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Core therapeutic areas Platforms for growth

Luke Miels, Executive Vice President, Global Portfolio & Product Strategy and Corporate Affairs

Current business is led by core therapeutic areas

2 – Core therapeutic areas

Sales 9M 2014

Oncology

RIA

CVMD 69%

Infection, Neuroscience, Gastrointestinal

Note: RIA: Respiratory, Inflammation & Autoimmunity CVMD: Cardiovascular & Metabolic Disease

38%

19%

12%

31%

Broad geographical presence; Emerging Markets strength


US 39% of sales

Europe 25% of sales

ROW Established (ex-Japan) 5% of sales

Japan 9% of sales

Emerging Markets (ex-China)

13% of sales

China 9% of sales

Note: Sales 9M 2014

Respiratory, Inflammation & Autoimmunity (RIA)

Cardiovascular & Metabolic Disease (CVMD)

Oncology


Respiratory: Unique position in bringing leading medicines to patients


Diversity in formulation to enable unique combinations

Leading devices & choice for patients

Large & small molecules with compelling science

Respiratory: Unmet need remains in asthma and COPD


Asthma COPD Active patients, millions, 2014 GOLD-defined patients, millions, 2014

Ast

hma

prev

alen

ce

Dia

gnos

ed

Trea

ted

Poor

con

trol

1-3 4-5 1.8m severe,

inadequately controlled despite

compliance 60

44 38

11

GINA step

CO

PD

prev

alen

ce

Dia

gnos

ed

Trea

ted

Poor

con

trol

1-2 3-4 1.6m severe,

inadequately controlled despite

compliance 44

24 19

9

GOLD stage

Note: G7 markets = US, France, Germany, Italy, Spain, UK, Japan Source: Decision Resources; Adelphi DSP 2012; other

COPD: Affects ~300 million* people; highest prevalence in developing countries


* Global estimate of diagnosed and undiagnosed patients Source: Decision Resources; Adelphi DSP 2012; AZ internal analysis of G8 and ROW uplift

Male smoking prevalence trends by region (2011)

Lifetime male smoking prevalence:

No Data

20-29.9% 30-39.9%

50-59.9% 60% and above

40-49.9%

Below 20%

Symbicort & Pulmicort: Growth by EM / Japan, new indications & new devices


COPD label updates

COPD exacerbations US

Asthma SMART labelling

Mild asthma: Ex-US ‘as needed’

Symbicort / PT001 ‘open triple’

Intelligent device EU

Symbicort pMDI EU

Symbicort BAI

Symbicort Pearl co-suspension

Pulmicort nebuliser expansion and Pearl co-formulation

Market growth driven by:

Improving diagnosis

Improving access to drug treatment

Environmental factors and smoking

Emerging Markets / Japan New indications New devices

Source: UN Population Database, IMS Midas, other forecasts

Negative impact of switch is well documented*

Device has a very strong impact on prescription decision**,***

Symbicort: Resilience driven by devices


0% 0% 2% 4% 6%

9%

23%

32%

13% 11%

1 2 3 4 5 6 7 8 9 10

57-69% of healthcare providers rate device as having very significant impact

Healthcare providers switch device typically in <10% of consultations

Change in SABA dose

Successful treatment Partially successful treatment Unsuccessful treatment

50.7

29.6

19.7

37.9

27.8

34.3

Mean 95%

CI change in SA

BA

daily dose

0.40

0.20

0.20

0.10

0

-0.10

Switch (n=824)

Prop

ortio

n of

pat

ient

s (%

)

100

0

20

40

60

80

Non-switch (n=824)

-0.20

• Thomas M, Price D, Chrystyn H, et al. Inhaled corticosteroids for asthma: Impact of practice level device switching on asthma control. BMC Pulm Med 2009; 9: 1.

