Luye Pharma - Jefferies Group Pharma… · Luye Pharma’s vision is to become one of the key...

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Jefferies healthcare conference 2019 Luye Pharma Passionate for Life Bruno Delie Jefferies healthcare conference 2019

Transcript of Luye Pharma - Jefferies Group Pharma… · Luye Pharma’s vision is to become one of the key...

Page 1: Luye Pharma - Jefferies Group Pharma… · Luye Pharma’s vision is to become one of the key Global Pharmaceutical Company in 2025 Global Market Built up an interational marketing

Jefferies healthcare conference 2019

Luye Pharma Passionate for Life

Bruno Delie Jefferies healthcare conference 2019

Page 2: Luye Pharma - Jefferies Group Pharma… · Luye Pharma’s vision is to become one of the key Global Pharmaceutical Company in 2025 Global Market Built up an interational marketing

Disclaimer

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These presentation materials have been prepared by Luye Pharma Group Limited (the “Company”) and have not been independently verified. No representation or warranty, expressed or implied, is

made and no reliance should be placed on the accuracy, fairness or completeness of the information presented or contained in these presentation materials. The Company will not accept any liability

whatsoever for any loss howsoever arising from any information presented or contained in these presentation materials. The information presented or contained in these presentation materials is current

as of the date hereof, unless indicated otherwise, and is subject to change without notice and its accuracy is not guaranteed. The Company does not provide any undertaking to update any such

information subsequent to the date hereof.

These presentation materials contain certain “forward-looking statements”. These forward-looking statements include but not limited to projections, targets, estimates and business plans that the

Company expects or anticipates will or may occur in the future. Certain statements, such as those include the words or phrases “potential”, “estimates”, “expects”, “anticipates”, “objectives”, “intends”,

“plan s”, “believes”, “will”, “may”, “should”, and similar expressions or variations on such expressions may be considered forward-looking statements. These forward looking statements are made based

on the operating conditions, strategies and other circumstances of the Company and are subject to known and unknown risks and uncertainties that may be general or specific. Readers should note that a

variety of factors, many of which may be beyond the Company’s control, affect the performance, growth trends and actual results of the Company. These factors include, but are not limited to, exchange

rate fluctuations, market shares, peer competition, environmental risks, changes in social, political, legal, financial and regulatory frameworks, international economic and financial market conditions and

other risks and factors beyond the control of the Company.

Due to these factors, the future actual operating results of the Company may differ materially from these forward-looking statements. These and other factors should be considered carefully and readers

should not place undue reliance on any of the Company’s forward -looking statements. The Company declares that, the Company and any associated companies, directors, officers, employees, consultants

or representatives of the Company assume no obligation to update or revise any forward-looking statement that is contained in these presentation materials as a result of new information, future events

or otherwise. None of the Company, or any of its associated companies, directors, officers, employees, consultants or representatives is making any representations concerning the future performance of

the Company, or is responsible for any losses arising from reliance on the forward-looking statements contained in these presentation materials.

These presentation materials are for information purposes only and do not constitute or form part of an offer, solicitation or invitation of any offer to buy or subscribe for any securities of the Company, in

any jurisdiction, nor should it or any part of it form the basis of, or be relied upon in any connection with, any contract, commitment or investment decision whatsoever.

Passionate for Life

Page 3: Luye Pharma - Jefferies Group Pharma… · Luye Pharma’s vision is to become one of the key Global Pharmaceutical Company in 2025 Global Market Built up an interational marketing

30+ products marketed in 50 countries

7 manufacturing sites

3 global R&D centers

Robust pipeline with Oncology and CNS focus

Molecular Diagnostics

Regenerative Medicine

Cellular Immunotherapy Over 50 medical institutions

Approximately 3,000 hospital beds

Luye Life Sciences Group

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Passionate for Life

Founded in 1994

Headquartered in Yantai Shandong,

China

Business presence in Asia, Europe and North

America

15,000+ employees worldwide

Passionate for Life

(02186.HK)

