Astrazeneca Plc · LSE:AZN
Astrazeneca — AstraZeneca Pharma India — Investor Presentation (April 2013)
35 slides from Astrazeneca's investor presentation, Apr 10, 2013
Slide 1: AstraZeneca Pharma India Limited (AZPIL) Corporate Presentation
AstraZeneca Pharma India Limited (AZPIL) Corporate Presentation April 10, 2013
Slide 2: Disclaimer
Disclaimer This presentation by AstraZeneca Pharma India Limited (the “Company”) is solely for your information and may not be taken away, distributed, reproduced, or redistributed or passed on, directly or indirectly, to any other person (whether within or outside your organization or firm) or publ
Slide 3: Overview
Overview 1 AstraZeneca Plc Overview 2 AZPIL: Business Overview 3 AZPIL: Key Highlights 3
Slide 4: AstraZeneca Plc Overview
Overview 1 AstraZeneca Plc Overview 4
Slide 5: AstraZeneca Plc: Business Overview
AstraZeneca Plc: Business Overview Global research and innovation driven Integrated Strong Brand Portfolio biopharmaceutical Company focusing on the discovery, 8 brands with Sales of more than $1billion in 2012 development & commercialization of prescription medicines in 3 core therapeutic areas n
Slide 6: AstraZeneca Plc: Vision & Identified Growth Platforms
AstraZeneca Plc: Vision & Identified Growth Platforms Vision To be a global biopharmaceutical business delivering great medicines to patients through innovative science and excellence in development and commercialization A science-led, innovation strategy Broad R&D platform focused on 3 core T
Slide 7: AstraZeneca Plc: Focus on distinctive science in core therapy areas
AstraZeneca Plc: Focus on distinctive science in 3 core therapy areas Cardio- Metabolism Oncology Respiratory/ Infection & Neuroscience inflammation Vaccines Core TAs Opportunity-Driven Small Protein Biologics Immuno-therapies Molecules engineering Key Products and Brands Cardiovascular Gastrointest
Slide 8: AstraZeneca Plc: R&D Overview
AstraZeneca Plc: R&D Overview Key Strategic Centers for R&D activities Over $4.5 billion investment in R&D in CY2012, with Primary location for nearly 9,800 employees working in R&D Division Company's biologics activities, and Global R&D presence in 10 principal R&D centres in six Medicines; Dev
Slide 9: AstraZeneca Plc: Major Interest Areas and Recent product launches / partners
AstraZeneca Plc: Major Interest Areas and Recent product launches / partners 9 Source: AstraZeneca Plc, Annual Reports and Investor Presentations
Slide 10: AstraZeneca Plc: Robust R&D Pipeline
AstraZeneca Plc: Robust R&D Pipeline… Phase I Phase II Phase III / Registration 26 NMEs 21 NMEs 6 NMEs Small Molecules Large Molecules Small Molecules Large Molecules Small Molecules Large Molecules AZD2014 moxetumomab* AZD4547 MEDI-551* lesinurad brodalumab* volitinib* MEDI0639* olaparib tremelimum
Slide 11: With Impressive Phase III Portfolio
…With Impressive Phase III Portfolio… Near Term Phase III & Registration NME pipeline volume (#) In 2013 – 2014, AstraZeneca Plc anticipates ~5 – 7 NME Phase III starts 10 potential NME submission opportunities between 9 - 10 now and 2016 8 By 2016, AstraZeneca Plc will reach its target 6 volu
Slide 12: New Medicines: Providing Attractive growth opportunities
…Providing Attractive growth opportunities AZD5069 benralizumab Brodalumab^ (2015) Potential peak year sales for fostamatinib (2013) lesinurad (2014) MEDI-551 naloxegol (2013) Over New Medicines olaparib (2013) $ 1Bn selumetinib sifalimumab / MEDI-546 tralokinumab AZD4547 ATM AVI CAZ AVI (2014) AZD6
