Bio Pharmaceuticals Presentation (Astra Zeneca

Bio Pharmaceuticals Presentation (Astra Zeneca

@financepresentations
@financepresentations
7 Followers
3 months ago 209
AI Summary
Bulleted
Text
Key Insights
#MarketTrends #BioPharmaceuticals #HealthcareInnovation #InvestorDay #ChronicDiseases
Investor Day • 2024
BioPharmaceuticals
Ruud Dobber, EVP and President, BioPharmaceuticals
Sharon…
1/55
Investor Day • 2024
Forward looking statements
2
In order, among other things, to utilise the 's…
2/55
Investor Day • 2024
Addressing an escalating burden for people, 
health systems and society
The …
3/55
Investor Day • 2024
BioPharmaceuticals – transforming the care of chronic diseases
4 1. V&I medic…
4/55
Investor Day • 2024
BioPharmaceuticals – next wave of growth to 2030 and beyond
5
Existing portf…
5/55
Investor Day • 2024
Critical trends transforming BioPharmaceuticals care
6
1 Disruptive innovati…
6/55
Investor Day • 2024
Expanding modalities Novel combinations Disease modification
Advancing new ar…
7/55
Investor Day • 2024
Selected key BioPharmaceuticals pipeline catalysts
8 zibo = zibotentan; dapa …
8/55
Investor Day • 2024
Cardiovascular, Renal and Metabolism
Mina Makar, SVP, Global CVRM
Martin Cow…
9/55
Investor Day • 2024
CVRM 2023 Total Revenue >$10bn, leadership in cardiorenal
10 Acronym definiti…
10/55
Investor Day • 2024
Focus on CVRM diseases where burden remains
11
Market potential and CAGR: Ev…
11/55
Investor Day • 2024
Strong portfolio of novel mechanisms and combinations
12
Acronym definitions…
12/55
Investor Day • 2024
Wainua – launch in polyneuropathy unlocks 
significant opportunity in cardiom…
13/55
Investor Day • 2024
Evaluating Wainua in largest ATTR-CM trial to assess 
different sub-populatio…
14/55
Investor Day • 2024
Leveraging CVRM and Rare Disease expertise in ATTR-CM 
15
1. Alexion, AstraZ…
15/55
16 Investor Day • 2024
*Peak Year Revenue, non-risk adjusted; includes dapagliflozin combination. …
16/55
17 *Peak Year Revenue, non-risk adjusted; includes fixed-dose combination opportunities. 1. of high…
17/55
Investor Day • 2024
Strong foundation with >60 million patients on dapagliflozin monotherapy acros…
18/55
Investor Day • 2024
balcinrenone/dapagliflozin – potential to 
improve outcomes for patients with…
19/55
Investor Day • 2024
baxdrostat/dapagliflozin – potential to 
further slow progression of chronic …
20/55
Investor Day • 2024
zibotentan/dapagliflozin – to delay worsening of 
kidney function and prevent…
21/55
Investor Day • 2024
Going beyond obesity to improve quality of weight loss 
and manage comorbidit…
22/55
Investor Day • 2024
Delivering durable weight loss, addressing cardiometabolic 
risk and protecti…
23/55
Investor Day • 2024
Three high potential assets progressing to Phase IIb 
24
*Peak Year Revenue …
24/55
Investor Day • 2024
Multiple high-value opportunities and rich near-term 
catalyst path support g…
25/55
Investor Day • 2024
Respiratory and Immunology
Pablo Panella, SVP, Global R&I
Caterina Brindicci…
26/55
Investor Day • 2024
Strong growth anticipated in chronic respiratory disease market
27
1. Patien…
27/55
Investor Day • 2024
2018 2020 2023
Total Revenue ($bn)
Key brands1 Established R&I
R&I portfoli…
28/55
Investor Day • 2024
Industry-leading asthma and COPD portfolio, emerging pipeline 
potential to l…
29/55
Investor Day • 2024
Breztri – continues to accelerate with potential to become 
standard-of-care …
30/55
Investor Day • 2024
THARROS – first trial to explore impact of triple therapy on cardiopulmonary 
…
31/55
Investor Day • 2024
Sustained growth in biologic-penetration; 
significant opportunity for furthe…
32/55
Investor Day • 2024
Fasenra – leading the IL-5 class, expanding in China and 
LCM unlocking furth…
33/55
Investor Day • 2024
Tezspire – set to lead in severe uncontrolled asthma with 
new growth catalys…
34/55
Investor Day • 2024
Tezspire – new data demonstrate broader potential in COPD
35
1. Internal Ast…
35/55
Investor Day • 2024
AZD8630 (inhaled anti-TSLP) – potential to extend Tezspire
franchise beyond s…
36/55
Investor Day • 2024
tozorakimab – potential to serve broad population 
in COPD with ambitious LCM…
37/55
Investor Day • 2024
remission rate for 
approved biologics1,2
Up to
30%
current biologicspene…
38/55
Investor Day • 2024
Saphnelo – to become standard of care in SLE and expand 
into other type I in…
39/55
Investor Day • 2024
Driving next-generation cell therapy with curative potential 
40
1. Schett e…
40/55
Investor Day • 2024
Multiple high-value opportunities and rich near-term 
catalyst path support g…
41/55
Investor Day • 2024
Vaccines and Immune Therapies
Iskra Reic, EVP, V&I
Mark Esser, VP, Early V&I…
42/55
Investor Day • 2024
A strategic adjacency – protecting the vulnerable patients 
we serve 
43
• …
43/55
Investor Day • 2024
Icosavax – innovative and unique vaccine technology
44
Icosavax acquired Q1 …
44/55
Investor Day • 2024
RSV and hMPV – significant burden on healthcare systems
and patients, especia…
45/55
Investor Day • 2024
Vaccinations for older adults are an established 
market and a growing opport…
46/55
Investor Day • 2024
47/55
Investor Day • 2024
Differentiated profile enabled by VLP platform technology
48
Phase II data v…
48/55
Investor Day • 2024
Differentiated profile enabled by VLP platform technology
49
IVX-A12 – targe…
49/55
Investor Day • 2024
Potential first-in-class RSV-hMPV 
combination vaccine
Targeting 2027 season…
50/55
Investor Day • 2024
BioPharmaceuticals – delivering on our strategy to unlock 
the next phase of …
51/55
Investor Day • 2024
Q&A session
Mina Makar
SVP, GLOBAL CVRM
Martin Cowie
INTERIM SVP, LATE CVR…
52/55
53 Investor Day • 2024
Appendix
53/55
54 Investor Day • 2024
Glossary – 1 of 2
CLL chronic lymphocytic leukaemia
cm centimetre
CM car…
54/55
55 Investor Day • 2024
Glossary – 2 of 2
NST neoadjuvant systemic treatment
NT-proBNP N-terminal…
55/55

