Global diabetes care_market_cmd2011

Novo Nordisk Capital Markets Day

5 May 2011

The global diabetes
care market
Kåre Schultz
COO


5 May 2011

Slide no 2

Forward-looking statements
Novo Nordisk’s reports filed with or furnished to the US Securities and Exchange Commission (SEC), including the company’s Annual Report 2010 and Form 20-F, both
expected to be filed with the SEC in February 2011 as well as this document and written information released, or oral statements made, to the public in the future by or
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identify forward-looking statements. Examples of such forward-looking statements include, but are not limited to:
- statements of plans, objectives or goals for future operations, including those related to Novo Nordisk’s products, product research, product development, product
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financials,
- statements regarding future economic performance, future actions and outcome of contingencies such as legal proceedings, and
- statements regarding the assumptions underlying or relating to such statements.
These statements are based on current plans, estimates and projections. By their very nature, forward-looking statements involve inherent risks and uncertainties, both
general and specific. Novo Nordisk cautions that a number of important factors, including those described in this document, could cause actual results to differ materially
from those contemplated in any forward-looking statements.
Factors that may affect future results include, but are not limited to, global as well as local political and economic conditions, including interest rate and currency
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Please also refer to the overview of risk factors in ‘Risk management’ of the Annual Report 2010 available as of 4 February 2011 on the company’s website
(novonordisk.com).
Unless required by law Novo Nordisk is under no duty and undertakes no obligation to update or revise any forward-looking statement after the distribution of this
document, whether as a result of new information, future events or otherwise.


5 May 2011

Capital markets expect diabetes care to continue to
outgrow the general pharmaceutical industry
Growth in global prescription sales versus diabetes care sales (CAGR)
Total Prescription sales

Diabetes Care sales

Insulin and GLP-1 sales

18.4%
15.9%
12.3%

12.0%

10.7%

9.2%
7.8%

6.4%
3.6%

2000-2005

Source: EvaluatePharma, data retrieved January 21, 2011

2005-2010

2010-2015

Slide no 3


5 May 2011

Slide no 4

Diabetes market development
Global insulin market
by segments

Global diabetes care market
by treatment class
DKK
billion
200

OAD

Insulin

GLP-1

tMU
400

Total market:
CAGR 11.4%

180
160

Injectables:
CAGR 15.6%

140

CAGR volume: 7.1%
CAGR value*: 14.3%

350
300

34%
250

Fast acting

120

31%

200

100

CAGR 14.3%

80

30%

35%
100

60

50

CAGR 7.8%

40
20

Premix

150

Feb
2006

Feb
2011
Note: Monthly MAT, value figures
Source: IMS

0

34%

Long acting

Feb
2006
Note: *in DKK. Monthly MAT, volume figures
Source: IMS

36%

Feb
2011


5 May 2011

Slide no 5

Sustained double-digit insulin market growth
The fundamental growth drivers
of the insulin market

Global insulin market growth
2006-2011
DKK
billion
100

Volume
• Prevalence of diabetes
• Diagnosis rates and treatment rates

20.7
bDKK

80

• Intensification of insulin regimens
• Growing BMI

21.6
bDKK

60

• Life-length

40

44.4
bDKK

86.7
bDKK

20

Value
• Conversion to new generations of insulin
• Device penetration
• Price changes

0
MAT Feb 2006

Volume
contribution

Mix/price
contribution

Source: IMS, Monthly MAT, value figures

MAT Feb 2011


5 May 2011

Slide no 6

Globally, diabetes has become an epidemic - driven by
lifestyle changes and demographics
Estimated number of people with diabetes –
projections appear conservative
Million
people

CAGR:
2.2%

450

439

CAGR:
6.6%

300

100%

All people
with
diabetes

400
350

Diagnosis and optimal treatment
remains a challenge – the rule of halves

International
Operations

285

250
200
150

50% are
diagnosed

151
JP, Korea
Europe

100

China
Japan
Europe

50
0

2000

50%

2010

//

North
America

N. America 2030

Source: International Diabetes Foundation: Diabetes Atlas, 2000 and 2009
Note: Data covers the 20-79 age-group. IO: International Operations, Japan includes Korea

25%

50% have
access to care
50% get decent care

12%

50% reach target


5 May 2011

Slide no 7

The world is growing unhealthier
Prevalence of overweight and obesity in selected countries

Proportion of overweight and obese
of population (%)

