Partnering for Growth

JP Morgan Healthcare Conference

Simon Lowth, Chief Financial Officer, AstraZeneca

9 January 2013
Partnering for Growth
Agenda

Our platforms for growth

Partnering strategy and

capabilities

Building on our strong

position in Diabetes and
Respiratory and
Inflammation

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Platforms for Growth
Cardiovascular: (Brilinta, Crestor)
Diabetes (Onglyza, Kombiglyze, Forxiga, Byetta/Bydureon)
On-market growth
franchises Respiratory (Symbicort, Pulmicort)
Oncology (Iressa, Faslodex)
Japan Primary Care (Nexium, Symbicort, Crestor)

Invest behind current brand portfolio, and accelerate

approval/launch of new products
Emerging markets
Extend access & portfolio for China Broad Market
Invest in local production and partnerships

Phase 3 delivery (Fostamatinib, Naloxegol, Zinforo & CAZ AVI.,

Pipeline Lesinurad, Brodalumab, Exenatide formulations)
development & 12 Phase 3 investment decisions over 2013-14
delivery
Growing contribution from Biologics

Underpinned by Off-patent products (~ $9bn annual sales*)

sustainable base On-market biologics (Synagis/ FluMist )

*Annual sales refer to two times 1H12 sales. Includes all revenue except Crestor, Nexium, Seroquel (IR/XR),
Symbicort, Onglyza franchise, Brilinta, Iressa, Faslodex, Caprelsa, Vimovo, Synagis, FluMist & Aptium.
2
Portfolio highlights 2011/2012
Phase III/LCM Submitted New indications Launched/Approved

naloxegol Renal impairment

Further markets USA, Europe Europe USA, Canada, Brazil

CAZ AVI Add-on to insulin

China USA
Russia Europe

fostamatinib 1st Line Japan Europe, Canada, Brazil

Further markets Japan

lesinurad Add-on to insulin USA, EU Japan, India

Further markets
USA

brodalumab + low dose aspirin Europe EU, Mexico

Japan
RANMARK
Japan EU

Pegasus & Euclid

LCM EU
USA

LCM SMART Asthma & EU

COPD
Japan
LCM= Life Cycle Management
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Partnering for Growth
Agenda

Our platforms for growth

Partnering strategy and

capabilities

Building on our strong

position in Diabetes and
Respiratory and
Inflammation

4
Working in collaboration is key part of our
strategy

Partnering is a core business priority and a long-term

commitment.

Approximately 81 deals completed in 2012 with

industry and academia

Three global, late-stage deals completed in 2012

(Amgen, Ardea, and BMS/Amylin)

40% of our pipeline is currently partnered

Majority of our late-stage pipeline is sourced

through partnerships.

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Main areas of interest and recent product
launches /partners
FORXIGA

Cardiovascular
Gastrointestinal

Oncology Respiratory &

Inflammation

Partnering
Infection areas of Neuroscience

Interest

New Personalised
Opportunities Healthcare &
BioMarkers
Science &
Technology

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 Expanding pipeline of key partnerships
Phase III/ Launched/
Phase II
Registration Approved (2012)
Oncology CNS Oncology

Tremelimumab MEDI-575 Selumetinib Naloxegol

RANMARK (Japan)

Respiratory & Inflammation Diabetes

Fostamatinib
AZD2115 AMG139
AZD8683 AZD5423 AMG157
FORXIGA
AMG181
AMG557 Lesinurad
MEDI-8968
Sifalimumab
Benralizumab MEDI-546
Brodalumab

Infection

CAZ AVI EU

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 8

As a Commercial
partner we bring....
Truly global commercial operations footprint with
both primary and specialty care focus

A large and growing presence in emerging markets

including China, Brazil, Russia

Sales, marketing and medical excellence to tailor

brands and drive performance in 100 countries

Innovative sales and marketing channels to better serve

the needs of todays customers

Life-cycle management expertise to help extend the

value of the products we market

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AZs Global scale and reach Global in-licensing
and co-marketing
Sales 9M 2012 of Crestor in Japan
40 innovative medicines licensed
in Russia with Shionogi

New manufacturing plan Co-promotion

deals with Daiichi
Predictive science centre in Sankyo and
St Petersburg Astellas

Americas China

$8.6bn $1.1bn Japan

EMEA
$2.1bn
$6.3bn AsiaPac
Latin America
$1.5bn
$1.0bn $200m manufacturing investment
Global clinical operational hub and

>32,000 Innovation Centre in China

Acquired branded generics company
People in sales and Guandong Beikang Pharmaceuticals
Collaborations with marketing, 47% Partnerships with Hutchinson
UCB and Optimer
located in emerging MediPharma and WuXi
in Brazil
markets
EMEA Eastern Europe, Middle East, and Africa (including Turkey); Source: AZ 9
As a Development
partner we bring...

75% of our portfolio applies a

personalised healthcare approach

87% of projects apply new methods of clinical

design and interpretation

90% of pipeline addresses payer evidence

to support reimbursement

Competitive regulatory labeling linked to

claims

World-class manufacturing and protein

engineering capabilities

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Partnering for Growth
Agenda

Our platforms for growth

Partnering strategy and

capabilities

Building on our strong

position in Diabetes and
Respiratory and
Inflammation

11
AZ- BMS collaboration has built strong portfolio
across diabetes treatment continuum
Diabetes Class Product Indication Status

Original
Collaboration Type 2
Diabetes Marketed
agreement in DPP-IV
2007 Inhibitor
Type 2
Diabetes Marketed
Development
and launch of
DDPIV & SGLT2 Type 2
SGLT-2 FORXIGA Diabetes Marketed
Inhibitor
Expansion to
GLP1 through
BMA acquisition Type 2
of Amylin in 2012 Marketed
Diabetes
GLP-1 Receptor
Agonist
Potential for
Type 2
further Diabetes
Marketed
development to
address needs
of ~350m Type 1 &
patients Amylin Analog Type 2 Diabetes Marketed
worldwide

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AMGEN Collaboration to jointly develop and
commercialise inflammation portfolio
Collaboration to develop and commercialise five monoclonal antibodies;
leverages complementary Amgen and AZ/Medimmune capabilities and
market positions
Potential to deliver treatments for up to ten potential indications in
inflammatory diseases
Deal structured to align commitments:
- AZ pays $50m upfront and 65% of costs for 2012-14; costs split equally
thereafter
- Amgen books sales globally, and retains low single-digit royalty for
Brodalumab and mid single-digit royalty for rest of portfolio
- Profits split equally
Lead programme, Brodalumab (AMG 827):
- Human MAb that binds to and blocks signaling via the IL-17 receptor
- Started Phase 3 trials in 3Q 2012, for the treatment of psoriasis
- Targeting regulatory submission for 2015

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For more information about partnering
with AstraZeneca, visit
For more information about partnering
with AstraZeneca, visit
astrazeneca.com/partnering