Opko Health, Inc. · NASDAQ:OPK
Opko Health — Investor Presentation (March 2024)
26 slides from Opko Health's investor presentation, Mar 28, 2024
Slide 1: OPKO Corporate Presentation January 2024
OPKO Corporate Presentation JANUARY 2024
Slide 2: Forward Looking Statements
Forward Looking Statements Ferns sng stent snare regs errno rae enon” ar ce who a Pe pageant sedoe a per so ety Soot robert saoweemes
Slide 3: Our vision
Our vision fe) gee ACCOMPLISHED TRACK RECORD we INDUSTRY LEADING PARTNERS, ESTABLISHED GLOBAL MARKETS. WITH UNMET NEED ooo NEXT- GENERATION PRODUCTS PROVEN TECHNOLOGIES
Slide 4: Business transformation continues to unleash OPKO's potential
Business transformation continues to unleash OPKO’s potential FDA approval positions NGENLA™ as the leading long-acting growth hormone product partnered with Pfizer and now approved in more than 44 markets worldwide Growth of multispecific antibody pipeline through and partnering creates new opportu
Slide 5: Building a leading portfolio of next-generation therapies in fast-growing segments
Building a leading portfolio of next-generation therapies in fast-growing segments CONTINUED FOCUS ON BIOREFERENCE GROWING COMMERCIAL HGH FRANCHISE NGENLA™ long-acting efficacy to reshape the market EROFITABIEIEY. Estimated $5.5 bilion matket expected to expand by — 41% improvement of operating loss
Slide 6: Leadership team with unprecedented experience
Leadership team with unprecedented experience Phil Frost Jane Hsiao Elias Zerhouni Gary Nabel John Mascola Giicersnd\ice | Charman : Steer Nose memes | SEE Sera Bene omnes en rae rcertths Fomerie Chatman. Gidsl RED Ot Snot Femme cniet Siete Soci Renatc Gtr Former Chairman and “Technical Affairs of V
Slide 7: Addressing Established Markets with Next-Generation Solutions
Addressing Established Markets with Next-Generation Solutions Disease HUMAN GROWTH SOLID TUMOR LEUKEMIA AND infectious RkeA "HORMONE DEFICIENCY CANCERS LYMPHOMAS DISEASES marker sae 85 5B cuopat warner unmer NGENLA™ offers NEED potentially better ‘adherence through once ‘weekly treatment 980,000- AN
Slide 8: Expanding OPKO's global footprint through partnerships
Expanding OPKO’s global footprint through partnerships ZSPfizer EP MERCK VY wornsansnayerom © pte INDUSTRY- LEADING PARTNERS Track record of partnering with world-leading organizations on attractive terms. SOUGHT OUT RISK- AND THINKING ‘SCIENCE. COST-SHARING GLOBALLY OPKO's scientific Agreements all
Slide 9: Preparing for global rollouts and offsetting R&D costs with industry-leading partners
Preparing for global rollouts and offsetting R&D costs with industry-leading partners Pfizer NGENLA™ ELIGIBLE FOR ADDITIONAL, *100m IN MILESTONE PAYMENTS FOR ADDITIONAL INDICATIONS AND GROSS: PROFIT SHARE ON GLOBAL SALES $ PAYMENT IN 2023, & merck EBV NANOPARTICLE VACCINE, ELIGIBLE FORUP TO °872.5m
Slide 10: Robust pipeline for well-understood diseases in need of next-generation treatments
Robust pipeline for well-understood diseases in need of next-generation treatments “Groth Hermone Oeeseney (Peat “ “Groth Hormone Onteseney Las teat) ‘thor Peat nications al) revstseite LASER’ tesrnntot std Tumor Proouswe — | 55) tevtecineLaser Toommntotteveriatymenon SERS £8 = Sl] sumapecine mune H
Slide 11: Human Growth Hormone Franchise
Human Growth Hormone Franchise
Slide 12: Focus on fast-growing markets with differentiated next-generation therapies
Focus on fast-growing markets with differentiated next-generation therapies WE BELIEVE NGENLA™ IS POSITIONED TO GAIN SIGNIFICANT U.S. AND WORLDWIDE SHARE Berrer Growin NexT.GEN PROUDLY ADHERENCE GLOBAL inovariow PARTNERED MARKET FOR CHILOREN WITH PFIZER Market to consoate Estimated 5. ion oa trom 7
Slide 13: Next-generation NGENLA poised to capture significant share of growing global market