** Qual MR ; 70 HCP and 149 Patient Depth Interviews; Chn, Jpn, Ge, Sp & USA; Q1 2014 Fast Forward Research *** Quant MR; 882 Physician On-line survey; Chn Jpn, Ge, Sp & USA; Q1 2014 IPSOS

Inflammation & Autoimmunity: Strategy


• Gout

• Lupus

• Rheumatoid arthritis

Progressing pipeline of first-in-class, best-in-class medicines

• Co-development

with Amgen

• Psoriasis and psoriatic arthritis

• Co-development

with Amgen

• Crohn’s disease

• Ulcerative colitis

Rheumatology Dermatology Gastrointestinal

Global markets for rheumatoid arthritis, psoriasis, psoriatic arthritis, lupus, ulcerative colitis, Crohn’s disease and gout

Source: IMS, biologic and novel oral brand sales by indication; Decision Resources

Inflammation & Autoimmunity: Significant growth potential


0

10

20

30

40

50

60

Now FutureRA PsO&PsA Lupus UC&CD Gout

$bn

$30bn

$50bn



Oncology


Anticipated to grow to 590 million by 2035

380 million people with diabetes worldwide

Diabetes: Significant T2D disease burden exists globally


• 55% increase in prevalence

• Lower T2D mortality

• Significant increase in Emerging Markets

Source: International Diabetes Foundation Atlas 6 edition, International Diabetes federation 2013

Expected revenues for insulin and other diabetes products

Diabetes: Non-insulin diabetes market to continue endemic growth


11.8 16.7

8.5 9.8 3.2

8.8

6.4

4.2

5.5

2022

47.3

2013

27.8

SGLT-2 Insulin DPP-4 GLP-1 Other

$bn

Source: Decision Resources (2014), Type 2 Diabetes Therapy

Diabetes: Innovative portfolio spanning all non-insulin classes


Ora

ls

FDC SGLT-2 /

DPP-4

GLP-1

DPP-4

SGLT-2

Amylin analogue In

ject

able

s

saxa-dapa

Brilinta: Strengthening momentum


Q3 2014 Q4 2014

ESC, ATLANTIC & APOLLO

PEGASUS headline

AHA DOJ closure

New AHA guidelines

Europe label change

ATLANTIC “Ambulance as effective as Cath-Lab”

Ticagrelor also increases adenosine, augments vasodilation, coronary flow, inhibition of platelet function, and dyspnoea

Ticagrelor >clopidogrel for ischaemic guided and early invasive NSTE-ACS patients

APOLLO: “~1 in 5 patients will suffer an MI, stroke or CV death within the first year after an MI”



Oncology


0

200,000

400,000

600,000

800,000

1,000,000

1,200,000

2015 2025US EU5 JP CN

0

20,000

40,000

60,000

80,000

100,000

2015 2025US EU5 JP CN

NSCLC 1L treated patients Ovarian cancer 1L treated patients

Breast cancer treated patients

Oncology: Cancer incidence a global healthcare challenge


• Over 8.2m adults die each year from cancer

• Over 13m people are predicted to die from cancer in 2030

Source: NSCLC: Kantar Health Patient Metrics (US, UK, Spain, Italy), AZ internal sources (France, Germany, Japan and China) Breast: Kantar Health Patient Metrics (US, EU5, Japan), AZ internal sources (China) Ovarian: Kantar Health Patient Metrics (US, EU5, Japan); Decision Resources (China, Urban) Global Incidence and Mortality Numbers: Globocan 2012 (IARC) Projection. Population forecasts taken from UN, World Populations

Prospects (2012 revision) Forecast market size Decision Resources Pharmaview

0

200,000

400,000

600,000

800,000

2015 2025US EU5 JP CN

Primary care vs specialty care sales over time

Increasing importance of specialty care


Primary Care Specialty Care

Now

Future

• Core therapeutic areas platform for growth

Confidence in strategy


• Broad geographical presence with strong EMs

• Aligned with pipeline

• Pipeline driving a balance of primary and specialty care

Core therapeutic areas Platforms for growth

Luke Miels, Executive Vice President, Global Portfolio & Product Strategy and Corporate Affairs

core therapeutic areas - astrazeneca · core therapeutic areas platforms for growth luke miels,...

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