Merck Kgaa · XETR:MRK
Merck Kgaa — Investor Day (October 2024)
11 slides from Merck Kgaa's investor day presentation, Oct 17, 2024
Slide 1: Capital Markets Day 2024
Capital Markets Day 2024 Meet Group Management Darmstadt, October 17, 2024 1 CMD 2024
Slide 2: Disclaimer
Disclaimer Publication of Merck KGaA, Darmstadt, Germany. In the United States and Canada the group of companies affiliated with Merck KGaA, Darmstadt, Germany operates under individual business names (EMD Serono, Millipore Sigma, EMD Performance Materials). To reflect such fact and to avoid any mis
Slide 3: Confidence in long-term Growth
Confidence in long-term Growth Peter Guenter, CMD Spotlight Session Healthcare October 17, 2024
Slide 4: Resilient product portfolio as base for attractive LT growth potential
Innovative Franchises Established Franchises R&D and External Innovation Healthcare Resilient product portfolio as base for attractive LT growth potential Healthcare sales, illustrational graph applying CAGR based growth rates MSD growth slight growth Innovative Franchises Future growth drivers incl
Slide 5: Established Franchises – CM&E
Innovative Franchises Established Franchises R&D and External Innovation Established Franchises – CM&E Diversified leadership positions, growth driven by developing markets CM&E Sales €2.8bn in FY 2023 (~4% CAGR ’18-23)6 Position Sales by Core Brands in m€6 Value Market CAGR mid-term Markets: Mature
Slide 6: Established Franchises – Fertility
Innovative Franchises Established Franchises R&D and External Innovation Established Franchises - Fertility Expanding on our leadership position Global Gonadotropin market in € bn1 world’s most prescribed r-hFSH treatment2 +11% , the only recomb. FSH+LH product in the market 3.5 46% 3.0 3.0 Compleme
Slide 7: Innovative Franchises – Commercialized assets
Innovative Franchises CM&E Established Franchises R&D and External Innovation Innovative Franchises – Commercialized assets Competitive pressures moderated by Erbitux + staggered Mavenclad LOE mCRC, SCCHN • Leading in mCRC continuum of care RMS • Backbone therapy of choice with • Most prescribed HE
Slide 8: Innovative Franchises – R&D N&I
Innovative Franchises Established Franchises R&D and External Innovation Innovative Franchises – R&D N&I Regaining momentum in N&I innovation, with careful risk control Cladribine capsules Enpatoran Immune reconstitution therapy Selective and potent dual TLR7/8 inhibitor High efficacy oral drug aimi
Slide 9: Innovative Franchises – R&D Oncology + External Innovation
Innovative Franchises Established Franchises R&D and External Innovation Innovative Franchises – R&D Oncology + External Innovation Executing early oncology strategy, with de-risked late-stage Pimicotinib Early- and mid- stage assets Highly selective and potent inhibitor of CSF-1R Including ATRi, PA
Slide 10: Unique product portfolio, commercial execution, external innovation
unique deliver growth succeed product portfolio on commercial execution leveraging both internal by further de-risking offering resilience amid strong track record and external innovation of the pharma pipeline 10
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