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Financial Results Financial Results forfor 1Q/FY 2012 Ending1Q/FY 2012 Ending March 31March 31 20132013for for 1Q/FY 2012 Ending 1Q/FY 2012 Ending March 31, March 31, 20132013
August 1, 2012Yasumasa MasudaSenior Corporate Executive,Chief Financial OfficerA t ll Ph IAstellas Pharma Inc.
0
Cautionary Statement Regarding Forward-Looking Information
This material includes forward-looking statements based on assumptions and beliefs in light of the information currently available to management and subject to significant risks and uncertainties.
Actual financial results may differ materially depending on a number of factorsActual financial results may differ materially depending on a number of factors including adverse economic conditions, currency exchange rate fluctuations, adverse legislative and regulatory developments, delays in new product launch, pricing and product initiatives of competitors the inability of the company to marketpricing and product initiatives of competitors, the inability of the company to market existing and new products effectively, interruptions in production, infringements of the company’s intellectual property rights and the adverse outcome of material liti tilitigation.
This material contains information on pharmaceuticals (including compounds under development) but this information is not intended to make any representations ordevelopment), but this information is not intended to make any representations or advertisements regarding the efficacy or effectiveness of these preparations nor provide medical advice of any kind.
1
1Q/FY2012 Financial Results
1Q/FY11 Actual
1Q/FY12 Actual
Change 2Q/FY12 Forecasts
Progress per 2Q/FY12
(Billion YEN)
Actual Actual ForecastspForecasts
Net Sales 251.6 243.2 -3.3% 476.0 51.1%COGs
as % of sales77.430 8%
73.430 2%
--0 6ppt Total amortizationas % of sales 30.8% 30.2% 0.6ppt
SG&A Excluding R&D
as % of sales
81.732.5%
74.030.4%
-9.5%
R&D Expenses 43 5 42 8
Total amortization for OSI and Agensys
•1Q/FY11 8.1 bn YEN (of which OSI: 6.3)•1Q/FY12 6.0 bn YEN
R&D Expensesas % of sales
43.517.3%
42.817.6%
-1.5% 86.0 49.8%
Operating Incomeas % of sales
48.819.4%
52.821.7%
+8.4% 75.0 70.5%
(of which OSI: 4.3)
Ordinary Income 50.3 55.7 +10.7% 75.5 73.8%
Net Income 25.1 35.4 +41.1% 52.0 68.2%
-Special gain and loss (net)-8.1 bn YEN
-Decrease in income tax b d t (47 0% 25 6%)
●Exchange Rates (Average for the FY; YEN)
Comprehensive Income 14.3 -4.0 -128.5%
burden rate (47.0% → 25.6%)
2
USD 82 80 2 strengthening of YEN
80
EUR 117 103 14 strengthening of YEN
105
1Q/FY2012 Results: Analysis of Change in Sales
Major positive factors
(Billion YEN)
-8 3
[Sales vs. Previous FY] -8.3 (Billion YEN)
Major positive factors Global/Vesicare +0.7
Funguard/Mycamine +0.9 Japan/Micardis [Family] +1 1
-8.3
Japan/Micardis [Family] +1.1Growth of New Product Group +6.5Celecox, Symbicort, Geninax, Bonoteo,Argamate, Betanis251.6 243.2 g
Americas/Scan +0.7Tarceva +1.0
251.6 243.2
Major negative factors Grobal/Prograf -2.0
Harnal -3.4 Japan/Lipitor [Family] -5.8
1Q/FY2011 1Q/FY2012
Gaster -1.8 Americas/ Absence of DPP-IV royalty of the
previous year (due to sale of DPP-IV related assets) 2 2
3
[Forex impact: -8.1][Impact of NHI drug price reduction in Japan: -6.2]
assets) -2.2
