J.P. Morgan Healthcare Conference Presentation
Significant growth opportunities in respiratory
High commercial synergy and capabilities supports future success
Nucala (COPD)
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First mAb² targeting IL-53 for COPD4
Pivotal data read outs
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212m COPD patients worldwide
~£0.5-1bn 37% have an eosinophilic phenotype
in peak sales¹
depemokimab
>£3bn
in peak year sales¹
camlipixant
>£2.5bn
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Despite triple therapy utilization, 40% of total COPD patients still exacerbate
400k eligible population (US)
First long-acting mAb targeting IL-5 for severe asthma, EGPA5, HES6, CRWNP7
315m asthma patients and 50-70% have eosinophilic asthma
Only 28% of eligible US patients currently receive a biologic
57% of physicians likely to prescribe depemokimab in bio naïve patients?
66% likely to switch a patient from their current biologic to long acting
87% of patients would likely use based on physicians' recommendation 10
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High prevalence: 28m patients globally – significant burden and unmet
medical need¹¹
~70% of HCPs willing to try a new treatment 12
Phase III MATINEE (COPD) data
expected H2 2024
Phase III SWIFT programme data
expected H1 2024
Phase III CALM programme data
expected H2 2025
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3/4 of HCPs expect camlipixant to be best-in-disease 13
in peak year sales¹
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85% prefer camlipixant due to low taste impact13
1. PYS: Non-risk adjusted peak year sales potential is subject to certain assumptions consistent with those for previous outlooks, ambitions and expectations 2. Monoclonal antibody 3. Interleukin 5 4. Chronic obstructive
pulmonary disorder 5. Eosinophilic granulomatosis with polyangiitis 6. Hypereosinophilic syndrome 7. Chronic rhinosinusitis with nasal polyps 8. Heaney, LG et al. Chest, 2021. 160(3): p.814-830 9. Adelphi research 10.
GSK 65pts Health Hub Voice 11. Song et al. Eur Resp J. 2015 and Liang et al. BMC Pulm Med. 2022 12. US RCC Market Opportunity Findings; N=661 HCPs; ZS Associates 13. IQVIA Market Landscape & Opportunity Assessment in
Japan. October 2022, n=201.4. US RCC Rapid Quant Survey, N=120 HCPs (PULMS, ENTS and ALG), 2023
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