Terumo Corporation · TSE:4543

Terumo — Investor Presentation (May 2021)

14 slides from Terumo's investor presentation, May 12, 2021

  1. Slide 1: Diabetes Management (DM Business) Strategic Direction

    Diabetes Management (DM Business) Strategic Direction May 12, 2021 Shinjiro Sato President and CEO Terumo Corporation

  2. Slide 2: Safe Harbor for Forward-Looking Statements and Use of Document

    Safe Harbor for 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 even

  3. Slide 3: Disease-oriented approach fighting four major diseases that affect society

    Disease-oriented approach fighting four major diseases that affect society Target disease with significant social impact because of the aging of society Ischemic Heart Foot Oncology Diabetes heart Stroke + failure care disease Overall solutions that cover from prevention to prognosis, not just speci

  4. Slide 4: DM business: Still small and Japan-focused

    DM business: Still small and Japan-focused A business with annual sales of Has been focused in approx. 20 B JPY, in General Hospital the Japan market Cardiac & DM Overseas Vascular 11% 53% 13% Japan General 87% Hospital 29% Blood & Cell Technologies 18% ©TERUMO CORPORATION 4 / 13

  5. Slide 5: Leverage rich product lineup to deploy overall solutions in the new mid- to long-term growth strategy

    Leverage rich product lineup to deploy overall solutions in the new mid- to long-term growth strategy from FY2022 Next Mid- to Long-term Growth Strategy from FY2018 Pivot to therapeutic technology 00s Self Monitoring of Blood Glucose (SMBG) Collaborative #1 Japan market products position 90s Continu

  6. Slide 6: Evolve DM success factors using digital and AI

    Evolve DM success factors using digital and AI Digital Cloud AI Previous success factor: New success factor: Solution value Product capability  Blood glucose measurement precision ＋  Accumulation and advanced utilization of  Continuous, real-time, precision blood glucose extensive patient data me

  7. Slide 7: DM market: Enormous medical device segment

    DM market: Enormous medical device segment Patient population: Increasing; Scale of DM in medical device market to be over 600 million (Billion USD) 73 40 630 M Diabetes people 35 30 430 M 25 people 20 15 10 5 0 Artificial CRM Anesthesia Inter- General Dialysis Wound Orthopedic 2017 2045 valve EP Re

  8. Slide 8: DM market: 7%+ growth in primary products. Products have regional characteristics

    DM market: 7%+ growth in primary products. Products have regional characteristics Asia: SMBG; EU: pump; Global: pen needle; US: CGM 40 (Billion USD) (Billion USD) 35 North Global Europe Asia Others CAGR 7.4% America 30 4.6 3.6 0.8 0.1 0.1 CGM CAGR12.4% 13.0% 10.4% 6.9% 16.9% 25 20 Pen 4.2 1.4 1.2 1.

  9. Slide 9: World-leading product lineup through internal R&D and collaboration

    World-leading product lineup through internal R&D and collaboration Pen needle CGM Pump Unique technology #1 global technology Tubeless and precision and reliability administration, better QOL ©TERUMO CORPORATION 9 / 13

  10. Slide 10: Insulin pump: Achieves same precision as tube products

    Insulin pump: Achieves same precision as tube products Insulin administration precision comparision (1U=10μL) 1.5 Dose（U） 1.0 0.5 1.5 Uses unique high-precision Company A: Pump using tube administration technology Dose（U） (JDST Vol. 15, Presented at ATTD conference) 1.0 0.5 1.5 Company B: Tubeless p

  11. Slide 11: Global deployment addressing regional characteristics

    Global deployment addressing regional characteristics Japan: Full lineup Outside Japan: Specialized Leverage Terumo’s solid hospital base Add Terumo core technologies to overseas to provide solutions for every type of patient firms’ DM solutions in B2B-based expansion Company A solution Pen SMBG nee

  12. Slide 12: Accelerate personalization with solution offerings from outside collaboration

    Accelerate personalization with solution offerings from outside collaboration Glooko (US) MICIN (Japan) joint Diabeloop (France) joint collaboration development development Information Management System Digital Healthcare Support Automated Insulin Delivery System for SMBG, pump, etc measurement Syst

  13. Slide 13: Target sales revenue approaching 50 B JPY in 10 years

    Target sales revenue approaching 50 B JPY in 10 years Global strategic deployment addressing regional characteristics Secure collaboration opportunities that leverage unique core technologies and customer base Accelerate development of overall solutions to be a partner in the Patient Journey Open to

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