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Huntsworth Plc Capital Markets Day 2019 Disclaimer The information - PowerPoint PPT Presentation

Dec 11, 2022 •521 likes •1.44k views

Huntsworth Plc Capital Markets Day 2019 Disclaimer The information contained in this presentation document (the presentation, which term includes any information provided verbally in connection with this presentation document) does not

  1. Huntsworth Plc Capital Markets Day 2019

  2. Disclaimer The information contained in this presentation document (“the presentation”, which term includes any information provided verbally in connection with this presentation document) does not constitute an offer or solicitation to hold, sell or invest in any security and should not be considered as investment advice or as a sufficient basis on which to make investment decisions. Whilst this presentation has been prepared in good faith, neither Huntsworth plc (the “Company”) nor any of its group undertakings nor any of their respective directors, members, advisers, representatives, officers, agent, consultants or employees: (i) makes, or is authorised to make any representation, warranty or undertaking, express or implied, with respect to the information and opinions contained in it or accepts any responsibility or liability as to the accuracy, completeness or reasonableness of such information or opinions; or (ii) accepts any liability whatsoever for any loss howsoever arising, directly or indirectly, from use of or in connection with the information in this presentation. The Company is under no obligation to provide any additional information or to update or revise the information in this presentation or to correct any inaccuracies which may become apparent. This presentation may include certain forward-looking statements, beliefs or opinions. There can be no assurance that any of the results and events contemplated by any forward-looking statements contained in the information can be achieved or will, in fact, occur. No representation is made or any assurance, undertaking or indemnity is given that any such forward looking statement are correct or that they can be achieved. Capital Markets Day - 9 th May 2019 2

  3. Welcome Paul Taaffe Chief Executive Officer

  4. Agenda 2.30pm – Welcome & Introduction 4.00pm – Marketing Division Presentation Paul Taaffe Reid Connolly • • Chief Executive Officer 4.30pm – Q&A Neil Jones • Chief Financial Officer 4.45pm – Conclusion & wrap up 2.55pm – Medical Division Presentation 5.00pm – Food & drinks at The Anthologist Elaine Ferguson • 3.25pm – Q&A 3.40pm – Coffee break Capital Markets Day - 9 th May 2019 4

  5. Presenting Team Paul Taaffe Neil Jones Elaine Ferguson Reid Connolly Chief Executive Chief Financial Chief Executive Chief Executive Officer Officer Officer Officer MEDiSTRAVA Evoke Capital Markets Day - 9 th May 2019 5

  6. Healthcare Continues To Be Our Focus Paul Taaffe Chief Executive Officer

  7. The World Is Getting Older Aging is defined as the time-dependent functional • decline that affects most living organisms. 5 Life Expectancy At Birth By Region Ageing And The Border Between Health And Disease 7 (Both Sexes Combined) From 1950- 2050 1 The number of people worldwide over the age of • 60 is expected to double by 2050 to nearly 2.1 billion. 1 By 2020, the number of people worldwide aged 60 • years and older will outnumber children younger than 5 years. 2 Global life expectancy is expected to increase an • average of 4.4 years by 2040. 3 The number of morbidities and the proportion of • people with multimorbidity increases substantially with age. 4 Sources: (1) World Population Ageing, 2017 Highlights, The United Nations (2017) (2) Ageing and Health, WHO (Feb 2018) (3) Forecasting life expectancy, years of life lost, and all-cause and cause-specific mortality for 250 causes of death: reference and alternative scenarios for 2016–40 for 195 countries and territories, K. Foreman et al. (Oct 2018) (4) Epidemiology of multimorbidity and implications for health care, research, and medical education: a cross-sectional study, Barnett, Mercer et al (May 2012) Older people are disproportionately represented in • (5) The Hallmarks of Aging , Lopez-Otin, Blasco et all (Nov 2013) (6) World Report On Disability, WHO (2011) disability populations. 6 (7) Adapted from Epidemiology of Chronic Disease Global Perspectives, Harris RE, ed., Massachusetts,Jones and Bartlett Learning, (2013) Capital Markets Day - 9 th May 2019 7

  8. And Needing More Healthcare 6 in 10 6 in 10 American adults have a chronic disease in 2019. 1 • of Americans 3/4 By 2020, chronic diseases will account for almost three- • quarters of all deaths worldwide. 2 of deaths 3 Seconds Around the world, there will be one new case of dementia • every 3 seconds. 3 50 50 million people worldwide were living with dementia in • million 2018 and this will triple by 2050. 3 Sources: (1) Chronic Diseases in America, CDC’s National Centre for Chronic Disease Prevention and Health Promotion (Jan 2019) (2) The world health report. Life in the 21st century: a vision for all. Geneva, WHO, (1998) (3) World Alzheimer Report 2018, Alzheimer’s Disease International, (Sept 2018) Capital Markets Day - 9 th May 2019 8