Bio Pharmaceuticals Presentation (Astra Zeneca

  • 1. Investor Day • 2024 BioPharmaceuticals Ruud Dobber, EVP and President, BioPharmaceuticals Sharon Barr, EVP, BioPharmaceuticals R&D
  • 2. Investor Day • 2024 Forward looking statements 2 In order, among other things, to utilise the 'safe harbour' provisions of the US Private Securities Litigation Reform Act of 1995, AstraZeneca (hereafter ‘the Group’) provides the following cautionary statement: This document contains certain forward-looking statements with respect to the operations, performance and financial condition of the Group, including, among other things, statements about expected or targeted revenues, margins, earnings per share or other financial or other measures (including the Financial Ambition Statements described in this presentation). Although the Group believes its expectations and targets are based on reasonable assumptions and has used customary forecasting methodologies used in the pharmaceutical industry and risk-adjusted projections for individual medicines (which take into account the probability of success of individual clinical trials, based on industry-wide data for relevant clinical trials at a similar stage of development), any forward-looking statements, by their very nature, involve risks and uncertainties and may be influenced by factors that could cause actual outcomes and results to be materially different from those predicted. The forward-looking statements reflect knowledge and information available at the date of preparation of this document and the Group undertakes no obligation to update these forward-looking statements. The Group identifies the forward-looking statements by using the words 'anticipates', 'believes', 'expects', 'intends' and similar expressions in such statements. Important factors that could cause actual results to differ materially from those contained in forward-looking statements, certain of which are beyond the Group’s control, include, among other things: the risk of failure or delay in delivery of pipeline or launch of new medicines; the risk of failure to meet regulatory or ethical requirements for medicine development or approval; the risk of failures or delays in the quality or execution of the Group’s commercial strategies; the risk of pricing, affordability, access and competitive pressures; the risk of failure to maintain supply of compliant, quality medicines; the risk of illegal trade in the Group’s medicines; the impact of reliance on third-party goods and services; the risk of failure in information technology or cybersecurity; the risk of failure of critical processes; the risk of failure to collect and manage data in line with legal and regulatory requirements and strategic objectives; the risk of failure to attract, develop, engage and retain a diverse, talented and capable workforce; the risk of failure to meet regulatory or ethical expectations on environmental impact, including climate change; the risk of the safety and efficacy of marketed medicines being questioned; the risk of adverse outcome of litigation and/or governmental investigations; intellectual property-related risks to the Group’s products; the risk of failure to achieve strategic plans or meet targets or expectations; the risk of failure in financial control or the occurrence of fraud; the risk of unexpected deterioration in the Group’s financial position; the impact that global and/or geopolitical events may have, or continue to have, on these risks, on the Group’s ability to continue to mitigate these risks, and on the Group’s operations, financial results or financial condition There can be no guarantees that the conditions to the closing of the proposed transaction with Fusion will be satisfied on the expected timetable, or at all, or that “FPI-2265” (Ac225-PSMA I&T) or any combination product will receive the necessary regulatory approvals or prove to be commercially successful if approved. There can be no guarantees that the conditions to the closing of the proposed transaction with Amolyt Pharma will be satisfied on the expected timetable, or at all, or that eneboparatide (‘AZP-3601’) will receive the necessary regulatory approvals or prove to be commercially successful if approved. This presentation includes references to new molecular entities and life-cycle management programmes that are being investigated in current or future clinical trials, and as such have not been approved by any regulatory agency. For a list of new molecular entities and indications in development, see pages 7-11 of the Clinical Trials Appendix that accompanied AstraZeneca’s Q1 2024 results. Basis of AstraZeneca ambitions, forecasts and targets AstraZeneca ambitions, forecasts and targets in this presentation (the “Financial Ambition Statements”) are derived from AstraZeneca’s most recent risk-adjusted mid- and long-term plans, adjusted for developments in the business since those plans were finalised. Financial Ambition Statements presented are based on management’s risk-adjusted projections for individual medicines and individual clinical trials. Estimates for these probabilities are based on industry-wide data for relevant clinical trials in the pharmaceutical industry at a similar stage of development adjusted for management's view on the risk profile of the specific asset. The peak year revenue (PYR) potential for individual medicines referred to in this presentation are the maximum estimated Total Revenue to be recognised by AstraZeneca in a single calendar year, during the lifecycle of the medicine, and are based on management’s latest non-risk adjusted forecast estimates. Estimates are based on customary forecasting methodologies used in the pharmaceutical industry. Peak year revenue may occur in different years for each NME depending on trial outcomes, approval label, competition, launch dates and exclusivity periods, amongst other variables. The peak year revenue figures are derived from net sales at nominal values and are not risk-adjusted or time-value discounted. The development of pharmaceutical products has inherent risks given scientific experimentation and there are a range of possible outcomes in clinical results, safety, efficacy and product labelling. Clinical results may not achieve the desired product profile and competitive environment, pricing and reimbursement may have material impact on commercial revenue forecasts. By their nature, forecasts are based on a multiplicity of assumptions and actual performance in future years may vary, significantly and materially, from these assumptions. The Financial Ambition Statements in this presentation are based on Q1 2024 exchange rates; AZ undertakes no obligation to update those statements based on future currency movements
  • 3. Investor Day • 2024 Addressing an escalating burden for people, health systems and society The most prevalent chronic diseases Escalating with ageing populations Overwhelming health systems and economies 2bn+ estimated to have chronic diseases* 1-3 Top 5 causes of death by 2040 will include CV disease, COPD and CKD4 1 in 6 aged 60+ by 20305 Up to 98% will have multiple chronic conditions6 24m deaths each year from chronic diseases7 $22tn economic burden from chronic diseases* by 20308,9 3 *Cardiovascular disease, respiratory conditions, and metabolic diseases such as diabetes and/or CKD. All statistics based on estimates in referenced sources. 1. British Heart Foundation Global Heart & Circulatory Diseases Factsheet. 2. GBD 2019 Chronic Respiratory Diseases Collaborators. EClinicalMedicine. 3. Chew NWS et al. Cell Metab. 2023. 4. Foreman KJ. Lancet. 2018. 5. WHO/Ageing and health. 6. Aïdoud A et al. J Am Heart Assoc. 2023. 7. WHO/Noncommunicable diseases. 8. Bloom DE, World Economic Forum. 2011. 9. Hacker K. Mayo Clin Proc Innov Qual Outcomes, 2024. Acronym definitions can be found in Glossary.