Slide 13: AstraZeneca Plc: Expanding partnership pipeline
AstraZeneca Plc: Expanding partnership pipeline Phase III/ Launched/ Phase II Registration Approved (2012) Oncology CNS Oncology Tremelimumab MEDI-575 Selumetinib Naloxegol RANMARK (Japan) Respiratory & Inflammation Diabetes Fostamatinib AMG139 AZD2115 AZD5423 AMG157 FORXIGA AMG181 AMG557 Lesinurad
Slide 14: Focus on Emerging markets – A platform for sustained growth
Focus on Emerging markets– A platform for sustained growth Emerging Market Strategy Emerging Markets Growth $ 5.8 bn Absolute CAGR $ Billion Invest Early in Key Accelerate Investment in Top Growth Markets 15 markets $ 3.9 bn 15% Build Share of Voice with Expand reach with multi- $1.7 bn 12% Best-in-
Slide 15: AZPIL: Business Overview
Overview 2 AZPIL: Business Overview 15
Slide 16: AZPIL: Business Overview
AZPIL: Business Overview AZPIL is the Indian arm of AstraZeneca Plc, UK, and has FY12 Therapeutic Area-Wise Sales Contribution (%) Maternal been present in India since 1979, with its corporate Healthcare, Gastro, 4% 5% headquarters located in Bengaluru, Karnataka AZPIL is present in the therapeu
Slide 17: AZPIL: History & Key Milestones
AZPIL: History & Key Milestones 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010-11 2012 IT Systems ERP system was Start of Operations extended to Depots; Acquisition of majority HRIMS system was implemented shareholding of AZPIL by AstraZeneca Plc Introduction of Products Brilinta (56.5%), followi
Slide 18: AZPIL: Key Therapy Areas & Brands
AZPIL: Key Therapy Areas & Brands Leading Brands Across Therapeutic Areas Maternal Cardiovascular Respiratory Oncology Infection Neuroscience Gastrointestinal Healthcare • Brilinta^ • Symbicort^ • Prostodin % • Zoladex ^ • Meronem^ • Diprivan^ • Neksium^ • Onglyza*^ • Bricanyl $ • Cerviprime % • Ari
Slide 19: AZPIL: Manufacturing Facilities
AZPIL: Manufacturing Facilities New Tablet Manufacturing Facility - Existing Formulation Facility Existing API Facility Formulations Capacity: 690 mn tablets Capacity: 3600 Kgs Capacity: 1.2 billion tablets per year Commercial Production Commercial Production Currently under construction
Slide 20: AZPIL: Experienced Board of Directors
AZPIL: Experienced Board of Directors Mr. D E Udwadia, aged 73 years, holds Degree in BA (Hons) and LLB and also holds Master’s Degree in Political Science and History. He is an Advocate and a Solicitor by profession. He is a Solicitor and Advocate of the Bombay High Court and a Solicitor of the Sup
Slide 21: AZPIL: Experienced Board of Directors
AZPIL: Experienced Board of Directors Mr. Luigi Felice La Corte aged 43 years graduated with honours in ‘Economia e Commercio’ (Business & Economics) at LUISS University in Rome, Italy. Mr. Luigi Felice La Corte He has over 17 years of experience. He is currently the Vice President at AstraZeneca Pl
Slide 22: AZPIL: Key Event Update
AZPIL: Key Event Update In Q4FY12, AZPIL initiated a voluntary recall of some of its products following AZ Worldwide Audit Group’s (WWAG) quality audit, on account of which it faced supply issues in FY13, which are currently in the final stages of being remediated Voluntary Recall initiated Remedial
Slide 23: AZPIL: Financial Overview
AZPIL: Financial Overview Sales (Rs. million) Voluntary EBITDA (Rs. million) recall initiated Voluntary 7,000 2002-11 CAGR 16.7% 15 month recall initiated 6,003 2002-11 CAGR 19.1% 6,000 period FY11 5,379 5,000 4,024 4,000 3,681 3,136 3,053 3,000 2,774 2,329 1,808 1,965 2,000 1,401 1,000 0 2002 2003
