core therapeutic areas - astrazeneca · core therapeutic areas platforms for growth luke miels,...
Post on 28-Aug-2019
214 Views
Preview:
TRANSCRIPT
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
3 – Core therapeutic areas
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
4 – Core therapeutic areas
Respiratory: Unique position in bringing leading medicines to patients
5 – Core therapeutic areas
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
6 – Core therapeutic areas
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
7 – Core therapeutic areas
* 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
8 – Core therapeutic areas
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
9 – Core therapeutic areas
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
10 – Core therapeutic areas
• 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
11 – Core therapeutic areas
0
10
20
30
40
50
60
Now FutureRA PsO&PsA Lupus UC&CD Gout
$bn
$30bn
$50bn
Respiratory, Inflammation & Autoimmunity (RIA)
Cardiovascular & Metabolic Disease (CVMD)
Oncology
12 – Core therapeutic areas
Anticipated to grow to 590 million by 2035
380 million people with diabetes worldwide
Diabetes: Significant T2D disease burden exists globally
13 – Core therapeutic areas
• 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
14 – Core therapeutic areas
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
15 – Core therapeutic areas
Ora
ls
FDC SGLT-2 /
DPP-4
GLP-1
DPP-4
SGLT-2
Amylin analogue In
ject
able
s
saxa-dapa
Brilinta: Strengthening momentum
16 – Core therapeutic areas
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”
Respiratory, Inflammation & Autoimmunity (RIA)
Cardiovascular & Metabolic Disease (CVMD)
Oncology
17 – Core therapeutic areas
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
18 – Core therapeutic areas
• 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
19 – Core therapeutic areas
Primary Care Specialty Care
Now
Future
• Core therapeutic areas platform for growth
Confidence in strategy
20 – Core therapeutic areas
• Broad geographical presence with strong EMs
• Aligned with pipeline
• Pipeline driving a balance of primary and specialty care
top related