Astrazeneca Plc · LSE:AZN
Astrazeneca — H1 2002 Earnings Presentation
14 slides from Astrazeneca's earnings presentation, 2002
Slide 1: General Presentation Half Year 2002
A General Presentation Half Year 2002 Q2 02 Financial results 2002 2001* CER $m $m growth Sales 4,382 4,099 +8% Operating profit 1,064 996 +10% EPS $0.45 $0.41 +13% *Restated to be on a consistent basis under FRS 19 Page 1 A A 1
Slide 2: Half Year 02 Financial results; Sales by territory
Half Year 02 Financial results 2002 2001* CER $m $m growth Sales 8,803 8,090 +10% Operating profit 2,361 2,051 +17% EPS $1.00 $0.86 +18% *Restated to be on a consistent basis under FRS 19 Page 2 A Sales by territory Q2 02 HY 02 % CER % CER $m growth $m growth USA 2,271 +7 4,719 +11 Europe 1,410 +5 2
Slide 3: Sales by Therapeutic Area; Portfolio transformation
Sales by Therapeutic Area Q2 02 HY 02 % CER % CER $m growth $m growth GI 1,628 +14 3,215 +8 CV 902 -9 1,863 +3 Oncology 560 +10 1,088 +14 Respiratory 452 +10 898 +14 CNS 351 +38 787 +54 PAI/others 366 -3 713 -2 Page 4 A Portfolio transformation Exanta™ Crestor™ 2001 2003 Iressa™ Prilosec® Faslodex™
Slide 4: Portfolio transformation; Drive the growth products
Portfolio transformation 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Q1 00 Q2 00 Q3 00 Q4 00 Q1 01 Q2 01 Q3 01 Q4 01 Q1 02 Q2 02 Expiry Base Growth/Launch Page 6 A Drive the growth products Moving Annual Totals 3000 2500 2000 Arimidex® Zomig® $m 1500 Atacand® Casodex® 1000 Seroquel® 500 0 Q2 00 Q2 0
Slide 5: Seroquel: US NRx in anti-psychotic market
Seroquel®: US NRx in anti-psychotic market Market share 35% Risperdal® 30% Zyprexa® 25% 20% Seroquel® 15% 10% 5% Clozaril® Geodon® 0% May-00 May-01 May-02 Jun-99 Nov-99 Jan-00 Mar-00 Jun-00 Nov-00 Jan-01 Mar-01 Jun-01 Nov-01 Jan-02 Mar-02 Jun-02 Jul-99 Aug-99 Jul-00 Aug-00 Jul-01 Aug-01 Sep-99 Oct-9
Slide 6: Casodex performance
Casodex® performance Casodex® global sales over time (Rolling MAT) 600 Casodex® 500 400 Sales $m 300 200 Flutamide 100 Cyproterone Nilutamide Chlormadinone Q3/99 Q4/99 Q1/00 Q2/00 Q3/00 Q4/00 Q1/01 Q2/01 Q1/02 Q1/98 Q2/98 Q1/99 Q2/99 Q3/01 Q4/01 Q4/97 Q3/98 Q4/98 Source: IMS Health, MAT March 2002 P
Slide 7: Atacand milestones; Zomig Rapimelt share of business
Atacand® milestones b SCOPE results: ! statistically significant risk reduction in non-fatal stroke ! cognitive function maintained b 18 July 02 FDA Advisory committee recommends inclusion of CLAIM superiority data in US label Page 12 A Zomig® Rapimelt® - share of business 4,000 France 1400 Germany
Slide 8: Arimidex performance; Nexium now a megabrand
Arimidex® performance 250 200 Arimidex® 150 Sales $m Femara® 100 50 Aromasin® Afema® Lentaron® 0 Cytadren® Q4/99 Q1/00 Q3/00 Q4/00 Q1/01 Q1/02 Q3/97 Q4/97 Q3/98 Q4/98 Q1/99 Q2/99 Q3/99 Q2/00 Q2/01 Q4/01 Q1/98 Q2/98 Q3/01 Source: IMS Health MAT Q1 2002 Page 14 A Nexium® now a megabrand Moving Annual
Slide 9: Nexium NRx Market Share (PPI)
Nexium® NRx Market Share (PPI) 70% 60% 50% NRx Market Share (PPI) AZ PPI 40% Prevacid® 30% Prilosec® 20% Nexium® Protonix® 10% Aciphex® 0% May-99 May-00 May-01 May-02 Mar-99 Nov-99 Mar-00 Nov-00 Mar-01 Nov-01 Mar-02 Jan-99 Jul-99 Jan-00 Jul-00 Jan-01 Jul-01 Jan-02 Sep-99 Sep-00 Source: IMS NPA+ (Ret
Slide 10: Symbicort milestones; Faslodex
Symbicort® milestones b 1H 02 sales $122m b Market share in 16 Launch countries around 20% b Paediatric approved b COPD filed b US phase III studies initiated Page 18 A Faslodex™ US launch 21 May Q2 02 sales $8m b Pure oestrogen antagonist b Treatment of metastatic BC after disease progression follo
Slide 11: Iressa; Crestor
Iressa™ b Approved in Japan 5 July 02 b Pre-reimbursement sales commenced w/c 15 July 02 b Submissions ! Monotherapy NDA completion in August 02 ! MAA 4Q 2002 (monotherapy & combination) ! sNDA 4Q 2002 (combination) b Phase III NSCLC trials ongoing b Broad programme in other solid tumours ! head and
Slide 12: Exanta; 2002 Outlook
Exanta™ b First filing for Exanta™ 24 July ! first indication for prevention of VTE in orthopaedic surgery b EXPRESS data to be presented at the ICT in Oct 02 b US filing for prevention of VTE in orthopaedic surgery on track for 2003 b Regulatory programmes for chronic indications progressing well P
Slide 13: 2004 and beyond
2004 and beyond Top tier Exanta™ financial performance Crestor™ Iressa™ Faslodex™ Nexium® Earnings Symbicort® Casodex® Margins Arimidex® Zomig® 2003 Foundation Seroquel® Sales Atacand® Page 24 A A Back-ups A 13
Slide 14: Iressa Phase II monotherapy data: IDEAL 1 and 2
Iressa™ Phase II monotherapy data : IDEAL 1 b 210 patients with advanced refractory NSCLC ! failed on 1 or 2 previous chemotherapy regimens b Tumour response rate 18.4% on 250mg b Symptom response 40% of all patients b Overall disease control rate 52.9% b Favourable tolerability profile Page 26 A Ir