Top 30 FTSE 3 30-year+ - UDG Healthcare · Q1 Q2 Q3 Q4 FY17 Q1 Q2 Q3 Q4 Completed the disposal of...
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MARKET GROWTH Global pharmaceutical market growth – spending on medicines forecasted to grow at 4–7% p.a. to 2021 to reach $1.5 trillion † VOLUME GROWTH Total global volume use of medicines forecasted to reach c. 4.5tr doses by 2021, up from c. 4tr doses in 2016 † POSITIVE PRODUCT APPROVALS Positive product approvals outlook – FDA approval of new drugs expected to remain high despite lower 2016 approvals* INCREASED COMPLEXITY Increased complexity from growth of specialty and biotech By 2021, 35% of global spending expected to be on specialty medicines † INCREASED OUTSOURCING Growing trend of healthcare outsourcing Increasing trend to outsource to larger, more global partners Factsheet LON: UDG UDG Healthcare plc UDG Healthcare enables and supports large pharmaceutical to small biotech companies bring their products to market. e company provides outsourced services to over 300 healthcare companies at all stages of the drug life cycle, including sales reps, nursing services, healthcare communications and packaging. UDG Healthcare is a leading international partner of choice delivering advisory, communication, commercial, clinical and packaging services to the healthcare industry. A global leader in advisory, communication, commercial and clinical services • Advisory: Healthcare brand advisory, consulting and commercial audit services • Communications: Scientific communication content, behavioural change strategies, digital and creative patient-centred services • Commercial & Clinical: Services include sales reps, nursing services, contact centres and meetings and events • Key market trends: Growth of speciality drugs resulting in increased complexity & support requirements to ensure adherence; increasing demand for multichannel and digital comms; increasing drug approvals; migration to direct patient engagement, growth in orphan drug & rare diseases A global leader in contract packaging and clinical trial supply services • Contract packaging in multiple formats including biotech, bottling, blistering • Clinical trial services from pre-clinical through to commercialisation • Other services include packaging design, labelling & printing and industry- leading serialisation services • Key market trends: continued demand for outsourced services, growth of speciality drugs, growth of digital solutions including ‘Track and Trace’ compliance (requirement for prescription drugs to have a unique serial code to combat counterfeit drugs) A leading expert and provider of outsourced services to the medical and scientific sector • Medical and scientific device sales, marketing, engineering and distribution in areas such as endoscopy, cardiology, radiology, surgical and orthopaedics Mid-term organic operating profit growth outlook (constant currency) † 5–10% >10% 0–5% Operations in 24 countries Delivering services in 50+ countries pharma companies are all clients Top 30 250 listed FTSE dividend growth 30-year+ employees 9,000+ operating divisions 3 Aquilant Ashfield Sharp Our divisions 63 %* 32 %* 5 %* Positive market dynamics † Outlook for Global Medicines through 2021, Balancing Cost and Value, QuintilesIMS Institute, December 2016 *Medicines Use and Spending in the US, A Review of 2016 and Outlook to 2021, QuintilesIMS Institute, May 2017 *Share of operating profit † Underlying operating profit growth. Constant currency excluding acquisitions and disposals Mid-term organic operating profit growth outlook (constant currency) † Mid-term organic operating profit growth outlook (constant currency) †
Transcript of Top 30 FTSE 3 30-year+ - UDG Healthcare · Q1 Q2 Q3 Q4 FY17 Q1 Q2 Q3 Q4 Completed the disposal of...
MARKET GROWTH
Global pharmaceutical market growth – spending on medicines forecasted to grow at 4–7% p.a. to 2021
to reach $1.5 trillion†
VOLUME GROWTH
Total global volume use of medicines forecasted to reach c. 4.5tr doses
by 2021, up fromc. 4tr doses in 2016†
POSITIVE PRODUCT
APPROVALS
Positive product approvals outlook – FDA approval of new drugs expected
to remain high despite lower
2016 approvals*
INCREASED COMPLEXITY
Increased complexity from growth of specialty
and biotech
By 2021, 35% of global spending expected to be on specialty medicines†
INCREASED OUTSOURCING
Growing trend of healthcare outsourcing
Increasing trend to outsource to larger,
more global partners
Factsheet LON: UDG
UDG Healthcare plc
UDG Healthcare enables and supports large pharmaceutical to small biotech companies bring their products to market. The company provides outsourced services to over 300 healthcare companies at all stages of the drug life cycle, including sales reps, nursing services, healthcare communications and packaging.
