拜耳-JPM-20240109.pdf

《拜耳-JPM-20240109.pdf》由会员分享，可在线阅读，更多相关《拜耳-JPM-20240109.pdf（16页珍藏版）》请在三个皮匠报告上搜索。

1、42nd AnnualJ.P.Morgan HealthcareConferenceStefan OelrichMember of the Board of Management of Bayer AGPresident PharmaceuticalsJanuary 9,2024RENEW TOPLINEREALLOCATE RESOURCESBayer Pharmas Strategic Agenda3Drive continued sales momentum and ensure blockbuster potential of Nubeqa and KerendiaMaximize t

2、he full commercial value of the current portfolio,notably Eylea and RadiologyContinued shift of resources towards launch brands and assets with high innovation potentialStringent cost managementProgress late-stage pipelineReplenishment of early pipeline with increased contributions from platform com

3、panies/42ndAnnual J.P.Morgan Healthcare Conference/Bayer PharmaceuticalsREBUILD PIPELINENet Sales%yoy(cpa1)-1%0%EBITDA Margin229.1%28%On Track to Deliver on 2023 Guidance While Managing Significant ChallengesFINANCIAL PERFORMANCE9M 2023ActualFY 2023GuidanceKey Sales Drivers of 9M 2023 Performance+10

4、5%(cpa1)0.6bn+5%(cpa1)2.4bn+220%(cpa1)0.2bnRadiology+8%(cpa1)1.5bn4/42ndAnnual J.P.Morgan Healthcare Conference/Bayer Pharmaceuticals1currency and portfolio adjusted 2EBITDA Margin before special itemsFinancials2023 REVIEWStrong launch uptakeof Nubeqa and KerendiaPositive topline results of Elinzane

5、tantEylea 8mg positive CHMP opinionInitial successes from platform companiesEarly pipeline replenishmentin full swingAchievementsChallengesChina business headwindsPressure on XareltoAsundexianOCEANIC-AF study terminationUnfavourableproduct mix Inflationary pressuresShort to Mid-term2022Solid underly

6、ing business momentum:New launches to largely compensate for Loss of ExclusivitySALES BAYER PHARMACEUTICALSNubeqa,KerendiaXarelto Radiology andOther Late Lifecycle AssetsEyleaNubeqa andKerendia:Growth excellenceXareltoMajor decline Stable:Ongoing growth in Radiologybalancing shortfalls in other asse