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UCB: INNOVATION FOR SPECIALISTS

UCB: INNOVATION FOR SPECIALISTS. UBS – Global Healthcare Conference New York - May 24, 2005. Roch Doliveux - CEO. DISCLAIMER.

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UCB: INNOVATION FOR SPECIALISTS

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  1. UCB: INNOVATION FOR SPECIALISTS UBS – Global Healthcare Conference New York - May 24, 2005 Roch Doliveux - CEO

  2. DISCLAIMER This presentation contains elements that are not historical facts, including, without limitation, certain statements on future expectations and other forward looking statements. Such statements are based on management's current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those anticipated.

  3. €m UCB Biopharma Financial highlights 2004 Revenue EBITA €m ( ) Pro-forma according to IFRS

  4. UCB Biopharma Strengths • Leading, global, dynamic Biopharmaceutical company with presence in over 40 countries • Leader in the fields of epilepsy, allergy, and monoclonal antibody research • Proven productivity in research with several potential blockbusters in pipeline • Strong partnerships

  5. Global Presence 40% Europe 12% Japan 8% ROW 40% United States Net Sales in 2004: € 1.7 billion Net sales excluding royalties and fees

  6. Amgen 8.5 4.9 • Schering AG 3.9 • Novo Nordisk • Genentech 3.7 2.1 • UCB • Altana 2.1 • Serono 1.8 • Genzyme 1.8 • Chiron • Biogen IDEC 1.4 1.8 • Lundbeck 1.3 A Biopharmaceutical leader Revenues 2004 (€ billion) 2004 Revenues, € billion

  7. UCB Biopharma Strengths • Leading, global, dynamic Biopharmaceutical company with presence in over 40 countries • Leader in the fields of epilepsy, allergy, and monoclonal antibody research • Proven productivity in research with several potential blockbusters in pipeline • Strong partnerships

  8. CENTRAL NERVOUS SYSTEM

  9. 2004 – Sales of € 417 million (+ 33%) • US Sales of $ 335 million in 2004 (+ 42%) • Most successful anti-epileptic launch ever • Market leader in the US • Filed intravenous formulation (Q4 2004) • Paediatric priority review (Q4 2004) • Expected filings end 2005: • monotherapy • juvenile myoclonic epilepsy • generalised seizures U.S. Epilepsy Rx market share, % Keppra (UCB) Lamictal (GSK) Topamax (J&J) Trileptal (Novartis) Neurontin (Pfizer) (Source: Rx data from IMS, MAT Q3/2004)

  10. NRx Prescriptions: Weekly Data – week ending April 15, 2005 Strong Growth US NRx

  11. A L L E R G Y

  12. World’s leading antihistamine • Turnover 2004 * € 1,447 million * UCB consolidates € 544 million • Turnover Q1 2005 * $342 million in US (+14% vs. Q1 2004) • Partnerships with Pfizer (USA) Dai-ichi (Japan) GSK (Japan)

  13. Leader in 5 European countries • Launched in Europe in February 2001 • Only antihistamine approved for persistent rhinitis in Europe • Turnover * € 104 million (+ 156%) in 2004 * 41% growth in Europe for 1Q 2005 • Xyzal sales now exceed Zyrtec’s sales in Europe

  14. UCB Biopharma Strengths • Leading, global, dynamic Biopharmaceutical company with presence in over 40 countries • Leader in the fields of epilepsy, allergy, and monoclonal antibody research • Proven productivity in research with several potential blockbusters in pipeline • Strong partnerships

  15. Therapeutic Areas CNS • Epilepsy • Pain • Migraine •  Movement disorders Inflammation & auto-immune disease • Rheumatoid arthritis (RA) • Irritable bowel diseases (IBD) • Crohn’s disease (CD) • Allergy • Respiratory disease •  Systemic Lupus Erythematosus (SLE) • Psoriasis Inflammation in CNS • Multiple Sclerosis (MS) • Oncology • Lung cancer & leukaemia

  16. Pragmatic Low Risk Approach to R&D Drug candidate identification and optimization Preclinical pharmacology and toxicology Potential disease targets Clinical development Successful therapy Validated targets Well-known chemical/biological families Proven clinical safety and efficacy Anti-allergy Atarax Zyrtec Xyzal Efleterizine Cerebral Disorders Nootropil Keppra Brivara/Selectracetam Anti TNF Remicade Cimzia Anti VEGF Avastin CDP791

  17. Strong new product pipeline •CDP435 •CDP323 • UCB101264 • CDP791 • CMC544 • Efletirizine Expected product launches • Brivaracetam • Seletracetam • CIMZIA (RA) • Keppra mono-therapy/PGS • CIMZIA (Crohn’s) • Xyrem • Equasym XL • Kentera • Xyzal syrup • Keppra paediatric/ IV Large molecule Small molecule 2005 2007 2008 2009 2010 2006

  18. C I M Z I A

  19. TNFα inhibitors market is fast growing • Market value (MAT 12/04) $5.3 billion AnnualGrowth + 44% • Estimated Market Value (2009) = $13 billion CAGR (2003-2009) + 23% Sources: IMS World Review 2003 and Evaluate pharma

  20. CD market $1 billion Remicade only anti-TNF Cimzia – only one competitor in Crohn’s Disease Source: Decision Resource Reports October 2003/2004 * 2003 Total Crohn’s disease in G7 market

  21. Cimzia – Key development milestones • Crohn’s disease • Clinical results Q3 2005 • Filing End 2005 / Early 2006 • Pre-launch Ongoing • Launch 1H 2007 • Rheumatoid arthritis • Clinical results 2H 2006 • Filing 1H 2007 • Pre-launch Ongoing • Launch End 2007 / Early 2008

  22. UCB Biopharma Strengths • Leading, global, dynamic Biopharmaceutical company with presence in over 40 countries • Leader in the fields of epilepsy, allergy, and monoclonal antibody research • Proven productivity in research with several potential blockbusters in pipeline • Strong partnerships

  23. Strong partnerships UpstreamAmgen Astra Zeneca Biogen Idec Johnson & Johnson Millennium Downstream Dai-ichi GSK Pfizer Orphan Medical Watson Pharmaceuticals Wyeth

  24. C O N C L U S I O N • Financial outlook • Priorities 2005 • Vision

  25. Financial outlook for 2005 • Biopharma growth expected to offset Surface Specialty/ Films contribution • Substantial capital gain resulting from sale of Surface Specialties • Accelerated investment in Cimzia (CD and RA) development program • Net income 2005 in line with 2004 (IFRS) excluding capital gains of 2004 (Films) and 2005 (Surface Specialties)

  26. Priorities for 2005 • Maximize Keppra & post Keppra franchise • Make Cimzia a success • Optimize the allergy franchise transition • Innovate to secure long-term growth • Deliver on improvement plans

  27. UCB Vision - Innovation for Specialists To build a globalbiopharmaceutical leader, based on unique blend of innovation, entrepreneurship and proven experience, bringing to specialists first, new medicines to heal patients suffering fromsevere diseases

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