90%

United States

80%

Canada

70%

England
France

60%

Italy

50%
40%
30%
20%
10%
0%
1970

1980

1990

2000

2010

Adapted from: Sassi, F. et al. 2009 “The Obesity Epidemic: Analysis of Past and Projected Future Trends in Selected
OECD Countries”, OECD Health Working Papers, No. 45, OECD Publishing. Available at:
http://www.ecoclimax.com/2010/10/past-and-projected-future-overweight.html

2020


5 May 2011

Slide no 8

Life expectancy has on average risen by 4 months each
year since 1970
Life expectancy at birth (weighted average)

69 years
56 years

1970

Source: www.nationmaster.com, CIA world fact book

2010


5 May 2011

Slide no 9

Life expectancy has on average risen by 4 months each
year since 1970
Life expectancy at birth (weighted average)

82 years?
69 years
56 years

1970

Source: www.nationmaster.com, CIA world fact book

2010

2050


5 May 2011

Slide no 10

Implied development in insulin consumption
Insulin consumption in selected countries – average insulin units per inhabitant
United States

Germany

United Kingdom

Japan

China

426
349

238

293

264

165
99
53
14

1
2000

Sources: Calculation based on IMS volume figures and United Nations Population Division demography data

2010


5 May 2011

Slide no 11

Modern insulin is replacing human insulin – as human
insulin replaced animal insulin
Share of total
insulin volume
100%

Modern insulin

80%

60%

Human insulin
40%

20%

0%
1994

Animal insulin
1995

1996

1997

1998

1999

Source: IMS, annual volume figures

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010


5 May 2011

Slide no 12

Modern insulin constitute more than 80% of the total
insulin value market
Share of total
insulin value
100%

Modern insulin

80%

60%

Human insulin
Human insulin

40%

20%

0%

Animal insulin
Animal insulin

1994

1995

1996

1997

1998

1999

Source: IMS, monthly MAT value figures

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010


5 May 2011

Slide no 13

Two-thirds of insulin volume is injected via a modern
pen device
Share of total
insulin volume
100%

Prefilled device
80%

Durable device

60%

40%

Vial and syringe
20%

0%
1994

1995

1996

1997

1998

1999

Source: IMS, annual volume figures

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010


5 May 2011

Slide no 14

Characteristics of the insulin industry
• Chronic disease leading to life-long patient-drug relationship
• Significant and growing patient population
• Continuous upgrade of insulin treatment
•
•
•
•
•

Significant usage of modern pen devices
Strong brand loyalty and limited switching between therapies
Many prescribers requiring significant commercial operations
High volume production with significant capital investment required
Limited abbreviated regulatory pathways for approval of biosimilar insulin

Significant
growth

Complex
to be
competitive


5 May 2011

Slide no 15

Novo Nordisk device development for improved insulin
treatment
1923 - 1985

1985 - 2010


5 May 2011

Slide no 16

Diabetes is chronic disease leading to long patient-drug
relationship
Insulin treatment is generally characterised by strong brand loyalty
and limited switching between therapies
12 years

8 years
54 years

OAD treatment

74 years

Insulin
treatment

Average life
expectancy
with type 2
diabetes

Diagnosis of
type 2 diabetes

Sources: Calvert MJ, McManus RJ, Freemantle N (2007) Management of type 2 diabetes with multiple oral hypoglycaemic agents or insulin in primary care
retrospective cohort study Br J Gen Pract 57: 455-60. The British Journal of Diabetes & Vascular Disease 2008 8:92. 2005 -2008 National Health and
Nutrition Examination Survey. http://www.newsobserver.com/2011/03/03/1025677/type-2-diabetes-linked-to-shorter.html#storylink=misearch. Lifeexpectancy in Individuals with type 2 Diabetes, Diabetes (2007); 56: (supp1): A596


5 May 2011

Novo Nordisk has significant operations across the
world to remain competitive

North America: ~4,000 FTEs

Europe: ~3,100 FTEs

Japan & Korea: ~900 FTEs

China: ~2,100 FTEs

International Operations: ~2,700 FTEs

FTEs represent full-time employee equivalents in Novo Nordisk’s sales regions (excludes a.o. employees in headquarter and manufacturing)

Slide no 17


5 May 2011

Slide no 18

Insulin manufacturing process

API: insulin crystals

Fermentation

Recovery

Purification

F&F: liquid form

Formulation

Filling

Device & packaging

Assembly

Packaging


5 May 2011

Novo Nordisk’s global manufacturing setup

•
•
•
•
•

Clayton

• Formulation & filling
• Assembly
• Packaging

API production
Formulation & filling
Assembly
Packaging
Device & needle manufacturing

