Daiichi Sankyo Company, Limited · TSE:4568
Daiichi Sankyo — Investor Presentation (May 2005)
33 slides from Daiichi Sankyo's investor presentation, May 13, 2005
Slide 1: Cather QS
Cather QS SANKYO pancHt
Slide 2: SANKYO
© =exex os 1 SANKYO
Slide 3: CG =texex Po) SEEKS
CG =texex Po) SEEKS SANKYO oancn
Slide 4: Daiichi Sankyo Company, Limited
1-1 DAIICHI SANKYO COMPANY, LIMITED 3 5 1 2005 9 21 2005 9 28 2005 9 28 1 1 1.159 1 3
Slide 5: Global Pharma Innovator
1-2 Global Pharma Innovator 4
Slide 6: CAGR* 3 CAGR* 3
1-3 2009 2,500 : 2004 2007 2009 7,580 7,620 9,320 CAGR*3 4% 4,470 4,610 5,040 2,560 2,530 3,760 300 360 360 *2 250 120 160 + 6,310 6,050 6,770 1,400 1,650 1,700 1,270 1,570 2,550 CAGR*3 16.8% 20.6% 27.4% 15% 4 390 560 5.1% 6.0% *1 2007 2009 2004 *2 *3 2004 -2009 *4 5
Slide 7: Global Pharma Innovator
1-4 Global Pharma Innovator Global Pharma Innovator * 2005 2 18 * 6
Slide 8: 1-5 z z
1-5 z z 7
Slide 9: & =sesxtatt palm asine)
& =sesxtatt palm asine) 8 SANKYO teen
Slide 10: CG =texex Po) SEEKS
CG =texex Po) SEEKS SANKYO oancn
Slide 11: 2-1 2007 2007 2009 2009 *3 *2 *2 * 930 670 *1 560 1
2-1 2007 2007 2009 2009 *3 *2 190 360 *2 * 3 180 170 160 120 930 670 *1 560 1 * 570 500 390 *1 *2 = *3 10
Slide 12: 2-2 2007 2009 IT 570
2-2 2007 2009 230 290 IT 220 230 50 50 500 570 11
Slide 13: 2-3 2009 15,000 40% 15,500 15,000 14,600 2,900 19% 4,800 3,300 3,300 31% 23%
2-3 2009 15,000 40% 15,500 15,000 14,600 2,900 19% 4,800 3,300 3,300 31% 23% 22% 6,300 1,900 5,700 12% 39% 42% 2,400 3,000 16% 20% 10,700 69% 8,900 8,700 61% 58% 2004 2007 2009 * 12
Slide 14: 2-4.1 ** 2007 2009 2007 2009 * =
2-4.1 ** 2007 2009 2007 2009 * = 13
Slide 15: *2 IMS JDI 2004
2-4.2 2005 10 *1 z 2,500 MR 1 *2 *1 *2 IMS JDI 2004 14
Slide 16: z 2005 z ARB*
E E e@2005 10 e ARB* e © =texexn PoyRcBeetat 15
Slide 17: ARB
2-4.4 1 ARB*1 ARB* 3 *2 2009 1,000 3 *1 *2 16
Slide 18: G=xuxex PE Seeest
E 15 E 2007 3 | 1,700 90 G=xuxex PE Seeest 17
Slide 19: C=tetear B= SSesst
| 1,180 | 90% 2006 * C=tetear B= SSesst 18 SANKYO
Slide 20: CG =texex Po) SEEKS
CG =texex Po) SEEKS SANKYO oancn 19
Slide 21: SG =sexex Pj) BERR
4 SG =sexex Pj) BERR 20 SANKYO teen
Slide 22: CS-747 DU-176b CS-505
3-2.1 CS-747 DU-176b CS-505 CS-3030 SUN N8075 DU-176b CS-505 CS-747 DZ-697b SUN N4057 HGF DX-9065a CS-011 SNK-860 WelChol CS-917 diabetes D-100 DX-619 DU-6859a CS-8958 CS-758 CS-1008 DJ-927 CS-7017 CS-0777 DW-908e CS-003 CS-706 * 21
Slide 23: Pipeline by therapeutic area
3-2.2 Anti-platelet CS-747 DZ-697b* Anti-arteriosclerosis Anti-FXa CS-505 DU-176b CS-3030* Anti-diabetes WelChol diabetes CS-011 CS-917 SNK-860 Anti-hyperlipidemia WelChol® Anti-hypertension Benicar® Advanced Therapy Benicar HCT® HGF plasmid * 22
Slide 24: New R&D decision structure
3-3 2005 9 2005 10 John C. Alexander* Global R&D New R&D Management 2005 Decision Committee 10 Committee Integrated Scientific Board Development Team /Core Team * SPhD Sankyo Pharma Development Division President GRDMC 23
Slide 25: NPV
3-4 NPV NPV * CS-747 * -3 -2 -1 0 1 2 3 4 5 6 * 24
Slide 26: G stexer QS
G stexer QS 25 SANKYO
Slide 27: CG =texex Po) SEEKS
CG =texex Po) SEEKS SANKYO oancn 26
Slide 28: CEO
| : CEO nnn ” CEO G=xeten GRessan er
Slide 29: CEO
CEO G =xnxan pMeesee 28 SANKYO
Slide 30: CEO
4-3 CEO CEO 29
Slide 31: Integrate and Go / Virtual Integration
4-4 “Integrate and Go” “Virtual Integration” 2005 10 R&D “Integrate and Go” “Go and Integrate” 2007 2009 * 170 360 * 500 570 * = 30
Slide 32: 4-5 2005 2006 2007 2007
4-5 2005 10 2006 4 2007 3 2007 4 31
Slide 33: Global Pharma Innovator
G=xexexn Pecweetat 32 SANKYO
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