  9. Drivers Of Demand – Rx Drug Sales (2010 - 2024) 5.5% Worldwide Total Prescription Drug Sales (2010-2024) and Global Global GDP (2018 – GDP ($Bn) 2022) CAGR 1400 120,000 6.5% WW Prescription Drug Sales in $bn 1200 100,000 Global Pharma CAGR 1000 Global GDP in $bn 80,000 5.5% 800 828 785 60,000 749 Generics CAGR 706 600 663 631 608 583 576 40,000 581 565 569 11.9% 590 572 558 400 Orphan CAGR 262 20,000 240 216 200 192 169 151 138 125 112 100 94 88 82 77 69 104 109 114 89 95 100 5.4% 76 78 80 81 84 60 66 67 70 0 0 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Prescription CAGR Generics Orphan Prescription excl Generics & Orphan Global GDP in $bn Sources: (1) WW Drug Sales Source: Adapted from Evaluate Pharma, (May 2018) (2) Global GDP Source: Adapted from Statista, (2018) Capital Markets Day - 9 th May 2019 9

  10. $203.9bn $3bn 20% $7.2bn 27% 2003 Pharma R&D spend in 2024. $171.0bn in 2018 2 59 NMEs treat raised in 2018 NMEs treat in Biotech 2 32% infectious $2m cancer 1 $23bn NME in 2018 - disease 1 2007 highest in 5 R&D spend by top 15 invested by years 1 pharma over 5 years 1 VCs in 2018 1 12% THE FALLING NEW MOLECUALR SPEND INCREASING IN BIOTECH Orphan Drug CAGR in 2024 2 COST TO ENTITIES (NMES) ARE IN ORDER TO REACH NEED IN MAP A ON THE RISE CHANGE IN MEDICAL LANDSCAPE HUMAN GENOME 3 39% ROBUST EXPANDING ROLE OF EARLY GROWTH BIOTECH IN DEVELOPING $1,000 9% number of INNOVATIVE MEDICINES IN R&D 2017 molecules in late-stage growth in $200 (?) development Global 47% R&D based 64% in 2018 1 Pharma CAGR 2020 on number increasing with of the therapies launched in of 2018 Global GDP CAGR 4 the US in 2018 were attributed clinical trials 1 of NMEs to early biotechs 1 launched in 2018 26% 303,828 originated from Sources: (1) IQVIA Institute of Human Data 68 early biotechs 1 Science, 2019 Biotech IPOs Increase in progression time (2) Evaluate Pharma , 2019 in 2018 2 Number of trials from PHASE I � MARKET (3) ‘Personalised medicine: coming soon to a clinic near you’ Rathbones, Apr 2017 over past 10 years 1 current ongoing 5 (4) Adapted from Statista, 2018 (5) ClinicalTrials.gov

  11. Massive Innovation DRONE CHATBOT HEALTH DRUG BIOPRO- RISE OF DELIVERY ADVISOR CONTACT STHESIS STEM NASH TELE- LENSES CELLS ROBOTIC MEDICINE USE THAT TRACK SUPPORT CRISPR GLUCOSE 14% CAGR THE E-COMMERCE CAR-T AMAZON PERSONALISED TECHNOLOGY GROWTH MEDICINE AI EFFECT USES THE IMMUNE HEP C VIRTUAL 2018-2022 1 SYSTEM TO KILL POWERED GENOME REALITY CANCER CELLS HEALTH TREATMENT SELECTION CARE E-COMMERCE GENOMICS FALLING VOICE COST NEW OF MAPPING LINKER & WEARABLE TECHNO- A GENOME SKIN 3D INTEGRATION LOGIES AS A PRINTED PLATFORM RISE OF THERAPIES BIG DATA Diagnosis, treatment and lifestyle Technologies are informing strategies through RWE as well as Ongoing awareness of how interventions will be increasingly making it easier for healthcare professionals to track patient patients connect with their personalised to individual patient health information and provide personalised care. therapies will be key. genetics, family history and other factors. Agencies will need to be fast learning and adaptive. Source: (1) Pharma E-Commerce Market in Europe – Growth Analysis and Forecast, Technavio (2018) Capital Markets Day - 9 th May 2019 11

  12. Huntsworth Is Organised Around Our Clients in Healthcare GLOBAL HEALTHCARE COMMUNICATIONS MEDICAL MARKETING IMMERSIVE Navience Media Capital Markets Day - 9 th May 2019 12

  13. Execution of Strategy 2019 2016 Healthcare-focused with Communications-focused with Communication assets Healthcare assets Revenue £m * 255.0 Revenue £m 180.1 HPBT £m 16.0 HPBT £m * 38.0 EPS p 4.0 EPS p * 8.0 * Based on Analyst consensus Capital Markets Day - 9 th May 2019 13

  14. Growing Healthcare Focus Revenue Profit 2019* 2016 2019* 2016 15% 23% 28% 49% 51% 72% 77% 85% Heathcare Comms Heathcare Comms Heathcare Comms Heathcare Comms * Based on Analyst consensus Capital Markets Day - 9 th May 2019 14

  15. How Do We Grow Organically? Combined healthcare divisions target annual revenue growth 5% to 7% per annum over the next 5 years Sustainable Margins £152m Medical £119m 24%+ £91m 6% Marketing 22%+ 12% 10% Immersive increasing to 17%+ over next 3 2018 2016 2017 yrs Capital Markets Day - 9 th May 2019 15

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