Sanofi Sa · EURONEXT:SAN
Sanofi Sa — JP Morgan Healthcare Conference 2016
22 slides from Sanofi Sa's conference presentation, Jan 12, 2016
Slide 1: JP Morgan Healthcare Conference
JP Morgan Healthcare Conference Olivier Brandicourt – Chief Executive Officer San Francisco - January 12, 2016
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation contains forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995, as amended. Forward-looking statements are statements that are not historical facts. These statements include projections and estimates and their under
Slide 3: Key Accomplishments Since April 2015
Key Accomplishments Since April 2015 On Our Way to Future Success 3 launches of major products – Toujeo®, Praluent® and Dengvaxia® 3 submissions for regulatory review(1) Accelerated BD(2) activities and strategic alliance in Immuno-oncology Key first transaction announced to reshape the portfolio(3)
Slide 4: We Have Four Strategic Priorities
We Have Four Strategic Priorities 1 2 3 Deliver Sustain Reshape outstanding innovation the portfolio launches in R&D 4 Simplify the organization 4
Slide 5: Reshape the Portfolio
1 Reshape the Portfolio Sustain Build competitive Explore strategic A B C leadership positions options ● Diabetes/CV ● Multiple Sclerosis(1) ● Animal Health ● Vaccines ● Oncology(1) ● Generics(2) in Europe ● Rare Diseases(1) ● Immunology(1) ● Emerging Markets(2) ● Consumer Healthcare(2) (1) Will be
Slide 6: Sanofi and Boehringer Ingelheim Enter Exclusive Negotiations on Business Swap
Sanofi and Boehringer Ingelheim Enter Exclusive Negotiations on Business Swap Potential exchange of Sanofi Animal Health (Merial) and Boehringer Ingelheim (BI) CHC businesses Sanofi would ● Enterprise value: become a ● Merial: €11.4bn ● BI CHC: €6.7bn Leading ● Gross cash payment from BI to Sanofi o
Slide 7: Sanofi to Become a Global Leader in CHC
Sanofi to Become a Global Leader in CHC Combined Worldwide CHC Combined Worldwide CHC Sales Market Share(1) - Priority Categories(4) (pro forma) + Segment Size Sanofi + Global Categories(2) in €bn BI CHC 4.6% Bayer VMS(3) 27.6 #3 4.6% GSK 4.4% Cough & Cold Care 17.2 #6 4.3% J&J Digestive health 14.4
Slide 8: Committed to Diabetes and Cardiovascular Diseases
A Committed to Diabetes and Cardiovascular Diseases 1 Develop the LixiLan filed in the U.S. insulin franchise with PRV Strengthen the pipeline through external Lexicon and Hanmi deals 2 opportunities and ambitious research closed 3 Lead the market shift to managing Google diabetes outcomes Life Scie
Slide 9: Strengthening our R&D Portfolio in Diabetes with Two In-Licensing Agreements
A Strengthening our R&D Portfolio in Diabetes with Two In-Licensing Agreements (2) Immunology Sotagliflozin - Phase II in T2 Diabetes Efpeglenatide – Phase II Phase III in T1 Diabetes ● Long acting GLP-1(3) ● Dual SGLT1 and SGLT2 inhibitor(1) ● Diabetes/Obesity ● Limiting meal time glucose absorptio
Slide 10: Growing Faster than Market in Vaccines
A Growing Faster than Market in Vaccines Projected Sanofi Pasteur Sales 1 Further develop strong vaccine brands High ● Flu vaccines single digit ● Pediatric combinations sales CAGR ● Adult boosters at CER 2 Successfully launch Dengvaxia® ~75% Dengue of €4.0bn sales Flu 3 Expand our manufacturing cap
Slide 11: Sustaining Leadership in Rare Diseases
A Sustaining Leadership in Rare Diseases Undiagnosed(1) Undiagnosed(1) Undiagnosed(1) ● 1 Sustain market share through patient-centered approach, product differentiation and market access ● 2 Grow market through patient screening and manufacturing expansion ● 3 Advance internal and partnered novel p
Slide 12: Retaining #1 Position in Emerging Markets through Greater Focus