Denmark

Chartres

• Assembly
• Packaging

Montes Claros
• Assembly
• Packaging

Tianjin

• Device manufacturing
• Packaging
• Filling plant project

Koriyama
• Packaging

Slide no 19


5 May 2011

Slide no 20

Novo Nordisk has sustained a global insulin market
leadership position…
Insulin value market share
worldwide
Novo Nordisk

Sanofi-Aventis

Eli Lilly

Insulin volume market share
worldwide
Novo Nordisk

Others

70%
60%

Eli Lilly

Others

60%

50%

Sanofi-Aventis

70%

50%

51%
44%

40%

33%

30%

40%
30%

23%

22%
20%

20%

22%

10%

10%

4%

1%
0%

Feb
2006

Feb
2011

Source: IMS Monthly MAT, value figures

0%

Feb
2006

Source: IMS Monthly MAT, volume figures

Feb
2011


5 May 2011

Slide no 21

…through focus on improvements for patients…
Modern insulin global volume
market share
Novo Nordisk

Sanofi-Aventis

Eli Lilly

Prefilled device global insulin
volume market share
FlexPen®

Others

SoloStar®

KwikPen®

30%

70%
60%

46%

50%
40%

19%

20%

34%

30%

19%

20%

10%

10%

3%

10%

1%
0%

Feb
2006

Feb
2011


0%

Feb
2006


Feb
2011


5 May 2011

Slide no 22

…with a strong portfolio of modern insulins
Novo Nordisk’s modern insulins’ global
insulin volume market share

Strong current portfolio

NovoMix®

NovoRapid®

Levemir®

20%

14%
9%

10%

6%

0%

Feb
2006


Feb
2011


5 May 2011

Slide no 23

Novo Nordisk is now also expanding into earlier
treatment and growing the GLP-1 class
Victoza® is driving the expansion of
the global GLP-1 market
GLP-1 sales in bDKK (right axis)

Diabetes market share (value)

5%

North America constitutes the majority of
the GLP-1 value market*
DKK
billion
7
6

4%

Victoza®

Rest of world
Europe

5

26%
3%

4
3

2%

exenatide

72%

2

1%

North America

1
0%

0
Feb
2011

Feb
2006

Source: IMS Monthly MAT, value figures (DKK)

*Annual value of diabetes market MAT February 2011
Source: IMS, Monthly value data (DKK)


5 May 2011

The diabetes care
market in the US
Jurek Gruhn
SVP Region North America


Outline
• The diabetes challenge
• Treatment of diabetes today
• Victoza® performance
• Insulin market performance
• Focus areas and priorities

5 May 2011

Slide no 25


5 May 2011

Slide no 26

Today, diabetes affects more than 32 million Americans
Increasing prevalence of diabetes
2010: ~32 million

<6%

6-7%

2015: ~40 million

8-9%

10-11%

12-13%

2025: ~53 million

14-15%

16-17%

Note: Improvements in therapies and medical management over time are factored in.
Sources: CDC Behavioral Risk Factor Surveillance System; Narayan, Impact of Recent Increase in Incidence on Future Diabetes Burden, Diabetes Care
2006;29:2114-2116; Boyle, Projection of the year 2050 burden of diabetes in the US adult population, http://www.pophealthmetrics.com/content/8/1/29;
Institute for Alternative Futures projections

18-19%


5 May 2011

Slide no 27

Associated costs of diabetes represent a significant and
increasing economic burden for society
Total annual direct medical and indirect societal costs of diabetes (billion USD)
2010: 299 bUSD

36 bUSD

2015: 374 bUSD

2025: 514 bUSD

64 bUSD

46 bUSD
30 bUSD

<1b

37 bUSD

21 bUSD

1-2.9b

3-4.9b

5-9.9b

52 bUSD
27 bUSD

40 bUSD

10-14.9b

15-24.9b

Sources: CDC Behavioral Risk Factor Surveillance System; Narayan, Impact of Recent Increase in Incidence on Future Diabetes Burden, Diabetes Care
2006;29:2114-2116; CDC, 2010 National Diabetes Fact Sheet; Boyle, Projection of the year 2050 burden of diabetes in the US adult population,
http://www.pophealthmetrics.com/content/8/1/29; Institute for Alternative Futures projections