  • 4. Investor Day • 2024 BioPharmaceuticals – transforming the care of chronic diseases 4 1. V&I medicines in 2019 are Synagis and Flumist. Partners: Amgen (Tezspire), Ionis (Wainua) and Sanofi (Beyfortus). Acronym definitions can be found in Glossary. Recent NME launches 2019 2023 CVRM R&I V&I $12.8bn $18.4bn Therapy area leadership Industry-leading portfolio Strong growth delivered Protecting vulnerable patients from respiratory infections Leadership in asthma and transforming COPD Growing medicines in cardiorenal #1 medicine BioPharmaceuticals medicines Total Revenue 1
  • 5. Investor Day • 2024 BioPharmaceuticals – next wave of growth to 2030 and beyond 5 Existing portfolio 2023 2030 Loss of exclusivity Brilinta Farxiga Launching NMEs baxdrostat dapa FDCs tozorakimab IVX-A12 Beyond 2030 Amyloidosis combinations to address full spectrum of disease Weight management and risk factors Expanding modalities in respiratory care Auto-immune disease Cell therapy, T-cell engagers CAR-Treg Illustrative only, not to scale Partners: Amgen (Tezspire) and Ionis (Wainua). Acronym definitions can be found in Glossary.
  • 6. Investor Day • 2024 Critical trends transforming BioPharmaceuticals care 6 1 Disruptive innovations to transform care Early diagnosis 1 Intervening before disease progression to drive better outcomes 1 Dual mechanisms of action to treat interconnected disease Disease modification 1 Advancing from symptom management to clinical remission Emerging biology 1 Identifying new areas of disease to fuel a differentiated pipeline 2 3 4 5 1 Novel combinations Expanding modalities Acronym definitions can be found in Glossary.
  • 7. Investor Day • 2024 Expanding modalities Novel combinations Disease modification Advancing new areas and next-generation therapeutics 7 Building amyloidosis leadership Weight management and risk factors Treat with curative intent in auto-immune diseases Reaching under-treated patients in respiratory • Silencer – Wainua • Depleter – ALXN2220 • Inhaled biologic – AZD8630 (iTSLP) • oGLP-1 – AZD5004 monotherapy and combinations • dapagliflozin combinations + baxdrostat HTN and beyond + balcinrenone HF and CKD + zibotentan liver/kidney function • Cell therapy autologous and allogeneic CAR-T • T-cell engager bispecifics • CAR-Treg armoured Tregs Partners: Ionis (Wainua) and Eccogene (AZD5004). Acronym definitions can be found in Glossary.
  • 8. Investor Day • 2024 Selected key BioPharmaceuticals pipeline catalysts 8 zibo = zibotentan; dapa = dapafliglozin; balci = balcinrenone; baxdro = baxdrostat. Acronym definitions can be found in Glossary. 2024 Fasenra ORCHID Phase III chronic rhinosinusitis with nasal polyps Tezspire WAYPOINT Phase III chronic rhinosinusitis with nasal polyps baxdrostat BaxHTN Phase III hypertension AZD0780 (oPCSK9) PURSUIT Phase IIb dyslipidemia Breztri KALOS/LOGOS Phase III asthma Fasenra RESOLUTE COPD 2025 2025+ Wainua CARDIO-TTRansform Phase III ATTR-CM Tezspire CROSSING Phase III eosinophilic esophagitis tozorakimab LUNA | TILIA Phase III COPD | Phase III severe viral lower respiratory tract disease Saphnelo IRIS | DAISY Phase III lupus nephritis | Phase III systemic sclerosis IVX-A12 Phase III RSV/hMPV vaccine AZD6234 (LA amylin) Phase IIb obesity balci/dapa BalanceD-HF |MIRO-CKD Phase III heart failure with CKD | Phase IIb CKD zibo/dapa ZENITH HP | ZEAL Phase III CKD with high proteinuria | Phase IIb liver cirrhosis baxdro/dapa BaxDuo-ARCTIC Phase III CKD with HTN Saphnelo TULIP SC Phase III systemic lupus erythematosus
  • 9. Investor Day • 2024 Cardiovascular, Renal and Metabolism Mina Makar, SVP, Global CVRM Martin Cowie, Interim SVP Late-Stage Development, CVRM
  • 10. Investor Day • 2024 CVRM 2023 Total Revenue >$10bn, leadership in cardiorenal 10 Acronym definitions can be found in Glossary. Delivering double-digit growth year-on-year Farxiga annualising >$6bn and established as foundational care across HF, CKD and T2D 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000 10,000 11,000 2020 2021 2022 2023 CVRM Total Revenue ($m) Farxiga Total Revenue ($m) - 1,000 2,000 3,000 4,000 5,000 6,000 7,000 2013 2015 2017 2019 2021 2023 Type-2 diabetes Heart failure Chronic kidney disease 34% 31% 35% Split of Farxiga new patientshare
  • 11. Investor Day • 2024 Focus on CVRM diseases where burden remains 11 Market potential and CAGR: EvaluatePharma WW Sales by Indication combined consensus + Omnium product forecasts to 2030; All epidemiology figures refer to worldwide prevalence using 2024 as base year, except ATTR-CM which reflects G7 (US, EU5 (Germany, France, UK, Italy and Spain) and Japan. 1. Ionis 2022 Annual Report. 2. WHO – Hypertension Fact Sheet. 3. NCD Lancet 2021. 4. WHO – Global Health Observatory Raised Cholesterol. 5. Foti et al. Kidney Int. 2021 Mar 6. Jager et al. Nephrology Dialysis Transplantation (2019). 7. LabCorp data. 8. Internal RWD analysis. 9. WHO – Obesity Fact Sheet. 10. Zobair et al., Hepatology. Acronym definitions can be found in Glossary. ATTR-CM 300-500k1 2-5yr average mortality post-diagnosis2 Hypertension 1.3bn2,3 ~50% treated are uncontrolled4 Dyslipidaemia 2bn4 70% not at LDL-C goal despite statins6 Heart failure with CKD 30m1 >75% not on MRA8† CKD with hypertension ~600m5,6 ~50% treated are uncontrolled11 CKD with high proteinuria >50m7,8 90% more rapid eGFR decline with worsening albuminuria14 Obesity and overweight 2.5bn9 >97% obese untreated16 MASH 256m10 ~70% Minimal treatments in US ≥1 comorbidity17 Cardiovascular Renal Metabolism $101bn market potential 7% CAGR $18bn market potential 18% CAGR $162bn market potential 11% CAGR
  • 12. Investor Day • 2024 Strong portfolio of novel mechanisms and combinations 12 Acronym definitions can be found in Glossary. Collaboration partner: Ionis (Wainua) Eliminate HF hospitalisations and reduce CV risk from HTN and dyslipidaemia Prevent and slow kidney failure Reduce and reverse obesity-driven comorbidities balcinrenone/dapa CKD Wainua ATTR-CM baxdrostat hypertension AZD5004 T2D/weight management zibotentan/dapa liver cirrhosis balcinrenone/dapa HF with CKD AZD0780 dyslipidaemia baxdrostat/dapa CKD with hypertension zibotentan/dapa CKD with high proteinuria AZD6234 weight management AZD9550 weight management Featured new medicines by 2030
  • 13. Investor Day • 2024 Wainua – launch in polyneuropathy unlocks significant opportunity in cardiomyopathy 13 *Peak Year Revenue, non-risk adjusted. Epidemiology reflects G7 (US, EU5 ( Germany, France, UK, Italy and Spain) and Japan. 1. Rintell D et al. Orphanet J Rare Dis. 2021;16(1):70. 2. González-Duarte A et al. Neurol Ther. 2020;9(1):135-149. 3. Ionis 2022 Annual Report. Accessed March 15, 2023. 4. Hawkins PN et al. Ann Med. 2015;47(8):625-638. 5. Witteles RM et al. JACC Heart Fail. 2019;7(8):709-716. 6. Gertz M et al. BMC Fam Pract. 2020; 7: Maurer MS et al. Circ Heart Fail. 2019;12(9):e006075. 8. Nativi-Nicolau JN et al. Heart Fail Rev. 2022;27(3):785-793. 9. Coelho T (2023) JAMA; 330(15):1448-1458. 10. Masri A (2023) J Card Fail; S1071-9164(23)00894-1. Acronym definitions can be found in Glossary. Collaboration partner: Ionis (Wainua). $5bn+* Wainua – only monthly approved self-administered PN therapy Launch progressing well in US ATTR-PN Q1 2024 US 2024 EU 2025 LATAM 300-500k patients with ATTR-CM3-6 5-10% of heart failure with preserved ejection fraction7,8 ATTR-CM up to 40k patients with ATTRv-PN1,2 -1 0 1 End-diastolic volume mean (mL) Stroke volume (mL) Mean LV wall thickness (cm) NT-proBNP (log-transformed) Favours Wainua Favours Wainua Standardised change from baseline Exploratory data support potential ATTR-CM efficacy NEURO-TTRansform9
  • 14. Investor Day • 2024 Evaluating Wainua in largest ATTR-CM trial to assess different sub-populations 14 1. Study NCT04136171, ClinicalTrials.gov website. Acronym definitions can be found in Glossary. Collaboration partner: Ionis (Wainua). Wainua Phase III CARDIO-TTRansform trial Trial readout expected 2025+ Secondary endpoints: change from baseline in 6MWT and KCCQ scores; rate of CV clinical events, CV mortality and all-cause mortality Primary endpoint: composite of CV mortality and recurrent CV clinical events N = 1438 eplontersen | 45mg s.c. Q4W Placebo Week 0 CARDIO-TTRansform history of heart failure due to ATTRv-CM or ATTRwt-CM1 Week 140 Week 160 Open-label extension period or post-treatment evaluation period
