Terumo Corporation · TSE:4543
Terumo — Investor Presentation (November 2023)
14 slides from Terumo's investor presentation, Nov 14, 2023
Slide 1: Solution Pipeline for Beyond GS26
Solution Pipeline for Beyond GS26 November 14, 2023 Shinjiro Sato President and CEO Terumo Corporation
Slide 2: Forward-Looking Statements and Use of Document
Forward-Looking Statements and Use of Document Among the information that Terumo discloses, the forward-looking statements including financial projections are based upon our assumptions using information available to us at the time and are not intended to be guarantees of future events or performanc
Slide 3: Top-line growth is the cornerstone of growth strategy
Top-line growth is the cornerstone of growth strategy FY32~ FY27~31 Lead paradigm shift in medical care and make a leap toward Strengthen corporate foundation GS26 FY22~26 and generate solid profit from high- a “New Terumo” Strengthen existing businesses and growth businesses firmly invest in the fu
Slide 4: Solution pipeline built on a stable growth platform
Solution pipeline built on a stable growth platform C＆V TMCS TBCT 1 3 5 US-Japan DSS Antibody for US Reveos Alzheimer’s disease Additional growth (Dual sensor system) (Pen type auto-injector) (Automated whole blood expectation processing system) (scope of this 2 4 6 presentation) EU Quirem CDMO over
Slide 5: US-Japan DSS (Dual sensor system)
C＆V TMCS TBCT 1 US-Japan DSS (Dual sensor system) Ushering in a new era of endovascular imaging Market needs Terumo solutions Diagnostic intravascular imaging to improve Both an ultrasound oscillator and optical lens interventional treatment quality in a single catheter IVUS with ultrasound and OFDI
Slide 6: EU Quirem (Radioactive beads)
C＆V TMCS TBCT 2 EU Quirem (Radioactive beads) A new option to localized oncology therapies Market needs Terumo solutions Treat inoperable mid- to Interventional procedure to bring beads to late-stage liver cancer hepatic artery and attack cancer cells Consistent diagnostic imaging and Visualization
Slide 7: Antibody for Alzheimer's disease (Pen type auto-injector)
C＆V TMCS TBCT 3 Antibody for Alzheimer’s disease (Pen type auto-injector) Expand CDMO pipeline in Japan Market needs Terumo solutions World’s first and only drug that controls AI (auto-injector) enables subcutaneous Alzheimer’s disease progression injection by simply pressing against skin and delays
Slide 8: CDMO Overseas Expansion (B2B with overseas pharma firms)
C＆V TMCS TBCT 4 CDMO Overseas Expansion (B2B with overseas pharma firms) Expand CDMO pipeline overseas Market needs Terumo solutions Meet new needs as drugs evolve Total support from prefilled device design (delicate bio drugs, small-volume and viscous) through commercial manufacturing Diversifying
Slide 9: US Reveos (Automated whole blood processing system)
C＆V TMCS TBCT 5 US Reveos (Automated whole blood processing system) Contribute to enhance supply capability of platelet Market needs Terumo solutions Platelet product demand increasing Full process automation from centrifugation (surgery, chemotherapy) of whole blood to filling bags Unique system al
Slide 10: US Rika (Source plasma collection system)
C＆V TMCS TBCT 6 US Rika (Source plasma collection system) Innovations for plasma collection centers (faster, more, safer) Market needs Terumo solutions Increasing need for therapies Faster collection and reduction of using plasma derived therapy extracorporeal circulation, as well as total (rare dis
Slide 11: Beyond GS26 - R&D focus areas oriented further into the future
Beyond GS26 - R&D focus areas oriented further into the future Illness Approach Less invasive, Heart failure improve outcomes Cancer Patient Journey Venous disease Delivery/Devi-ceuticals/Digital ©TERUMO CORPORATION 11 / 13
Slide 12: Portfolio optimization
Portfolio optimization Bolton (US) Angio-Seal (US) Sequent (US) Medeon (Taiwan) CaridianBCT Essen (China) Acquisitions Cardiovascular (US) Div. of 3M (US) Aortica (US) Harvest HOS (US) Vascutek MicroVention (US) (UK) (US) Quirem (Neth.) 99 02 06 11 13 16 17 18 19 20 22 23 Divestiture/Exit Surgical r
Slide 13: Realize sustainable growth by creating value for society
Realize sustainable growth by creating value for society ©TERUMO CORPORATION 13 / 13
Slide 14: TERUMO
~“TERUMO