Investor Presentaiton
Strong business momentum
Diversified portfolio growth
Efficient compounding engine
Sustainable long-term growth
Established growth portfolio provides a strong foundation
Adjusted Cash Receipts (1) ("top-line")
~$1,800m
Key therapies
Therapy
Marketer(s)
2021 market position (3) 2025e sales(4)
Cystic fibrosis
franchise(2)
Vertex
#1 for cystic fibrosis
~$10bn
CAGR: ~3%
~$2,000-2,200m
imbruvică
AbbVie
J&J
#1 for chronic
lymphocytic leukemia
~$7bn
Xtandi
Astellas
Pfizer
#1 for prostate cancer
~$5bn
Key expiries:
- HIV franchise
- Januvia/Janumet
Lexiscan
Key drivers:
+ CF franchise (1)
+ Tremfya
+ Cabometyx
+ Tysabri
2020
Expiries
Growth
2025e
Tremfya
J&J
#5 for psoriasis
~$5bn
CABOMETYX
Exelixis
Ipsen
Takeda
#1 tyrosine kinase inhibitor
for renal cell carcinoma
~$3bn
TYSABRI
Biogen
#2 high efficacy therapy for
multiple sclerosis
~$2bn
ROYALTY PHARMA
1. See slide 114 for definitions and factors that may impact the achievement of our growth outlook.
2. Cystic fibrosis franchise includes Trikafta, Symdeko, Orkambi, and Kalydeco.
3. Based on 2021 actual sales.
4. Based on Visible Alpha consensus as of May 9, 2022.
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