Slide 1: Q1 2023 sales update
Bring The full potential of our innovative medicines to patients Q1 2023 sales update Build A high-value 27 April 2023 sustainable pipeline Deliver Efficiencies to enable targeted investment & growth Focus. Together. For patients & society Boost A culture of collaboration & excellence 1
Slide 2: Disclaimer and safe harbor
Disclaimer and safe harbor − This presentation includes only summary information and does not purport to be comprehensive. Forward-looking statements, targets and estimates contained herein are for illustrative purposes only and are based on management’s current views and assumptions. Such statement
Slide 3: Speakers
Speakers For Q&A David Loew Aymeric Le Chatelier Chief Executive Officer Chief Financial Officer 3
Slide 4: Highlights
Highlights Consistent strong delivery on the strategic roadmap Total sales Pipeline update • Q1 sales growth of 5.7% • Onivyde 1L PDAC – Full Phase III data presented • Growth platforms, up by 14.7%, led • Forthcoming PDUFA dates: by Dysport & Cabometyx – 15 June: Bylvay (Alagille syndrome) – 16 Aug
Slide 5: Sales highlights
Sales highlights Growth platforms outweighing the gradual decline of Somatuline Q1 2023 €m change % of total sales Dysport 155 25.2% 21% Cabometyx 130 31.0% 18% Decapeptyl 130 0.8% 17% Onivyde 37 -12.3% 5% Growth platforms 452 14.7% 61% Tazverik 9 n/a 1% Bylvay 5 n/a 1% Newly acquired medicines 14 n
Slide 6: Strong performance from growth platforms of +14.7%
Strong performance from growth platforms of +14.7% +25.2% +31.0% +0.8% -12.3% Further strong Further launches of the Continued market-share Performance reflected performance in combo in first-line renal uptakes in a number of shipment phasing to aesthetics in Ipsen & cell carcinoma geographies ex-U.
Slide 7: Somatuline sales continuing to decline gradually
Somatuline sales continuing to decline gradually Q1 2023: -9.8% NORTH AMERICA EUROPE REST OF WORLD 58% of Somatuline sales 30% of Somatuline sales 12% of Somatuline sales -2.7% -25.7% +7.3% Favorable wholesaler- Generic competition across Solid underlying growth inventory comparison more geographies
Slide 8: Recently acquired medicines
Recently acquired medicines €5m €9m Momentum in Growth of 21% in commercial sales1 North America and Europe An increasing Focus on all-comers, new-patient number of treated PFIC patients starts & duration of therapy Anticipated regulatory decisions this NCCN guidelines recently updated year in Alagi
Slide 9: Building a high-value, sustainable pipeline
Building a high-value, sustainable pipeline Phase I Phase II Phase III Registration IPN60210 TAZVERIK CABOMETYX + R/R multiple myeloma ATEZOLIZUMAB PALOVAROTENE (various combinations) & R/R DLBCL 2L mCRPC FOP R/R malignancies TAZVERIK ONIVYDE + 5-FU/LV + IPN60260 (A2342) BYLVAY (+ hormonotherapy) OX
Slide 10: Pipeline: near-term major milestones
Pipeline: near-term major milestones Bylvay: Alagille syndrome PDUFA date: 15 June 2023 (U.S.) Regulatory decision: H2 2023 (E.U.) Onivyde: 1L PDAC Regulatory submission (U.S.): H1 2023 Elafibranor: 2L PBC Phase III data readout: end of H1 2023 Palovarotene: FOP PDUFA date: 16 August 2023 (U.S.) Re-
Slide 11: Conclusion
Conclusion Consistent strong delivery on the strategic roadmap A strong Q1 sales performance Double-digit increase in the growth platforms Financial guidance for 2023 confirmed Expanding the scope in Rare Disease The integration of Albireo Building a high-value, sustainable pipeline Several near-ter
Slide 12: Questions
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Slide 13: Appendix
APPENDIX SIPSEN
Slide 14: Q1 2023 total sales: favorable 2.1% impact of fx rates
Q1 2023 total sales: favorable 2.1% impact of fx rates Average rate changes Q1 2023 sales by currency (Q1 2023 vs. Q1 2022) USD: 1.07 BRL: 5.57 AUD: 1.57 CNY: 7.34 TRY: 20.25 Other CNY 4% 5% EUR -1% -29% --66% 24% -3% 34% 35% 4% CNY 4% 3% 5% -16% GBP 35% 33% USD BRL AUD CNY TRY USD 14
Slide 15: Oncology: key ongoing clinical-trial highlights
Oncology Key ongoing clinical-trial highlights P R I M ARY TRIAL P O P U L AT I O N PAT I E N T S DESIGN S TAT U S ENDPOINT(S) Second novel hormonal Recruiting1 Cabometyx therapy (abiraterone & CONTACT-02 2L mCRPC 580 prednisone or enzalutamide) OS, PFS PFS data Phase III or anticipated NCT04446117
Slide 16: Oncology: key ongoing clinical-trial highlights
Oncology Key ongoing clinical-trial highlights P R I M ARY TRIAL P O P U L AT I O N PAT I E N T S DESIGN S TAT U S ENDPOINT(S) Tazverik Tazverik in various ARIA R/R hematologic Phase Ib: dosing, safety 156 combinations: multi- Recruiting Phase Ib/II malignancies Phase II: ORR cohort NCT05205252 IPN6
Slide 17: Rare Disease: key ongoing clinical-trial highlights
Rare Disease Key ongoing clinical-trial highlights P R I M ARY TRIAL P O P U L AT I O N PAT I E N T S DESIGN S TAT U S ENDPOINT Response to treatment Elafibranor Placebo defined as ALP < 1.67 x ELATIVE Data anticipated 2L PBC 161 or ULN and total bilirubin ≤ Phase III H1 2023 elafibranor ULN and ALP
Slide 18: Rare Disease: key ongoing clinical-trial highlights
Rare Disease Key ongoing clinical-trial highlights P R I M ARY TRIAL P O P U L AT I O N PAT I E N T S DESIGN S TAT U S ENDPOINT(S) Palovarotene - U.S.: PDUFA date Palovarotene 5mg QD and upon 16 August 2023 MOVE FOP flare-up, 20mg QD Annualized change in 107 E.U. CHMP: negative Phase III (chronic) f
Slide 19: Rare Disease: key ongoing clinical-trial highlights
Rare Disease Key ongoing clinical-trial highlights P R I M ARY TRI AL P O P U L AT I O N PAT I E N T S DESIGN S TAT U S ENDPOINT(S) 10mg IPN60250 tablet QD for 12 IPN60250 (A3907) weeks Primary sclerosing Treatment-related Phase II 12 Recruiting cholangitis adverse events NCT05642468 30mg (3x10 mg)
Slide 20: Neuroscience: key ongoing clinical-trial highlights
Neuroscience Key ongoing clinical-trial highlights P R I M ARY TRIAL P O P U L AT I O N PAT I E N T S DESIGN S TAT U S ENDPOINT IPN10200 Ax Dose escalation & Moderate to LANTIC dose finding First patient commenced severe upper 424 Safety Phase II versus Dysport or dosing Q1 2023 NCT04821089 facial l
Slide 21: Thank you
THANK YOU 21
Slide 22: Investor Relations
Investor Relations Adrien DUPIN DE SAINT-CYR Adrien DUPIN DE SAINT-CYR CraigRelations Investor MARKS Manager Nicolas BOGLER Investor Relations Manager Vice President, Investor Relations Investor Relations Senior Manager +44 7564 349 193 +33 6 52 19 98 92 craig.marks@ipsen.com nicolas.bogler@ipsen.co
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