HUTCHMED (China) Limited · HKEX:13

HUTCHMED (China) — Hutchison China MediTech — Investor Presentation (January 2015)

15 slides from HUTCHMED (China)'s investor presentation, Jan 12, 2015

  1. Slide 1: A Brief Overview

    A Brief Overview Monday, January 12, 2015 (LSE AIM:HCM) San Francisco, CA, USA

  2. Slide 2: Disclaimer

    Disclaimer. Nothing in this presentation or in any accompanying management discussion of this presentation ("Presentation") constitutes, nor is it intended to constitute: (i) an invitation or inducement to engage in any investment activity, whether in the United Kingdom or in any other jurisdiction;

  3. Slide 3: A profitable, innovation-driven, China-based group in pharmaceuticals and consumer health products

    A profitable, innovation-driven, China-based group in pharmaceuticals and consumer health products. China Healthcare Division Drug R&D Consumer Products Division ~4,000 employees ~250 employees ~20 employees Shanghai Hutchison Pharmaceuticals Prescription drugs Hutchison Baiyunshan OTC drugs Hutchis

  4. Slide 4: China Healthcare Division. Key competitive advantages

    China Healthcare Division. Key competitive advantages. 2 National house- Focus on largest Major commercial Leadership JVs with 3 of top hold name brands disease categories & production scale market shares 5 China Pharmas Most common disease Market leader in the diagnosed/treated in ~2,700 Rx & OTC s

  5. Slide 5: China Healthcare Division. Commercial re-structure complete

    China Healthcare Division. Commercial re-structure complete. 2,700-person sales team unlocked to sell any/all drug products. 3rd Party & Related China Healthcare Division Party Products 50% 51% 80% SHPL -- Prescription Drugs HOLDCO Partner: Shanghai Pharma Group Shanghai Factory (~500 staff) 74 drug

  6. Slide 6: China's leading novel drug pipeline. 16 clinical studies in progress

    China’s leading novel drug pipeline. 16 clinical studies in progress. Potential “Breakthrough Therapy” indications. Program Target Partner Indication Target Population / Study Details Preclin Phase I Ph Ib Phase II Phase III Ulc erat ive Colit is (Mild-Mod.) 8 wk Induction -- US/EU -- on hold n/a HM

  7. Slide 7: Fruquintinib – Global best-in-class VEGFR inhibitor

    Fruquintinib – Global best-in-class VEGFR inhibitor. Summary: [1] Objective Disease Response Rate Control Rate ≥16-wk Progression Free Survival ≥9-mo Overall Survival Colorectal Cancer Phase Ib Study Regimen  Highly selective VEGFR inhibitor with strong Phase Ib (China) 5mg 3/1 wk Fruquintinib 10.3

  8. Slide 8: Sulfatinib – VEGFR/FGFR dual inhibitor

    Sulfatinib – VEGFR/FGFR dual inhibitor. Potential Breakthrough Therapy in NET[1] patients. 1. Solved original PK[6] issue… 2. The longer that NET patients are on sulfatinib, the better Treatment ongoing 10% 6% 1% Discontinued treatment 0% -10% -3% -6% -8% -10% -11% -20% -13% -13% -18% -20% -30% -24%

  9. Slide 9: AZD6094 (savolitinib). Potential Breakthrough Therapy in kidney cancer

    AZD6094 (savolitinib). Potential Breakthrough Therapy in kidney cancer. 1. Summary: 3. Kidney -- Papillary Renal Cell Carcinoma (PRCC)[4].  Potential “Breakthrough therapy” indications provide fastest route 40% Baseline Best Tumour measurement changes from Baseline (%) Objective Response Rate[1]: 5

  10. Slide 10: AZD6094 (savolitinib). Potential Breakthrough Therapy in lung cancer

    AZD6094 (savolitinib). Potential Breakthrough Therapy in lung cancer. 4. EGFRm+ TKI resistant non-small cell lung cancer[1]. 5. Multi-billion US$ market potential:  The market potential of the EGFRm+ TKI resistant NSCLC patient 1.4 million new NSCLC population c-Met amplification may be >$1 billion

  11. Slide 11: HMPL-523 – Major potential – Phase I data critical to success

    HMPL-523 – Major potential – Phase I data critical to success. 1. Summary: Compound/ Company in vitro Activity IC50 (nM)* Selectivity in vivo Activity Min Efficacious Dose Phase of Development  Highly selective Syk inhibitor with clear in vivo efficacy • rCIA: 10 mg/kg BID Phase III for RA complete

  12. Slide 12: Four collaborations have major aggregate financial impact

    Four collaborations have major aggregate financial impact. ~$1.3 billion in Partner payments to HMP/NSP[1]:  $77 million in upfront /milestone payments and equity injections as at 30 June, 2014.  up to $471 million in further development and approvals milestones  up to $145 million in option paym

  13. Slide 13: Hutchison Hain Organic

    Hutchison Hain Organic Building “Healthy Living” business in Asia.  50/50 JV with Hain Celestial Group.  Hain Celestial (NASDAQ:HAIN): leading natural & organic products company in N. America & Europe.  Exclusive rights to Hain’s 5,000+ products under 40 brands in 9 territories incl. China, Malay

  14. Slide 14: Chi-Med's businesses are steadily converging towards a major specialty pharma in China

    Chi-Med’s businesses are steadily converging towards our objective of being a major specialty pharma in China. China Healthcare Division:  Continued China Pharma industry growth. a powerful  Solid competitive advantages. commercial platform  2,700-person sales team unlocked to sell any drug produ

  15. Slide 15: Thank you

    MED Thank you

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