Biocon Limited · NSE:BIOCON
Biocon — Biocon Biologics — Investor Presentation (March 2024)
20 slides from Biocon's investor presentation, March 2024
Slide 1: Investor Presentation
Investor Presentation March 2024 Transforming Healthcare. Transforming Lives. PRIVILEDGED AND CONFIDENTIAL 1
Slide 2: We Are Biocon Biologics
WE ARE BIOCON BIOLOGICS Caucasian option instead Biosimilars aren’t just what we do They’re ALL we do Transforming Healthcare. Transforming Lives.
Slide 3: Biocon Biologics is a Subsidiary of Biocon Limited
Biocon Biologics is a Subsidiary of Biocon Limited Business Segments 62% 17% 21% Expanding access Ensuring access Partnering to deliver through innovative, through quality, innovative scientific inclusive healthcare affordability, reliability solutions solutions REVENUE REVENUE REVENUE CONTRIBUTION1
Slide 4: Biocon Biologics At A Glance
Biocon Biologics At A Glance Global reach in Diverse talent Top 15 25+ pool of 100+ in global cGMP approvals countries biomanufacturing received from key 5,500+ capacity regulatory agencies people Portfolio of 1,500+ 8 >5.5M Unique, fully patents granted 20 Commercial Products in Patients served int
Slide 5: Vision & Values
Vision & Values Core Values Vision Value Creation Through Innovation & Differentiation To be a global leader Quality Through Compliance & Best Practices in biologics delivering affordable access to Collaboration, Teamwork & Mutual Respect innovative and inclusive healthcare solutions, Integrity & Et
Slide 6: 45-year Legacy of being on the Cutting Edge of Science
45-year Legacy of being on the Cutting Edge of Science ENZYMES INSULINS FUSION PROTEINS TODAY GENERIC APIS & 1978 mAbS FORMULATIONS* Successfully transformed from an enzymes company to a leading global biopharma enterprise Transforming Healthcare. Transforming Lives.
Slide 7: Setting New Benchmarks for the Biosimilars Industry
Setting New Benchmarks for the Biosimilars Industry 2004 2016 2018 1st company to develop rh-Insulin 1st company from India to have a 1st company to get U.S. FDA on a proprietary Pichia pastoris- biosimilar approved in Japan approval for bPegfilgrastim platform 2014 2017 2021 World’s 1st bTrastuzuma
Slide 8: US$3B+ Acquisition of Viatris' Global Biosimilars Business
US$3B+ Acquisition of Viatris’ Global Biosimilars Business One of the largest deal in the industry Business acquired across 120 countries Successfully integrated in just 1 year End-to-end capabilities from lab to market A unique, fully integrated biosimilar player Transforming Healthcare. Transformi
Slide 9: A Unique, Fully Integrated Global Biosimilars Player
A Unique, Fully Integrated Global Biosimilars Player Research & Development Manufacturing Commercialization Proven capabilities across the value chain Transforming Healthcare. Transforming Lives.
Slide 10: Cutting-Edge Science & Technology Capabilities
Cutting-Edge Science & Technology Capabilities Inspired by Patients. Driven by Science Commitment to innovation and value creation Proven track record of scientific success Innovative and proprietary technology platforms Robust track record of generating IP 3 1,500+ 20 9 R&D Patents granted Portfoli
Slide 11: One of the Highest Manufacturing Capacities in the Industry
One of the Highest Manufacturing Capacities in the Industry Company Total Capacity (KL) Company Total Capacity (KL) 1 982 11 441 2 879 12 436 3 727 13 389 Committed to 4 623 14 368 supply reliability 5 610 15 328 and quality compliance 6 602 16 (includes Celgene & Juno) 323 7 571 17 281 8 555 18 275
Slide 12: We reach patients in 100+ countries
We reach patients in 100+ countries Transforming Healthcare. Transforming Lives.
Slide 13: Portfolio: 20 Biosimilars across Therapy Areas
Portfolio: 20 Biosimilars across Therapy Areas Commercial / Late Stage Early Stage Approved Pegfilgrastim Denosumab 2 undisclosed Oncology Trastuzumab Pertuzumab Bevacizumab Adalimumab Ustekinumab 3 undisclosed Immunology Etanercept Glargine U100 Glargine U300 Diabetes rh-Insulin 1 undisclosed Aspar
Slide 14: Portfolio unlocks a US$100B+ Global Opportunity
Portfolio unlocks a US$100B+ Global Opportunity Reported Originator + Biosimilars Sales $100B+ $98B Significant $82B $77B opportunity to $72B make a $57B meaningful difference to $45B $45B patient lives CY23 CY24 CY25 CY26 CY27 CY28 CY29 CY30 Full year CY’22 IQVIA sales for Originator & biosimilars
Slide 15: One of the most Comprehensive Portfolios in the Industry
One of the most Comprehensive Portfolios in the Industry Trastuzumab Bevacizumab Pegfilgrastim Filgrastim Rituximab Adalimumab Etanercept Infliximab Ustekinumab Ranibizumab Aflibercept Denosumab Insulin Glargine Insulin Aspart Insulin Lispro Sources: Public disclosures, BBL research; *Fresenius incl
Slide 16: ESG: Going Beyond Financials to Have a Positive Impact
ESG: Going Beyond Financials to Have a Positive Impact Committed to Managing Performance and Improving Outcomes Driving Creating Promoting Ensuring Enabling ‘Patient Equity’ ‘People Equity’ ‘Environment Equity’ ‘Stakeholder Equity’ ‘Social Equity’ Improve access to Build an empowering Adapting Opera
Slide 17: ESG Efforts Being Recognized Globally
ESG Efforts Being Recognized Globally Improved ESG score Won UNWEP India to 63 in the 2022 Award and Recognized among Sustainability CDP scores at ‘B’ Transparency & Joins UNGC, the World’s Most Assessment from for Water Reporting Asia- world's largest Sustainable 52 Security & ‘C’ for Pacific Winne
Slide 18: Strong Financial Performance backed by Marquee Investors
Strong Financial Performance backed by Marquee Investors Key Financials (US$M) Investments $700M+ Fixed Assets >2x 789 $400M+ R&D Investments 681 Private Equity $500M+ Investments Well poised 462 to create 373 significant value for shareholders FY 21 FY 22 FY23 FY24 (9 MONTHS) Transforming Healthcar
Slide 19: Experienced Global Leadership Team
Experienced Global Leadership Team SHREEHAS P TAMBE KEDAR UPADHYE MATTHEW ERICK SUSHEEL UMESH SANDEEP N. ATHALYE Chief Executive Officer & Chief Financial Officer Chief Commercial Officer – Chief Commercial Officer – Chief Development Officer Managing Director Advanced Markets Emerging Markets RHOND
Slide 20: Thank You!
Thank You! Transforming Healthcare. Transforming Lives. PRIVILEDGED AND CONFIDENTIAL 20
Biocon Biologics — Investor Presentation (March 2024) on 6ix