17
Emerging Markets/Japan Strength in global presence Mark Mallon, Executive Vice President, International
Emerging Markets/Japan Strength in global presence Mark Mallon, Executive Vice President, International
Improvement outside China
2 – Emerging Markets/Japan
China
13%
21% 23% 22% 21%
13%
21% 21%
12%
Q2 12 Q3 12 Q4 12
23% 20%
Q3 14 Q1 12 Q2 14 Q1 14 Q4 13 Q3 13 Q2 13 Q1 13
Emerging Markets outside China
5%
9%
5%
0% 2%
10%
3%
Q1 14 Q1 12 Q3 13 Q3 14 Q4 13 Q2 14 Q2 13 Q1 13 Q2 12 -3%
-2%
Q3 12
1% 2%
Q4 12
-1% +6% +4% Sales growth at CER
Continued growth opportunities ahead
3 – Emerging Markets/Japan
Disease areas
Diabetes***
ACS and stroke
Asthma / COPD
Hyperlipidaemia
Segment value EM 2013*
$4.3bn
$2.3bn
$3.6bn
$4.4bn
CAGR% 2009–2013**
+15.1 %
+11.4%
+12.1%
+13.9%
Products
Notes: * Based on selected IMS ATC in defined EM ** CAGR% at CER *** Excludes insulin Source: IMS, other
Then and Now - Medical Science Liaisons (MSLs)
4 – Emerging Markets/Japan
MSLs in International by year-end
410
MSLs in International
140
THEN NOW
Then and Now - opinion leaders
5 – Emerging Markets/Japan
Opinion leaders Brilinta, Diabetes & Respiratory
THEN
1000+ Opinion leaders for International
9181
NOW
Then and Now
6 – Emerging Markets/Japan
Set a strategic priority to achieve scientific leadership
THEN NOW
International and Japan kick off I-DISCOVER study
International has ongoing Externally
Sponsored Research Programmes
213
China: AstraZeneca #2 multi-national company
7 – Emerging Markets/Japan
• Largest MNC sales force
• Hospital coverage up ~40%
• 73 clinical development projects
• Taizhou manufacturing site opened; 4.5bn tablets in 2018
0.8 0.9
1.1 1.4
1.7
2,809 3,064
3,650
4,938
5,694
2010Sep YTD
2011Sep YTD
2012Sep YTD
2013Sep YTD
2014Sep YTD
Sales ($bn) Field force
+16%
+16%
+18%
+22%
Sales growth at CER
China: Continued market outperformance
8 – Emerging Markets/Japan
Hospital market sales growth (MAT)
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
Total China LOCAL MNC AZSource: IMS
• Fastest growing MNC in retail segment
• Patient affordability programmes across 27 regions
• 550 clinical trial sites in 37 cities
• Manufacturing plant opening late 2015
Russia: Returned to double digit growth rate
9 – Emerging Markets/Japan
Jun-14 Sep-14
1%
4%
Mar-14 Mar-13
8%
Jun-13 Dec-13 Sep-13
13% 14%
9%
15% Sales growth at CER (MAT)
Brazil: Returned to growth
10 – Emerging Markets/Japan
-5.0%
0.0%
5.0%
10.0%
15.0%
20.0%
Total Brazil AstraZeneca Reference
Source: IMS
Retail market sales growth (MAT)
Brazil: Strong launch capabilities in Emerging Markets
11 – Emerging Markets/Japan
Market share uptake vs. competitor Launch uptake units (+000)
OAP
DO
T m
kt. s
hare
2,0
1,5
1,0
0,5
0,0
3,0
2,5
M36 M24 M12 M01
prasugrel Brilinta
Uni
ts K
16 14 12 10
8 6 4 2 0
28 26 24 22 20 18
M06 M12 M01
Forxiga Comp Onglyza
Comp Comp
1.0
2.8
Competitor
Source: IMS Source: IMS
Japan
2012 2013 2014 / 7 YTD
1 Pfizer Pfizer Pfizer 2 Takeda Takeda Takeda 3 D.S D.S D.S 4 MSD MSD Chugai 5 Chugai Chugai MSD 6 Novartis Novartis Novartis 7 M.T. M.T. M.T. 8 Eisai Sanofi 9 Sanofi Sanofi
10 GSK Eisai GSK 11 Astellas GSK Otsuka 12 Otsuka Eisai
Japan market company rankings
AZ
AZ
AZ
Japan: Success in primary care drives increasing market share
13 – Emerging Markets/Japan
Key brand value market share (%)
2010 2011 2012 2013 2014
#9 brand by growth #3 brand by sales
#1 brand by growth
#11 brand by growth
32%
39%
42%
Source: IMS
Top brands by sales
YTD 9M 2014 Growth CER
Japan: Established in oncology; rapidly growing primary care
14 – Emerging Markets/Japan
Partner
151
302
373
552
Symbicort
Nexium
Crestor
Oncology -13%
+4%
+66%
+47%
EGFR mutation rate (exon 19-21) NSCLC patients
Japan: Preparing for first new oncology product; AZD9291
15 – Emerging Markets/Japan
~32%
~15%
East Asians Non-Asians1%
7%
17%
18%
53%
afatinib
bevacizumab
erlotinib
pemetrexed
Iressa
Source: Mitsudomi T, Cancer Sci 98:1817-1824, 2007; AZ Japan web diary survey Q2 NSCLC
First line prescription share EGFR mutation positive NSCLC
Continued strong growth
Summary
16 – Emerging Markets/Japan
Diversified commercial presence Geographies and products (legacy/new)
Commercial and scientific capabilities expanding
Pascal Soriot, moderator Luke Miels
Mark Mallon James Ward-Lilley
Fouzia Laghrissi Thode Tom Keith-Roach
Mondher Mahjoubi
Q&A
