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68% 28% 4%
A global leader in contract packaging and clinical trial supply services to the
pharmaceutical and healthcare industries
of H1 2018 Operating Profit
Commercial contract packaging services - In multiple formats including biotech, bottling, blistering and specialtyClinical trial services - from pre-clinical through to commercialisation including clinical contract packaging services and Interactive Response Technology (IRT)Packaging design, labelling and printing solutions and industry-leading serialisation solutionsKey Market Trends - Continued demand for outsourced sevices, growth of speciality drugs, growth of digital solutions including ‘Track and Trace’ compliance (required for prescription drugs to have a unique serial code to combat counterfit drugs)
UDGHealthcare plc
UDG Healthcare plc
UDG Healthcare is a leading international partner of choice delivering advisory, communication, commercial, clinical and packaging services to the healthcare industry.
UDG Healthcare enables and supports large pharmaceutical to small biotech companies to bring their products to market, ensuring patients can access these drugs and providing support to educate healthcare professionals and patients on these products. The company provides outsourced services to over 300 healthcare companies at all stages of the drug life cycle, including sales reps, nurse-led training, healthcare communications and packaging.
Our divisions
TOP 30pharma companies
are all clients
FTSE250 listed
3operating divisions
30-year+dividend growth
9,000employees
24countries
Acquisitions completed since the United Drug disposal in April 2016Proceeds from disposal of United drug Supply Chain businesses reinvested in high-growth businesses,
to expand the range of capabilities UDG offers global pharmaceutical base
68% 28% 4%
A leading expert and provider of outsourced services to the medical and
scientific sector
of H1 2018 Operating Profit68% 28% 4%
A global leader in advisory, communication, commercial and clinical
services for the pharmaceutical and healthcare industries
of H1 2018 Operating Profit
Advisory - Healthcare brand advisory, consulting and commercial audit servicesCommunications - Scientific communication content, behavioral change strategies, digital and creative patient-centre servicesCommercial & Clinical - Commercialisation and clinical services including sales representatives, nursing services, contact centres and meetings and eventsKey Market Trends - Growth of specialty drugs resulting in increased demand for multichannel and digital comms; increasing drug approvals; migration to direct patient engagement, growth in orphan drug & rare diseases, medicine pricing pressure
Medical and scientific device sales, marketing, engineering and distribution in endoscopy, cardiology, radiology and surgical
Group Geographic Revenue Split:
• North America • UK • Rest of World /
Other
19%
24% 57%
Total acquisition consideration of
up to £16.8m
Total acquisition consideration of
up to £35m
Total acquisition consideration of
up to £84m
Total acquisition consideration of
up to £14.4m
Total acquisition consideration of
up to £32m
Acquisition of pharmaceutical packaging facility,
total consideration of $14m
Total acquisition consideration of
up to £75.8m
Total acquisition consideration of up to $75.8m
Q2 FY16 Q1 FY17 Q3 FY17 Q4 FY17
Total acquisition consideration of
up to £16.8m
Total acquisition consideration of
up to £84m
Total acquisition consideration of
up to $14.4m
Total acquisition consideration of
up to $35m
Acquisition of pharmaceutical packaging facility,
total consideration of $14m
Total acquisition consideration of
up to $32m
FY17 highlights
$1,028.5m
12%$129.3m
12%37.12 cent
17%
Net revenue Operating profit EPS
Global presence and strong market positions across all
divisions
Not directly linked to drug pricing, fee for
service model
Underlying growth supplemented by
M&A
Positive market
dynamics
Partners of choice to pharma companies
Trend towards increased healthcare
outsourcing
Diversified by geography, services
and customers
Clear medium term growth
guidance
Investments to support sustainable
growth
97
8
531
642
Investment proposition
Positive market dynamicsDid you know?• Ashfield supported 8 of the top 10 product launches in the US in 2017
• Ashfield Commercial employs >4000 sales reps globally
• Sharp US has Serialised >2bn units to date
• Sharp US has >50 packaging lines set up to serialise ahead of FDA deadline
SPECIALTY & ORPHAN GROWTH Increased complexity from growth of specialty and biotech. By 2021, 35% of global spending expected to be on specialty medicines
FDA APPROVALS FDA approvals increased by
84% in 2017 vs 2016, with 46 new drugs approved
MOLECULES IN DEVELOPMENT Continued increase in the
number of molecules under development. At the end of
2017 was 14,872 - an 8.4% increase vs 2016
GLOBAL MARKET GROWTH Global pharma Market Growth
- forecasted to increase by a CAGR of 6-7% to 2022 to
$1.1tn
INCREASED OUTSOURCING Growing trend of healthcare outsourcing. Increasing trend to outsource to larger, more global partners
Highly experienced board and management team
Peter Gray Non-Executive ChairmanAppointed February 2012Previously Vice Chairman & CEO of ICON plc
Brendan McAtamney Chief Executive OfficerAppointed CEO February 2016Joined as COO September 2013 Previously held senior positions in Abbott
Nigel Clerkin Chief Financial OfficerAppointed CFO May 2018Previously CFO of ConvaTec Group & Elan Group
Contact us
Powerscourt UDG Healthcare Lisa Kavanagh Keith Byrne - Head of Investor Relations and Strategy +44 (0) 20 7250 1446 +353 1 468 9000 [email protected] [email protected]
Sources: Medicines use and spending in the US, A Review of 2017 and Outlook to 2022, Quintiles/MS Institute, April 2018
EvaluatePharma – World Preview 2017, Outlook to 2022, June 2017
UDGHealthcare plc
UDG Healthcare plc
