AstraZeneca Results Presentation Deck
Tagrisso and Imfinzi
Increased reimbursement continuing to drive demand growth
15
Tagrisso: 13% growth to $3.7bn
Approvals/Reimbursements: 64/13 (adjuvant), 91/47 (1L), 91/67 (2L)
$m
1,400
1,200
1,000
800
600
400
200
0
Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3
2021
2019
2020
US Europe EROW EM
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US +13%
Cumulative impact of lower
diagnosis and testing. Diagnosis <
10% below pre-COVID levels
Europe +35%
Diagnoses less impacted by the
pandemic and offset by new
reimbursement
EROW +14%
Japan +8%
EM +1%
China -10% 1st-line volume growth
after NRDL implementation.
Inventory phasing effects
$m
700
600
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0
Imfinzi: 17% growth to $1.8bn
Approvals/Reimbursements: 74/35 (NSCLC), 63/9 (ES-SCLC)
Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3
2021
2019
2020
US Europe EROW EM
●
US +3%
Diagnosis levels < 10% below pre-
COVID baseline
Europe +27%
Some PACIFIC setting recovery,
strong CASPIAN uptake in
Germany and France
• EROW + 27%
CRT rates improving, strong
growth in Japan despite
mandatory price adjustment in
August
• EM +77%
China benefiting from CASPIAN
launch performance
EROW= established rest of world; EM = emerging markets; 1L = first line; 2L = second line; ES-SCLC = extensive-stage small cell lung cancer; CRT = chemoradiation therapy; NRDL= national reimbursement drug list.
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