada 12% 10.3% Netherlands 10% 8.0% Italy 8% TRx 6% 4.4% France 4% 2% 0% wk1 wk11 wk21 wk31 wk41 wk51 wk61 wk71 wk81 wk91 Time since launch Share of C10A1, Statins 7 Sources: Can, NL, It, Fr, UK - IMS Health Arimidex® Only Aromatase Inhibitor (AI) indicated for prim
Slide 5: Arimidex – strong growth continues
Sales , U S$ 000' s Share 5/ 2 M 1/ 0 10, 000 20, 000 30, 000 40, 000 50, 000 60, 000 70, 000 80, 000 90, 000 100, 000 2 a 00 r 0.0 20.0 40.0 60.0 80.0 6/ 4 4 Ap -02 /2 r 0 6/ 04 M -02 1 ay 8/ 2 00 J u -02 7/ 4 n- 2 0 /2 0 Ju 2 7/ 04 1 A l-02 6/ 2 ug 00 - 7/ 4 3 S e 02 0/ 2 p- 00 8/ 4 O c 02 1 t 3/
Slide 6: Nexium
Nexium® Q1 sales $1,055 million, up 11% CER US sales $691 million, up 3% Other markets $365 million, up 30% CER US volume +15%, value +15% Additional (NSAID) DTC campaign from 2Q 05 IV formulation approved in US 31 March 05 11 Nexium® US TRx Market Share (PPI) 60% 50% Total Prescri ption Market Shar
Slide 7: US PPI Market TRx growth trends; Seroquel
US PPI Market - TRx EU growth trends* Q303 Q403 Q104 Q204 Q304 Q404 Q105 70 % 46% 50 % T Rx EU Growth % 33% 26% 30 % 23% 18% 17% 18% 15% 16% 13% 15% 9% 10% 9% 12% 8% 9% 10 % 3% 5% 0% 0% -10 % -3% -4% -30 % -33% -35% -40% -40% -50 % P PI o meprazole PPI ex-ome p Ne xium® *TRx Extended Unit growth rat
Slide 8: Seroquel is driving the atypical market
Seroquel Market – TRx Share 30% 25% 20% 15% 10% 5% 0% 03 D 0 03 04 04 Ju 03 03 ug 3 ep 3 03 Ja 03 Fe 04 ar 4 Ap 04 4 4 04 ug 4 S e 04 04 Ja 04 Fe 05 ar 5 Ap 05 5 00 0 0 00 0 00 0 00 0 20 20 20 20 20 20 20 20 0 20 20 20 20 20 20 20 20 20 y2 l2 2 r2 y2 l2 r2 n n b n p n b ct ct ov ec ov ec Ju Ju a a J
Slide 9: Symbicort and COSMOS study
Symbicort® $m 3 00 1Q 05 sales $247m, 2 50 +23% CER 2 00 US pMDI filing for asthma planned for 1 50 2Q/3Q 2005 Additional data to be 1 00 submitted for Single 50 Inhaler Therapy – EU filing now 2H05 0 Q1 02 Q1 03 Q1 04 Q1 05 17 Symbicort® - COSMOS Symbicort® Single Inhaler Therapy (budesonide/formot
Slide 10: Iressa; Cerovive
Iressa® Q1 05 sales $81m, -15% CER US -41% CER Asia Pacific (incl China) +18% CER Commercial prospects FDA label Continuing availability under sub-part H Ongoing sales in Asia 19 Cerovive™ Traps free radicals Meets STAIR criteria for neuroprotectant Effective in pre-clinical models Reduces infarct s
Slide 11: Cerovive SAINT trials
Cerovive™- SAINT Trials Randomised Controlled Trial design 72h treatment vs placebo Plasma concentration target of 260 M Eligibility CT confirmed ischemic stroke, previous independence, conscious, consent NIHSS 6 incl limb weakness, < 6h OTTT, rt-PA allowed Forced allocation to achieve mean OTTT <4h
Slide 12: ZD6474 mechanism and Trial 006 data
ZD6474 selectively targets two key pathways in tumor growth 2. Anti-EGFR: At the tumor cell, ZD6474: Inhibits cell proliferation Decreases i nvasion Promotes apoptosis Inhibits metas tasis Decreases VEGF production 1.Anti-VEGFR: At the tumor endothelial cell, ZD6474: Inhibits angiogenesis by decr ea
Slide 13: Sales and costs: maintaining the trends
Sales and costs: maintaining the trends Q1 05 Total Sales - MA T Growth R&D/ SG&A - MA T Growth 25% MAT Growth vs Prior Year Launch of Crestor® 20% 15% 10% Prilosec® 5% Expiry 0% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 2002 2003 2004 2005 25 Productivity improvements across the value chain Distributi
Slide 14: 2005 Priorities
2005 Priorities Deliver good earnings growth EPS target $2.35 - $2.50 Drive cash flow returns to shareholders Q1 05 cash flow of $1322m Improve quality of development pipeline Pursue all sources of growth for the mid-term 27 Cautionary Statement Regarding Forw ard-Looking Statements In order to util