Pfizer, Inc. · NYSE:PFE
Pfizer — Cowen and Company 37th Annual Health Care Conference 2017
14 slides from Pfizer's conference presentation, Mar 7, 2017
Slide 1: Pfizer Essential Health
M AR C H 7 , 2 0 1 7 Pfizer Essential Heath Cowen and Company 37th Annual Health Care Conference PRESENTED BY: John Young Group President, Pfizer Essential Health Pfizer Inc. 1
Slide 2: Forward-Looking Statements
Forward-Looking Statements Our discussions during this presentation will include forward-looking statements about, among other things, our anticipated future operating and financial performance, business plans and prospects, Pfizer Essential Health’s in-line products, product candidate and pipeline,
Slide 3: Pfizer Essential Health is a Diverse Business with Unique Opportunities Across Portfolios and Geographies
Pfizer Essential Health is a Diverse Business with Unique Opportunities Across Portfolios and Geographies Our Value to Pfizer Our Value to Shareholders Lower risk portfolio and pipeline with Attractive operating margins steady cash flows that complements and significant scale with the profile of Pfi
Slide 4: We Have Purposefully Evolved Our Business to Pfizer Essential Health
We Have Purposefully Evolved Our Business to Pfizer Essential Health ~$22.5B* ~$21.7B 2016 Revenues ~$25.6B Acquired AZ anti- 2015 infectives Hospira Divested L-Hospira ~$7.5B Infusion Systems 2014 Emerging Markets 2008 Broader Portfolio Post-LOE only * Excludes revenues from Hospira Infusion System
Slide 5: In 2016, PEH Revenue Growth was 8% Driven By Inclusion of Legacy Hospira
In 2016, PEH Revenue Growth was 8%* Driven By Inclusion of Legacy Hospira (L-HSP) Operations ($ Billions, Growth Rate %’s Exclude Impact of Foreign Exchange) 2016 Anticipated Near- Revenues/ Term Operational Operational Revenue Growth $25 Growth % Trajectory $0.7 CentreOne +18% $20 $0.3 Biosimilar
Slide 6: Impact of LOE Products in Current PEH Portfolio Expected to Diminish Over Time
Impact of LOE Products in Current PEH Portfolio Expected to Diminish Over Time 2017 LOE Impact Expected to be $1.6 Billion, Reflecting Final Wave of New LOE’s in the Current PEH Portfolio ($ Billions) $2.9 $1.6 $1.2 $0.6 $0.2 $0.1 $0.1 $0.0 2015 2016 2017E 2018E 2019E 2020E 2021E 2022E-2025E Estimat
Slide 7: Pfizer Essential Health: Strategy for Sustainable Growth
Pfizer Essential Health: Strategy for Sustainable Growth PEH VISION: We meaningfully contribute to improving global health by making Pfizer quality medicines accessible to patients around the world. PEH STRATEGIC PILLARS INNOVATIVE DIFFERENTIATED ACTIVE PORTFOLIO FOCUSED RESEARCH A LEAN GO-TO-MARKET
Slide 8: Pfizer Essential Health has a Global Market Leading Position and Pipeline of Biosimilars
Pfizer Essential Health has a Global Market Leading Position and Pipeline of Biosimilars $319M in 2016 8 Assets in Mid-Late Stage Development PF-05280014 PF-06438179* PF-06946151 PF-06881893 (Trastuzumab) (Infliximab) (Epoetin Alfa) (Filgrastim) Registration Ph. III Ph. III (US) Ph. I/II PF-06439535
Slide 9: Sterile Injectables Portfolio Expected to Drive Sustainable Growth Through Global Expansion & Differentiation
Sterile Injectables Portfolio Expected to Drive Sustainable Growth Through Global Expansion & Differentiation $6.0B in 2016 Broad pipeline LIFE-SAVING DRUGS ~$80B comprising 14 typically delivered global market today, THERAPEUTIC intravenously, primarily with a projected 5 year AREAS in hospitals CA
Slide 10: Pfizer Essential Health is the Number One Non-Viral Anti-Infective Company
Pfizer Essential Health is the Number One Non-Viral Anti- Infective Company $3.3B in 2016 AGING INCREASED Population Resistance Global Leader with more than 80 MEDICINES Bolstering our Anti-Infective Position through ACQUISITION of Zavicefta, Zinforo, Merrem and 2 pipeline assets 10
Slide 11: Pfizer Essential Health is well positioned to grow in Emerging Markets
Pfizer Essential Health is well positioned to grow in Emerging Markets $6.6B in 2016 (Operational Growth Rate %’s Exclude Impact of Foreign Exchange) 6% 4% 2015 2016 2017E Underlying operational growth has remained positive, offset by impact of Fx. 11
Slide 12: Pfizer Essential Health Market Leadership
Pfizer Essential Health Market Leadership Number One Non-Viral Anti-Infective Company Number One In Total Biosimilar Sales The leading Company In Global Off-Patent Sterile Injectables A Leader In Emerging Markets 12
Slide 13: Key Takeaway
Key Takeaway We have purposefully evolved our business and remain committed to delivering sustainable profitable growth through execution of our strategy in the portfolios of Biosimilars, Sterile Injectables, Anti-Infectives, and Emerging Markets. 13 Pfizer Confidential – Do Not Distribute
Slide 14: Q&A
M AR C H 7 , 2 0 1 7 Q&A Cowen and Company 37th Annual Health Care Conference PRESENTED BY: John Young President, Pfizer Essential Health Pfizer Inc. 14
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