Page 4: Luye Pharma - Jefferies Group Pharma… · Luye Pharma’s vision is to become one of the key Global Pharmaceutical Company in 2025 Global Market Built up an interational marketing

Revenue Breakdown by Therapeutic Area

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Oncology

44.9%

CNS

19.6%

Metabolism

17.6%

Cardiovascular

15.4%

Luye Pharm: Oncology and CNS are the core strategic areas 2019 targeted revenues : USD 890 M . CAGR : +19 %

Lipusu® Ovarian

Cancer

Breast

Cancer

SCLC Seroquel® Schizophrenia

Lipascor® Xuezhikang®

Hypercholesterolemia

TTS in CNS Rivastigmine

Buprenorphine

Fentanyl

Key products by Therapeutic Area

Page 5: Luye Pharma - Jefferies Group Pharma… · Luye Pharma’s vision is to become one of the key Global Pharmaceutical Company in 2025 Global Market Built up an interational marketing

The CNS market is expected to continue and even increase its growth globally, driven in part by patient population growth and greater understanding of mental illness

• In the past year, global CNS pharmaceutical market* achieves +2% growth and realizes

123billion USD sales for the total sales of USA, Europe, and China

• As per Datamonitor forecast, global CNS pharmaceutical market is expected to grow at

+5.9% CAGR for the next five years due to several growth drivers globally, from both

growing patient population and entries of innovative treatments and therapies

Key global market drivers

• High global burden of CNS diseases, and growing patient

populations as developed markets age, and diagnosis and

treatment rates increase

• Novel treatments entering the market, in response to rising

demand and persistent unmet need, and on the back of

advancements in drug discovery techniques

• Greater prevalence of psychiatric disorders, and awareness of

mental health, as well as growing social awareness and

acceptance of patients with mental illness, encouraging diagnosis /

treatment

• Growth in injectable treatments, as importance of adherence to

treatment gains further attention

• In China, increasing healthcare access is also a major factor

• Growth in transdermal drug delivery market (11.6% CAGR to

2025)

Source: IQVIA and Datamonitor * Global CNS pharmaceutical market: the data includes those number of USA, Europe and China

Luye is focused on developing innovative treatments for this growing market

5

2017

110

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112 USA/Europe

10

2018

China

120 123

2%

Global CNS Pharmaceutical Market*

Unit: Billions of USD

Page 6: Luye Pharma - Jefferies Group Pharma… · Luye Pharma’s vision is to become one of the key Global Pharmaceutical Company in 2025 Global Market Built up an interational marketing

Luye Pharma Products marketed through affiliates and network of distributors and strategic partners

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Boston R&D center

Princeton

London

Miesbach

Basel

Singapore

Yantai

Shanghai

Tokio

Sales Presence

Affiliates/Business office

R&D Center/Manufacturing Facilities

• Business office in Switzerland

and UK

• 2nd largest global player in

Transdermal Patches

EUROPE

NORTH AMERICA

• R&D in Boston

• Business office in Princeton

CHINA

More than 1000 sale representatives and

products sold to over 13 700 hospitals.

2 RnD centers

5 manufacturing sites

ASIA Business offices in Japan and Singapore

Passionate for Life

Page 7: Luye Pharma - Jefferies Group Pharma… · Luye Pharma’s vision is to become one of the key Global Pharmaceutical Company in 2025 Global Market Built up an interational marketing

R&D and innovation capabilities

Luye has established R&D centers in China, the U.S. and Europe Over 600 R&D professionals Over 700 patents on PCR and international Over 30 scientific awards Scientific collaboration focussing on external innovation

R&D Center in China

• Key R&D Capabilities:

Long-acting and Extended

Release Technology

Liposome and Targeted

Drug Delivery

Biological Antibody

Technology

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R&D Center in the U.S.