Slide 24: AZPIL: Financial Overview
AZPIL: Financial Overview Net worth (Rs. million) EPS (Rs.) / Return on Net worth 2000 1,893 EPS (INR) RoNW (%)- RHS 1,797 1800 35 70 1,593 1600 30 1,417 1,445 30 60 64 1400 26 1,272 25 1,162 25 23 50 1200 987 19 1000 955 20 17 40 762 39 40 800 15 34 36 30 34 10 10 600 10 27 8 20 25 400 4 5 10 14 20
Slide 25: AZPIL: Key Highlights
Overview 3 AZPIL: Key Highlights 25
Slide 26: AZPIL: Key Investment Highlights
AZPIL: Key Investment Highlights Leveraging Global Strength Strong Pipeline Potential Outstanding Parent profile providing Significant launches planned in India from significant technical & financial backing; global portfolio and partnerships. Consistent product launches from Parent’s portfolio S
Slide 27: Leveraging Global Strength
AZPIL: Leveraging Global Strength Consistent product launches from Parent’s portfolio 2002 2003 2004 2005 2006 2007 2008 2009 FY11 FY12 FY13 Crestor Olways Seloram Vigocil Cardiovascular Selomax Brilinta Tomaris Valfect Nitract Xparin Clavotrol Symbicort Respiratory Rhinofex Bricacef PD Turbuhaler D
Slide 28: Strong Pipeline Potential
AZPIL: Strong Pipeline Potential Significant technical support and robust Global Pipeline & launches from collaborations offers significant future growth visibility Robust Global Pipeline World Class R&D and Technology Support Phase III/ Phase I Phase II Registration 26 NMEs 21 NMEs Investment >$4 b
Slide 29: Significant Growth Levers
AZPIL: Significant Growth Levers Ideally positioned to benefit from India’s fast growing Pharma Market Domestic Formulations Market (in Rs. Bn) Split by therapeutic segment Source: Industry Research India’s improving ranking in Global Pharma Space Expected CAGR of 14 - 17% over the next 5 years wi
Slide 30: Significant Growth Levers
AZPIL: Significant Growth Levers Ideally positioned to benefit from India’s fast growing Pharma Market Household incomes* to drive healthcare spending Rising prevalence of several chronic diseases Percent of Population * Annual income Growing health insurance market Expanding healthcare delivery mar
Slide 31: Significant Growth Levers
AZPIL: Significant Growth Levers Ideally positioned to benefit from India’s fast growing Pharma Market Catering to majority segments of the Indian Pharma Market Favorable product mix of AZPIL Therapeutic Segments 0% 20% 40% 60% 80% 100% (Rs. billion) 2006-07 2011-12E 2016-17P Anti Diabetic 12.4 36.5
Slide 32: High Corporate Governance Standards
AZPIL: High Corporate Governance Standards Stringent and superior global quality and manufacturing standards Voluntary Recall Undertook a voluntary recall of sterile products manufactured at its Bengaluru plant, following upholds Global AstraZeneca Worldwide Audit Group’s (WWAG) quality audit in
Slide 33: Re-focused for Delivery
AZPIL: Re-focused for Delivery Re-Focused to deliver products and performance Prior to the recall, AZPIL was one of the fastest growing MNC pharma companies in India On account of the recall, AZPIL faced certain supply issues in FY2013, which are in the process of Reintroduction of being remedia
Slide 34: Long-Term Commitment to India
AZPIL: Long-Term Commitment to India In-line with the Global Emerging Market Strategy Present in India for more than 34 years Long-standing Existing formulations manufacturing facility commenced commercial production in 1982 and has presence in India been supplying products for the Indian and gl
Slide 35: Thank You
Thank You AstraZeneca iN
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