  • 15. Investor Day • 2024 Leveraging CVRM and Rare Disease expertise in ATTR-CM 15 1. Alexion, AstraZeneca Rare Disease has rights to acoramidis in Japan. Acronym definitions can be found in Glossary. Collaboration partners: Ionis (Wainua); BridgeBio (acoramidis). a less severe more severe BioPharmaceuticals – CVRM Rare Disease NYHA I NYHA II NYHA III NYHA IV Wainua – Cardio-TTRansform with data 2025+ acoramidis1 – anticipated approval 2025 ALXN2220 – DepleTTR-CM with data >2025 9% 49% 36% 6% % population Complementary mechanisms Pathophysiology Medicine and modality Silencer Wainua blocks TTR synthesis TTR production in the liver 1 Stabiliser acoramidis1 stabilises TTR tetramers Tetramer formation 2 Depleter ALXN2220 binds to misfolded TTR, removes toxic fibrils Organ deposition 3
  • 16. 16 Investor Day • 2024 *Peak Year Revenue, non-risk adjusted; includes dapagliflozin combination. 1. World Health Organization – Hypertension Fact Sheet. 2. NCD Lancet 2021; 398: 957–80. Shown as percentage of treated that are uncontrolled. 3. Mahmud A (2005) Am J Hypertens; 18(12 Pt 1):1631-5. 4. Freeman MW (2023) New England Journal of Medicine; 388(5):395-405. Acronym definitions can be found in Glossary. $5bn+ franchise* Elevated aldosterone leads to HTN, CKD and HF Significant reduction in systolic blood pressure in Phase IIb 120 115 110 0 100 200 300 400 Systolic blood pressure Serum aldosterone concentration 125 130 Higher aldosterone leads to higher blood pressure3 BrigHTN Phase IIb treatment-resistant hypertension4 placebo 0.5mg baxdrostat 1mg 2mg -9.4 -12.4 -17.5 -20.3 % LS mean change in SBP from baseline to Week 12 baxdrostat aldosterone synthase inhibitor • Very low doses enable combinations and maintain selectivity • Long half-life (26-30 hours) ensures 24-hour control 1.3bn patients with hypertension 50% of treated are uncontrolled1,2 Phase III BaxHTN trial readout anticipated in 2025 baxdrostat – new potential treatment for aldosterone dysregulation, a key driver of hypertension
  • 17. 17 *Peak Year Revenue, non-risk adjusted; includes fixed-dose combination opportunities. 1. of high risk 1’ & 2’ prevention patients in US. Acronym definitions can be found in Glossary. Investor Day • 2024 $5bn+* AZD0780 – differentiated target profile of patients with cardiovascular disease not at LDL-C target, despite high-intensity statins1 70% ≥50% LDL-C reduction on top of statins Potential 90% of patients to reach goal Phase IIb first patient dosed January 2024 Oral small molecule enables FDCs with no food effects or need for fasting AZD0780 (oPCSK9) – for dyslipidaemia in high-risk cardiovascular disease Late-breaker session
  • 18. Investor Day • 2024 Strong foundation with >60 million patients on dapagliflozin monotherapy across CKD, HF and T2D4 Novel dual mechanisms with dapagliflozin in Phase III 18 1. Top 8 (US, China, Japan, EU5) addressable population at asset Peak Year Revenue; derived from AstraZeneca internal analysis using syndicated sources, real-world data analysis and market research. 2. CKD numbers exclude CKD with comorbid heart failure. 3. Excludes NYHA III-IV heart failure patients. 4. Estimated by time of combination launches. Acronym definitions can be found in Glossary. balcinrenone/dapagliflozin zibotentan/dapagliflozin 12 million1 HF w/ CKD BalanceD-HF Phase III 17 million1,2 CKD MIRO-CKD Phase IIb 21 million1 CKD w/ HTN BaxDUO ARCTIC Phase III 6 million1,3 CKD w/ HP ZENITH High Proteinuria Phase III 8 million1 Liver cirrhosis ZEAL Phase IIb baxdrostat/dapagliflozin
  • 19. Investor Day • 2024 balcinrenone/dapagliflozin – potential to improve outcomes for patients with HF and CKD 19 *Peak Year Revenue, non-risk adjusted. 1. IQVIA LAAD Dataset, January 2017 to December 2019 & Lofman et al., Open Heart. 2016; 3:e000324. 2. In HFrEF with eGFR <45. 3. Patel RB et al., J. Am. Coll. Cardiology. 2021;78(4):330-43. 4. Rossing et all 2022 Finerenone in patients with CKD and T2DM by SGLT2i treatment: The FIDELITY Analysis. 5. Vardeny et al Circ Heart Fail 2014 Incidence, Predictors and Outcomes Related to Hypo-and Hyperkalemia (RALES post hoc analysis). 6. Zannad et al NEJM 2011 EMPHASIS-HF results. 7. Vaduganathan M, et al.. Lancet. 2020;396(10244):121-128. 8. Lam CSP et al Eur J Heart Failure 2024 (in press). Acronym definitions can be found in Glossary. Traditional MRAs increase hyperkalaemia4-7 MIRACLE Phase IIb8:: reduced UACR without hyperkalaemia balcinrenone/dapagliflozin MRM/SGLT2i • Benefits of MRA in HF without the risk of hyperkalaemia • Single once-daily dose, no titration schedule 0 2 4 6 8 10 12 14 16 18 20 finerenone spironolactone eplerenone Hyperkalaemia rate (%) placebo treatment balci/dapa (15/10 mg) balci/dapa (50/10 mg) dapa (10 mg) Confirmed sK >5.5 0/33 1/31 1/33 Reported HK AEs 0 1 3 BalanceD-HF and BalanceD-CKD Phase III readouts anticipated >2025 % Median change in UACR from baseline to week 12 -33% -25% -5.8% 45% of HF patients have CKD1, of which 75% are not on an MRA2,3 $3-5bn*
  • 20. Investor Day • 2024 baxdrostat/dapagliflozin – potential to further slow progression of chronic kidney disease 20 BrigHTN Phase II UACR reduction4 Phase III programme ongoing • Reduce blood pressure and provide additional organ protection in once-daily dosing baxdrostat/dapa ASI/ SGLT2i 600m people with CKD and hypertension1,2 Faster decline in renal function with higher aldosterone3 % UACR LS mean change from baseline to Week 12 -22% -1.2% -20% -34% placebo baxdrostat 0.5mg 1mg 2mg Post-hoc analysis >2025 data readout BaxDuo-ARCTIC eGFR slope *Peak Year Revenue, non-risk adjusted for baxdrostat franchise (monotherapy and combination with dapagliflozin). 1. Global Burden of Disease Study 2017 (2020). Vol 395, Issue 10225, p709-733. 2. Jager et al. Nephrology Dialysis Transplantation (2019). Vol 34, Issue 11, p1803–1805. 3. Verma A (2022) Eur Heart J; 43(38): 3781–3791. 4. Freeman MW (2023) N Engl J Med; 388(5):395-405. Acronym definitions can be found in Glossary. $5bn+* R 1:1 4-week run-in dapa 10mg for SGLT2i naïve patients Treatment, 2y Wash-out, 6 weeks dapa 10mg (open label) CKD + HTN eGFR 30-90 SBP >130 UACR >200 mg/g dapa 10mg Change in eGFR over time dapa 10mg + baxdro 1/2mg titrated
  • 21. Investor Day • 2024 zibotentan/dapagliflozin – to delay worsening of kidney function and prevent liver disease complications 21 *Peak Year Revenue, non-risk adjusted for zibotentan franchise (liver cirrhosis and CKD with portal hypertension). 1. LabCorp data showing ~8% of CKD2-4 patients with >700 mg/g; and internal real-world data analysis showing 10% of CKD3a4 patients with UACR>700 mg/g. 2. Tan et al. , Dig Dis (2023) 41 (6): 900–912. 3. Amico J of Hepatology 2006. 4. The Lancet Gastroenterology & Hepatology 2020 5245-266 DOI: (10.1016/S2468-1253(19) 30349-8. 5. Internal real-world data analysis (TriNetX), 2023; 6. Heerspink HJL (2003) Lancet;402(10416):2004-2017. Acronym definitions can be found in Glossary. $3-5bn* • Selectivity allows lower doses • Positive effects on blood pressure, LDL and HbA1c • No risk of hyperkalaemia zibotentan/dapagliflozin ETARA/ SGLT2i 10% CKD with high proteinuria1 123m liver cirrhosis, ~5-10% with portal hypertension2-5 ETA/SGLT2 – complementary mechanisms Reduced albumin in ZENITH-CKD Phase IIb6 ↓ liver and kidney blood pressure ↓ albuminuria ↓ inflammation and fibrosis zibotentan ETA receptor antagonist ↓ sodium and volume overload, oxidative stress, vascular stiffness ↓ albuminuria dapagliflozin SGLT2 inhibitor -53% -48% -28% zibo/dapa (1.5/10mg) zibo/dapa (0.25/10mg) dapa (10mg) % mean change in UACR from baseline to Week 12 ZENITH High Proteinuria Phase III and ZEAL Phase IIb readouts anticipated >2025
