H. Lundbeck A/S Class A · OMXCOP:HLUN_A
H. Lundbeck A/S Class A — JP Morgan 26th Annual Healthcare Conference (2008)
18 slides from H. Lundbeck A/S Class A's conference presentation, Nov 15, 2008
Slide 1: JP Morgan 26th Annual Healthcare Conference
JP Morgan 26th Annual Healthcare Conference Claus Bræstrup, President & CEO
Slide 2: Safe Harbour Statement
Safe Harbour Statement This presentation contains forward-looking statements that provide our expectations or forecasts of future events such as new product introductions, product approvals and financial performance. Such forward-looking statements are subject to risks, uncertainties and inaccurate
Slide 3: Lundbeck is a fully fledged pharmaceutical company only specialising in CNS
Lundbeck is a fully fledged pharmaceutical company only specialising in CNS What is CNS? CNS is short for Central Nervous System. More than 700 million cases of CNS disorders are reported every year. CNS disorders are categorised in: The brain and spinal cord of vertebrates are known collectively as
Slide 4: CNS: world's biggest niche - 17% of world pharmaceutical sales
CNS: world’s biggest niche - 17% of world pharmaceutical sales 2006 CNS market USD Lundbeck focus billion 100.7 (+7%) Depression, N6A 20% Psychosis, N5A (2%) CAGR of 13% 1990-2006 Alzheimer’s disease, N7D 17% (+11%) Parkinson’s disease, N4A 5% (+16%) Sleep, N5B 3% (+12%) 5% (+19%) Alcohol dependence
Slide 5: The Lundbeck story – CNS expertise for 50 years
The Lundbeck story – CNS expertise for 50 years Psychosis, N5A 1996, 2006 Serdolect® 2009+ Lu 31-130 1959: Lundbecks first anti- psychotic Truxal® was launched Depression, N6A 1989 Cipramil® 2002 Cipralex® 2009+ Lu AA21004 1961: Lundbecks first anti- depressant Saroten® was launched Alzheimer’s Dise
Slide 6: Sales infrastructure in place in Europe and International Markets – expanding into US and Japan
Sales infrastructure in place in Europe and International Markets – expanding into US and Japan US: CNS specialist sales force to be established supporting the potential launch of sertindole and other future compounds Europe: Fully fledged CNS sales infrastructure International markets: CNS sa
Slide 7: Continued growth in all major products
Continued growth in all major products As percent of total revenue (excl. one-off items in brackets) 10% (2%) Cipralex® (+19%) Products: Lundbeck’s newly 35% (38%) Lexapro® (+46%) launched products perform well in all 15% (16%) regions Ebixa® (+27%) 0.4% Azilect® (+143%) Markets: Growth in Inter
Slide 8: Cipralex / Lexapro - continued positive performance in Europe and International markets
Cipralex® / Lexapro® - continued positive performance in Europe and International markets Antidepressant market Europe International markets Market share, value – market growth, volume Market share, value – market growth, volume 20% 20% 20% 20% combined 17.0% 15% 15% 15% 15% Cipralex® 13.8% combined
Slide 9: Lexapro - maintaining branded market position in US
Lexapro® - maintaining branded market position in US Antidepressant market USA Market share, value – market growth, volume 25% 25% combined 22.6% Lexapro is the most prescribed antidepressant in the US 20% 20% Lexapro® 22.3% Marketed by Forest Laboratories, Inc. 15% 15% 10% 10% 5% 5% citalopram
Slide 10: Ebixa (memantine) – the second most prescribed anti-alzheimer product
Ebixa® (memantine) – the second most prescribed anti-alzheimer product Anti-alzheimers market Europe International markets Market share, value – market growth, volume Market share, value – market growth, volume 25% 40% 25% 40% combined 22.8% combined 19.9% 20% 20% 30% 30% Ebixa® 15.3% 15% 15% 20% Eb
Slide 11: Azilect - successful introduction in Europe
Azilect® - successful introduction in Europe Anti-parkinsons market shares Europe Market share, value – market growth, volume 5% 5% Azilect® 4.2% Lundbeck has launched Azilect® in 4% 4% more than 20 countries 3% 3% Once daily treatment Approved for monotherapy and 2% 2% adjunct therapy with le
Slide 12: Launch of new compound – Circadin
Launch of new compound – Circadin® Global value market for N5B – USD 5.4 billion European insomnia market 2006 – Lundbeck has rights for approx. Approx. USD 1 billion 80% of European market Approved for treatment of primary 67% insomnia for patient aged 55+ North America Expected launch in fir
Slide 13: Pharmaceuticals in clinical development
Pharmaceuticals in clinical development Indication Development step Registration Expected Compound Activity Phase I Phase II Phase III application launch Schizophrenia Dopamine/ Serdolect US serotonin 2008 2009 Schizophrenia Dopamine/ Bifeprunox serotonin 2009+ Stroke Desmoteplase Plasminogen activa
Slide 14: Late stage pipeline – LU AA21004 (phase III) for the treatment of major depression
Late stage pipeline – LU AA21004 (phase III) for the treatment of major depression Lu AA21004 belongs to a new chemical class having a mode of action that is different from currently marketed antidepressants Lundbeck and Takeda formed an alliance in September 2007 to develop and commercialize a
Slide 15: Late stage pipeline - Desmoteplase (phase III) for the treatment of ischaemic stroke
Late stage pipeline - Desmoteplase (phase III) for the treatment of ischaemic stroke Potentially first compound to treat patients within an up to 9 hours treatment window Prevalence Stroke patients, mio. Inlicensed from PAION, Germany 0,9 0,6 0,6 0,6 0,2 Lundbeck holds world wide rights 0,3 0,
Slide 16: Late stage pipeline - Nalmefene (phase III) for the treatment of alcohol dependence
Late stage pipeline - Nalmefene (phase III) for the treatment of alcohol dependence Potentially new treatment paradigm Prevalence Inlicensed from BioTie, Finland Estimated 5-6% of population suffers from Lundbeck holds world wide rights excluding alcohol abuse or heavy North America, Mexico, T
Slide 17: Final remarks and financial guidance
Final remarks and financial guidance Financial guidance (excl. one-off items) Conclusion 2006 actual 2007 guidance Lundbeck is a fully-integrated pharmaceutical company only More than DKK 1,784 million EBIT focusing on CNS diseases DKK 2.6 billion Core competence of the company 19.3% EBIT margin
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