1Q/FY2012 Results:Analysis of Change in Operating Income (OP)Analysis of Change in Operating Income (OP)
Decrease in gross profit: 4 3 <negative factor>(Billion YEN)
+4 0[OP vs. Previous FY] +4.0
(Billion YEN)
Decrease in gross profit: -4.3 <negative factor>
Decrease in sales: -8.3
Decrease in COGs ratio: -0.6ppt
Decreasing factor:
+4.0
-Decreasing factor: Forex impact on elimination of unrealized gain
-Increasing factor: Change in product mix, including impact of change in lipitor contract48.8
52.8including impact of change in lipitor contract8 8
Decrease in R&D expenses: -0.6 <positive factor>
Impact from the change in depreciation method:Approx -1 2
Decrease in SG&A excluding R&D expenses: -7.7
<positive factor>
Decrease in cost for VESIcare b siness in
Approx. -1.2
1Q/FY2011 1Q/FY2012
Decrease in cost for VESIcare business in the US
Decrease in amortization cost due to sale of the DPP-IV related assets in the previous year
4
[Forex impact: -0.1]
the DPP IV related assets in the previous year
Sales by Region (local currency basis)
Increases in Europe/Asia, Decreases in Japan/Americas
*Calculated based on the location of the seller
Japan Europe
1Q/FY12Y Y
Progress per 1Q/FY12Y Y
Progress per1Q/FY12revenue
(Billion YEN)
YoY(%)
Progress per 2Q/FY12
Forecasts (%)
137.7137.7 --1.21.2 49.649.6
1Q/FY12 revenue
(Million EUR)
YoY(%)
Progress per 2Q/FY12
Forecasts (%)
477477 +2.0+2.0 54.754.7
-Growth in Vesicare, Mycamine and Eligard-Continuous contribution of bendamustin revenues
and legacy products: 145 million EUR (+11%)
Sales in Japanese market: 134.0 bn YEN (-0.4%)-Impact of NHI drug price reduction and generic products-Contribution of major growing products and new products
Americas Asia
1Q/FY12revenue
YoYProgress per
2Q/FY121Q/FY12
YoYProgress per
2Q/FY12revenue(Million USD)
(%)2Q/FY12
Forecasts (%)
579579 --1.81.8 52.852.8
revenue(Billion YEN)
YoY(%)
2Q/FY12Forecasts (%)
9.99.9 +9.6+9.6+13.1+13.1
excluding 52.552.5
5
-Growth in VESIcare, Scan and Tarceva-Absence of DPP-IV royalty of the previous year: $-27M -Growth driven mainly by Prograf
forex impact
Urology: Vesicare, Betanis and Harnal
Three Urology Products
Growth of Vesicare
Vesicare
0.70.5
(Billion YEN)
43.141 1 (-4 6%YoY)
26.7 (+3.1%YoY)25.9(Billion YEN)
Three Urology ProductsVesicare
7.2 7.6
17.2 13.8
Asia
Europe
Americas
41.1 ( 4.6%YoY)
Harnal
9.9 10.60.6
Japan BetanisJapan: Launched in Sep. 2011Top Share
in Japan US7.9 7.8
1Q/FY2011 1Q/FY2012
25.9 26.7
Vesicare
in Japan, US and Europe
US (Myrbetriq) Approved in Jun. 2012
1Q/FY2011 1Q/FY2012
Japan: -1% Americas: +8% (USD basis ) Europe: +19% (EUR basis)
Vesicare
[YoY]
6
1Q/FY2011 1Q/FY2012 Europe: +19% (EUR basis) Asia: -11% (excluding forex impact)
Immunology (Including Transplantation) and Infectious Diseases:
Prograf and Funguard/MycaminePrograf and Funguard/Mycamine
Prograf
Softening of decreasing trend in Prograf, Growth in Funguard/Mycamine
Funguard/Mycamine
0.51.7 1 1 Asia
(Billion YEN)
41.7 39.7 (-4.8%YoY)7.3 (+14.8%YoY)
6.3
(Billion YEN)
Prograf Funguard/Mycamine
2 0 2.2
0.81.20.4
17.2 14.1
3.7 4.4 1.1
Europe
Americas
Japan
Asia
Europe
Exports
3 2
2.0
7.9 7.5
pAmericas
Japan
[US]Generics’ share of TRx:
3.1 3.2
11.0 12.4
66% (Week of Jul. 20, 2012)Apr. to Jul. cumulative: 65%
1Q/FY2011 1Q/FY2012 1Q/FY20121Q/FY2011
Japan: +12% Americas: -3% (USD basis) Europe: 6% (EUR basis)
