37th Annual Cowen Health Care Conference...Report on Form 10-K and our other reports filed with the...
11
37th Annual Cowen Health Care Conference March 8, 2017 C HANGING THE C OURSE OF H UMAN H EALTH T HROUGH B OLD P URSUITS IN S CIENCE C HANGING THE C OURSE OF H UMAN H EALTH T HROUGH B OLD P URSUITS IN S CIENCE
Transcript of 37th Annual Cowen Health Care Conference...Report on Form 10-K and our other reports filed with the...
37th AnnualCowen Health Care Conference
March 8, 2017
CHANGING THE COURSE OFHUMAN HEALTH THROUGH BOLD
PURSUITS IN SCIENCE
CHANGING THE COURSE OFHUMAN HEALTH THROUGH BOLD
PURSUITS IN SCIENCE
Our Mission and VisionOur Mission and Vision
Celgene is building a preeminent global biopharmaceutical company focusedon the discovery, development and commercialization of innovative therapies for patients with cancer, immune-inflammatory, and other unmet medical needs
Forward Looking Statements and Adjusted Financial InformationForward Looking Statements and Adjusted Financial Information
This presentation contains forward-looking statements, which are generally statements that are not historical facts. Forward-lookingstatements can be identified by the words “expects,” “anticipates,” “believes,” “intends,” “estimates,” “plans,” “will,” “outlook,” “targets” andsimilar expressions. Forward-looking statements are based on management’s current plans, estimates, assumptions and projections, andspeak only as of the date they are made. We undertake no obligation to update any forward-looking statement in light of new informationor future events, except as otherwise required by law. Forward-looking statements involve inherent risks and uncertainties, most of whichare difficult to predict and are generally beyond our control. Actual results or outcomes may differ materially from those implied by theforward-looking statements as a result of the impact of a number of factors, many of which are discussed in more detail in our AnnualReport on Form 10-K and our other reports filed with the Securities and Exchange Commission.
A Leading Global Biopharmaceutical Company A Leading Global Biopharmaceutical Company
4
Unique R&DCapability
• Expertise in hematology, oncology, and immunology
• Diverse technology platforms• Rich pipeline
– 42 programs in preclinical development– 40 treatments in clinical trials– 19 pivotal / phase III programs underway
• Operations in >60 countries• Sales in >70 countries• Manufacturing facilities in U.S. and EU• Key research facilities in NJ, CA, MA,
WA and Spain• ~7,000 employees globally
Global, FullyIntegrated Portfolio of Leading Products
Blockbuster Products with Unique Value PropositionsBlockbuster Products with Unique Value Propositions
Market leader in multiple myeloma – expanding share & duration − Non-transplant NDMM reimbursed in 19 countries; TE Maintenance approved in US & EU− Established clinical synergy in approved novel triplet combinations
A standard of care in 3rd-Line+ multiple myeloma− Approved in 58 countries; increasing market share and treatment duration− Emerging backbone therapy with novel triplet combinations under evaluation
Most successful launch in the psoriasis / psoriatic arthritis category − Global expansion advanced: reimbursed in 23 countries; Japan approved in December− Advancing robust life cycle management across multiple indications