  • 22. Investor Day • 2024 Going beyond obesity to improve quality of weight loss and manage comorbidities 22 1. World Obesity Atlas 2023. Excludes children under 5 years. 2. TriNetX (US EHR data), November 2020. Obesity defined as ICD10 codes E66.0, E66.1 , E66.2 , E66.8 , E66.9; T2D defined by ICD10 code E11; CKD defined by eGFR levels between 15 and 75 (CKD stages 2-4); heart failure defined by ICD10 code 150; NASH/NAFLD defined by ICD10 codes K75.81 and K76.0; dyslipidaemia defined by LDL>70. *% adds up to more than 82.2m as many patients have several co-morbidities. Acronym definitions can be found in Glossary. >50% of global population will be overweight or obese by 20351 1,615 2,091 988 1,914 2020 2035 overweight obese Population (millions) Obesity estimated to cost the economy 3% of global GDP1 $1.96 tn $4.32 tn 2020 2035 Est. cost ($trillions) 63% of comorbidities to be targeted by our oral and injectable combinations2 82.2m patients have ≥1 co-morbidity 48.2m patients have no co-morbidity 63% Co-morbidities* T2D HF CKD Dyslipidaemia MASH/ MASLD 38m 14m 37m 51m 10m
  • 23. Investor Day • 2024 Delivering durable weight loss, addressing cardiometabolic risk and protecting organs 23 Overweight (+ organ protection) Obesity (± other severe co-morbidities) T2D (± obesity/ overweight) AZD5004 oGLP-1 AZD6234 LA amylin AZD9550 GLP-1/glucagon AZD5004 oGLP-1 AZD5004 oGLP-1 Potential combination with triple action Potential combinations Potential combinations Acronym definitions can be found in Glossary. Collaboration partner: Eccogene (AZD5004). AZD5004 oGLP-1 dapagliflozin / SGLT2i AZD5004 oGLP-1 AZD0780 / oPCSK9 AZD5004 oGLP-1 dapagliflozin / SGLT2i AZD5004 oGLP-1 AZD0780 / oPCSK9 AZD6234 LA amylin AZD9550 / GLP-1/glucagon
  • 24. Investor Day • 2024 Three high potential assets progressing to Phase IIb 24 *Peak Year Revenue potential, non-risk adjusted for franchise; includes several medicines with multi-blockbuster potential. Acronym definitions can be found in Glossary. Collaboration partner: Eccogene (AZD5004) $5bn+* AZD5004 oGLP-1 Two Phase IIb trials planned in 2024 • Small molecule • Strong target engagement • Once-daily dosing • Combinations across obesity, weight management, and type-2 diabetes AZD6234 long-acting amylin Phase IIb trial planned in 2024 • Selective amylin agonist • Once-weekly dosing • Adjunct for additional fat-specific weight loss • Replacement therapy for incretin intolerance AZD6234 + AZD9550 long-acting amylin + GLP-1/glucagon Phase IIb trial planning underway • Triple peptide agonists • Once-weekly dosing • Fat-specific weight loss • Organ protection
  • 25. Investor Day • 2024 Multiple high-value opportunities and rich near-term catalyst path support growth to 2030 and beyond Growth drivers to 2030 AZD0780 (oPCSK9) PURSUIT Phase IIb dyslipidaemia AZD6234 (LA amylin) Phase IIb obesity Wainua CARDIO-TTRansform Phase III ATTR-CM 2025 2025+ dapagliflozin FDCs baxdrostat franchise baxdrostat BaxHTN Phase III HTN zibotentan/dapa ZENITH-HP | ZEAL Phase III CKD with high proteinuria | Phase IIb liver cirrhosis balcinrenone/dapa BalanceD-HF | MIRO-CKD Phase III HF with CKD | Phase IIb CKD AZD5004 (oGLP-1) Phase IIb obesity | Phase IIb T2D baxdrostat/dapa BaxDuo-ARCTIC Phase III CKD with HTN $5bn+ PYR* $1-3bn PYR* *Peak Year Revenue, non-risk adjusted; Peak Year Revenues could occur beyond 2030. Acronym definitions can be found in Glossary. 25 Collaboration partners: Ionis (Wainua); Eccogene (AZD5004).
  • 26. Investor Day • 2024 Respiratory and Immunology Pablo Panella, SVP, Global R&I Caterina Brindicci, SVP Late-Stage Development R&I
  • 27. Investor Day • 2024 Strong growth anticipated in chronic respiratory disease market 27 1. Patients by 2030 estimates for G8; source: EvaluatePharma, IQVIA/AstraZeneca analysis. 2. Not including COVID-19. 3. Global Burden of Disease Collaborative Network. The Lancet, 2024. 4. Chen S, et al. “Systematic literature review of the clinical, humanistic, and economic burden associated with asthma uncontrolled by GINA Steps 4 or 5 treatment.” Curr Med Res Opin. 2018; 34: 2075-2088. 5. IQVIA/AstraZeneca analysis. 6. Zheng Q et al. ERJ Open Res. 2022;8(1):00591-2021. 7. Chronic respiratory disease market estimate (EvaluatePharma/AstraZeneca analysis). Acronym definitions can be found in Glossary. ~$50bn market by 20307 6% CAGR 2023 LoEs New MoAs More patients treated 2030 ~$32bn ~$50bn COPD Asthma Asthma COPD Other respiratory 3rd leading cause of death2,3 0 biologics approved in COPD ~50% of severe patients remain uncontrolled4 ~20% biologics- penetration in severe asthma5 ~50% mortality rate at 5 years in IPF6 0 therapies approved in bronchiectasis 91m1 patients by 2030 93m1 patients by 2030 3m1 patients by 2030 Other respiratory
  • 28. Investor Day • 2024 2018 2020 2023 Total Revenue ($bn) Key brands1 Established R&I R&I portfolio poised for accelerated growth through 2030 28 1. Key brands are Fasenra, Symbicort in Emerging Markets, and the four recent launches (Breztri, Tezspire, Saphnelo, Airsupra). Acronym definitions can be found in Glossary. Collaboration partner: Amgen (Tezspire). Transformed portfolio Strong fundamentals support growth Multiple recent launches with no major LoE impact before 2030 Substantial opportunity in China and Emerging Markets ex-China Industry-leading pipeline in Respiratory, expanding in Immunology
  • 29. Investor Day • 2024 Industry-leading asthma and COPD portfolio, emerging pipeline potential to lead in the pre-biologic market 29 AZD8630 Phase I iTSLP FAb2 tozorakimab Phase III IL-33 inhibitor + COPD + asthma + COPD other LCM + COPD other LCM + other LCM Increasing disease severity Inhaled Pre-biologic1 Biologic Primary care-led Specialty care-led Asthma COPD 1. Only select pipeline assets shown; not a comprehensive list of AstraZeneca pipeline. 2. AZD8630 moving into Phase II development within 2024. Acronym definitions can be found in Glossary. Collaboration partner: Amgen (Tezspire and AZD8630).
  • 30. Investor Day • 2024 Breztri – continues to accelerate with potential to become standard-of-care in COPD 30 *Peak Year Revenue, non-risk adjusted. 1. Internal AstraZeneca analysis. 2. Internal AZ analysis and references studies by Fang (2015) and Wang (2014-2015); Guo X, 2018 (1996-2010). 3. FY 2023, IQVIA MIDAS. All growth rates at CER. Acronym definitions can be found in Glossary. $3–5bn* Breztri is fastest growing FDC triple FDC triple to become mainstay in COPD1 Additional growth drivers Significant opportunity in China Expansion into asthma Phase III data anticipated in 2025 13.7m 2030E2 3.7m 2023 FDC triple class patients Breztri 71% share of triple class3 FDC triple share of inhaled maintenance market ~2x Total Revenue ($m) 1% 23% 45% 2018 2023 2030E +73% 0 100 200 300 400 500 600 700 800 2021 2022 2023
  • 31. Investor Day • 2024 THARROS – first trial to explore impact of triple therapy on cardiopulmonary outcomes in COPD, potential to expand eligible population 31 1. Martinez et al, “Reduced All-Cause Mortality in the ETHOS Trial of Budesonide/Glycopyrrolate/Formoterol for Chronic Obstructive Pulmonary Disease. A Randomized, Double-Blind, Multicenter, Parallel- Group Study.” American Journal of Respiratory and Critical Care Medicine, 2020. 2. Hawkins et al, “Heightened long-term cardiovascular risks after exacerbation of chronic obstructive pulmonary disease,” British Medical Journal, 2022. 3. Adelphia DSP 2022; AZ analysis/Data on File. Acronym definitions can be found in Glossary. Mortality reduction in Phase III ETHOS trial1 CV events significantly higher following COPD exacerbation2 Potential to expand triple use up to +24m eligible patients3 LAMA/LABA (n = 2120) Breztri (n = 2137) Numerically fewer CV deaths with Breztri vs. LAMA/LABA 1.4% 0.5% 0.4% 0.3% 3x reduction in rate of CV deaths CV Respiratory ETHOS: cause of death 0 5 10 15 20 Reference 1—7 8—14 15—30 31—180 181—365 Days since exacerbation Adjusted HR of severe CV events including all-cause death (95%CI)^ Phase III THARROS First-ever cardiopulmonary outcomes endpoint Patients irrespective of exacerbation history