Japan: +6% Americas: +15% (USD basis) Europe: +72% (EUR basis)
[YoY] [YoY]
7
Europe: -6% (EUR basis) Asia: +22% (excluding forex impact)
Europe: +72% (EUR basis) Asia: +23% (excluding forex impact)
Oncology: Tarceva and Eligard
Combined Tarceva and Eligard revenues grew to 12.8 billion YEN
Tarceva-related Revenues Eligard (Europe)(Million USD)
( % )
(Million EUR)
43
114 (+15.7%YoY)
98 31
35 (+12.3%YoY)
42
43
71
Non-US revenue
US revenue56
US revenue
8
1Q/FY20121Q/FY2011 1Q/FY2011 1Q/FY2012
Major Products in Japan (excluding global products)
Growth of major products and new product group
(Billion YEN)
New Product Group
22 622.0
Micardis [family](Micardis, Micombi, Micamlo)
(+5 3%YoY)(+36.7% YoY)
Lipitor [family](Lipitor, Caduet)
21.522.6
16 1 Symbicort
(+5.3%YoY)
6.0
1.5 Argamate24.7
18 9( 23 5%YoY) 16.1 y(+31.6%)
Bonoteo(+208.2%)
2.24.5
18.9(-23.5%YoY)
( 208.2%)
Geninax(+2.3%)
2.92.9
0.7
Celecox(+17.4%)
9.27.9
9
1Q/FY20121Q/FY2011 1Q/FY2011 1Q/FY20121Q/FY20121Q/FY2011
Launch in Japan:Kiklin Capsules and Regnite Tablets in Europe: DIFICLIR Tabletsin Europe: DIFICLIR Tablets
Kiklin Capsules (Launch: June 2012 in Japan)Indication: Treatment of hyperphosphatemia in
ti t di l i ith h i kid di
Regnite Tablets (Launch: July 2012 in Japan)Indication: Treatment of moderate-to-severe primary restless legs syndromepatients on dialysis with chronic kidney disease primary restless legs syndrome
DIFICLIR Tablets (Launch: May 2012 in Europe)( y p )Indication: Treatment of adults with Clostridium difficile infections
10
Continuous Introduction of New Products andOptimizing Resource Allocation
JP/US/EU
Optimizing Resource Allocation■ Continuous product introductions (approvals and launches)
Gonax approval(Prostate cancer)
Myrbetriq approval(Overactive bladder)
Kiklin launch(Hyperphosphatemia )
Symbicort new dosage and administration
(Adult bronchial asthma, as-needed i ddi i i h )
JP/US/EU
DIFICLIR launch(Clostridium difficile
infections)
May EU Jun. JP Jun. JP Jun. US Jun. JP
Regnite launch(Restless legs syndrome)
(use in addition to maintenance therapy)
Combined vaccine approvalQuattrovac subcutaneous
injection syringe
infections)
Jul. JP Jul. JP
Asia and Oceania
TaiwanFebric (febuxostat) launch (May)
SingaporeAdvagraf approval (Apr.)
J 2012 P t hi ith D i t d l ASP7147
( ) ( y)g pp ( p )
■ Optimizing Resource Allocation
Jul. 2012: “Horizon Tablets, Powder, Injection” “Sosegon Tablets, Injection”
Jun. 2012: Partnership with Drais to develop ASP7147Transferred the assets to Seldar - “Multi-Track R&D” Approach -
11
Decided to transfer marketing and manufacturing authorization rights to Maruishi (Effective from Oct. 2012)
Overcoming Patent Expiry of Major Products and Posting Sustained Growth
Continuous growth in net sales and OPfrom the bottom in FY2010
Continuous growth in sales and OP since the FY2010 low
Posting Sustained Growth
1,150
Net sales(Billion YEN) OP
226.0bn YEN
from the bottom in FY2010
DOE 6%ROE 15%
OP
1,050
1,100
1 096 0
OP131.5bn YEN
OP146.0bn YEN
950
1,000
1,096.0OP119.1bn YEN
900
950
953.9
969.3972.0
850 FY2010 FY2011 FY2012 FY2013 FY2014
Forecasts Targets
N h i FY2012 f t
12
No change in FY2012 forecasts announced in May 2012
R&D PipelineR&D PipelineR&D PipelineR&D Pipeline
Status of Astellas’ Pipeline
Filed P3 P2 P1ASP7035 ASP0306
