Terumo Corporation · TSE:4543
Terumo — Investor Presentation (November 2019)
15 slides from Terumo's investor presentation, Nov 7, 2019
Slide 1: Adapting to a New Healthcare Era: Disease-oriented Approaches
Adapting to a New Healthcare Era: Disease-oriented Approaches Terumo Corporation President and CEO Shinjiro Sato November 7, 2019
Slide 2: Key Initiatives towards Sustainable Growth
Key Initiatives towards Sustainable Growth Strengthen Global Operations Accelerate Strategic Development Leverage Group’s Comprehensive Strength Ref: "Initiatives towards Sustainable Growth“ November 9, 2017 © Terumo Corporation 2019/11/7 2/15
Slide 3: Paradigm Shift in Healthcare
Paradigm Shift in Healthcare Critical challenges Aging societies Crisis in patients’ Widespread QOL lifestyle diseases Fiscal constraints Increase in complex diseases Medical care system needs a change to resolve the challenges. Technological advancements (e.g. digitalization) will enable and accele
Slide 4: What is “Disease-oriented Approach” for Terumo?
What is “Disease‐oriented Approach” for Terumo? 1. Find the challenges in the entire pathway from prevention to prognosis, not just in pinpoint such as diagnosis or therapy Prevention Diagnosis Therapy Prognosis “Become a partner of patient journey” 2. Deliver the best value from diversified solutio
Slide 5: Deliver Diversified and Cross-divisional Solutions
Oncology Deliver Diversified and Cross-divisional Solutions Product lineup to improve total QOL from treatment to recovery Current business scale: Over 40 B JPY Treatment Treatment aid Care Minimize surgery burden Embolization, drug/bio Reduce postoperative complications Reduce cancer-related pa
Slide 6: Unique Solutions to Maximize Therapy Outcomes
Oncology Unique Solutions to Maximize Therapy Outcomes Minimize treatment burden by less invasive localized access Interventional oncology The importance of supportive care is increasing Anticancer drug administration, pain management, adhesion barrier etc. Outcomes of Maximize effect Effect
Slide 7: Already Being a Main Player for Supportive Care in JP
Oncology Already Being a Main Player for Supportive Care in JP Meet broader needs in supportive care by diversified product portfolio and further enhance our presence Japan supportive care market Terumo business scale Approx. Cardiac and 10 B JPY Vascular CV port 1 B JPY Devices Pain management appr
Slide 8: Interventional Oncology: Utilize Strong Delivering Technologies
Oncology Interventional Oncology : Utilize Strong Delivering Technologies Increasing needs for minimally invasive, localized chemotherapy and radiation therapy Maximize effect by Minimize treatment localized administration burden by TRI Advanced (Therapeutic) Drug-eluting beads Hydrocoil Radioactive
Slide 9: Add Advanced Products to Create Total Solutions
Diabetes Add Advanced Products to Create Total Solutions Commit to the entire field by adding advanced technologies to existing 20 B JPY business Leverage No. 1 monitor market share to expand business toward treatment, prognosis and data-management Past Current Future Platform market, diagnosis
Slide 10: CHF is An Urgent Social Challenge
Chronic heart failure CHF is An Urgent Social Challenge Chronic heart failure is a terminal heart disease Arrhythmia Myocardial infarction Valvular disease Heart failure Myocardial disease Patients suffer from repeated exacerbation Heart failure state Good Acute myocardial Repeated exacerbatio
Slide 11: Unique Portfolio Comprehensively Covers Heart Disease
Chronic heart failure Unique Portfolio Comprehensively Covers Heart Disease Take care of the entire patient journey across heart disease by adding monitoring and data linkage to the business area of PCI, CABG and skeletal myoblast sheets etc. Preliminary organic failure Chronic heart failure exacerb
Slide 12: Broad Portfolio Covering from Prevention of Primary Disease to Progression Prevention
Foot care Broad Portfolio Covering from Prevention of Primary Disease to Progression Prevention Keep “walking with one’s feet” is a key to extend healthy lifespan Provide gateway functionality to devided medical network in addition to early diagnosis/treatment of blood flow Diverse product lin
Slide 13: Create Optimal Solutions Through Adding New Capabilities
Create Optimal Solutions Through Adding New Capabilities Current basic capabilities Broad range Provider access Education / training Corporate culture Domain expertise of technology + Disease‐oriented Approach Insights, strategies Required additional capabilities Data Analytics Software Networking ©
Slide 14: Conclusion
Conclusion In preparation for a new healthcare era, we urge ourselves to shift toward “disease-oriented” and “consumer/patient-oriented” strategy through strengthening our focus on disease, unfettered by “product-oriented” strategy This will result in unique Terumo solutions that fulfill the goa
Slide 15: IR Contact
IR Contact Terumo Corporation Corporate Communication (IR) Dept. E-mail: [email protected] 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 i