  • 32. Investor Day • 2024 Sustained growth in biologic-penetration; significant opportunity for further category growth Severe uncontrolled asthma: substantial market growth potential 32 Data Source: US: IQVIA Custom SOB Data M.E., accessed 12 January 2024. Acronym definitions can be found in Glossary. Strong potential for greater biologic-penetration in asthma Leading NBRx share in biologic market across G7 with Fasenra and Tezspire ~3x increase in severe asthma biologic-penetration in seven years 6% 11% 20% 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 2016 2019 2023 46% 50% Current state Severe uncontrolled asthma Inflammatory bowel disease Rheumatoid arthritis
  • 33. Investor Day • 2024 Fasenra – leading the IL-5 class, expanding in China and LCM unlocking further growth potential 33 $3–5bn* Expanding into China with unprecedented efficacy Phase III LCM unlocks >$1bn PYR* opportunity Fasenra Phase III MIRACLE data in China1 Annual asthma exacerbation rate (95% CI) placebo (n = 237) Fasenra (n = 236) 0 2 1 -74% China approval anticipated H2 2024 +3.5M patients2 [Rate ratio 0.26 [95% confidence interval (CI) 0.19, 0.36], p<0.0001] *Peak Year Revenue (PYR), non-risk adjusted. 1. Lai K et al. “Benralizumab efficacy and safety in severe asthma: a randomized trial in Asia.” Respir Med. 2024. 2. IQVIA/AstraZeneca analysis. H2 2024 data readout ORCHID chronic rhinosinusitis with nasal polyps H2 2024 regulatory decision MANDARA eosinophilic granulomatosis with polyangiitis H2 2024 data readout NATRON hyper eosinophilic syndrome 2025 data readout RESOLUTE COPD
  • 34. Investor Day • 2024 Tezspire – set to lead in severe uncontrolled asthma with new growth catalysts through LCM 34 *Peak Year Revenue, non-risk adjusted. US: IQVIA Custom SOB, monthly NBRx share January 2024; Japan: IQVIA MDV, November 2023; Germany: IQVIA LRx data January 2024 with AstraZeneca hospital up-projection; Spain: Telomera NBRx January 2024. Acronym definitions can be found in Glossary. Collaboration partner: Amgen. Early launch success supports establishing Tezspire leadership in severe uncontrolled asthma Upcoming LCM provides additional opportunity 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% Jan- 22 Mar-22 May- 22 Jul-22 Sep- 22 Nov-22 Jan- 23 Mar-23 May- 23 Jul-23 Sep- 23 Nov-23 Jan- 24 21% US 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% Jan- 22 Mar-22 May- 22 Jul-22 Sep- 22 Nov-22 Jan- 23 Mar-23 May- 23 Jul-23 Sep- 23 Nov-23 32% Japan 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% Jan- 22 Mar-22 May- 22 Jul-22 Sep- 22 Nov-22 Jan- 23 Mar-23 May- 23 Jul-23 Sep- 23 Nov-23 Jan- 24 38% Germany 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 55% Jan- 23Feb- 23 Mar-23 Apr-23 May-… Jun- 23 Jul-23 Aug-… Sep- 23 Oct-23 Nov-… Dec-23Jan- 24Feb- 24 46% Spain NBRx share H2 2024 data readout Phase III DIRECTION severe asthma (China) H2 2024 data readout Phase III WAYPOINT chronic rhinosinusitis with nasal polyps H1 2024 data readout Phase II COURSE COPD >2025 data readout Phase III CROSSING eosinophilic esophagitis Multi-billion $*
  • 35. Investor Day • 2024 Tezspire – new data demonstrate broader potential in COPD 35 1. Internal AstraZeneca claims analysis, Optum Clinformatics Datamart triangulated with secondary literature. 2. Singh et al, “Tezepelumab in adults with moderate to very severe chronic obstructive pulmonary disease (COPD): efficacy and safety from the phase 2a COURSE study,” American Thoracic Society International Conference, 2024. Acronym definitions can be found in Glossary. Collaboration partner: Amgen. Significant opportunity in COPD1 Tezspire Phase IIa COURSE data in COPD2 placebo (n = 104) Tezspire (n = 92) Annual exacerbation rate (AER) (95% CI) 2 1 3 Tezspire showed nominally significant 37% reduction in COPD exacerbations in patients with EOS ≥150 [~65% of market] Fasenra, dupilumab and mepolizumab studied in high-EOS COPD (EOS ≥300 cells/μL) [~30% of market] Tezspire also showed a numerical 46% reduction in mod-severe exacerbations in patients with EOS ≥300 -37% in AER Missed primary endpoint of annual rate of moderate or severe exacerbations in ITT population (all-comers; 17% reduction vs. placebo) Primary subgroup analysis: EOS >150 cells/μL 37% reduction in AER (EOS >150, 95% CI: 7, 57) Nominal p=0.0212
  • 36. Investor Day • 2024 AZD8630 (inhaled anti-TSLP) – potential to extend Tezspire franchise beyond severe asthma with first-ever inhaled biologic 36 1. In G8 markets; source: IQVIA/AstraZeneca analysis. 2. Doffman S, et al. “Phase 1 safety and efficacy of AZD8630/AMG 104 inhaled anti-TSLP in healthy volunteers and patients with asthma on medium-high dose inhaled corticosteroid (ICS) and long-acting beta-agonist (LABA) with elevated baseline fractional exhaled nitric oxide (FeNO),” American Thoracic Society International Conference 2024. 3. Corren et al, “Tezepelumab in Adults with Uncontrolled Asthma” (PATHWAY), New England Journal of Medicine, 2017. Acronym definitions can be found in Glossary. Collaboration partner: Amgen. AZD8630 Phase Ib data2 – reduced FeNo consistent with Tezspire Further biologics-penetration expansion beyond systemic biologics New population beyond those served by Tezspire in severe asthma, potential additional 8.9m patients1 Franchise expansion potential beyond Tezspire loss of exclusivity Comparable to 25% reduction in Tezspire Phase IIb PATHWAY trial3 in asthma at same timepoint (28 days) AZD8630 Phase II planned in 2024 Placebo AZD8630 8mg -23% in FeNO Percent change from baseline FeNO, LS means
  • 37. Investor Day • 2024 tozorakimab – potential to serve broad population in COPD with ambitious LCM programme Potent inhibition of inflammation Complete inhibition of oxIL33-RAGE signalling and epithelial dysfunction Damage ST2 RAGE/EGFR IL-33red IL-33ox tozorakimab Suppresses activity of both IL-33red and IL-33ox1 Broadest potential in COPD vs other biologics2 Robust Phase III programme Potential across all EOS levels Internal PoC data supports efficacy in former and current smokers Differentiated MoA acting on mucus clearance and epithelial repair reinforces potential for disease modification 37 *Peak Year Revenue, non-risk adjusted. 1. Cohen S, et al. “Distinct pharmacological profiles of IL-33 antibodies,” American Thoracic Society International Conference 2024. 2. AstraZeneca data on file. Acronym definitions can be found in Glossary. >2025 data readout Phase III LUNA programme OBERON, TITANIA & MIRANDA COPD Phase III TILIA severe viral lower respiratory tract disease >2025 data readout $3–5bn*
  • 38. Investor Day • 2024 remission rate for approved biologics1,2 Up to 30% current biologicspenetration 22% 3,4 potential to expand to other high-value adjacent diseases5,6 >1.6m patients Expanding in immunology with focus in rheumatology, starting with systemic lupus erythematosus (SLE) 38 1. R. van Vollenhoven et al. “DORIS Remission in Patients With SLE Treated With Anifrolumab or Placebo During the 4-year TULIP-LTE Trial: A Post hoc Analysis,” 14th European Lupus Meeting 2024. 2. Hasegawa et al, “Real-world efficacy of belimumab in achieving remission or low-disease activity in systemic lupus erythematosus: A retrospective study,” Mod Rheumatology, 2023. 3. In G7 markets. 4. IQVIA/AstraZeneca analysis. 5. Data on file/AstraZeneca analysis: DRG, Global Data, triangulated with secondary literature. 6. Indications refer to: Sjogren’s, myositis, systemic sclerosis. Acronym definitions can be found in Glossary. Significant opportunity in SLE and adjacent diseases Addressing unmet need at each stage of the patient journey Moderate/severe Refractory Earlier use of biologics Novel biologics stepping up efficacy Bispecific targeting pathogenic cell populations κ λ Curative intent with cell therapy AZD0120 BCMA/CD19 CAR-T
