Abbott Diagnostics. Durable Growth Business

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Transcription:

Abbott Diagnostics Durable Growth Business

Forward-Looking Statement Some statements in this presentation may be forward-looking statements for purposes of the Private Securities Litigation Reform Act of 1995. Abbott cautions that these forward-looking statements are subject to risks and uncertainties that may cause actual results to differ materially from those indicated in the forward-looking statements. Economic, competitive, governmental, technological and other factors that may affect Abbott s operations are discussed in Item 1A, Risk Factors, to our Annual Report on Securities and Exchange Commission Form 10-K for the year ended Dec. 31, 2013, and are incorporated by reference. Abbott undertakes no obligation to release publicly any revisions to forward-looking statements as a result of subsequent events or developments, except as required by law. 2 Page 2

Abbott Diagnostics Our Vision The Global Leader in In-vitro Diagnostics Developing customer-focused solutions that enhance clinical decision-making, and ultimately, improve the lives of patients 3 Page 3

In Vitro Diagnostics A Large and Growing Market In Vitro Diagnostics Market* Large and growing market CAGR 4% Favorable healthcare and market trends $33Bn Aging global population $27Bn Increasing emphasis on disease prevention Emerging market investments in healthcare Need for high-volume, standardized systems Long, durable contract cycles * In Vitro Diagnostics market in which Abbott competes. Excludes tissue and diabetes 4 Page 4 2013 2018

Abbott is a Diagnostics Leader Driving Durable Sales Growth Abbott Diagnostics Sales: $4.5Bn Leadership Positions Core Laboratory Molecular #1 Globally in Immunoassay and Blood Screening Growth Drivers Point of Care Share capture globally Increasing penetration of systems & tests Capturing growth in emerging markets Next-generation systems in development Best-in-class Infectious Disease Molecular Tests #1 Point of Care Platform (U.S.) 5 Page 5

Abbott is a Diagnostics Leader Well-positioned to Capitalize on Market Trends Increased testing volumes Budget constraints Personalized medicine Disease prevalence in emerging markets 6 Page 6

Healthcare Trend Increased Testing Volumes Millions of People Adults 60+ Globally 1500 Millions of People 34 Million Uninsured Americans Will Gain Coverage Under Health Reform by 2021 1000 500 0 2013 2030 Source: Congressional Budget Office 7 Page 7

Healthcare Trend Budget Constraints Partnering with Abbott can: Reduce Lab Operating Costs Reduce # of Instruments by > 50% 15% 8 Page 8

Healthcare Trend Personalized Medicine 9 Page 9

Healthcare Trend Disease Prevalence in Emerging Markets 10 Page 10

Abbott Diagnostics Growth Drivers Core Laboratory Diagnostics Outpacing Market Growth Solutions to improve lab efficiencies New platforms faster, smaller, more efficient Immunoassay Clinical Chemistry Blood Screening Hematology Capturing growth in emerging markets China, Russia and Brazil Growing above market in China 11 Page 11

Abbott Diagnostics Growth Drivers Core Laboratory Expansion in Key Emerging Markets In Vitro Diagnostics Market Market Growth 2013-2018 Developed Markets Developed China Markets ~$2Bn ~$14Bn 0-2% >15% China Brazil Brazil Russia ~23% of sales ~$400MM ~$600MM 6-7% 6-7% Sources: External sources, McKinsey & Company and company estimates 12 Page 12

Abbott Diagnostics Growth Drivers Molecular Diagnostics Focused on Fast-Growing Infectious Disease Market Broadest, most precise infectious disease menu Significant growth in HCV and HIV testing Largest and fastest growing segment in emerging markets Collaborating with Pharma companies for companion diagnostics Next-generation platform in development 13 Page 13

Abbott Diagnostics Growth Drivers Point of Care Diagnostics Bedside testing in the ER Hospitals seeking efficiency, fast turn-around Abbott i-stat used in 1 in 3 ERs today Abbott Growth Driving further penetration and adoption Expanding our footprint in key markets Menu expansion Developing next-generation system 14 Page 14

The Right Model for Long-Term Growth Consistently Delivering Both Sales and Margin Improvement Abbott Diagnostics Operational Sales Growth Abbott Diagnostics Operating Margin 22.2% 7.3% 8.3% 14.7% 19.2% 19.2% 4.5% 5.3% 8.0% 10.5% 11.3% 2010 2011 2012 2013 2007 2008 2009 2010 2011 2012 2013 Well-positioned to deliver long-term, durable growth 15 Page 15

Innovation Driving Mid- to Long-Term Growth Reinvesting in R&D to Accelerate Sales Growth Next-generation systems in development Informatics to help labs manage and retrieve vast amounts of data Enhancements of assay and detection systems New biomarkers and infectious disease diagnostics Gene-based oncology tests for targeted therapeutics 16 Page 16

Abbott Diagnostics Aligned with Abbott s Investment Identity Balanced Portfolio Leadership Innovation Emerging Markets Margin Expansion Core Laboratory Molecular Point of Care #1 IA and Blood Screening #1 POC platform Industry leading infectious disease testing Next-gen system platforms New assays ~36% of Sales Capturing growth in China, Russia, Brazil >1400bps expansion (2008 2013) Exceeded 22% operating margin in 2013 17 Page 17