Mayne Pharma
Group Limited
Wilsons Rapid Insights Conference
Company Presentation
26 May 2022
Company overview
Company Overview
- Diversified pharma with novel brands, established brands, generics and contract services
- Transformational opportunity with NEXTSTELLIS® oral contraceptive
- Dermatology go-to-market approach attracting high quality pharma partners
- Highly valued US pure play CDMO business with double digit track record of growth
- $1.5b of assets across operations
- Multiple options for near term value creation
1HFY22 reported gross profit
20% | Dermatology |
US contract services | |
4% | 38% |
International | |
10% | Branded inc. |
NEXTSTELLIS | |
28% | Retail generics |
>85% | of revenue in US |
80% | of gross profit in growth segments |
100+ | marketed products |
100+ | contract service clients |
- internally owned manufacturing sites
15 export countries
900+ employees
1b | doses sold globally |
2
US pharma market themes / challenges
Consumers | Generic Manufacturers | Brand manufacturers | |||
• Rising costs / high out of pocket costs / | • Generic price deflation | • | Price increase backlash | ||
coinsurance / cash | • Portfolio optimisation (shrink to grow) | • | Becoming more specialised | ||
• Quality of insurance coverage decreasing | • Rising costs as profit shifts downstream | • | Orphan drugs | ||
• Missed diagnosis visits due to COVID | • Supply chain integrity | • | Copay accumulators | ||
reducing prescription utilisation | • Less concentrated market (40+ more |
generic companies than 5 years ago)
Wholesalers | Pharmacies | Payers | ||||
• | Contract negotiations | • Reimbursement | • Managing specialty drug costs | |||
• Generic price deflation / slow brand | • Access to specialty drugs | • | Rising oncology costs | |||
• | inflation | • Growth in alternate channels - ie. Amazon, | • | Formulary blocks | ||
Purchasing alliances | digital pharmacies | |||||
• Growth in cash paying customers | ||||||
3
Global CDMO market is large and growing rapidly
Global CDMO market size (US$b) | Finished dosage CMO (2022) |
38
30
Oral solid dose
33%
Injectable
49%
Other
18%
2022 | 2026 | |
Formulation development & analytics | Contract manufacturing | |
4
Source: BCG
Five strategic priorities to drive shareholder value
1. | 2. | 3. | 4. | 5. |
Successfully | Drive growth of | Accelerate US | International | Corporate |
commercialise | dermatology in | Contract Service | growth through | initiatives to |
NEXTSTELLIS® in | established and | platform investing | pipeline and | accelerate |
the US | alternate channels | in broader | capacity | transformation |
capabilities and | expansion | |||
additional capacity | ||||
5
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