  • 39. Investor Day • 2024 Saphnelo – to become standard of care in SLE and expand into other type I interferon-driven diseases 39 $1–3bn* New remission data gives confidence in SLE New subcutaneous formulation and geographic expansion Significant expansion beyond SLE, >$1bn PYR* s.c. formulation represents 50-80% of total SLE market3 Expansion in China: 470k patient potential4 Post-hoc remission1 analysis from Saphnelo Phase III TULIP LTE trial (4 years)2 30.3% remission rate *Peak Year Revenue, non-risk adjusted. 1. DORIS, Definition Of Remission in Systemic lupus erythematosus; LTE, long-term extension; SE, standard error; TULIP, Treatment of Uncontrolled Lupus via the Interferon Pathway. 2. R. van Vollenhoven et al. “DORIS Remission in Patients With SLE Treated With Anifrolumab or Placebo During the 4-year TULIP-LTE Trial: A Post hoc Analysis,” 14th European Lupus Meeting 2024. 3. US, Japan: IQVIA; EU: local hospital database. 4. DRG epidemiology database for 2015. Acronym definitions can be found in Glossary. Phase III DAISY systemic sclerosis Phase III cutaneous lupus erythematosus Phase III myositis >2025 data readout Phase III IRIS lupus nephritis Planned 2024 Planned 2024 NEW NEW >2025 data readout 2025 data readout Phase III AZALEA SLE (China) Phase III TULIP SLE-SC SLE 2025 data readout Saphnelo (n=257) placebo (n=112) [95% CI: 1.0 to 3.9; p=0.0663] Week 4 26 52 76 104 156 208 Response ratea (%) and SE 0 5 10 15 20 25 30 35 40
  • 40. Investor Day • 2024 Driving next-generation cell therapy with curative potential 40 1. Schett et al, CD19 CAR-T, New England Journal of Medicine, 2024;390:687-700. Acronym definitions can be found in Glossary. Accelerating our growing ambition in Immunology CD19 CAR-T provides proof-of-concept in autoimmune disease (refractory SLE)1 SLEDAI score Months 5 10 15 20 25 0 3 6 9 12 15 18 21 24 AstraZeneca–Schett collaboration ongoing pre and post CAR-T immune profiling Individual patient data shown (n = 8) All in drug-free remission Longest follow-up 2.5 years Autologous CAR-T CD19/BCMA Refractory SLE trial (China): IIT ongoing Autologous CAR-Tregs Preclinical Potential first-in-class targeted Treg cell therapies to restore immune tolerance across inflammatory diseases AZD0120: autologous CAR-T dual targeting of CD19 and BCMA Multi-disease opportunities beyond SLE
  • 41. Investor Day • 2024 Multiple high-value opportunities and rich near-term catalyst path support growth to 2030 and beyond 41 Six key growth drivers to 2030 Tezspire WAYPOINT Phase III chronic rhinosinutis with nasal polyps Fasenra ORCHID Phase III chronic rhinosinutis with nasal polyps Fasenra NATRON Phase III hyper eosinophilic syndrome Fasenra RESOLUTE Phase III COPD Breztri KALOS | LOGOS Phase III asthma Saphnelo TULIP SC | AZALEA (CN) Phase III SLE 2024 2025 8 Phase III readouts in the next 18 months tozorakimab Acronym definitions can be found in Glossary. Collaboration partner: Amgen (Tezspire).
  • 42. Investor Day • 2024 Vaccines and Immune Therapies Iskra Reic, EVP, V&I Mark Esser, VP, Early V&I R&D
  • 43. Investor Day • 2024 A strategic adjacency – protecting the vulnerable patients we serve 43 • sipavibart demonstrated statistically significant reduction in the incidence of symptomatic COVID-19 in immunocompromised patients • sipavibart met both endpoints, demonstrating efficacy over the study period when many different variants were circulating BEY Beyfortus – RSV protection for all infants sipavibart – COVID-19 protection for immunocompromised Acronym definitions can be found in Glossary. Collaboration partner: Sanofi (Beyfortus).
  • 44. Investor Day • 2024 Icosavax – innovative and unique vaccine technology 44 Icosavax acquired Q1 2024 IVX-121 RSV IVX-241 hMPV IVX-A12 RSV/hMPV bivalent vaccine candidate RSV hMPV IVX-A12 – a virus-like particle vaccine for RSV and hMPV1 a Phase III ready with potential to be vaccine for hMPV First First First combination vaccine for RSV VLP vaccine for respiratory viruses Builds on AstraZeneca expertise in RSV prevention 90% hospitalisation reduction2 1. Human metapneumovirus (hMPV) is a respiratory virus for which there are no treatments currently available 2. Center for Disease Control, 2024. Acronym definitions can be found in Glossary. Collaboration partner: Sanofi (Beyfortus).
  • 45. Investor Day • 2024 RSV and hMPV – significant burden on healthcare systems and patients, especially for older people 45 COVID19 500k Flu 400k RSV 240k hMPV 155k COVID-19 Annual hospitalisations Flu RSV 1-4 RSV + hMPV burden is comparable to COVID-19/flu Older people are particularly vulnerable Flu Flu RSV RSV hMPV hMPV 0 25 50 50-64 years 50 to 64 years >65 years >65 years Hospitalisations per 10,0005 Compared to flu, hMPV and RSV lead to longer hospital visits, more ICU admissions and greater risk of readmission6 RSV and hMPV are two leading causes of pneumonia These viruses can also exacerbate serious conditions such as:7-8 COPD Asthma Heart failure 1. Singson 2022. 2. Center for Disease Control. 3. Windmar et al. 4. RSV surveillance and research CDC. 5. Windmar et al. 2021 6. Falsey, et al. 7. Center for Disease Control: RSV in Older Adults and Adults with Chronic Medical Conditions. 8. Pubmed: Rates of Hospitalizations for Respiratory Syncytial Virus, Human Metapneumovirus, and Influenza Virus in Older Adults. Acronym definitions can be found in Glossary.
  • 46. Investor Day • 2024 Vaccinations for older adults are an established market and a growing opportunity 46 Older adult vaccinations have established treatment pathways RSV + hMPV is a fitting combination Growing opportunity driven by ageing population and unmet need $1-3bn PYR potential Targeting launch in the 2027 RSV season $10bn in 20303 RSV vaccine market IVX-A12 “Advisory Committee on Immunization Practices (ACIP) recommends adults ≥60 years may receive a single dose of RSV vaccine, using shared clinical decision-making.” 66% of older adults in US receive flu or pneumococcal vaccine Overlapping seasonality Similar biology No seasonal variant changes $1-3bn* *Peak Year Revenue, non-risk adjusted. 1. Advisory Committee on Immunization Practices (ACIP), 2023. 2. Widmar et al. Journal of Infectious Diseases, 2012. 3. Airfinity. Acronym definitions can be found in Glossary.
  • 47. Investor Day • 2024
  • 48. Investor Day • 2024 Differentiated profile enabled by VLP platform technology 48 Phase II data validates VLP technology Acronym definitions can be found in Glossary. Robust immune responses against RSV and hMPV Durable responses with elevated titers retained after 180 days Immune responses across age groups, including 70 to 85 years No requirement for adjuvant to boost immune response
  • 49. Investor Day • 2024 Differentiated profile enabled by VLP platform technology 49 IVX-A12 – targeting a competitive profile Combination Coverage against RSV and hMPV Immunogenicity Strong response in >60 years and, specifically, in >70 years Reactogenicity No adjuvant leads to better tolerability Durability Targeting >24-months protection Convenience Shelf-stable pre-filled syringe Phase II data validates VLP technology Robust immune responses against RSV and hMPV Durable responses with elevated titers retained after 180 days Immune responses across age groups, including 70 to 85 years No requirement for adjuvant to boost immune response Acronym definitions can be found in Glossary.
  • 50. Investor Day • 2024 Potential first-in-class RSV-hMPV combination vaccine Targeting 2027 season launch $1-3bn PYR potential IVX-A12 – a unique vaccine with significant opportunity Acronym definitions can be found in Glossary.
  • 51. Investor Day • 2024 BioPharmaceuticals – delivering on our strategy to unlock the next phase of growth 51 2023 2030 2030+ Five blockbuster medicines $18.4bn BioPharmaceuticals Total Revenue New modalities and novel combinations New indications and NMEs tozorakimab Potential ~10 new blockbusters baxdrostat IVX-A12 dapa combinations Amyloidosis combinations Weight management and dyslipidaemia combinations Expanding modalities in respiratory care Auto-immune disease cell therapy, T-cell engagers, CAR-Treg Acronym definitions can be found in Glossary.
  • 52. Investor Day • 2024 Q&A session Mina Makar SVP, GLOBAL CVRM Martin Cowie INTERIM SVP, LATE CVRM Ruud Dobber EVP, BIOPHARMACEUTICALS Iskra Reic EVP, V&I Regina Fritsche SVP, EARLY CVRM Sharon Barr EVP, BIOPHARMACEUTICALS R&D Maria Belvisi SVP, EARLY R&I Pablo Panella SVP, GLOBAL R&I Caterina Brindicci SVP, LATE R&I Mark Esser VP, HEAD OF EARLY V&I Elisabeth Björk SVP, LATE CVRM Pascal Soriot CEO, ASTRAZENECA
  • 53. 53 Investor Day • 2024 Appendix
