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Fifth Manufacturer Townhall: Responding to COVID-19 July 17, 2020 During the call, please submit questions via the chat function or via email to: Solutions@amerisourcebergen.com
Today’s Speakers Sun Park Jan Burkett Heather Zenk EVP and Group CFO for Pharmaceutical SVP of Global Specialty, Branded, & Sr. Vice President, Replenishment & Distribution & Strategic Global Sourcing Consumer Products Secure Supply Chain Operations Brad Tallamy Dave Picard David Senior Sr. Director, Government Affairs Sr. Vice President, Global Generics Sr. Vice President, Market Economics Pharmaceuticals 3 7/17/20 Confidential
Agenda 1 Opening Remarks 2 Inventory and Business Continuity Update 3 Healthcare Policy Update 4 Supply Chain Resilience 5 Q&A 6 Closing Remarks 4 7/17/20 Confidential
Opening Remarks Sun Park EVP and Group CFO for Pharmaceutical Distribution & Strategic Global Sourcing 7/17 5 /20
Brand/Specialty and Consumer Teams New Leadership Jan Burkett SVP of Global Specialty, Branded, & Consumer Products 6 7/17/20 Confidential
Inventory and Business Continuity Update Heather Zenk Sr. Vice President, Replenishment & Secure Supply Chain Operations 7 7/17/20 Confidential
Current Supply Chain Resiliency Industry impacts as of July 11, 2020 Total Omits % Inhaler Omit 7.0 50% 6.0 40% 5.0 27% 30% 4.0 25% 25% 20% 19% 3.0 18% 20% 16% 14% 14% 2.0 9% 8% 10% 5% 4% 4% 1.0 3% 3% 2% 2% 2% 2% 1% 0% 0% 0.0 0% b b b b r r r r n n n n l l r r r r y y y y y u u a a a a p p p p e e e e a a a a a u u u u J J M M M M A A A A M M M M M J J J J F F F F - - - - - - 4 1 - - - - - - - - - - - - 4 1 8 5 - - - - - 6 3 0 7 8 5 2 9 7 4 1 8 2 9 6 3 0 0 1 0 1 1 2 0 1 2 2 0 1 2 2 0 1 2 2 0 0 1 2 3 8 7/17/20 Confidential
Entire Volume: Current Highly Impacted COVID States Quantity: By Month & Impacted State 9 7/17/20 Confidential
Supply Chain Stability What we are seeing across the supply chain India Product Volume Inventory Public/Private Partnership Generics space has experienced: Current customer product volume : Demand drivers include: Current or previous engagement: • Business continuity • SNS • Trending towards pre-COVID • Filling 90-day prescription challenges • New COVID Therapies units. orders. • Air travel restrictions • COVID Vaccines • Some trends: Retail & • COVID hot-spot product • Workforce absenteeism Independent Pharmacy demand was high. • Shelter-in-place orders seeing impacts due to – loss • Tendency to holding inventory • Supplies delayed at ports. of insurance, delayed was also high. primary care physician • Anticipate returns volume is We understand some manufacturers visits . 6% higher . utilized reserves to meet increased • Customer inventory is demand - as the plan to rebuild positioned to meet demand inventory, or additional challenges • Data available through Certio arise – please share. 852/867, or industry transaction sets. 10 7/17/20 Confidential
Healthcare Policy Update Brad Tallamy Sr. Director, Government Affairs 11 7/17/20 Confidential
Supply Chain Resilience David Senior Sr. Vice President, Market Economics 12 7/17/20 Confidential
Supply Chain Resilience – Diagnosing its Health Challenges Shortages Challenges Availability (Shortages) Demand Supply Quality Driven Driven National Security Price Stability Role of Government Solutions Transparency Strategic National Stockpile Efficient Inventory Access Marketplace Domestic Production 13 7/17/20 Confidential
Q & A
We want your feedback. We want to hear how AmerisourceBergen is doing to support you during the Covid-19 crisis. Look for our email and please take the time to share your feedback via a 3-minute survey. Confidential
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