• Key R&D Capabilities:

International R&D

Collaboration

Exploratory Study for

Innovative Drugs

R&D Center in Europe

• Key R&D Capabilities:

Transdermal Drug

Delivery

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Platforms and Technologies

Liposome and Targeted Drug

Del ivery Long-acting and Extended Release

Technology

Transdermal Drug Del ivery System

New Compounds

Biological Antibody Technology

Passionate for Life

Page 9: Luye Pharma - Jefferies Group Pharma… · Luye Pharma’s vision is to become one of the key Global Pharmaceutical Company in 2025 Global Market Built up an interational marketing

Product No. Indications Progress

PC IND Ph I Ph II Ph III NDA

Oncology

LY01008 Colorectal cancer, NSCLC

LY01005 Prostate cancer, breast cancer

LY01007 Prostate cancer, endometriosis

LY01011 Myeloma and bone metastasis

LY01013 Tumor

LY01610 Rectal cancer, pancreatic cancer

Central Nervous System

LY03011 Mild to moderate dementia

LY03401 Parkinson's disease

LY03004 Schizophrenia and bipolar disorder

LY03005 Moderate to severe depression

LY03003 Parkinson's disease

LY03012 Chronic pain

LY021701 Severe pain

LY021702 Moderate to severe pain

LY03010 Schizophrenia

Ophthalmology LY09004 Age-related macular degeneration

Cardiovascular LY02404 Hypercholesterolemia

Orthopaedics LY06006 Osteoporosis

Gynecology Apleek Female contraception

*Launched in the U.S. and EU

*Launched in the EU market

R&D pipelines of nearly 40 drug candidates in China, including 15 oncology drugs,14 CNS drugs.

R&D Pipelines in China

Passionate for Life 12 NDDS Small molecule innovative Antibody Others

Page 10: Luye Pharma - Jefferies Group Pharma… · Luye Pharma’s vision is to become one of the key Global Pharmaceutical Company in 2025 Global Market Built up an interational marketing

Passionate for Life 10

International R&D Pipelines

Luye Pharma has several investigational products in CNS and Oncology therapeutic areas under clinical trials

Therapeutic Areas Indications Product Countries PC IND Ph I Ph II

Ph III/ Pivotal

Registration

CNS

Schizophrenia and bipolar disorder

Rykindo (LY3004) USA , EU

Mild to moderate dementia

Rivakin (30410) EU

Moderate to severe depression LY03005 USA, JAPAN

Parkinson’s disease

LY03003 / LY3009

USA, EU,JAPAN

Schizophrenia LY03010 USA, EU

Oncology Prostate cancer LY01005 USA

Myeloma & Bone metastasis LY06006/01011 USA

Cardiovascular Hypercholesterolemia Lipascor (LY02405) USA

Gynecology Female Contraception Apleek EU

NDDS Small molecule innovative Antibody Others

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Passionate for Life 11

U.S FDA acceptance of NDA filing on May 2019

Limited oral supplementation required during treatment initiation

Rapid onset : Steady state concentrations are reached faster than comparators . Provide ability to quickly stabilize patient

Rapid offset : Faster decrease in plasma concentration than comparators which would lower side effect risk

Page 12: Luye Pharma - Jefferies Group Pharma… · Luye Pharma’s vision is to become one of the key Global Pharmaceutical Company in 2025 Global Market Built up an interational marketing

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Passionate for Life

Global

Manufacturing Global R&D

M&A

JV &

Alliances

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Luye Pharma’s vision is to become one of the key Global Pharmaceutical Company in 2025

Global Market Built up an interational

marketing platform

2019 Set up Luye Pharma Ltd UK Set up S&M field force in GCC Operations

2017 Set-up Luye Pharma European HQ 2013 Set up US Business and R&D

2019

first NDA submission for Rykindo ®

Robust pipeline with 40 products

Focus on CNS and Oncology

2019

Launch overseas production Global supply chain management system

2019

Licensing-in Lurbinectidin Zepsyre® for NSCLC in China

Agreement to promotion Lipascor® in China and international

2018

Acquisition of Seroquel®

2016

Acquisition of Acino’s TDS Business

Page 14: Luye Pharma - Jefferies Group Pharma… · Luye Pharma’s vision is to become one of the key Global Pharmaceutical Company in 2025 Global Market Built up an interational marketing