  • 54. 54 Investor Day • 2024 Glossary – 1 of 2 CLL chronic lymphocytic leukaemia cm centimetre CM cardiomyopathy cMET c-mesenchymal epithelial transition factor COPD chronic obstructive pulmonary disease CRwNP chronic rhinosinusitis with nasal polyps CSA-AKI cardiac surgery-associated acute kidney injury ctDNA circulating tumour DNA CTLA4 cytotoxic T-lymphocyte associated protein 4 CTx chemotherapy CV cardiovascular CVRM Cardiovascular, Renal and Metabolism DDR DNA damage response DGF delayed graft function DLBCL diffuse large B-cell lymphoma dnTGFb dominant-negative transforming growth factor-beta dPTEN phosphatase and tensin homolog deficient EBITDA Earnings before interest, tax, depreciation and amortisation EGFR epidermal growth factor receptor eGFR estimated glomerular filtration rate EGPA eosinophilic granulomatosis with polyangiitis EM Emerging Markets EOS eosinophil EPI epigenetics EPS earnings per share ERoW Established Rest of World ESR1 estrogen receptor alpha ESRD end stage renal disease ETA RA endothelin receptor A antagonist ETARA endothelin receptor A antagonist FDC fixed dose combination FeNO fractional exhaled nitric oxide FL Follicular lymphoma FLAP 5-lipoxygenase activating protein FRα folate receptor alpha FX foreign exchange G7 US, Japan, EU5 GA geographic atrophy GLP-1/glu glucagon-like peptide 1 receptor/glucagon dual peptide agonist GLP-1RA glucagon-like peptide 1 receptor agonist gMG generalised myasthenia gravis GN glomerulonephritis GPC3 Glypican-3 GPRC5D G protein-coupled receptor class C group 5 member D GU genitourinary GYN gynaecologic HbA1c glycated haemoglobin HCC hepatocellular carcinoma HER2 human epidermal growth factor receptor 2 HF heart failure HFrEF heart failure with reduced ejection fraction HK hyperkalaemia HLR high-level results hMPV human metapneumovirus HNSCC head and neck squamous cell carcinoma HR hazard ratio HR+ hormone receptor positive HRR homologous recombination repair HSCT-TMA hematopoietic stem cell transplantation-associated thrombotic microangiopathy i.v. intravenous IBD inflammatory bowel disease ICS inhaled corticosteroid ICU intensive care unit IgAN IgA nephropathy IIT investigated initiated trial iJAK1 inhaled Janus kinase IL-33 interleukin-33 IL-5 interleukin-5 IND investigational new drug IO Immuno-oncology IPF idiopathic pulmonary fibrosis IRA Inflation Reduction Act iTSLP inhaled thymic stromal lymphopoietin ITT intent to treat IVIg intravenous immunoglobulin 1L, 2L, 3L first-, second-, third-line 6MWT 6-minute walk test AAV adeno-associated virus ACE angiotensin-converting enzyme AChR+ acetylcholine receptor-positive ADC antibody conjugate ADsCa albumin-adjusted serum calcium AER annual exacerbation rate AEs adverse effects AGA actional genomic alteration aHUS atypical haemolytic uraemic syndrome AL amyloidosis light-chain amyloidosis AML acute myelogenous leukaemia AMR antibody mediated rejection anti-PCD anti plasma cell dyscrasia AQP4+ aquaporin-4 antibody positive ARB angiotensin receptor blockers ASCO American Society of Clinical Oncology ASI aldosterone synthase inhibitor ASO antisense oligonucleotide ATTR-CM transthyretin amyloid cardiomyopathy ATTR-PN transthyretin amyloid polyneuropathy B-ALL B-cell acute lymphoblastic leukaemia BCMA B-cell maturation antigen BRCA breast cancer gene BTC biliary tract cancer BTKi Bruton's tyrosine kinase C5 complement component 5 CAGR compound adjusted growth rate cAMR chronic antibody-medicated rejection CAR-T chimeric antigen receptor T-cells CD19 Cluster of differentiation 19 CD3 Cluster of differentiation 3 CDK4/6i cyclin-dependent kinase 4/6 inhibitor CER constant exchange rates CI confidence interval CKD chronic kidney disease CLDN 18.2 Claudin-18.2
  • 55. 55 Investor Day • 2024 Glossary – 2 of 2 NST neoadjuvant systemic treatment NT-proBNP N-terminal pro-B-type natriuretic peptide NYHA New York Heart Association oGLP1 oral glucagon-like receptor peptide 1 oPCSK9 oral protein convertase subtilisin/kexin type 9 ORR overall response rate oRXFP1 oral relaxin family peptide receptor 1 OS overall survival PALB2m partner and localizer of BRCA2 PARP1 poly(ADP-ribose) polymerase-1 PARPi poly-ADP ribose polymerase inhibitor PD1 programmed cell death protein 1 PD-L1 programmed cell death ligand 1 PFS progression free survival PIK3CA phosphatidylinositol-4,5-biphosphate 3-kinase catalytic subunit PK/PD pharmacokinetic/pharmacodynamic PLEX plasma exchange PN polyneuropathy PNH paroxysmal nocturnal haemoglobinuria PNH-EVH paroxysmal nocturnal haemoglobinuria with extravascular haemolysis PNPLA3 phospholipase domain-containing protein 3 PP plasmapheresis PSA prostate-specific antigen PSA50 prostate-specific antigen 50 PTEN phosphatase and TENsin homolog deleted on chromosome 10 PYR peak year revenue Q2W every 2 weeks Q4W every 4 weeks Q8W every 8 weeks QCS quantitative continuous scoring QoQ quarter on quarter R&D research and development R&I Respiratory and Immunology r/r relapsed/refractory RA rheumatoid arthritis RAGE receptor for advanced glycation end products RC radioconjugates RP2D recommended Phase II dose RSV respiratory syncytial virus s. asthma severe asthma s.c. subcutaneous SABA short acting beta agonist SBP systolic blood pressure SBRT stereotactic brain radiotherapy SC subcutaneous SG&A Selling, General and Administrative SGLT2i sodium/glucose cotransporter 2 inhibitor sK serum potassium SLE systemic lupus erythematosus SoC standard of care ST2 suppression of tumorigenicity 2 Stg. I/II/III Stage I/II/III Stg. III u/r NSCLC Stage III unresectable non-small cell lung cancer T2D type-2 diabetes T8 US, China, Japan, EU5 TCE T-cell engager tCO2e tonnes of carbon dioxide equivalent TCR T-cell receptor TDR tumour drivers and resistance TIGIT T-cell immunoreceptor with immunoglobulin and ITIM domains TIM-3 T-cell immunoglobulin and mucin domain-containing protein TKI tyrosine kinase inhibitor TNBC triple negative breast cancer TP53 tumour protein 53 Treg Regulatory T-cell TROP2 trophoblast cell surface antigen 2 TTR transthyretin u/r HTN uncontrolled or treatment resistant hypertension UACR urinary albumin/creatinine ratio ULN upper limit of normal V&I Vaccines and Immune Therapies VLP virus-like particle K+ potassium KCCQ Kansas City Cardiomyopathy Questionnaire LA amylin long-acting amylin LABA long-acting beta 2-agonists LAMA long-acting muscarinic antagonists LCM life cycle management LDL-C low-density lipoprotein cholesterol LN lupus nephritis LoE loss of exclusivity LS-SCLC limited stage small-cell lung cancer LV left ventricular mAb monoclonal antibody MASH metabolic dysfunction-associated steatohepatitis, also known as nonalcoholic steatohepatitis (NASH) MASLD metabolic dysfunction-associated steatotic liver disease mBC metastatic breast cancer MCL mantle cell lymphoma mDOR median duration of response mg/dL milligrams per decilitre MGFA Myasthenia Gravis Foundation of America mHSPC metastatic hormone sensitive prostate cancer mL millilitre MM multiple myeloma MoA mechanism of action MPO myeloperoxidase MRA mineralocorticoid receptor antagonist MRM mineralocorticoid receptor modulator n/m not material NBRx new-to-brand prescription Neo-adj neoadjuvant NF1-PN neurofibromatosis type 1-plexiform neurofibromas ngSERD next-generation oral selective estrogen receptor degrader NHA novel hormone agent NME new molecular entity NMOSD neuromyelitis optica spectrum disorder NP nasal polyps NRDL national reimbursement drug list NSCLC non-small cell lung cancer


  • Previous
  • Next
  • f Fullscreen
  • esc Exit Fullscreen
@financepresentations

Share

Bio Pharmaceuticals Presentation (Astra Zeneca

Embed code

Report Inappropriate Content on Jaunt

Choose the reason you are reporting: Bio Pharmaceuticals Presentation (Astra Zeneca as inappropriate to Jaunt's content team.


Swipe LEFT
to view Related

Scroll DOWN
to read doc

Cookies to automatically collect, record, and share information about your interactions with our site for analytics purposes.
Cookies used to enable advertising on our site.

Login

OR

Forgot password?

Don't have an account? Sign Up