ECKERT & ZIEGLER SE Eckert & Ziegler AG
Dr. Harald Hasselmann, CEO
Eigenkapitalforum 2023
Disclaimer
This presentation contains forward-looking statements based on the beliefs of Eckert & Ziegler AG management. Such statements reflect current views of Eckert & Ziegler AG with respect to future events and results and are subject to risks and uncertainties. Actual results may vary materially from those projected here, due to factors including changes in general economic and business conditions, the introduction of competing products, lack of market acceptance of new products, services or technologies and changes in business strategy. Eckert & Ziegler AG does not intend or assume any obligation to update
these forward-looking statements.
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New Management Board (from January 2024)
Dr. Harald Hasselmann | Jutta Ludwig | Frank Yeager | ||
Chairman of the Executive Board | Member of the Executive Board | Member of the Executive Board | ||
Segment Medical | Asia Business | Segment Isotope Products | ||
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Core Competences - In the Middle of an Expanding Specialty Pharma Market
(Approval
Date)
Companion Theragnostic
Radiopharmaceuticals
Beta Therapeutic
Radiopharmaceuticals
(2022)
(2018)
(2018)
Alpha Therapeutic Pharmaceuticals
(2013)
Selected Pipeline
Companies
Unpaired Diagnostic
(2022)
(2021)
Selected Pipeline
Companies
Radiopharmaceuticals(2021)
(2020)
(2016) | (2016) | |
(2011) | ||
Selected Pipeline | ||
FDG | (2000) | Companies |
(1994) | ||
(1990) |
No claim to completeness
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The Nuclear Medicine Market - Development and its Pillars
Estimated Nuclear Medicine Market Size 2030: 30BN USD *
Financing Rounds &
Investments 2023
Clinical Trials for radiotherapeutics
Success of Approved
Drug Products
1.4BN USD | 175M USD |
20
2
0
4
1
Expected Sales Growth 2022 → 2023
Pluvicto®+160%
UP TO 425M USD | |
142M USD | 152M USD |
105M USD
100M USD | 90M USD |
47,7M EUR | |
2023 2024 2025 2026
Phase 1 | Phase 1/2 |
Phase 2 | Phase 3 |
Expected time from Phase 3 to commercialization: 1 year
(Selected Data 2023 - No Claim To Completeness )
Lutathera®+30%
Illuccix®+118%
* MedRays Intell 2020
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Core Competences - Sustainably Targeting Market Developments
Gallium-68
"The Companion Diagnostic Isotope"
- Market Leader in Ga-68 generators
- Prerequisite for therapy patient selection
30BN
USD
Lutetium-177
"The Therapeutic Isotope of the Moment"
- EMA approval Q2/2024
- Broadly used (Pluvicto & Lutathera)
- Further drug products to be approved soon (2025)
Yttrium-90
"Pushing Medical Devices"
- Global core supplier for Y-90
- APAC Expansion ongoing
Actinium-225
"The Next Big Therapy Isotope"
- Pioneer: GMP grade Q1/2024
- Various trials ongoing with first commercial drug in 2028
Equipment & Services
"Facilitators & Enablers"
- Global radiopharmaceutical manufacturing
- Provision of infrastructure & equipment incl. hot cells
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Core Competences - Radioisotope Supply, Related Services and Equipment
Radio- pharmaceutical Development
Raw Material | Radioisotopes |
Imaging
Sources
Radio- pharmaceutical Manufacturing
Industrial Measurement
Healthcare Professionals
Quality
Assurance
Patients
Scientific
Applications
Services and Equipment provided by Eckert & Ziegler
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Q3 2023 Operational Highlights
JUL 2023 | SEP 2023 | SEP 2023 | SEP 2023 |
Letter of Intent for | CMO for | Collaboration with | Supply of POINT |
Co-Development | SCINTOMICS | RefleXion Medical | Biopharma with |
with PMB Alcen | Molecular, att | and Telix | Lutetium-177 |
Agreement to jointly | Long-term collaboration to | Agreement to jointly | Agreement with a term of |
develop a cutting-edge | produce disposable | develop Satellite Hot Labs | ten years and total sales |
solution for the scalable | consumables for SCI-att's | for on-demand labeling of | volume of more than € 100 |
synthesis of | proprietary GRP | tracers for biology-guided | million |
radiotherapeutic agents | radiosynthesis platform. | radiotherapy |
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EZAG in a Nutshell
ISOTOPE PRODUCTS
Radiation
Sources
Services
Trade
Disposal
MEDICAL
Medical Devices
Pharmaceuticals
Lab Devices
Engineering
CMO / CDMO
OTHERS
Group Items / Pipeline
Holding
Pentixapharm
Myelo
Special Projects
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Segment Data (FY2022)
Isotope Products
- ~ 580 employees
- Revenue: 131,4 million EUR
▪ | Rev. / Employee: 234.000 EUR | Revenue | EBIT |
- EBIT: 21,5 million EUR
59% | 41% | 46% | 54% |
Medical
- ~ 300 employees
- Revenue: 90,9 million EUR
- Rev. / Employee: 304.000 EUR
- EBIT: 25,5 million EUR
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Eckert & Ziegler AG published this content on 24 November 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 28 November 2023 13:01:30 UTC.
