Gsk Plc · LSE:GSK
Gsk — J.P. Morgan Healthcare Conference 2019
13 slides from Gsk's conference presentation, January 2019
Slide 1: Accelerating our priorities
Accelerating our priorities Emma Walmsley, Chief Executive Officer January 2019 1
Slide 2: Information regarding forward-looking statements and non IFRS measures
Information regarding forward-looking statements and non IFRS measures This presentation may contain forward-looking statements. Forward-looking statements give the Group’s current expectations or forecasts of future events. An investor can identify these statements by the fact that they do not rela
Slide 3: 3 long-term priorities for sustainable growth
3 long-term priorities for sustainable growth Innovation Performance Trust Culture 3
Slide 4: Platform for improved operating performance and reshaped portfolio
Platform for improved operating performance and reshaped portfolio New leadership and R&D programme Innovation culture prioritisation Focus on launch Business Development – execution Tesaro and 23andMe Performance Restructuring Pharma Divestment of non-core business assets Buy out of Novartis Trust
Slide 5: Proposed formation of world-leading Consumer Healthcare JV lays clear pathway to creation of two focused companies
Proposed formation of world-leading Consumer Healthcare JV lays clear pathway to creation of two focused companies Unique opportunity to New global accelerate our IPT Pharmaceuticals and priorities Vaccines company with R&D focused on science of the immune system, genetics and Supports capital plann
Slide 6: Performance – industry leading launch execution
Performance – industry leading launch execution Shingrix Trelegy Cumulative US TRx volume* TRx volume since launch 5m 25k 4m 20k 3m 15k 2m 10k 1m 5k m k US CDC recommendations expanding market Strong launch in COPD o ~35% under age 65 o ~35% previously vaccinated IMPACT data demonstrates differentia
Slide 7: Innovation – a new approach to R&D
Innovation – a new approach to R&D Science – Immunology focus High quality targets with X – Use of human genetics higher success rates Technology X – Functional genomics – Cell therapy – Machine learning = Faster development, more life-cycle options Culture – Smart risk taking Transformative therapi
Slide 8: Driving our growth outlook beyond 2020
Driving our growth outlook beyond 2020 2021-2026 ‘091 (TLR4) – 44‘‘762 (BET ‘794 (NY inhibitor) ESO-1) 2018-2020 ‘165 (aGM-CSF) ’254 (HIV MI) ‘794 (IL33R) ‘847 ‘847 (NY ESO-1) ‘863 (IL33R) (HIF-PHI) Continuing ‘404/’836 (HBV) ‘863 ‘944 (HIF-PHI) (topoisomerase Zejula* ‘557 (PI3Kδ) ‘944 (topoisomeras
Slide 9: Accelerating our innovative clinical stage immuno-oncology pipeline
Accelerating our innovative clinical stage immuno-oncology pipeline Phase II/ Phase I Phase III/ Mechanism dose (FTIH) pivotal expansion PARP inhibitor (Zejula, niraparib)* First line maintenance ovarian, other solid tumours under investigation † Anti-BCMA ADC (GSK 2857916) Multiple myeloma PD-1 ant
Slide 10: Zejula well positioned in an evolving market
Zejula well positioned in an evolving market Treatment paradigms in ovarian Zejula well positioned to take cancer are evolving advantage of these trends – Increased use of maintenance therapy – Leading position in the 2LM ovarian – PARP monotherapy to become crucial in cancer market 1L gBRCA ovarian
Slide 11: GSK'916 (BCMA): accelerated development plan underway
GSK‘916 (BCMA): accelerated development plan underway Extensive development plan in 3 multiple myeloma settings simultaneously 4L/3L Monotherapy and combinations 2L Combination with SOC 1L Combination with novel and SOC agents – Updated DREAMM-1 – DREAMM-6 combination – DREAMM-5 novel monotherapy st
Slide 12: A new treatment paradigm in HIV
A new treatment paradigm in HIV Both oral and long-acting injectable 2 drug regimens could provide options for patients to reduce drug burden by ~20,000 doses over a lifetime* dolutegravir + lamivudine cabotegravir + rilpivirine Oral 2DR for naive & switch patients Long-acting injectable 2DR Q2 2019
Slide 13: Focus on delivering business priorities
Focus on delivering business priorities 2019 focus Innovation New global • Strengthen pipeline Pharmaceuticals and • Accelerate priority assets, eg BCMA • Optimise investment in Tesaro portfolio Vaccines company with • Execution of launches R&D focused on science of the immune system, genetics and –