Market leading branded therapy for 1st-Line metastatic pancreatic cancer− Adjuvant pancreatic cancer trial enrollment complete; data expected in 2017− Advancing Phase III I/O combinations in NSCLC and triple negative breast cancer
Advancing a High Quality Pipeline with Significant PotentialAdvancing a High Quality Pipeline with Significant Potential
REVLIMID®
Del 5q MDS
VIDAZA®
MDS, AML
EnasidenibIDH2 AML
LuspaterceptMDS, Beta-thalassemia
CC-486 MDS, AML
DurvalumabMDS, AML
CC-90002AML
CC-90009AML
PNK-007AML
MyeloidDisease
9
MarizomibGBM
DemcizumabPanC, NSCLC
CC-486NSCLC, mBC
CC-122HCC
CC-90002Solid TumorsCC-90011
Solid Tumors
ABRAXANE®
PanC, NSCLC, mBC
AG-881Glioma
SolidTumors
13
TIGITSolid Tumors
OMP-305B83Solid Tumors
OMP-131R10Solid Tumors
LYC-55716Solid Tumors
JTX-2011Solid Tumors
Inflammation& Immunology
12OzanimodIBD, MS
OTEZLA®
PSOR, PSA
OTEZLA®
Behçet's, AS
GED-0301IBD
RPC-4046EoE
OTEZLA®
UCCC-220
SLE
CC-90001 IPF
CC-90006PSOR
FT-4101NASH
LYC-30937UC, PSOR
ABX-1431Neuro, Pain
MarketPh I
L E G E N D
Celgene has an exclusive option to license Demcizumab, JTX-2011, LYC-55716, LYC-30937, OMP-131R10, OMP-305B83, and TIGIT
REVLIMID®
MCL
ISTODAX®
PTCL, CTCL
REVLIMID®
NHLCC-122NHL, CLL
JCAR017NHL
DurvalumabNHL, CLL
CC-486NHL
Lymphoma& Leukemia
7
REVLIMID®
NDMM, RRMM
POMALYST®
RRMM
THALOMID®
NDMM, RRMM
CC-122RRMM
CC-220RRMM Durvalumab
NDMM, RRMM
bb2121RRMM
PNK-007RRMM
MarizomibRRMM
ACY-241RRMM
CC-486RRMM
MultipleMyeloma
11
19
9
TIGIT JTX-2011 CC-90002CC-9000113
CC-95821
2020
Entering a Pivotal Inflection Point with Multiple Value Drivers to Sustain Growth from 2020-2030Entering a Pivotal Inflection Point with Multiple Value Drivers to Sustain Growth from 2020-2030
>$21B revenue
2020
$13-13.4Brevenue
2017
19
9
TIGIT JTX-2011 CC-90002CC-9000113
CC-95821
Entering a Pivotal Inflection Point with Multiple Value Drivers to Sustain Growth from 2020-2030Entering a Pivotal Inflection Point with Multiple Value Drivers to Sustain Growth from 2020-2030
$13-13.4Brevenue
2017
Expected Data Readout
20202020
Ozanimod
Drug Phase III Program
Ozanimod
YE:17YE:17
Q2:17Q2:17
YE:17YE:17
YE:17YE:17
bb2121
Luspatercept
<$500M $1B >$2B
2022CC-220
Pipeline Targets High Unmet Medical Need andProvides Significant, Long-term Commercial OpportunitiesPipeline Targets High Unmet Medical Need andProvides Significant, Long-term Commercial Opportunities
2018
2017
2019
DrugPotentialApproval
CurrentPeak Potential Drug
Potential Approval
CurrentPeak Potential
Ozanimod
Enasidenib
GED-0301
2020CC-486
2020
2021ACY-241
2020
JCAR017
2019
2021Marizomib
2021Demcizumab
2019
Durvalumab
2021CC-122
2021RPC-4046
Note: First Durvalumab approval for a hematologic malignancy
L E G E N DCurrent Estimate of
Peak Sales Potential:
S U M M A R Y
Strong Momentum. Approaching Inflection PointS U M M A R Y
Strong Momentum. Approaching Inflection Point
Increasing Momentum
Key commercial growth drivers in place
Significant Inflection
Significant pipeline catalysts expected
Promising Future
Positioned to grow beyond 2020
2012 2013 2014 2015 2016 20302021
2017$13-13.4B
revenuerevenue
37th AnnualCowen Health Care Conference
March 8, 2017
CHANGING THE COURSE OFHUMAN HEALTH THROUGH BOLD
PURSUITS IN SCIENCE
CHANGING THE COURSE OFHUMAN HEALTH THROUGH BOLD
PURSUITS IN SCIENCE
