Erhvervsudvalget 2021-22
ERU Alm.del Bilag 194
Offentligt
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LEO Pharma
–
a pioneer
in medical
dermatology
 ERU, Alm.del - 2021-22 - Bilag 194: Præsentationer fra udvalgets besøg den 9. februar 2022 hos Leo Pharma, Ballerup, og Novo Nordisk, Hillerød
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Founded in 1908
More than 100
years of experience
in helping patients
100
More than
years
of experience in
helping patients
LEO Pharma
–
a pioneer in medical dermatology
February 10, 2022
2
 ERU, Alm.del - 2021-22 - Bilag 194: Præsentationer fra udvalgets besøg den 9. februar 2022 hos Leo Pharma, Ballerup, og Novo Nordisk, Hillerød
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We are committed to helping patients longterm
Psoriasis
Thrombosis
Atopic dermatitis
LEO Pharma
–
a pioneer in medical dermatology
February 10,
2022
3
 ERU, Alm.del - 2021-22 - Bilag 194: Præsentationer fra udvalgets besøg den 9. februar 2022 hos Leo Pharma, Ballerup, og Novo Nordisk, Hillerød
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Our ambition is to be a global
leader in medical dermatology
EUR 1,359
million
in 2020 revenue
6,000
employees
21% of revenue
reinvested in R&D
960 scientists and
specialists in R&D
Products sold in
130 countries
Founded in
Denmark in 1908
Majority owned by
the
LEO Foundation
LEO Pharma
–
a pioneer in medical dermatology
February 10,
2022
4
 ERU, Alm.del - 2021-22 - Bilag 194: Præsentationer fra udvalgets besøg den 9. februar 2022 hos Leo Pharma, Ballerup, og Novo Nordisk, Hillerød
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SALES BY REGION 2020
EUR million
1000
900
800
700
600
500
400
300
200
100
0
Europe+
US
International
SALES BY THERAPEUTIC AREA 2020
EUR million
Thrombosis
295
Psoriasis
494
CMO/others
85
Acne/Rosacea
46
Actinic
keratosis
4
Eczema/
Skin infection
435
*Contract manufacturing organizations
LEO Pharma
–
a pioneer in medical dermatology
February 10, 2022
5
 ERU, Alm.del - 2021-22 - Bilag 194: Præsentationer fra udvalgets besøg den 9. februar 2022 hos Leo Pharma, Ballerup, og Novo Nordisk, Hillerød
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OUR THERAPEUTIC AREAS
MULTIPLE DRUG
DELIVERY SYSTEMS
Psoriasis
Eczema
Skin infections
Acne
Injections
Topicals
Rosacea
Rare skin diseases
Thrombosis
Tablets
LEO Pharma
–
a pioneer in medical dermatology
February 10, 2022
6
 ERU, Alm.del - 2021-22 - Bilag 194: Præsentationer fra udvalgets besøg den 9. februar 2022 hos Leo Pharma, Ballerup, og Novo Nordisk, Hillerød
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Advancing science in dermatology
PIPELINE Q4
–
2021
Delgocitinib
LP0133
Anti IgE
+
B-cell
LP0201
Anti IL-22R
LP0145
H4R antagonist
LP0190
IL-17A PPI
LP0200
A topical pan-JAK inhibitor under development for chronic hand eczema.
A monoclonal antibody under development for atopic dermatitis and allergic
asthma.
An anti-inflammatory monoclonal antibody under development for atopic
dermatitis.
A systemic anti-pruritic and anti-inflammatory H4 receptor antagonist under
development for atopic dermatitis.
An IL-17 small-molecule modulator under development for psoriasis.
Finalized phase
Current phase
*Project compounds in our pipeline are investigational only and have not been approved by any regulatory authority.
LEO Pharma
–
a pioneer in medical dermatology
February 10,
2022
7
 ERU, Alm.del - 2021-22 - Bilag 194: Præsentationer fra udvalgets besøg den 9. februar 2022 hos Leo Pharma, Ballerup, og Novo Nordisk, Hillerød
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APPROVED FOR EXTERNAL USE
Our Global R&D footprint
R&D HQ, Denmark
•
•
Research
Development:
–
Innovative projects
–
Established portfolio
R&D U.S. Hub,
Boston, US
Translational Medicine
and Business
Development
R&D Asia-Pacific
Hub, Japan
Development “execution”
hub, providing proximity to
customers and partners,
access to talent and
closeness to commercial
organization
R&D U.S. Hub,
New Jersey, US
Development hub providing
proximity to customers and
partners, access to talent
and closeness to
commercial organization
LEO Pharma
–
a pioneer in medical dermatology
February 10, 2022
8
 ERU, Alm.del - 2021-22 - Bilag 194: Præsentationer fra udvalgets besøg den 9. februar 2022 hos Leo Pharma, Ballerup, og Novo Nordisk, Hillerød
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Collaboration with Academia
Ongoing 40-50 global collaborations accessing talents, patients, science and insights
Europe
59 %
DK
45 %
38 %
Involves
external funding
North America
38 %
Asia
3%
LEO Pharma
–
a pioneer in medical dermatology
February 10, 2022
9
 ERU, Alm.del - 2021-22 - Bilag 194: Præsentationer fra udvalgets besøg den 9. februar 2022 hos Leo Pharma, Ballerup, og Novo Nordisk, Hillerød
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R&D investments 2017-2021
Significant double-digit R&D ratio over the past years
304
1
Costs
199
248
266
310
MEUR
2017
R&D ratio
2
15%
2018
18%
2019
23%
2020
21%
Forecast 2021
781
863
960
943
924
Staffing
# FTE
2017
1: Excluding depreciations and intangible investments/write-offs
2: Total R&D expenses/Net sales
2018
2019
2020
2021
February 10, 2022
10
LEO Pharma
–
a pioneer in medical dermatology
 ERU, Alm.del - 2021-22 - Bilag 194: Præsentationer fra udvalgets besøg den 9. februar 2022 hos Leo Pharma, Ballerup, og Novo Nordisk, Hillerød
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R&D 2021 split by Portfolio and cost type
Majority of R&D expenses goes to our innovative portfolio
–
Clinical trials a key cost driver
Portfolio split
MEUR
350
300
250
200
310
33
37%
Cost type
Clinical cost per phase
(external spend)
MEUR
140
120
100
80
60
70
120
96
150
100
50
0
276
63%
60
40
20
47
2021
Established
Innovative
Employee expenses
External costs
0
2017
2018
2019
2020
2021
Phase 1
Phase 2
Phase 3
Phase 4
LEO Pharma
–
a pioneer in medical dermatology
February 10, 2022
11