Eli Lilly And Company · NYSE:LLY
Eli Lilly And — JP Morgan Healthcare Conference 2007
32 slides from Eli Lilly And's conference presentation, Jan 9, 2007
Slide 1: John Lechleiter, JP Morgan Healthcare Conference
John Lechleiter, Ph.D. President and Chief Operating Officer JP Morgan Healthcare Conference January 9, 2007
Slide 2: SEC Disclosure
SEC Disclosure During this presentation, we anticipate making projections and forward-looking statements that are based on management's current expectations, but actual results may differ materially due to various factors. For example, our results may be affected by competitive developments, the tim
Slide 3: Priorities
Priorities Challenging times also create opportunity! Lilly is pursuing three priorities: • Increasing productivity across the value chain • Demonstrating value for our customers • Improving sales execution January 9, 2007 Eli Lilly and Company 3 Not for Promotional Use
Slide 4: Significant Progress on the Priorities
Significant Progress on the Priorities • Fully reorganized U.S. sales force • Therapeutic areas • Geographic focus • Types of customers • Adapted well to Medicare Part D • Positive track record of formulary access and reimbursement • Improving productivity in every facet of our operations January 9,
Slide 5: Global Sales by Therapeutic Area
Global Sales by Therapeutic Area Through Q3 2006 All Other Neuroscience $M 26% Zyprexa 3207 Neuroscience 43% Cymbalta 892 Oncology Strattera 422 13% Other NS 348 Diabetes Care Total 4869 19% January 9, 2007 Eli Lilly and Company 5 Not for Promotional Use
Slide 6: Zyprexa Year-on-Year Trends
Zyprexa Year-on-Year Trends 3 Month Moving Average Actuals through November 2006 (000’s Scripts) Zyprexa TRx volume 650.0 600.0 550.0 2004 500.0 2005 450.0 2006 400.0 350.0 300.0 r r r ne er h y ri l ly ry ay st be be be ar c Ju gu Ap ua ob Ju M ar em em em nu M Au br ct Ja pt ov ec O Fe Se N D Janu
Slide 7: Zyprexa's Brand Perceptions Strengthened in 2006
Zyprexa’s Brand Perceptions Strengthened in 2006 # of attributes where Zyprexa is perceived to be better than competitors 10 Zyprexa’s brand is being strengthened in areas that are the focus of our “Urgency Strategy”: • Helps patients regain sense of control quickly • Appropriateness for urgent pati
Slide 8: U.S. Zyprexa
-0.60% -0.50% -0.40% -0.30% -0.20% -0.10% 0.00% 0.10% 6/4/04 7/4/04 Not for Promotional Use 8/4/04 9/4/04 January 9, 2007 Eli Lilly and Company 10/4/04 11/4/04 12/4/04 1/4/05 2/4/05 3/4/05 U.S. Zyprexa 4/4/05 5/4/05 6/4/05 7/4/05 8/4/05 9/4/05 10/4/05 11/4/05 12/4/05 1/4/06 2/4/06 3/4/06 4/4/06 5/4/
Slide 9: Zyprexa OUS Performance
Zyprexa OUS Performance Share of Market 25.0% 23.0% 21.0% Spain 19.0% UK Italy 17.0% France 15.0% Germany 13.0% Japan Canada 11.0% Australia 9.0% 7.0% 5.0% Jul '05 Aug '05 Sep '05 Oct '05 Nov '05 Dec '05 Jan '06 Feb '06 Mar '06 Apr '06 May '06 Jun '06 Jul '06 Aug '06 Sep '06 Oct '06 January 9, 2007
Slide 10: Olanzapine Depot
Olanzapine Depot Option to improve compliance • Less frequent administration aids compliance • Expect once-monthly injection in our program Targeting submission mid-2007 for US and EU Expect Phase 3 data disclosures late 2007 January 9, 2007 Eli Lilly and Company 10 Not for Promotional Use
Slide 11: Branded Cymbalta TV Ads Create Patient Awareness