Next-generation NGENLA™ poised to capture significant share of growing global market EXPANDING SHARE OF GROWING MARKET TODAY FUTURE Bi owners CURRENT MARKET Bh eoveroreemem Market expected to grow by upto 123% | $5.5B $ ‘annually due to B ‘greater convenience 7 and better adherence toweekly treatmen
Slide 14: Continued upside from Pfizer partnership in 2024 and beyond
Continued upside from Pfizer partnership in 2024 and beyond INDICATION status a, ae ©Pfizer Deficiency (Pediatric) U.S. and European approval of adut Indication would unoek addtional Growth Hormone GLOBAL REGISTRATION STRATEGIES $ IN MILESTONE, acelin! Om sts ‘Approval of adstionl pediatic incteaton
Slide 15: Innovation Pipeline
Innovation Pipeline
Slide 16: Proprietary approaches with broad disease applicability
Proprietary approaches with broad disease applicability IMMUNO- fe fe = =|" | Broad optionality in diseases | not addressable by older za | 4 | 4 ‘Strong synergies across Mutivatent nanoparticle via shared Multispeciic antioodies —_-Muttspecitic antibodies Programs via sha Pes vaccines: technologies
Slide 17: Addressing large and critical patient needs in oncology with therapies that attack multiple disease drivers
Addressing large and critical patient needs in oncology with therapies that attack multiple disease drivers 7 ESTABLISHED GLOBAL MARKETS NEXT-GENERATION THERAPIES WITH UNMET NEES ooo $ $ 1858 258 PROVEN TECHNOLOGIES 300k 288k Butane ncn ay eitg0 140k+ A3k+ scctssonsstn sans noc epee ret 238k | 153k
Slide 18: Tetraspecific LASER Antibodies for Immuno-Oncology
Tetraspecific LASER Antibodies for Immuno-Oncology B CELL MALIGNANCIES: LUNG, PROSTATE, BREAST, UTERINE, LYMPHOMA/LEUKEMIA COLON AND OTHER SOLID CANCERS. Lead candidate with IND MDx2001 InIND-enabiing phase Mpx2003 submission expected in First Half 2024 ual T-cell signaling com Target! —_ stimulates
Slide 19: Tackling EBV, one of the world's most common viruses
Tackling EBV, one of the world’s most common viruses with no approved vaccines or therapies es NEXT-GENERATION THERAPIES ESTABLISHED GLOBAL MARKETS WITH UNMET NEED. Nanopartee £6 ‘anacateorgeing ur ‘ral proteing {8% OF GLOBAL POPULATION INFECTED BY ADULTHOOD" PROVEN TECHNOLOGIES & MERCK 265,000 163,
Slide 20: Improving treatment of infectious disease through multispecifics that address viral evolution
Improving treatment of infectious disease through multispecifics that address viral evolution NEXT-GENERATION THERAPIES DOO —_Muilispecitic long-acting antibodies platform allows forthe rational Selection of mutiple targets. designed to overcome drug ‘resistance and prevent viral escape PROVEN TECHN
Slide 21: Diagnostics Division
Diagnostics Division
Slide 22: Continued focus on improving profitability through strategic growth and cost reduction
Continued focus on improving profitability through strategic growth and cost reduction IupRovNe PRODUCTIVITY EXPANDING SERVICE LINES scot U SE eTIGeqie AND ENHANCING nmoVATION THROUGH EXISTING 3 inrnigh-vatve speci CaPABiLiies ‘TesTING SEGMENTS resimleri +41% Lancing str ae roman a Offering access t
Slide 23: Operating Businesses
Operating Businesses
Slide 24: Operating units generating additional income for reinvestment
Operating units generating additional income for reinvestment 5 IRELAND od GLOBALFINANCIALS THROUGH Q3 ‘23 5681.6 us. ToTAL SALES $ 21.7m RAYALDEE SALES MEXICO TOTAL SALES BY COUNTRY ISRAEL US.:$463.0M Spain: $16.46 $121.2M Israel: $9.4Nt Other: $1.7" CHILE vf
Slide 25: Key Takeaways
Key Takeaways
Slide 26: Transformative 2023 serves as springboard for further growth in 2024
Transformative 2023 serves as springboard for further growth in 2024 2023 ACCOMPLISHMENTS ‘& NGENLA™ receives US. FOA approval @ New partnership agreements signed with over ‘$1 billion in potential milestone payments, & Continued progress on creating efficiencies and improving profitability in diagn