udg healthcare plc · growing fda approvals and trend towards increased outsourcing investment...

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A global leader in contract clinical, manufacturing, packaging and technology services Clinical - A comprehensive integrated clinical trial supply and management service, from pre-clinical through to commercialisation. Manufacturing - Clinical manufacturing services including analytical services, formulation development, over- encapsulation and placebo manufacture. Packaging - Commercial packaging solutions in multiple formats including bottles, blisters, specialty and secondary packaging. Technology - Technology to support both commercial and clinical packaging services including design, serialisation solutions and clinical IRT. Key Market Trends - Continued demand for outsourced services; growth of digital solutions including ‘Track and Trace’ compliance (required for prescription drugs to have a unique serial code to combat counterfeit drugs); demand for secondary packaging of injectables and end-to-end integrated services. UD G H ea l t hc a r e pl c UDG Healthcare is a global leader in the healthcare advisory, communications, commercial, clinical and packaging services industry. UDG Healthcare enables and supports large pharmaceutical to small biotech companies to bring their products to market, ensuring patients can access these drugs and providing support to educate healthcare professionals and patients on these products. e company provides outsourced services to over 300 healthcare companies at all stages of the drug life cycle, including sales reps, nurse-led training, healthcare communications and packaging. Our divisions Acquisitions completed since the United Drug disposal in April 2016 Proceeds from disposal of United drug Supply Chain businesses reinvested in high-growth businesses, to expand the range of capabilities UDG Healthcare offers its global pharmaceutical client base A global leader in healthcare advisory, communication, commercial and clinical services for the pharmaceutical and healthcare industries Advisory - Healthcare advisory, strategic consulting, analytics and benchmarking audit services. Communications - Scientific and brand creative communications, digital and patient-centred capabilities, specialised agencies in behavioural science, rare disease, PR and on-demand advertising services. Commercial and Clinical - Commercial and clinical services including sales reps, patient services, contact centres, medical affairs and meetings and events. Key Market Trends - Growth of specialty drugs resulting in increased demand for multichannel and digital communications; growing demand for data; increasing drug approvals; migration to direct patient engagement; growth in orphan drug & rare diseases; increasing importance of patient adherence. Ashfield Sharp of H1 FY19 Operating Profit 69% of H1 FY19 Operating Profit 31% 9,000 employees 26 countries TOP 30 pharma companies are all clients 2 operating divisions FTSE 250 listed 30-year+ dividend growth 2016 2017 2018 Bethlehem site 2019

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Page 1: UDG Healthcare plc · growing FDA approvals and trend towards increased outsourcing Investment proposition Industry: Positive market dynamics • Of the Top 10 largest drug launches

A global leader in contract clinical,manufacturing, packaging and technology services

Clinical - A comprehensive integrated clinical trial supply and management service, from pre-clinical through to commercialisation.

Manufacturing - Clinical manufacturing services including analytical services, formulation development, over-encapsulation and placebo manufacture.

Packaging - Commercial packaging solutions in multiple formats including bottles, blisters, specialty and secondary packaging.

Technology - Technology to support both commercial and clinical packaging services including design, serialisation solutions and clinical IRT.

Key Market Trends - Continued demand for outsourced services; growth of digital solutions including ‘Track and Trace’ compliance (required for prescription drugs to have a unique serial code to combat counterfeit drugs); demand for secondary packaging of injectables and end-to-end integrated services.

UDGHealthcare plc

UDG Healthcare plcUDG Healthcare is a global leader in the healthcare advisory, communications, commercial, clinical and packaging services industry.

UDG Healthcare enables and supports large pharmaceutical to small biotech companies to bring their products to market, ensuring patients can access these drugs and providing support to educate healthcare professionals and patients on these products. The company provides outsourced services to over 300 healthcare companies at all stages of the drug life cycle, including sales reps, nurse-led training, healthcare communications and packaging.