UDG Healthcare is a leading international partner of choice delivering advisory, communication, commercial, clinical and packaging services to the healthcare industry.
A global leader in advisory, communication, commercial and clinical services• Advisory: Healthcare brand advisory, consulting and commercial audit
services• Communications: Scientific communication content, behavioural change
strategies, digital and creative patient-centred services• Commercial & Clinical: Services include sales reps, nursing services,
contact centres and meetings and events• Key market trends: Growth of speciality drugs resulting in increased
complexity & support requirements to ensure adherence; increasing demand for multichannel and digital comms; increasing drug approvals; migration to direct patient engagement, growth in orphan drug & rare diseases
A global leader in contract packaging and clinical trial supply services• Contract packaging in multiple formats including biotech, bottling,
blistering• Clinical trial services from pre-clinical through to commercialisation• Other services include packaging design, labelling & printing and industry-
leading serialisation services• Key market trends: continued demand for outsourced services, growth
of speciality drugs, growth of digital solutions including ‘Track and Trace’ compliance (requirement for prescription drugs to have a unique serial code to combat counterfeit drugs)
A leading expert and provider of outsourced services to the medical and scientific sector• Medical and scientific device sales, marketing,
engineering and distribution in areas such as endoscopy, cardiology, radiology, surgical and orthopaedics
Mid-term organic operating profit growth outlook (constant currency)† 5–10% >10%
0–5%
Operations in 24 countries
Delivering services in 50+ countries
pharma companies are all clients
Top 30250 listed
FTSEdividend growth
30-year+employees
9,000+operating divisions
3
Aquilant
Ashfield Sharp
Our divisions
5%*63%* 32%*
5%*63%* 32%*
5%*63%* 32%*
Positive market dynamics
†Outlook for Global Medicines through 2021, Balancing Cost and Value, QuintilesIMS Institute, December 2016*Medicines Use and Spending in the US, A Review of 2016 and Outlook to 2021, QuintilesIMS Institute, May 2017
*Share of operating profit†Underlying operating profit growth. Constant currency excluding acquisitions and disposals
Mid-term organic operating profit growth outlook (constant currency)†
Mid-term organic operating profit growth outlook (constant currency)†
Geographic reach
FY17 highlights
Strategic highlights Executing our strategy
Recent acquisitions and deployment of Supply Chain disposal proceeds
PowerscourtLisa Kavanagh +44 (0) 20 7250 [email protected]
UDG HealthcareKeith Byrne – Head of Investor Relations and Strategy+353 1 463 [email protected] www.udghealthcare.com
UDG Healthcare plc
Contact us
52%
49%
North America
North America
29%
42%
UK & Ireland
UK & Ireland
19%
9%
EU & ROW
EU & ROW
Peter GrayNon-Executive Chairman
Brendan McAtamney Chief Executive
Alan RalphChief Financial Officer
Highly experienced board and management team
Net revenue*†
Completed six acquisitions, commiting in excess of $270m,
significantly broadening the Ashfield service offering
Expansion of Ashfield offices and investment in new Sharp facilities
Ongoing “Future Fit” investment in scalable infrastructure
(HR & Finance) to support sustainable growth
to $1,028.5m to $129.3m to 37.12 cent
Operating profit† EPS†
16% 17%
+16% +8%
23%Up Up Up
*Net revenue represents gross revenue adjusted for revenue associated with pass-through costs, for which the Group does not earn a margin†Continuing group on a constant currency basis
Revenue bygeography
Pro�t bygeography
Ashfield Sharp
Our strategy is to capitalise on the increasing trend among pharmaceutical, biotech and medtech companies to outsource specialist and non-core activities on an international basis.
Q4
FY15 FY16
Q1 Q2 Q3 Q4
FY17
Q1 Q2 Q3 Q4
Completed the disposal of the United Drug Supply Chain
business for €407.5m
US-based healthcare management consultancy (up to $32m)
Announced the disposal of the United Drug
Supply Chain business
a US-based comms agency specialising in behavioural
change (up to $75.8m)
Pharmaceutical-grade packaging facility in
Bethlehem, PA ($14m)
a healthcare comms agency (up to £16.8m)
leading global provider of commercial, marketing and
medical audits (up to £84m)
a German and Swiss CSO business (up to $14.4m)
a US-based comms agency focused on orphan and rare
diseases (up to $35m)