:In-house, additional indication or additional formulation Red: Changes from the previous announcement:In-house, new molecular entity :Licensed-in
UrologyASP7035, ASP0306ASP4901 (AKP-002)ASP3652 (JP) , ASP6432
Immunology (including ASKP1240 (JP)
mirabegron (OAB, EU)solifenacin/tamsulosin (EU)
ASP015K (RA etc EU/US/JP)
ASKP1240 (Transplant, US)
solifenacin (Pediatric, EU/US)
diannexin (DGF, US)
solifenacin/mirabegron (EU)ASP3652 (CP/CPPS etc., EU)
t li b l
certolizumab pegol(MTX-naive RA, JP)
(including Transplantation)and Infectious Diseases
ASP2408ASP2409ASP4058
sepantronium (JP)
isavuconazole (Aspergillosis, candidemia, EU/US)
enzalutamide (PC, Pre-Chemo
ASP015K (RA etc., EU/US/JP)
linsitinib (NSCLC etc., US)sepantronium
ASP7373 (Influenza, JP)ASP7374 (Influenza, JP)ASP0113 (SOT, EU/US)ASP0113 (CMV reactivation
in HSCT, EU/US)
certolizumab pegol(RA insufficiently responding to current therapies, JP)
enzalutamide (PC, Post-
Oncology
sepantronium (JP)AGS-16M8F/AGS-16C3F
ASG-5ME, ASG-22MEASP1707(PC, EU)ASP3026, ASP9521ASP9603
(etc., EU/US/JP/Asia)erlotinib (NSCLC etc., US) quizartinib (AML, EU/US)
degarelix (3M JP)OSI-027 (RCC, US)
sepantronium(BC etc., EU/US)
AGS-1C4D4 (Pancreatic cancer, EU/US)
tivozanib (RCC, EU/US)
(Chemo EU/US)
enzalutamide (BC)
NeuroscienceASP0777, ASP8477ASP9226, ASP6973
DMipragliflozin (Diabetes, JP)beraprost (Chronic renal
ipragliflozin (Diabetes, EU/US)
degarelix (3M, JP)
PSN821 (Diabetes Obesity EU)
quetiapine (BPD, JP) quetiapine (MDD, JP)tivozanib (BC, CRC, EU/US)
capsaicin (PDN, EU)
DM Complications and Kidney Diseases,Others
ASP7991ASP1517 (JP)YM311 (JP) acotiamide (FD, JP)
beraprost (Chronic renal failure, JP/Asia) ASP1517 (Renal anemia, EU)
ramosetron (IBS Female JP)
PSN821 (Diabetes, Obesity, EU)
ramosetron (IBS OD, JP)YM311 (Renal anemia, EU)
linaclotide (IBS, JP)ASP1707 (Endometriosis,
bixalomer(Hyperphosphatemia in patients not on dialysis.JP )
14
ramosetron (IBS Female, JP)
OAB: Overactive bladder, CP/CPPS: Chronic prostatitis/Chronic pelvic pain syndrome, MTX: Methotrexate, CMV: Cytomegalovirus, HSCT: Hematopoietic stem cell transplant, SOT: Solid organ transplant, DGF: Delayed graft function, RA: Rheumatoid arthritis, PC: Prostate cancer, NSCLC: Non-small cell lung cancer, RCC: Renal cell carcinoma, BC: Breast cancer, AML: Acute myeloid leukemia, CRC: Colorectal cancer, FD: Functional dyspepsia, OD: Orally-disintegrating, BPD: Bipolar disorders, MDD: Major depressive disorder, IBS: Irritable bowel syndrome, PDN: Peripheral diabetic neuropathy
(EU/JP)
Changes in Pipeline Status Since May 2012 <Approved and Filed><Approved and Filed>
Product Name Target Disease Area Stage Changes
Approved
(Generic Name)Target Disease Area Stage Changes
Myrbetriq
Overactive bladder associated with
symptoms of urgency, US Approved Approved in US in June 2012
y q(mirabegron) urinary frequency, and
urge urinary incontinence
US Approved Approved in US in June 2012.
P t tGonax(degarelix)
Prostate cancer
(One-month formulation)Japan Approved Approved in Japan in June 2012.
Filed FiledCode No.
Generic NameTarget Disease Area Stage Changes
NDA submitted in US in May 2012
MDV3100enzalutamide*
Metastatic castration-resistant prostate cancer who have received docetaxel-
based chemotherapy
USEurope
Filed
2012.-NDA accepted and priorityreview granted in July 2012.