Our divisions

Acquisitions completed since the United Drug disposal in April 2016Proceeds from disposal of United drug Supply Chain businesses reinvested in high-growth businesses,

to expand the range of capabilities UDG Healthcare offers its global pharmaceutical client base

A global leader in healthcare advisory, communication, commercial and clinical services for

the pharmaceutical and healthcare industries

Advisory - Healthcare advisory, strategic consulting, analytics and benchmarking audit services.

Communications - Scientific and brand creative communications, digital and patient-centred capabilities, specialised agencies in behavioural science, rare disease, PR and on-demand advertising services.

Commercial and Clinical - Commercial and clinical services including sales reps, patient services, contact centres, medical affairs and meetings and events.

Key Market Trends - Growth of specialty drugs resulting in increased demand for multichannel and digital communications; growing demand for data; increasing drug approvals; migration to direct patient engagement; growth in orphan drug & rare diseases; increasing importance of patient adherence.

Ashfield Sharp

of H1 FY19 Operating Profit69% of H1 FY19

Operating Profit31%

9,000employees

26countries

TOP 30pharma companies

are all clients

2operating divisions

FTSE250 listed

30-year+dividend growth

2016 2017 2018

Sharp Bethlehem site

2019

Page 2: UDG Healthcare plc · growing FDA approvals and trend towards increased outsourcing Investment proposition Industry: Positive market dynamics • Of the Top 10 largest drug launches

FY18 highlights

$1,129.7m

10%*

$147.5m

14%*

45.94 cent

24%*

Net revenue Operating profit* EPS*

Positive market dynamics with growing FDA approvals and trend towards

increased outsourcing

Investment proposition

Industry: Positive market dynamics

• Of the Top 10 largest drug launches in the US in 2018, UDG Healthcare has worked with clients on 5 of them.

• Ashfield Commercial and Clinical delivers services in 21 countries and has market leading positions in 12 EU countries. We have over 5,000 pharmaceutical sales representatives, hospital specialists, key account managers, e-representatives, clinical educators and medical science liaisons working across the globe.

• Ashfield Communications completed 5,300+ medical writing projects during the year across 130+ therapeutic areas.

• Sharp US has serialised >2bn units to date.

• Sharp’s US packaging footprint has nearly doubled since acquisition and the total divisional footprint is >1.2 million square feet.

Highly experienced board and management team

Peter Gray Non-Executive ChairmanAppointed February 2012Previously Vice Chairman & CEO of ICON plc

Brendan McAtamney Chief Executive Officer

Appointed CEO February 2016Joined as COO September 2013 Previously held senior positions in Abbott

Nigel Clerkin Chief Financial OfficerAppointed CFO May 2018Previously CFO of ConvaTec Group & Elan Group

Contact us

Powerscourt UDG Healthcare Lisa Kavanagh Keith Byrne - SVP, Investor Relations & Strategy +44 (0) 20 7250 1446 +353 1 468 9000 [email protected] [email protected]

*The Global Use of Medicine in 2019 and Outlook to 2023, Forecasts and Areas to Watch, QuintilesIMS Institute, January 2019. ^ Outlook for Global Medicines through 2021, Balancing Cost and Value, QuintilesIMS Institute, December 2016

UDGHealthcare plc

UDG Healthcare plc

Global presence and strong

market positions, diversified by geography, services and customers

Not directly linked to drug pricing, fee for service model

Clear medium term underlying operating profit

growth guidance

Strong balance sheet to support

M&A

Investments to support sustainable

growth

1 2 3 4 5 6

Global pharma market growth:

Forecasted global market growth of

4-5% p.a. to 2023*

**** All numbers are as reported

Volume of medicines:

Expected to reach 4.5 trillion doses by

2021 (+13%)^

Growth in FDA drug approvals: 59 novel drug

approvals in 2018 (47 in 2017)^

By 2023, 50% of global spending

expected to be on specialty

medicines*

Growing trend towards healthcare

outsourcing to larger, more global

partners

Market

Growth

Volume Growth

Product

Approvals

Increase

d Complexity

Increase

d Outso

urcing

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