Coloplast A/s Class B · OMXCOP:COLO_B
Coloplast A/s Class B — Investor Day (September 2009)
23 slides from Coloplast A/s Class B's investor day presentation, Sep 29, 2009
Slide 1: Surgical Urology
Coloplast Capital Market Day 2009 Surgical Urology Coloplast p Capital p Market Day y 2009 Dave Amerson, Global Vice President 29 September 2009 Surgical Urology Page 1
Slide 2: Agenda
Coloplast Capital Market Day 2009 Agenda • S Surgical i l Urology U l Overview O i • Market Opportunity • P tf li Overview Portfolio O i • Summary 29 September 2009 Surgical Urology Page 2
Slide 3: Coloplast Surgical Urology Overview
Coloplast Capital Market Day 2009 Coloplast Surgical Urology Overview • SU reorganized as a stand-alone stand alone business unit • Reputation for high-quality service and product knowledge • Long tenured sales force with strong US reach • Valuable urology device experience within the R&D organizati
Slide 4: What segments do we service?
Coloplast Capital Market Day 2009 What segments do we service? Men’s Health Women’s Health egments Erectile Dysfunction Pelvic Floor Repair Focus Se Male Incontinence Female Incontinence 29 September 2009 Surgical Urology Page 4
Slide 5: Surgical Urology is the only Coloplast business area with primarily direct sales
Coloplast Capital Market Day 2009 Surgical Urology is the only Coloplast business area with primarily direct sales SU product and payment flow / Men’s and Women’s Health Payment Payments are made directly 1 to Coloplast Coloplast “On location”: Reimbursement Hospital / Hospital orders for stock as n
Slide 6: Agenda
Coloplast Capital Market Day 2009 Agenda • S i lU Surgical Urology l O Overview i • Market Opportunity • P tf li Overview Portfolio O i • Summary 29 September 2009 Surgical Urology Page 6
Slide 7: Urology Device Market Introduction
Coloplast Capital Market Day 2009 Urology Device Market Introduction US Market estimated development in Global market value split value estimate by region, 2008 8-10% RoW Europe Americas 2007 2008 2009 2010 2011 2012 US Market Drivers US Market Limiters US Market Trends Large, under-penetrated Cost
Slide 8: Surgical Urology Market Dynamics
Coloplast Capital Market Day 2009 Surgical Urology Market Dynamics Immature market is taking off especially in Women Women’s s Health Health… 2009 2010 2011 2012 * For illustrative purposes 29 September 2009 Surgical Urology Page 8
Slide 9: Urology Device Market Presents Large Opportunity
Coloplast Capital Market Day 2009 Urology Device Market Presents Large Opportunity US Competition $Millions 2,400 Nephrostomy 2,200 Ureteral Access 2,000 BPH Devices $Millions 1,800 Endoscopes 1,300 1,600 Prostate Cancer 1,200 1,100 Erectile Dysfuncition y 1 400 1,400 11% Stone Management 1,000 1,20
Slide 10: Agenda
Coloplast Capital Market Day 2009 Agenda • S i lU Surgical Urology l O Overview i • Market Opportunity • P tf li Overview Portfolio O i • Summary 29 September 2009 Surgical Urology Page 10
Slide 11: Surgical Urology Call Points and Product Focus
Coloplast Capital Market Day 2009 Surgical Urology Call Points and Product Focus Urologists Gynecologists Uro-gynecologists (10,000) (40,000) (1,400) Key products for the US Market Titan OTR Aris Virtue Exair Launched June 2008 Launched May 2006 Launched May 2009 Launched June 2009 29 September 2009
Slide 12: Women's Health Franchise Overview
Coloplast Capital Market Day 2009 Women’s Health Franchise Overview • Surgical and management solutions for Stress Urinary Incontinence (“SUI”) ( SUI ) and Pelvic Organ Prolapse (“POP”) • Slings and Pelvic Floor Repair growing at approximately 15+% CAGR over the next three years in the US • 40% of w
Slide 13: Women's Health Franchise Portfolio
Coloplast Capital Market Day 2009 Women’s Health Franchise Portfolio  Urinary Ui Incontinence I ti Slings (TOT) – Aris & Supris Slings (Mini) – coming! B lki - Durasphere Bulking D h Carbon Medical  Pelvic Floor Repair Synthetic – Novasilk Biologics – Suspend & Axis Synthetic kit – Exair Suture Fi
Slide 14: Men's Health Franchise Overview
Coloplast Capital Market Day 2009 Men’s Health Franchise Overview • Male Incontinence presents a $64MM opportunity • 30 million men in the U.S. (~100 million men worldwide) have some 3030 million million illi degree of Erectile Dysfunction (ED) 1010 million million • Prescription drugs are considere
Slide 15: Men's Health Franchise Portfolio
Coloplast Capital Market Day 2009 Men’s Health Franchise Portfolio  Penile Prosthesis Offering malleable and inflatable penile implants for the treatment of ED Duopoly p y – jjust two competitors p ((AMS)) Reputation for innovation Bioflex composition Patented Lock-out valve U i Unique h hydrophili
Slide 16: As a smaller competitor, we must implement more innovative programs & services
Coloplast Capital Market Day 2009 As a smaller competitor, we must implement more innovative programs & services with our stakeholders Surgical Training On-site Cadaver Lab Physicians Patients 29 September 2009 Surgical Urology Page 16
Slide 17: Agenda
Coloplast Capital Market Day 2009 Agenda • S i lU Surgical Urology l O Overview i • Market Opportunity • P tf li Overview Portfolio O i • Summary 29 September 2009 Surgical Urology Page 17
Slide 18: Goals
Coloplast Capital Market Day 2009 Expand Establish Position Brand GOALS Enhance I Innovation ti 29 September 2009 Surgical Urology Page 18
Slide 19: Coloplast Capital Market Day 2009
Coloplast Capital Market Day 2009 ? ? ?? ? ? ? ? ? ? ? ? ? ?? ? ? 29 September 2009 Leading intimate healthcare – Surgical Urology Page 19
Slide 20: Rectum Bladder Uterus
1 Uterosacral Ligament 1. 2. Sacrospinous Ligament 3. Arcus Tendineus Fascia Pelvis (White Line) Rectum Bladder Uterus
Slide 21: Coloplast Capital Market Day 2009
Coloplast Capital Market Day 2009 29 September 2009 Leading intimate healthcare – Surgical Urology Page 21
Slide 22: Coloplast Capital Market Day 2009
Coloplast Capital Market Day 2009 29 September 2009 Leading intimate healthcare – Surgical Urology Page 22
Slide 23: Coloplast Capital Market Day 2009
Coloplast Capital Market Day 2009 29 September 2009 Leading intimate healthcare – Surgical Urology Page 23