MAA submitted in Europe in June 2012
15
June 2012.*p-INN (proposed international nonproprietary name)
NDA: New drug application, MAA: Marketing authorization application
Changes in Pipeline Status Since May 2012<Stage Up and New etc ><Stage Up and New etc.>
Code No.Target Disease Area Stage Changes
Stage up, initiation of new study etc.
Generic NameTarget Disease Area Stage Changes
ASP1585 (AMG223)bixalomer
Hyperphosphatemia in patients not on dialysis with
chronic kidney disease Japan P3
Entered into P3 in Japan(Preparing for initiation of P3 studies) [New indication]
YM060ramosetron
Irritable bowel syndromeFemale patients
Japan P3Entered into P3 in Japan(Preparing for initiation of P3 studies) [New indication]
YM060Irritable bowel syndrome
BioequivalentPreparing for NDA filing based on
YM060ramosetron
(Orally-disintegratingtablet)
JapanBioequivalent
studythe results of bioequivalent study[New formulation]
erlotinib
NSCLC (combination with MetMab) US
P3 Conducting P3 studieserlotinibColorectal Carcinoma
Pediatric EpendymomaEurope
P3 Conducting P3 studies
ASP1707 EndometriosisEuropeJapan
P2Entered into P2 in Europe and Japan (Preparing for initiation of
JapanP2 study)
Code No. Target Disease Stage Changes New P1
16
g g g
ASP6432Lower urinary tract symptoms associated
with benign prostatic hyperplasiaP1 Entered into P1
Changes in Pipeline Status Since May 2012 <Discontinuation and “Multi Track R&D”><Discontinuation and Multi-Track R&D > Discontinuation
Code No. Target Disease Stage Reason for DiscontinuationCode No. Target Disease Stage Reason for Discontinuation
ASP5034 Type 2 diabetes P1We have decided to discontinue the development after comprehensive review of P1 study results and competitive situation etc.
Discontinuation in part of indications
Generic Name Target Disease Area Stage Reason for Discontinuation
erlotinib
Non-small cell lung cancer (First line for patients with EGFR mutation, adjuvant, combination with MetMab),
USEurope
P3
Development for the indication of unresectable hepatocelluar carcinoma was discontinued because P3 results showed that addition of erlotinib to sorafenib did not
Hepatocellular carcinoma, Colorectal carcinoma, Pediatric ependymoma
Europe that addition of erlotinib to sorafenib did not improve overall survival (primary endpoint).Development for other indications continues.
Code No. Target Disease Stage Changes-Transferred the assets to Seldar.
Deleted from the pipeline list because we decided not to develop it by ourselves.(We transferred its assets to another company as a part of activities of “Multi-Track R&D”.)
17
ASP7147 Irritable bowel syndrome P1 Drais will conduct further development. -P1 ongoing.
Mirabegron (YM178): Development Progress
Japan: Launched on September 16, 2011p p ,
EU: MAA filed on August 24, 2011
US: NDA filed on August 26, 2011NDA approved on June 28, 2012
Asia: Obtained top line results in multinational P3(China/Korea/Taiwan/India) in April 2012(China/Korea/Taiwan/India) in April 2012-The study met the primary endpoint.
-Mirabegron was well tolerated.
