Baxter International Inc. · NYSE:BAX
Baxter International — 2018 Baxter Investor Conference
18 slides from Baxter International's conference presentation, May 21, 2018
Slide 1: Renal Care
RENAL CARE Laura Angelini GM, Renal Care May 21, 2018
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation includes forward-looking statements concerning Baxter’s financial results, R&D pipeline, including planned product launches (many of which are subject to regulatory approval) and results of clinical trials, business development activities, capital structure, c
Slide 3: Renal Care Market Overview
Renal Care Market Overview1 Global Products Market Size ~$16B+ ~$14B CAGR2 Peritoneal Dialysis (PD) 4% - 5% Automated Peritoneal Dialysis (APD) and Continuous Ambulatory Peritoneal Dialysis #1 (CAPD) Baxter Position Hemodialysis (HD) #2 ~4% Extracorporeal dialysis performed in-center or at home Baxt
Slide 4: Market Dynamics
Market Dynamics ~6% ~25 Years Patient Growth Aging population; hypertension; Of Limited Innovation diabetes; >75% of growth from Focus on incremental features3 Emerging Markets1 ~4M 20% - 30% Untreated Patients One-Year HD Mortality Rate Lack of access to care in Current therapies continue to Emergi
Slide 5: Renal Care Portfolio
Renal Care Portfolio AK98 Monitor BiCart Amia (NA)1 Solutions Concentrate Peritoneal Dialysis 66% ~$3.3B Hemodialysis 2017 Sales3 34% Kaguya (Japan) Claria (ROW)2 Revaclear Theranova Market Leading Portfolio Rooted In Innovation 1United States and Canada. 2Rest of world. 3FY 2017 sales excludes Rena
Slide 6: Strategic Growth Drivers
Strategic Growth Drivers Portfolio Innovation Market Development Enter Adjacencies ~$400M Improving Emerging Market adoption Expanding the Continuum 2023 New Product Revenue1 of Care through Chronic Kidney Disease Generating evidence for (CKD) Management Sharesource and Treatment CKD Renal Care Trea
Slide 7: Renal Care Pipeline
Portfolio Market Enter Renal Care Pipeline Innovation Development Adjacencies CAPD+ China AK98 China Artis China Theranova China Polyflux Japan Theranova U.S. Point of Care (POC) Generation 1 Revaclear 500 AK98 v3 U.S. CWP 800 Mini Kaguya Japan Artis Physio Plus Point of Care (POC) Generation 2 2018
Slide 8: Key Launches: HDx Enabled By Theranova
Key Launches: Portfolio Innovation Market Development Enter Adjacencies HDx Enabled By Theranova ~50% of End Stage Renal Disease (ESRD) patients die due to cardiovascular disease Effectively clears large uremic toxins with no change in existing infrastructure and workflow1 May attenuate inflammation
Slide 9: Key Launches: Kaguya APD System
Key Launches: Portfolio Innovation Market Development Enter Adjacencies Kaguya APD System Japan currently ~3% home therapy adoption Auto-Connect + Auto-ID Sharesource enables proactive therapy management Increased patient & HCP confidence New Shared Decision-Making Policy Addressing Market Needs To
Slide 10: Key Launches: Home Solution Generation System (POC)
Key Launches: Portfolio Innovation Market Development Enter Adjacencies Home Solution Generation System (POC) Improvements to patient Quality of Life (QoL) Delivers prescriptions by cycle First patient on therapy in 2H 2018 Cornerstone for future innovation Innovation Delivering Simplified Therapies
Slide 11: Market Development
Portfolio Market Enter Market Development Innovation Development Adjacencies Initiative Investment Result Satisfying market requirements of affordability, access and ease of use Improving Dedicated R&D center Emerging Market in India Leading to market appropriate portfolio Adoption and pipeline pair
Slide 12: Evidence Generation: Sharesource
Evidence Generation: Portfolio Innovation Market Development Enter Adjacencies Sharesource New Claim Highlights 30+ +29% proactive consults Countries Launched +25% prescription adjustments = greater patient and HCP engagement1,2 11k+ 21% reduction of hospitalization (ESRD- Patients In related and ov
Slide 13: Evidence Generation: HDx Enabled By Theranova
Evidence Generation: Portfolio Innovation Market Development Enter Adjacencies HDx Enabled By Theranova 2 New 28 New Claim Highlights Countries Claims Launched (+7 In 2018) Effectively targets the removal of large middle molecules linked to inflammation and cardiovascular disease1 >200k >300 Treatme
Slide 14: Enter Adjacencies
Portfolio Market Enter Enter Adjacencies Innovation Development Adjacencies Current Treatments Pre-Treatment & Prevention Paradigm Today CKD Management ~70% Of Patients Crash Less Treatment Cost Into Dialysis Better Outcomes In-Center HD = ~88% Therapy Choice Home Therapies = ~12% | 14
Slide 15: Transformative Innovation
Transformative Innovation Model of Care Future Treatments Renal Care Services Future Paradigm Simplified Experience Planned Starts Flexibility / Options In-Center HD = ~50% Home / Alt-Site = ~50% Lifestyle Self-Care | 15
Slide 16: Renal Care Summary
Renal Care Summary Well-positioned to deliver above-market growth of ~5% driven by innovation and market development1 Redefining Renal Care through innovation that solves unmet needs, improves patient outcomes and simplifies therapies Continued focus on relentless execution in market development and
Slide 17: References
References Market Dynamics (Slide 4) 1) Renal MIS Baxter internal data 2) Dymedex, 2016, Market Research “Prevalent ESRD Population in Emerging Markets” 3) GAMBRO, “A tour through Gambro’s history of hemodialysis” published 2014, (page 46): In 1987, Gambro introduced the first HDf dialysis system; h
Slide 18: 2018 Investor Conference
— 2018 Investor Conference a
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