>25b


Treatment of diabetes in the US today
Share of patients by treatment class

Insulin
24%
Incretin
10%

OAD - Met/SU/TZD
55%

Rapid-only
14%
Premix-only
14%
Basal-Bolus
29%

Basal-only
40%
GLP-1 - 20%

Diet & Exercise
11%

Note: Insulin data include treatment with concomitant non-insulin products
Source: IMS LRx Monthly Regime, 12/10 PROJECTED to Mattson Jack, NHANES IV and Ropers 2010

DPP-4s
80%

5 May 2011

Slide no 28


5 May 2011

Slide no 29

In the US, the insulin market is outgrowing the overall
diabetes care market
US diabetes care market by treatment class
DKK
billion
120

100

OAD

Insulin

US insulin volume market by segments
tMU

GLP-1

120

100

Total market:
CAGR 12.0%

80

60

Fast acting

80

60

40

CAGR 5.6%

20

0

Premix

CAGR 18.9%

40

CAGR volume: 5.8%
CAGR value*: 18.9%

Feb
2006

20

Feb
2011

Source: IMS

0

Long acting
Feb
2006

Note: * in DKK. Monthly MAT, volume figures
Source: IMS

Feb
2011


5 May 2011

Slide no 30

Victoza® continues to drive GLP-1 growth
Expansion of the GLP-1 market
GLP-1 TRx scripts
(thousands)
300

Victoza® source of patients
Number of patients
(thousands)

GLP-1 % of of diabetes market value
(right axis)

6%

5%

250

200

5

4

exenatide
DPP-IV
TZD ± met

4%

Victoza®

3

150

100

Insulin

3%

2%

SU ± met

2

exenatide

1%

50

64%

Metformin

1

Naïve
0

Mar
2010

Mar
2011

Source: IMS, NPA Monthly data; IMS LRx Weekly Data

0%

0

Mar
2010

Note: Naïve is defined as all patients who have not filled a prescription in 12 months
Source: IMS, NPA Monthly data; IMS LRx 4 week average Naive and Switch/Add
Script Counts

Mar
2011


5 May 2011

Slide no 31

Volume growth and value upgrade drive insulin market
value expansion
US insulin value market growth
DKK
billion
60

Value upgrade
Penetration of
total market
80%

Modern insulin penetration

70%

50

73%

60%

18.5
bDKK

40

50%

30
20

10

40%

9.0
bDKK

30%

19.9
bDKK

47.4
bDKK

Device penetration

27%

20%
10%

0

0%

February 2006 Volume growth

Mix/price
growth

Source: IMS

February 2011

Feb
2006

Note: Monthly MAT, volume figures
Source: IMS

Feb
2011


5 May 2011

Slide no 32

Novo Nordisk has increased overall insulin market
share in the US
US total insulin volume market share
Novo Nordisk

Sanofi-Aventis

US total insulin value market share
Novo Nordisk

Eli Lilly

70%

Eli Lilly

70%

60%

Sanofi-Aventis

60%

50%

42%

40%

50%

37%

40%

32%
30%

26%

20%

26%

20%
10%

10%
0%

37%

30%

Feb
2006

Feb
2011

Source: IMS

0%

Feb
2006

Note: Monthly MAT, value figures (DKK)
Source: IMS

Feb
2011


5 May 2011

Slide no 33

Novo Nordisk has increased modern insulin market
share in the US
US modern insulin volume market share
Novo Nordisk

Sanofi-Aventis

US modern insulin value market share
Novo Nordisk

Eli Lilly

70%

Eli Lilly

70%

60%

Sanofi-Aventis

60%

50%

44%
37%

40%

50%

42%
40%

30%
20%

37%

30%
20%

19%

10%

10%
0%

21%

Feb
2006

Feb
2011

Source: IMS

0%

Feb
2006

Note: Monthly MAT, value figures (DKK)
Source: IMS

Feb
2011


5 May 2011

Slide no 34

Insulin market shares and dynamics
US total insulin market shares by segment
Novo Nordisk

Short acting segment

Insulin market share (volume)

100%

Sanofi-Aventis

Eli Lilly

Conversion rate to modern insulin

Premix segment

100%

Long acting segment
100%

80%

80%

80%

60%

60%

60%

40%

40%

40%

20%

20%

20%

0%

Feb
2006

Feb
2011

0%

Source: IMS, Monthly MAT volume figures

Feb
2006

Feb
2011

0%

Feb
2006

Feb
2011


5 May 2011

Focus areas for the US
• Expand Victoza® prescribing base and access
• Continue modern insulin strategy of value creation by balancing
profitability and access
• Preparing for a successful launch of Degludec and DegludecPlus

