Portfolio development for customer benefits - Stefan Wälti, CEO Verfora Investor Day, 14 October 2021, Interlaken - Galenica.com
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Portfolio development for customer benefits Stefan Wälti, CEO Verfora Investor Day, 14 October 2021, Interlaken Galenica – Health and wellbeing are at the heart of what we do.
VERFORA
Market leader in Swiss Consumer Healthcare (CHC) market
Verfora CHC market share of 8.6%
CHC Top 10 +/- MAT Aug-21 in mCHF
Verfora (-2.0%) 217.2 Significant growth
Bayer Consumer Health (-1.2%) 131.2 drivers in 2020/21:
GSK Consumer Health (-12.9%) 108.5
− Product
Ebi-Pharm (+6.4%) 106.5
acquisitions
A. Vogel (+43.2%) 63
+ CHF 34 million
Cosmétique Active (+7.6%) 60.4
Zeller Max Söhne (+10.1%) 59 − New distribution
Doetsch Grether (-1.2%) 45.1 agreements
Essity Switzerland (+1.0%) 42.3
+ CHF 30 million
IVF Hartmann (-0.7%) 41.9
0 50 100 150 200 250
Sales
IQVIA Sell-out Street Price Pharmacies & Drugstores MAT Aug-21
Investor Day, 14 October 2021 2
VERFORA
Verfora market sales by category
Patient Care 6.3
Mio. CHF Main product categories
(1.9% market share) of Verfora in OTC market:
Personal
Care − Pain relief
30.4 Mio. CHF
(5.6% market CHF 69.0 million
share) (27.8% market share)
− Cough & cold
CHF 41.4 million
(16.5% market share)
OTC products − Vitamins, minerals &
179.9 Mio. CHF nutritional supplements
(11.4% market share) CHF 22.8 million
(7.7% market share)
− Skin treatment
CHF 15.6 million
(8.0% market share)
IQVIA Sell-out Street Price Pharmacies & Drugstores MAT Aug-21, without sales in category Nutrition of CHF 0.6 million
Investor Day, 14 October 2021 3
VERFORA Growth Strategy − Big OTC brands − Emerging platforms complementary medicine, beauty & Rx − New distribution agreements − Acquisitions of brands / companies − International expansion via distributors Investor Day, 14 October 2021 4
VERFORA
M&A History 2020 & 2021
OTC
Acquisition Beauty
Complementary
Hedoga Group Medicine
Distribution Distribution Acquisition
Allergosan® ThermaCare® Dr. Wild
2020 2021
Distribution Distribution Distribution Acquisition
Bucco-Tantum® Uriage® Mustela® Spagyros®
Investor Day, 14 October 2021 5
VERFORA – Success case portfolio Institute Allergosan®
Core product: Omni-Biotic®
Galenica increased market share from 9% to 31% within 18 months
10’000
Retail Sales in CHF Street Price
+66%
8’000
6’000
(IQVIA)
4’000
2’000
+651%
-
MAT Feb-20 MAT Aug-21 Galenica Others
Investor Day, 14 October 2021 6
VERFORA Acquisition of pharma business Dr. Wild in May 2021 − Acquisition of well-known brands, leading position in Vitamin D − Step by step integration in Verfora portfolio − Start doctor detailing with separate sales force from January 2022 onward Investor Day, 14 October 2021 7
VERFORA
Acquisition Spagyros Ltd. Sep-21
− 4-pillar platform: Phyto Drugs, Gemmo
Therapy, Spagyric and Homeopathy
− Brands Spagyrom® and Gemmo® Herb garden in La Malmaison, Jura
− Special know how and excellent image
− 2 Swiss production sites
Production facility in Worb, Berne
Investor Day, 14 October 2021 8VERFORA
Ambitious plans for complementary medicine & Spagyros
Phyto Drugs Gemmo Therapy
− Grow complementary medicine
pillar
− Exploit growth potential of Spagyros’
assets
− Build competence centre in
complementary medicine
Spagyric Homeopathy
Investor Day, 14 October 2021 9Disclaimer Disclaimer Galenica Certain statements, beliefs and opinions in this presentation are forward-looking, which reflect the Company’s or, as appropriate, the Company’s directors’ current expectations and projections about future events. By their nature, forward-looking statements involve a number of risks, uncertainties and assumptions that could cause actual results or events to differ materially from those expressed or implied by the forward-looking statements. These risks, uncertainties and assumptions could adversely affect the outcome and financial effects of the plans and events described herein. A multitude of factors including, but not limited to, changes in demand, competition and technology, can cause actual events, performance or results to differ significantly from any anticipated development. Forward-looking statements contained in this presentation regarding past trends or activities should not be taken as a representation that such trends or activities will continue in the future. As a result, the Company expressly disclaims any obligation or undertaking to release any update or revisions to any forward- looking statements in this presentation as a result of any change in expectations or any change in events, conditions, assumptions or circumstances on which these forward-looking statements are based. Neither the Company nor its advisers or representatives nor any of its of their parent or subsidiary undertakings or any such person’s officers or employees guarantees that the assumptions underlying such forward-looking statements are free from errors nor does either accept any responsibility for the future accuracy of the forward-looking statements contained in this presentation or the actual occurrence of the forecasted developments. You should not place undue reliance on forward-looking statements, which speak only as of the date of this presentation. Disclaimer IQVIA © 2021, IQVIA AG All rights reserved. The information may not be duplicated, stored, processed further, nor be made accessible in whole or in part to any third party without prior express and valid written permission of IQVIA AG. Terms used in connection with data/figures such as „patient”, ”doctor”, “medical practice”, ”prescriber”, or “pharmacy” do not designate any personal data but exclusively anonymous information (according to applicable, valid data protection laws). IQVIA utilizes highly sophisticated technologies and methods in order to ensure that all its Information Services meet the applicable data protection requirements, regardless of the way data are combined. Investor Day, 14 October 2021 10
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