Amneal Pharmaceuticals, Inc. · NASDAQ:AMRX
Amneal Pharmaceuticals — 43rd Annual J.P. Morgan Healthcare Conference (January 2025)
14 slides from Amneal Pharmaceuticals's conference presentation, Jan 15, 2025
Slide 1: Entering a new chapter of growth in 2025 and beyond
AMRX Entering a new chapter of growth in 2025 and beyond 2025 J.P. Morgan Healthcare Conference January 15, 2025
Slide 2: Cautionary statement on forward looking statements
Cautionary statement on forward looking statements Certain statements contained herein, regarding matters that are not historical facts, may be forward-looking statements (as defined in the U.S. Private Securities Litigation Reform Act of 1995). Such forward-looking statements include statements reg
Slide 3: Amneal Pharmaceuticals: Built for Growth
Amneal Pharmaceuticals Global scale & Built for Growth Diversified & expanding capabilities R&D, manufacturing, in high-growth areas commercial and distribution Specialty, Biosimilars, GLP-1, Injectables, Complex products, and Distribution Leader in complex innovations 280+ products with best-in-cla
Slide 4: Entering a new chapter of growth in 2025 and beyond
Entering a new chapter of growth in 2025 and beyond GLP-1 / PEPTIDES 2028 CREXONT® LAUNCH 2019 – 2024: IN SPECIALTY 2025 & B E YON D : 2024 D IV E RS IFIE D B U S IN E S S A N D N E W E RA OF G ROWT H A S A E XPA N D E D PORT FOLIO G LOB A L B IOPHA RM A C E U T IC A L BIOSIMILARS C OM PA N Y 2022 •
Slide 5: Successful five-year transformation
Successful five-year transformation 2019 2024 (1) NET REVENUES $1.6B ~$2.75B ANNUAL REVENUE GROWTH -2% ~15% INCREASED DIVERSIFICATION (2) Oral solid generics % of total revenue 53% 24% DEEPER AND MORE COMPLEX PIPELINE (3) FDA pending ANDAs (% non-oral solids) 97 (44%) 79 (63%) R&D pipeline products
Slide 6: Macro trends represent significant growth opportunities
Macro trends represent significant growth opportunities AGING POPULATION CHRONIC DISEASE ON THE RISE ONGOING SUPPLY CHALLENGES Taking more daily prescription Creates significant opportunity due Market shortages are lasting years medicines than ever before to need for disease management and remain ne
Slide 7: Expanding specialty business with new therapeutic offerings
Expanding specialty business with new therapeutic offerings WHY IT MATTERS HOW WE’RE DIFFERENT WHAT’S NEXT Clear opportunity to drive Amneal’s competitive positioning Recent launches and broader specialty adoption in specialty pharmaceuticals today near-term pipeline • Large patient population with
Slide 8: Strong early adoption of CREXONT for Parkinson's Disease
Strong early adoption of CREXONT® for Parkinson’s Disease WHY IT MATTERS EARLY RESULTS Improving outcomes for growing Strong initial adoption with ~1% Parkinson’s patient population market share in 3 months since launch CREXONT® IS ON TRACK TO BE THE LEADING C R E X O N T ® P R E S C R I P T I O N G
Slide 9: Well-positioned to capitalize on "golden era" of Biosimilars
Well-positioned to capitalize on “golden era” of Biosimilars WHY IT MATTERS JUST THE BEGINNING LOOKING AHEAD Biosimilars are the next wave of Amneal’s successful start Near-term opportunity affordable medicines in biosimilars to expand and scale • Growing adoption of biosimilars in the U.S. (80%+ •
Slide 10: Amneal and Metsera's strategic collaboration in GLP-1
Amneal and Metsera’s strategic collaboration in GLP-1 represents a new integrated business model to drive innovation at scale and speed GLOBAL OBESITY AND METABOLIC DISEASE MARKET 2 0 2 4 - 2 0 3 0 (1) Deep expertise in complex drug development & manufacturing; Approval in Nov’24 for our 1st generic
Slide 11: Strong and sustainable revenue growth and profitability driven by all business areas
Strong and sustainable revenue growth and profitability driven by all business areas $2.7 - $2.8B (+15% at midpoint) $2.4B Net Revenue +11% from $2.2B $2.1B 2019 to 2024 CAGR $2.0B $532 $406 $294 $349 Adjusted EBITDA +13% $1.6B $374 $390 from 2019 to 2024 CAGR $356 $378 $318 $78 $292 $490 $569 $610
Slide 12: Formula for sustainable long-term revenue growth
Formula for sustainable long-term revenue growth NET REVENUE SEGMENT STRATEGY FOR GROWTH GROWTH PROJECTION (2) LTM Q3 2024 Leading retail and injectables portfolio with durable and impactful complex products including injectable 505(b)(2) AFFORDABLE products; ongoing cadence of new product launches,
Slide 13: Key takeaways
Key takeaways Proven track record Favorable macro Expanding in high- Global diversified of superb execution, trends driving need growth areas with biopharmaceutical quality, innovation for innovative and significant market company well-positioned and customer service affordable medicines opportuniti
Slide 14: Appendix: Reconciliation of net (loss) income to EBITDA and Adjusted EBITDA
Appendix: Reconciliation of net (loss) income to EBITDA and Adjusted EBITDA 14 Note: Due to rounding, numbers presented may not add up precisely to the totals provided and percentages may not precisely reflect the absolute figures.
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