A Retaining #1 Position in Emerging Markets through Greater Focus Leader in Emerging Markets(1) ● 1 Increase focus on priority countries/regions A top 3 MNC player in BRIC-M ● Prioritize resource allocation ● Adapt industrial footprint #3 in China ● Redefine scope to exclude Eastern Europe(1) #1 in
Slide 13: Growing our Multiple Sclerosis Franchise
B Growing our Multiple Sclerosis Franchise Multiple Sclerosis Franchise Reported sales (€m) €923m ● 1 Successfully complete global launches of Aubagio® and Lemtrada® Série2 ● 2 Expand LCM activities to maximize support to existing products Série1 ® ● 3 Reinforce presence in “high efficacy” category
Slide 14: Rebuilding a Competitive Position in Oncology
B Rebuilding a Competitive Position in Oncology Oncology Opportunity Largest therapeutic area for pharmaceuticals ● 1 Maximize clinical assets, particularly isatuximab (anti-CD38 mAb) and Antibody-Drug Conjugates Strong growth driven by unmet need and ● 2 Build a transformative pipeline groundbreaki
Slide 15: Sarilumab and Dupilumab Represent Cornerstones of a New Immunology Franchise
B Sarilumab and Dupilumab Represent Cornerstones of a New Immunology Franchise Immunology ● Entering an €18bn RA market ● Multi-disease, best in class drug where unmet need is still high targeting Th2 pathway ● IL-6 class >€1bn in sales and ● Breakthrough treatment for growing >20% atopic dermatitis
Slide 16: Deliver Outstanding Launches
2 Deliver Outstanding Launches Focus on 6 Products … … and Excel in Execution New GBU organization with clear accountability, P&L ownership and life cycle management to focus on: ● Delivering differentiated products rapidly ● Shaping the market ● Securing market access ● Driving uptake Expected comb
Slide 17: Global Roll-out Underway for Three Major Products
Global Roll-out Underway for Three Major Products ● Rapid market access ● Now accessible on ● First ever dengue obtained in the U.S.(1) formularies covering vaccine ~150m patients ● Priority introduction in ● Showing early promise in the U.S. large endemic countries in key markets ● Only PCSK9 inhib
Slide 18: Sustain Innovation in R&D
3 Sustain Innovation in R&D(1) Phase I Phase II Phase III Registration GZ402668 N GZ402666 N dupilumab GZ402671 N LixiLan N lixisenatide N GLD52 (anti-CD52 mAb) neo GAA Anti-IL4Rα mAb Oral GCS Inhibitor lixisenatide + insulin glargine GLP-1 agonist Nasal polyposis; Relapsing multiple sclerosis Pompe
Slide 19: Potentially Transformative Drugs in Earlier Stages of Development
Potentially Transformative Drugs in Earlier Stages of Development Selected R&D Assets 1 Isatuximab - Multiple Myeloma Oncology 2 Immuno-oncology - Various oncology indications Immunology 3 IL4/IL13 Bi-specific Ab - Idiopathic Pulmonary Fibrosis Vaccines 4 C. difficile vaccine - Nosocomial infections
Slide 20: Key R&D Milestones Expected in 2016
Key R&D Milestones Expected in 2016 Expected Regulatory Decisions Q1 Q2 Q3 Q4 ● Lixisenatide in Diabetes (U.S.) ● LixiLan in Diabetes (U.S.) ● Sarilumab in Rheumatoid Arthritis (U.S.) Expected Regulatory Submissions Q1 Q2 Q3 Q4 ● LixiLan in Diabetes (E.U.) ● Dupilumab in Atopic Dermatitis (U
Slide 21: Simplify the Organization
4 Simplify the Organization Move Create to Global Reshape one Business the plant Sanofi Unit network culture organization 21
Slide 22: The Roadmap for Sanofi
The Roadmap for Sanofi 2015-17 2018-20 1 Reshape Accelerate Sanofi growth 2 ● Invest for the future ● Accelerate growth ● Refocus the portfolio from priority launches ● Execute launches ● Continue to build scale in priority businesses ● Reinforce pipeline through business development ● Capture margi