Slide no 35


5 May 2011

The diabetes care
market in China
Ron Christie
SVP Region China


5 May 2011

Slide no 37

China is evolving as the world’s #3 pharma market
2009 Rank

2011 Rank

2013 Rank

1
2
3
4
5
6
7
8
9
10

United States
Japan
France
Germany
China
Italy
Spain
United Kingdom
Brazil
Canada

1
2
3
4
5
6
7
8
9
10

United States
Japan
China
Germany
France
Italy
Spain
Brazil
United Kingdom
Canada

1
2
3
4
5
6
7
8
9
10

United States
Japan
China
Germany
France
Italy
Spain
Brazil
Canada
United Kingdom

11

Russia

11

Russia

11

Russia

12
13
14
15
16
17
18
19
20

Turkey
India
Mexico
South Korea
Australia
Greece
Venezuela
Netherlands
Poland

12
13
14
15
16
17
18
19
20

India
South Korea
Venezuela
Mexico
Australia
Turkey
Greece
Poland
Netherlands

12
13
14
15
16
17
18
19
20

Venezuela
India
South Korea
Turkey
Mexico
Australia
Greece
Poland
Belgium

Source: IMS Health MIDAS, Market Prognosis October 2009. Market size ranking in constant USD


5 May 2011

Slide no 38

This growth has been driven by five major factors
China’s pharmaceutical market is estimated to grow 20% per annum 2010-2015

Robust economic growth

• World #2 economy in 2010
• 8% GDP growth for the next 5 years (government target 7.5%)

Ageing population

• 2006-2010: +46 million >50 years old
• 2010-2020: +180 million more

Increasing incidence of chronic diseases

• Latest study estimates 92 million people with diabetes
• Obese population tripled from 2002 to 2010

Sweeping healthcare reforms

• Broaden coverage and benefits
• Strengthen primary care and rural healthcare services
• Improve disease prevention and early diagnosis

Increased investment from all players

• Increasing M&A activity

Source: IMS RDPAC presentation March 2011


5 May 2011

Slide no 39

Substantial growth in diabetes prevalence expected in
the BRIC countries
Diagnosis, treatment intensification and
regional difference remains key challenges

Driven by prevalence growth
in the BRIC countries

% of people
with diabetes
100

Million
people
100

2010

87

2030

80

80

64
60

60

51
44

40

40

20

8

13

10

30%

24%

20

10

3%

0

0
Brazil

Russia

India

China

People with
diabetes

Source: International Diabetes Foundation: Diabetes Atlas, 2000 and 2009
Note: Data covers the 20-79 age-group. IO: International Operations, Japan includes Korea

Diagnosed
diabetics

Treated
diabetics

Patients
achieving
targets


5 May 2011

Slide no 40

Changing Diabetes® in China
- increasing awareness and diagnosis
• Insulin Patient Self-management Guideline, CDS-NN
• Changing Diabetes® bus: 3 years, 61 cities, 46,000 patients and ~200 media reports
• 12 more cities will be covered in 2011
• Diabetes knowledge websites for both patients and physicians
• GDM program: 3-year, World Diabetes Foundation-Ministry of Health-Novo Nordisk programme:
• Establish 45 centres, train 4,725 physicians and screen 292,500 women
• Localised “Barometer” Programme — Diabetes Care Campaign:
• Covered 90 hospitals + 200 CHC, 45,952 patients screened, 1,690 physicians and nurses educated
• Social Network for Endocrinologists in China & Medical Information Website: launched in Feb 2011
• Leadership foras
• NNDU
• NovoCare – serving more than 600,000 members since 2011
• Provide comprehensive diabetes knowledge for patients and organise a variety of patient activities
• 24-hour hotline service - >9000 calls per month
• Patients follow-up calls to ensure successful insulin initiation - >66,000 calls per month


5 May 2011

Slide no 41

Novo Nordisk is the company with the largest focus on
diabetes care in China
A
•
•
•
•
•

total of 3,375 employees across
Commercial operations in China
Manufacturing
R&D
Hong Kong
Taiwan

Heilongjiang
Jilin
Xinjiang

Tibet

Liaoning
Beijing
Shenyang
Tianjing
Hebei
Ningxia
Qinghai
Shanxi
Jinan
Shandong
Shanxi Henan
Jiangsu Shanghai
Hubei
Chongqing
Anhui
Sichuan
Wuhan
Zhejiang
Guizhou Hunan Jiangxi
Gansu

