Investor Presentaiton
Strong business momentum
Diversified portfolio growth 2
Efficient compounding engine
Sustainable long-term growth
Recently launched products amplify and diversify growth
Adjusted Cash Receipts (1) ("top-line")
Key growth drivers
Therapy
Marketer(s)
2025e market position (2)
2025e sales(2)
Erleada
J&J
#2 for prostate cancer
~$3bn
Evrysdi
Roche
#1 for SMA
~$2bn
CAGR: ~70%
$350-450m
Nurtec™ODT
Biohaven
/Pfizer
#1 for migraine
~$2bn
Gilead
TRODELVY
#1 for 2nd line+ triple negative
breast cancer
~$2bn
Emgality.
Lilly
#5 for migraine
~$1bn
CRYSVITA
Kyowa Kirin
Ultragenyx
#1 for X-linked
(3)
hypophosphatemia
~$1bn
#1 oral therapy
orladeyo
BioCryst
for HAE
<$1bn
~$30m
#1 for primary hyperoxaluria
OXLUMO
Alnylam
type 1
<$1bn
2020
2025e
SMA: Spinal muscular atrophy; HAE: Hereditary angioedema
ROYALTY PHARMA
1. See slide 114 for definitions and factors that may impact the achievement of our growth outlook.
2. Market positions based on Evaluate Pharma sales data as of May 9, 2022. Consensus sales estimates from Visible Alpha as of May 9, 2022.
3. Represents worldwide sales. Royalty Pharma only receives royalties on sales from Europe, the Middle East, and Africa.
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