Sanofi Sa · EURONEXT:SAN

Sanofi Sa — JP Morgan Healthcare Conference 2020

16 slides from Sanofi Sa's conference presentation, Jan 14, 2020

  1. Slide 1: JP Morgan Healthcare Conference

    JP Morgan Healthcare Conference Paul Hudson, CEO January 14, 2020

  2. 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

  3. Slide 3: Additional information and where to find it

    Additional information and where to find it This communication is for informational purposes only and is neither an offer to purchase nor a solicitation of an offer to sell shares of Synthorx (“Synthorx”) common stock. Sanofi and its acquisition subsidiary have filed with the U.S. Securities and Exc

  4. Slide 4: Our six-year plan

    Our six-year plan 2020-2022 2023-2025+ • Refocus with decisive actions • Transformative launches • Growth through winning assets • Agile and efficient resource deployment • Margin expansion • Leading R&D productivity 4

  5. Slide 5: Play to win

    Play to win Focus Lead with Accelerate Reinvent how on growth innovation efficiency we work Portfolio prioritization Bring transformative Decisive actions to Empowerment and to strengthen profile therapies to patients expand margins accountability 5

  6. Slide 6: Our key growth drivers

    Our key growth drivers Dupixent® Vaccines Pipeline Maximize patient benefits Expected mid-to-high single- Prioritize and accelerate with ambition to achieve digit growth(1), through portfolio of potentially >€10 billion peak sales differentiated products, transformative therapies across type 2 infla

  7. Slide 7: Dupixent targets a central pathway in T2 inflammation

    Dupixent® targets a central pathway in T2 inflammation Type 1 inflammation Type 2 inflammation Primary immune cells Th1 ILC1 NK Th2 ILC2 Key cytokines IL-17 IFNγ IL-6 IL-4 IL-5 IL-12 IL-2 TNF IL-13 Example associated diseases Autoimmune diseases Type 2 inflammatory diseases • Rheumatoid Arthritis •

  8. Slide 8: Dupixent has major growth potential in Atopic Dermatitis

    Dupixent® has major growth potential in Atopic Dermatitis Ambition to become leading biologic Opportunity to increase uptake and expand with dermatologists to pediatric segments U.S. monthly NBRx at dermatologists(1) U.S. population by age group (patients in ‘000, approximate)(2) (3) 5,000 Approved

  9. Slide 9: Dupixent driving market expansion in Asthma

    Dupixent® driving market expansion in Asthma Best uptake among biologics Expanding biologics market, gaining share Cumulative NBRx in Asthma (monthly, all channels)(1) and seeking pediatric indication U.S. population by age group (patients in ‘000, approximate)(2) Adults/ 13,293 6-11Y(6) 12-17Y Dupi

  10. Slide 10: Vaccines: Strong growth driven by core franchises & RSV

    Vaccines: Strong growth driven by 3 core franchises & RSV Expected Mid-to-high single-digit sales growth(1) • Launch first prophylaxis against RSV(2) RSV for all infants RSV • Global Hexaxim® expansion PPH & Boosters • Vaxelis® U.S. introduction €5.1bn • Boosters acceleration PPH & • Fluzone® HD QIV

  11. Slide 11: Accelerate portfolio of potential transformative therapies

    Accelerate portfolio of potential transformative therapies Ambition Planned submission(1) fitusiran 2021e Delivering on new patient dynamics - convenience & BIVV001(2) 2022e SERD (‘859) Master switch for endocrine signaling in HR+ breast cancer 2021e venglustat Leveraging LSD biology in multiple rar

  12. Slide 12: Synthorx acquisition perfectly aligned with R&D strategy

    Synthorx acquisition(1) perfectly aligned with R&D strategy • Clinical stage biotechnology company Company overview • Founded in 2014, headquartered in San Diego, CA • Listed on NASDAQ under ticker symbol THOR since December 2018 • THOR-707 “not‐alpha” IL‐2 Synthorin for solid tumors in Phase 1/2 Le

  13. Slide 13: Targeting 30% BOI margin by 2022

    Targeting 30% BOI margin by 2022 Sanofi expected BOI margin evolution Expected margin drivers, >32% Peer 2019-2022 average(1) • Sales growth 30% • Improved mix 28% + • Smart spending • Resource reallocation 27% 26% • Operational excellence • Launch costs … - • Accelerate pipeline 2016 2017 2018 2022

  14. Slide 14: New Global Business Unit organization to support strategy

    New Global Business Unit organization to support strategy 3 core GBUs(3) with focus on prioritized portfolio Standalone(3) Specialty Care(1) General Medicines(1) Vaccines Consumer Healthcare Immunology Diabetes Influenza vaccines Allergy, Cough & Cold RD / RBD Cardiovascular PPH, Boosters Pain Neuro

  15. Slide 15: Capital allocation

    Capital allocation Operating cash flow 1 Organic investment Vaccines 2 M&A / Business development General CHC Medicines Specialty Care 3 Growing dividend Optionality: Regeneron stake(1) and asset disposals 4 Anti-dilutive share buybacks (1) Post lock-up 15

  16. Slide 16: Key messages

    Key messages Decisive actions to focus portfolio Deliver first-in-class or best-in-class medicines Behavioral change driving efficiency Significantly improved growth and profitability profile 16

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