Yunnan

Inner Mongolia

Fujian

Guangxi

Guangzhou Taiwan

Guangdong
Branch Office
Frontiers

Changchun

Hainan

Hong Kong


5 May 2011

Slide no 42

The Chinese insulin market is expanding significantly predominately driven by the premix segment
Chinese diabetes care market
by treatment class by value
DKK
billion
6

5

OAD

Insulin

Chinese insulin market by segments

GLP-1

tMU
24

CAGR volume: 26.8%
CAGR value*: 38.8%

20

Total market:
CAGR 32.4%

23%

16

4

Fast acting

12

3

CAGR 38.8%

64%

8

33%

2

4

53%

CAGR 27.8%
1

Feb
2006

Feb
2011

Note: Monthly MAT, value figures. IMS projects the Chinese
market based on hospital data from 14% of Chinese hospitals
Source: IMS

0

Premix

14%

Long acting

Feb
2006

Note: *in DKK. Monthly MAT, volume figures. IMS projects the Chinese
Source: IMS

13%
Feb
2011


5 May 2011

Slide no 43

Novo Nordisk is leading the total diabetes market in
China…
Total diabetes care value
market shares
40%

Novo Nordisk
Bayer-Schering

Sanofi-Aventis
Eli Lilly
Bristol Myers-Squibb

Total insulin volume market shares
37%

Novo Nordisk
Shanghai Fosun

70%

Sanofi-Aventis
Tonghua Dongbao

Eli Lilly

63%
60%

30%

50%
40%

20%

15%
10%

30%

9%

20%

6%
0%

Feb
2006

13%
12%
5%
4%

10%

4%
Feb
2011

Source: IMS Monthly MAT, value figures. IMS projects the Chinese

0%

Feb
2006

Source: IMS Monthly MAT, volume figures. IMS projects the Chinese

Feb
2011


5 May 2011

Slide no 44

…and maintaining clear leadership in the significant
human insulin market…
Human insulin value market share
Novo Nordisk

Tonghua Dongbao

Human insulin volume market share

Eli Lilly

Novo Nordisk

Tonghua Dongbao

Eli Lilly

90%

90%
80%

76%

80%

70%

70%

60%

60%

50%

50%

40%

40%

30%

74%

30%

20%

17%

20%

17%

10%

6%

10%

8%

0%

Feb
2006

Feb
2011

Source: IMS Monthly MAT, value figures.

0%

Feb
2006


Feb
2011


5 May 2011

Slide no 45

…and maintaining a very solid leadership position in the
modern insulin market
Modern insulin value market share
Novo Nordisk

90%

Sanofi-Aventis

Eli Lilly

Modern insulin volume market share

BJ Ganli Pharm

Novo Nordisk

80%

BJ Ganli Pharm

80%

70%

Sanofi-Aventis

Eli Lilly

90%

70%

60%

53%

50%

69%

60%
50%

40%

32%

30%
20%

40%
30%
20%

8%

10%

6%

0%

Feb
2006

Feb
2011


15%
11%

10%
0%

4%
Feb
2006


Feb
2011


5 May 2011

Slide no 46

Outlook for Novo Nordisk in China
• Continue to collaborate with public authorities on diabetes awareness programmes
• Continue to be the main source of information on diabetes to doctors
• Continue to be the leading patient support company in the diabetes field
• Expand operations further into smaller cities and rural areas
• Launch of Victoza® in second half of 2011


5 May 2011

Closing remarks
Kåre Schultz
COO


5 May 2011

Slide no 48

Innovation is the key to sustained growth

Diabetes

Modern insulins
Victoza®

Degludec*
DegludecPlus*

IDegLira*
FIAsp*

*Note: Degludec is the internal designation for insulin degludec. DegludecPlus is the internal designation for insulin degludec/insulin aspart. IDegLira is the internal designation for
insulin degludec/liraglutide. FIAsp is the internal designation for fast acting insulin aspart.

Liraglutide in
pre-diabetes
and obesity


5 May 2011

Slide no 49

Capital markets expect diabetes care to continue to
outgrow the general pharmaceutical industry
Growth in global prescription sales versus diabetes care sales (CAGR)
Total Prescription sales

Diabetes Care sales

Insulin and GLP-1 sales

18.4%
15.9%
12.3%

12.0%

10.7%

9.2%
7.8%

6.4%
3.6%

2000-2005

Source: EvaluatePharma, data retrieved January 21, 2011

2005-2010

2010-2015

Global diabetes care_market_cmd2011

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