Preparing for NDA filing in some of countries of Asia and Oceania
18
Oncology Pipeline ExpansionP j t T t Ch t i ti P1 P2 P3 Fil dProject Target cancer Characteristics P1 P2 P3 Filed
EnzalutamideMDV3100
Prostate cancer (PC), Breast cancer (BC)
1st androgen receptor signaling inhibitor
PC: Post-chemoPC: Pre-chemoEU/US/Japan/Asia
BC:US
Filed in US/EU
lecu
le
BC:US
TivozanibASP4130
Renal cell carcinoma (RCC), Colorectal cancer (CRC), Breast cancer (BC),
Potent, selective, long half-life inhibitor of VEGF receptors 1, 2 and 3
RCC: EU/US
CRC, BC: EU/US
QuizartinibAC220
Acute myeloid leukemia Potent and selective 2nd
generation FLT3 kinase inhibitor EU/US
Sm
all m
o AC220Acute myeloid leukemia generation FLT3 kinase inhibitor EU/US
Degarelix(Gonax) Prostate cancer 1st GnRH antagonist in Japan
1M formulation: JP
3M: JPSepantronium
YM155Breast cancer,
Non-Hodgikin’s lymphomaFirst-in-class survivinsuppressant EU/US/JP
Approved
YM155 Non-Hodgikin s lymphoma suppressantASP1707 Prostate cancer* Oral GnRH antagonist
ASP3026 Cancer ALK tyrosine kinase inhibitor
ASP9521 Prostate cancer
ASP9603 Prostate cancerASP9603 Prostate cancer
OS
I
Erlotinib(Tarceva)
NSCLC (1st line for patients with EGFR mutation, adjuvant, combination with
MetMab), CRC, Pediatric Ependymoma
HER1/EGFR tyrosine kinaseinhibitor US
LinsitinibASP7487 (OSI-906)
Ovarian cancer, Non-small cell lung cancer
IGF-1R/IR tyrosine kinaseinhibitor US
ASP7487 (OSI-906) Non small cell lung cancer inhibitor
OSI-027 Renal cell cancer mTOR kinase inhibitor US
bo
dy
AGS-1C4D4 Pancreatic cancer Antibody (target: PSCA) EU/USAGS-16M8F/AGS-16C3F
Renal cancer Antibody utilizing ADC(target: ENPP3)
19
An
tib
( g )
ASG-5ME Prostate cancer, Pancreatic cancer Antibody utilizing ADC(target: SLC44A4)
ASG-22ME Solid tumors Antibody utilizing ADC(target: Nectin-4)
*P2 for indication of endometriosis NSCLC: Non-small cell lung cancer
Enzalutamide: Development Progress
Study Target Design P1 P2 P3 Filed
P3Post-chemoPatients with progressive castration- Placebo-
Study completed.NDA in US: May 21, 2012 Filed
EU/US [AFFIRM study]
p gresistant prostate cancer previously treated with docetaxel-based chemotherapy
controlled, n=1,199
y-NDA accepted and priority review granted in July 2012.
MAA in EU: June 26, 2012
P3 ADT failure Placebo- Completed enrollment:P3EU/US/JP/Asia [PREVAIL study]
Chemotherapy-naive patients with progressive metastatic prostate cancer who have failed ADT
Placebocontrolled, n=1,680
May 2012Selected sites in Asia will remain open.
P2 LHRH analogue failure To compare EU/US [TERRAIN study]
gAdvanced prostate cancer patients who have progressed while on LHRH analogue therapy or following surgical castration
with bicalutamide, n=370
Ongoing
C l t dP2EU
Hormone-naiveHormone-naive prostate cancer
Open-label, n=60
Completed enrollment:January 2012
Post-chemoCompletedP1/2
JP
Patients with progressive castration-resistant prostate cancer previously treated with docetaxel-based chemotherapy
Open-label,n=46
Completed enrollment:April 2012
Breast Cancer
20
P1US
Breast CancerBreast cancer patients who have failed prior hormonal therapy
Open-label, n=27
First Patient In: April 2012
ADT: Androgen deprivation therapy, LHRH: Lutenizing hormone-releasing hormone
Tivozanib: Development ProgressStudy Target Design P1 P2 P3 Filed
P3 EU/US
Renal cell carcinomaMonotherapy
Comparing the efficacy and safety of
CompletedEU/US[TIVO-1 study] Pivotal
Monotherapy(Patients with advanced renal cell carcinoma)
efficacy and safety of tivozanib with sorafenib, n=500
P1b Renal cell carcinoma Open-label,C l t d
Preparing for NDA/MAA filing
US Combo with temsirolimusOpe abe ,n=28
Completed
P2EU/US
Colorectal cancer Combo with mFOLFOX6
Comparing the efficacy and safety of
OngoingEU/USversus mFOLFOX6+bevacizumab
tivozanib with bevacizumab, n=252