Branded Cymbalta TV Ads Create Patient Awareness January 9, 2007 Eli Lilly and Company 11 Not for Promotional Use
Slide 12: Cymbalta Continues to Gain Share
Cymbalta Continues to Gain Share Cymbalta NRx SOM 6.5% 6.0% 5.5% 5.0% 4.5% 4.0% 3.5% 05 06 06 06 06 06 06 06 5 5 5 06 06 6 6 6 00 00 00 00 00 00 20 20 20 20 20 20 20 20 20 20 /2 /2 /2 /2 /2 /2 2/ 2/ 2/ 2/ 2/ 2/ 2/ 2/ 2/ 2/ /2 /2 /2 /2 /2 /2 9/ 1/ 2/ 3/ 4/ 5/ 6/ 7/ 8/ 9/ 10 11 12 10 11 12 January 9,
Slide 13: Cymbalta Performance
Cymbalta Performance Branded Antidepressant Market Cymbalta is the branded product with the strongest growth in 2006 Branded NRx Share of Market Change (Jan 6-Oct 20) Branded TRx Share of Market Change (Jan 6-Oct 20) 5.00 5.00 4.00 4.78 4.49 3.00 3.00 2.00 1.00 0.14 1.00 0.00 0.95 -1.00 (2.03) 0.48
Slide 14: Cymbalta DOT SOM Comparison by Country
Cymbalta DOT SOM Comparison by Country (October 2006) 4.5% 4.0% 3.5% 3.0% DOT SOM 2.5% 2.0% 1.5% 1.0% 0.5% 0.0% 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 Months Post-launch U.S.A. Mexico Germany U.K. Brazil Italy Spain Netherlands Sweden Denmark South Africa Belgium Greece Janua
Slide 15: Cymbalta New Indications
Cymbalta New Indications Generalized Anxiety Disorder (GAD) • Under FDA review; Q1 2007 action date • Three completed studies; 2 underway • Statistical superiority shown in all three completed studies Fibromyalgia • Significant unmet need • Efficacy shown in 2 Phase II studies • Efficacy shown in de
Slide 16: Global Strattera TRx SOM
Global Strattera TRx (DDD/DOT) SOM Calmer Environment & Positive Trend Since March 06 US UK Germany Norway NL* Sweden Canada Mexico 30% 25% 20% 15% 10% 5% 0% 3 Ja 3 Se 4 Ja 4 Se 5 Ja 5 Se 6 3 3 M 4 4 M 5 5 M 6 6 3 No 3 M 4 No 4 M 5 No 5 M 6 06 l-0 l-0 l-0 l-0 0 0 0 0 0 0 0 -0 -0 -0 -0 0 0 0 -0 -0 -0
Slide 17: Byetta Rapidly Gaining New Scripts
Byetta Rapidly Gaining New Scripts Among Common Branded Type 2 Medicines Branded Product NRx (000) Nov 06 ACTOS 333 LANTUS 305 • Multiple studies show HbA1c AVANDIA 299 lowering and weight loss BYETTA 95 HUMULIN N 79 • Over 65,000 U.S. health care AVANDAMET 65 professionals have prescribed HUMULIN 7
Slide 18: Byetta
Byetta Moving forward Approved for use with TZDs in the US Approved in EU; OUS launches beginning this year Confident in distinguishing profile • Postprandial glucose control • HbA1c lowering • Weight loss in most cases Exenatide LAR • Once-weekly injection for type 2 diabetes • Exciting results of
Slide 19: Humalog Brand Equity
Humalog Brand Equity PCP Humalog Endo Humalog NovoLog Brand Preference NovoLog Brand Preference 80 80 76 70 70 70 64 70 65 64 Lilly 61 62 60 Closing 60 the Gap! 50 50 40 40 30 30 20 20 Nov 2005 May 2006 Nov 2005 May 2006 Humalog Humalog Novo® Preferred Most Preferred Most Preferred January 9, 2007 E
Slide 20: Diabetes Care
Diabetes Care • Global approach • Doubled sales force in UK • Tripled reach in Brazil • New delivery devices January 9, 2007 Eli Lilly and Company 20 Not for Promotional Use
Slide 21: PDE5 Market Share
PDE5 Market Share Ranked by Lilly Top 10 Markets Share of PDE5 Market: July 2006 Cialis SOM Change Country Cialis Viagra Levitra July 06 vs. July 05 France 52.0% 34.3% 13.7% +5.1% Australia 40.1% 52.1% 8.1% +1.2% Mexico 38.5% 37.7% 23.8% +4.8% Italy 37.7% 44.8% 17.5% +7.6% Germany 36.4% 44.7% 18.9%
Slide 22: Cialis (tadalafil)
