Ipsen Sa · EURONEXT:IPN
Ipsen Sa — FY2011 Earnings Presentation
12 slides from Ipsen Sa's earnings presentation, Feb 2, 2012
Slide 1: Full year 2011 sales
Full year 2011 sales Conference call February 2, 2012
Slide 2: Disclaimer
Disclaimer This presentation includes only summary information and does not purport to be comprehensive. Forward-looking statements, targets and estimates contained herein are for illustrative purposes only and are based on management’s current views and assumptions. Such statements involve known an
Slide 3: 2011 drug sales in line with objectives, driven by strong specialty care
2011 drug sales in line with objectives, driven by strong specialty care… Group sales by therapeutic area +5.4% 1,100.2 1,159.8 Specialty care: dynamic growth In million euros in all geographies 704.3 + 8.0% 759.4 Drug sales growth +5.7% €1,127.9 Primary care: dynamic +1.3% international sales 364.0
Slide 4: … and regions beyond European G5
… and regions beyond European G5 Group Sales by region (incl. Drug related sales) +5.4% European G5 1,159.8 G5 specialty care sales growth offset by 1,100.2 c.5% decline of sales in France In million euros 542.0 Other European countries (1.4)% Dynamic growth throughout the region, G5 550.4 notab
Slide 5: Specialty products account for 67% of total drug sales in 11
Specialty products account for 67% of total drug sales in 2011 in million euros Decapeptyl ® +5.0% 283.6 Dysport ® +11.3% 204.6 Specialty care Somatuline ® +10.9% 188.4 Speciality care NutropinAq ® +4.8% 50.9 €759.4m Increlex ® +0.2% 25.2 Drug +8.0% sales Apokyn ® 5.5 (3.1%) €1,127.9m Hexvix ® 1.3 +
Slide 6: Leveraging Ipsen's core strengths to become a global leader in targeted debilitating diseases
Leveraging Ipsen’s core strengths to become a global leader in targeted debilitating diseases Increase Focus Invest to Grow Leverage Footprint A market-oriented franchise model… …driving an R&D patient centric organization focused on peptides and toxins Achieved in 2011 Defined 2020 strategy Uro-
Slide 7: In the context of its strategic realignment, the Group will recognize significant non-cash impairment in 2011
In the context of its strategic realignment, the Group will recognize significant non-cash impairment in 2011 Non-cash and non-recurring amount between 110 and 130 millions euros1 after tax: Inspiration Increlex® Other Rationale Rationale Rationale Tougher competitive Supply2 uncertainties in th
Slide 8: Ipsen reiterates its strong commitment to hemophilia as Inspiration reaches a turning point
Ipsen reiterates its strong commitment to hemophilia as Inspiration reaches a turning point New CEO John Butler comes with strong experience and newly appointed team IB1001 filed in Europe (recombinant factor IX), soon filed in the US Initiation of the second phase III pivotal clinical study of OBI-
Slide 9: Primary care France: build a major prescription/OTC player with a partner
Primary care France: build a major prescription/OTC player with a partner Ipsen Potential partner Reach critical mass to be positioned among market leaders Maximize brand equity with complementary product range Leverage dedicated sales force on Rx and OTx segments Manage mature product life cycle Sh
Slide 10: In 2011, we prepared Ipsen for the future
In 2011, we prepared Ipsen for the future A new 2020 strategy… … while delivering top line growth ahead of industry Significant non-cash impairment In the new strategic context Committed to the success of Inspiration Biopharmaceuticals 10 Ipsen - Full Year Sales 2011, February 2 2012
Slide 11: Thank you
Thank you 11 Ipsen - Full Year Sales 2011, February 2 2012
Slide 12: Q&A
Q&A 12 Ipsen - Full Year Sales 2011, February 2 2012