Ongoing
P2EU/US
Breast cancer Preparing for P2EU/US
Breast cancer p g
P1bUS
Breast cancer and Colorectal cancer Combo with capecitabine
Open-label, n=24 Ongoing
Combo with capecitabine
Other studies in renal cell carcinoma:-TAURUS study (P2 in EU/US): Initiate the study to compare patient preference of a first line
therapy after receiving both tivozanib and sunitinib in sequence
21
therapy after receiving both tivozanib and sunitinib in sequence-BATON-RCC study (P2 in US): Ongoing exploratory biomarker study
Presented the results of TIVO-1 at ASCO in June 2012ASCO: American Society of Clinical Oncology
Ipragliflozin (ASP1941): Development Progress
Recent update of development status▼
Japan: P3 Monotherapy study (24-week open-label) : Initiated
P3P1 P2
P3 (add-on to SU, Pio, -GI and DPP4): Last patient out
Asia: P3 Monotherapy study: Initiated
Initiated (n=145, 24w)Monotherapy(24-week open-label)
Monotherapy(placebo controlled DBT)
Completed (n=129, 16w)
Summary results obtained (n=182, 52w)JP Summary results obtained: Metformin (n=168)
Last patient out: SU (n=225) Pio (n=150) GI (n=100) DPP4 (n=100)
Monotherapy(long term safety)
Add-on studies with otheranti-hyperglycemic drugs (52w)
Completed (n 412 12w)USMonotherapy
SU (n=225), Pio (n=150), -GI (n=100), DPP4 (n=100) Recruitment completed: Nate (n=100)
yp g y g
Long-term renal impairment Recruitment completed (n=150, 52w)
P2b
Add-on study
Completed (n=412, 12w)
Completed (n=343, 12w)EU/US
USDose-finding add-on study with metformin
pydose-finding
Initiated (n=280 24w)
P2b
P2b
22
Monotherapy
ywith metforminAsia*
Initiated (n=280, 24w)
Initiated (n=480, 24w)
SU: sulfonylureas, Pio: pioglitazone, -GI: -glucosidase inhibitor, DPP4: DPP4 inhibitor, Nate: nateglinide*Korea, China, and Taiwan
Ipragliflozin: Results of P3 (Metformin Add-On)in Japan Presented at ADAin Japan, Presented at ADA
Excerpt from the slides presented by Astellas at ADA on June 9, 2012
Mean change from baseline in HbA1c (+SD)▼ ▼Study outline Target: Type 2 diabetes mellitus
Study design treatment arm: Study design, treatment arm: -Double-blind (24 weeks),
ipragliflozin 50 mg or placebo, combination with Metformincombination with Metformin
-Open-label (28 weeks), ipragliflozin 50 mg or 100 mg, combination with Metformin
Treatment duration: 52 weeks
Number of subjects: 168
Primary endpoint: HbA1c Primary endpoint: HbA1c
23
Ipragliflozin (50 mg/day) added to metformin therapy for 24 weeks was well tolerated and significantly reduced HbA1c levels compared with placebo by 1.30%
ADA: American Diabetes Association
FY2012 Progress of Late Phase Compounds
Phase 3 NDA Filing Approvalenzalutamide
Pre-chemo *
PC Launched
quetiapine(Seroquel) acotiamide
DIFICLIR
solifenacinpediatric
isavuconazole
erlotinib
capsaicin(Qutenza)
Mirbetriq
enzalutamidePost-chemo
PC
ASP0113(VCL-CB01)
pediatric
bixalomer(Kiklin)
Not on dialysis
(Tarceva)
Kiklin
Launched
Mirbetriq
mirabegron
beraprostdi
tivozanib certolizumabpegol
RA **
Kiklin
Gonax
certolizumabpegol
MTX-naive RA Launched
Regnite
sodium(Careload) solifenacin/
tamsulosinramosetron
(Irribow)IBS Female
ipragliflozin
24
Japan Europe US EU/USPC: Prostate cancer, RA: Rheumatoid arthritis* EU/US/JP**RA in patients who respond insufficiently to current therapies
Profit Distribution Policy
Top priority on investment for growth of Rx business▼
Dividends to be increased continuously based on mid- and long-term growth▼
Share buybacks to be implemented in a flexible manner▼
FY2011FY2012
(Forecast)
Share buybacks to be implemented in a flexible manner▼
( o ecast)
EPS 169.38 yen 212.16 yen
Dividends per Share 125 yen 130 yenDividends per Share 125 yen 130 yen
ROE 7.7% ―
DOE 5.7% ―
Share Buybacks(*) ―Implemented in a
flexible manner
25
*Excluding amounts for the buyback of shares consisting less than one unit