Cialis (tadalafil) New Indications / Line Extensions Completed US submission for once per day use Tadalafil in Pulmonary Arterial Hypertension • Phase III continues • 85% enrolled • Expect submission by end 2008 Tadalfil BPH Phase II continues January 9, 2007 Eli Lilly and Company 22 Not for Promoti
Slide 23: Alimta / Gemzar
Alimta / Gemzar Alimta • Most successful cytotoxic launch based on sales • Standard of care for mesothelioma • Recently approved for mesothelioma in Japan • Top spot in second line NSCLC • Phase 3 studies in first line NSCLC and Small-Cell Lung Cancer • Studying combination therapies in numerous tum
Slide 24: Forteo / Evista
Forteo / Evista Combined $1.5B franchise remains strong Forteo showing strong growth Evista Breast Cancer Risk Reduction • Submitted in Q4 2006 • Extensive data set – 37,000 women spanning 10 years January 9, 2007 Eli Lilly and Company 24 Not for Promotional Use
Slide 25: Lilly R&D Productivity
Lilly R&D Productivity Running Counter to the Industry Trend On pace to launch 14 new products in this decade Strong pipeline flow-through continues • Expect 15 candidates entering clinic in ’07 and ’08 Goal to reduce cost per NME by one-third January 9, 2007 Eli Lilly and Company 25 Not for Promoti
Slide 26: The Lilly Pipeline
The Lilly Pipeline Selected NMEs and NBEs Phase I Phase II Phase III TGF β inhibitor program Pruvanserin Arxxant solid tumors insomnia diabetic retinopathy (SUBMITTED) Anti-CD20 Antibody PPAR alpha agonist Prasugrel non-Hodgkin’s lymphoma atherosclerosis acute coronary syndromes Gemcitabine prodrug
Slide 27: Prasugrel
Prasugrel Acute Coronary Syndromes TRITON phase 3 study • Superiority head-to-head vs. Clopidogrel • Event-driven trial • Hope to demonstrate improved clinical outcomes • Expect to complete enrollment in next few weeks Tracking for mid-2007 study completion NDA filing by end 2007 January 9, 2007 Eli
Slide 28: AIR Inhaled Insulin
® AIR Inhaled Insulin Excellent Progress in 2006 • Increasing Confidence in Pulmonary Protein Delivery • Presented Clinical Data Unique to AIR Inhaled Insulin • Minimal Training Requirements for New Type 2 Patients • Additive Dose Response (3x2 unit dose = 1x6 unit dose) • Predictable Response in Pa
Slide 29: Arzoxifene
Arzoxifene Selective Estrogen Receptor Modulator (SERM) Anticipate U.S. submission in 2009 Invented for higher potency & bioavailability • Demonstrated in Phase 2 (results yet to be published) • Initiating Phase 3 study to examine BMD comparison to Evista Hope to show vertebral and non-vertebral fra
Slide 30: Enzastaurin
Enzastaurin Oral PKC Beta Inhibitor Targets PKC-beta & inhibits AKT / Pi3 signaling pathway Glioblastoma multiforme • Study closed for enrollment after interim review • Analyzing data to apply learning to glio program Non-Hodgkin’s Lymphoma • Pivotal study enrolling • Prevention of recurrence after
Slide 31: The Lilly Pipeline
The Lilly Pipeline Selected NMEs and NBEs Phase I Phase II Phase III TGF β inhibitor program Pruvanserin Arxxant solid tumors insomnia diabetic retinopathy (SUBMITTED) Anti-CD20 Antibody PPAR alpha agonist Prasugrel non-Hodgkin’s lymphoma atherosclerosis acute coronary syndromes Gemcitabine prodrug
Slide 32: January 9, 2007 Eli Lilly and Company Not for Promotional Use
January 9, 2007 Eli Lilly and Company 32 Not for Promotional Use
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