AZ PCAstraZeneca PLC 2015 A l G l M ti2015 Annual General ......∂N liti ti l d i di ti (M lti l l i P1 t d ti i ) ... presentation &presentation & microenvironment innate immunity

A Z P CAstraZeneca PLCAstraZeneca PLCAstraZeneca PLCAstraZeneca PLC2015 A l G l M ti2015 Annual General Meeting2015 Annual General Meeting2015 Annual General Meetingg


Welcome to our Annual General MeetingWelcome to our Annual General MeetingWelcome to our Annual General Meeting24 April 201524 April 2015p


Leif JohanssonLeif JohanssonLeif JohanssonChairmanChairman


Marcus WallenbergMarcus WallenbergMarcus Wallenberg Non Executive DirectorNon-Executive Director


Geneviève BergerGeneviève BergerGeneviève BergerNon Executive DirectorNon-Executive Director


Shriti VaderaShriti VaderaShriti VaderaNon Executive DirectorNon-Executive Director


Graham ChipchaseGraham ChipchaseGraham ChipchaseNon Executive DirectorNon-Executive Director


John VarleyJohn VarleyJohn VarleyNon Executive DirectorNon-Executive Director


Pascal SoriotPascal SoriotPascal SoriotChief Executive OfficerChief Executive Officer


Marc DunoyerMarc DunoyerMarc DunoyerChief Financial OfficerChief Financial Officer


Rudy MarkhamRudy MarkhamRudy MarkhamNon Executive DirectorNon-Executive Director


Bruce BurlingtonBruce BurlingtonBruce BurlingtonNon Executive DirectorNon-Executive Director


Ann CairnsAnn CairnsAnn CairnsNon Executive DirectorNon-Executive Director


Jean Philippe CourtoisJean-Philippe CourtoisJean Philippe CourtoisNon Executive DirectorNon-Executive Director


Leif JohanssonLeif JohanssonLeif JohanssonChairmanChairman


Nancy Rothwell J h V lNancy Rothwell John VarleyNancy Rothwell John VarleyNon Executive DirectorNon Executive Director Non-Executive DirectorNon-Executive Director



Cori BargmannCori BargmannCori BargmannProposed Non Executive DirectorProposed Non-Executive Directorp



Pascal SoriotPascal SoriotPascal SoriotChief Executive OfficerChief Executive Officer

We push the boundaries of science to deliverWe push the boundaries of science to deliverWe push the boundaries of science to deliver plif h i di ilife-changing medicineslife-changing medicineslife changing medicines

2012 2014 20182012-2014 2018+2015 20172012-2014 2018+2015-20172015 2017B ildi t S t i bl d liD li i tBuilding strong Sustainable deliveryDelivering on returnBuilding strong Sustainable delivery Delivering on return

foundations and growthg

t thfoundations and growthto growth gto growth

Three strategic prioritiesThree strategic prioritiesThree strategic prioritiesg p

Achieve Return Be a greatAchieve Return Be a greatAchieve Return Be a great gi tifi t th l t kscientific to growth place to workscientific to growth place to workscientific to growth place to work

l d hileadershipleadershipleadershipp

Achieve scientific leadership: focus on R&D in three mainAchieve scientific leadership: focus on R&D in three mainAchieve scientific leadership: focus on R&D in three main pth d k l tftherapy areas and across key platformstherapy areas and across key platformstherapy areas and across key platforms

Cardio Respirator /Cardio- Respiratory/Cardio Respiratory/ Metabolism inflammationOncology

I f ti &Metabolism inflammationOncology

Infection &gy

Infection & NeuroscienceVaccines NeuroscienceVaccines

Main TAs Opportunity drivenMain TAs Opportunity-drivenpp y

ProteinSmall Protein Biologics Small Immuno therapies Devicesi iBiologics l l Immuno-therapies Devicesengineeringg molecules p engineeringmolecules

Personalised healthcare capabilitiesPersonalised healthcare capabilitiesp

Achieve scientific leadership: 12 approvals in 2014Achieve scientific leadership: 12 approvals in 2014Achieve scientific leadership: 12 approvals in 2014p ppIndustry leading number of US On track to deliver 7 8 potential newIndustry-leading number of US On track to deliver 7-8 potential new y g

NDA/BLA l i 2014p

l l tit b i i i 2015 2016NDA/BLA approvals in 2014 molecular entity submissions in 2015-2016NDA/BLA approvals in 2014 molecular entity submissions in 2015 2016

CAZ AVI (CEPH/BLI)CAZ AVI (CEPH/BLI)serious infectionsserious infections

cediranib (VEGFR) savolitinib (AZD6094 MET)cediranib (VEGFR) savolitinib (AZD6094, MET)ovarian cancer (EU) papillary renal cell carcinomaovarian cancer (EU) papillary renal cell carcinoma

selumetinib (MEK) tremelimumab (CTLA 4)selumetinib (MEK) tremelimumab (CTLA-4)uveal melanoma mesotheliomauveal melanoma mesothelioma

AZD9291 (EGFR) MEDI4736 (PD L1)AZD9291 (EGFR) MEDI4736 (PD-L1)2L NSCLC 3L NSCLC2L NSCLC 3L NSCLC

brodalumab* (IL-17R) roxadustat (HIF PHI)Additional approvals brodalumab (IL-17R) roxadustat (HIF-PHI)Additional approvals psoriasis CKD / ESRD (China)pp psoriasis CKD / ESRD (China)

PT003 (LAMA/LABA) benralizumab (IL 5R)PT003 (LAMA/LABA) benralizumab (IL-5R)COPD severe asthmaCOPD severe asthma

2015 2016D kli G i

2015 2016Duaklir GenuairDuaklir Genuair

* Partner Amgen to manage regulatory submission25

g g g y25

Q1 2015 l l tit † i liQ1 2015 new molecular entity† pipelineQ1 2015 new molecular entity† pipelineQ1 2015 new molecular entity pipeline

Terminations in Q1 2015Terminations in Q1 2015AZD2115 (COPD) in P2 brodalumab (asthma) in P2 MEDI-559 (RSV prophylaxis) in P1AZD2115 (COPD) in P2, brodalumab (asthma) in P2, MEDI 559 (RSV prophylaxis) in P1Divestitures in Q1 2015Divestitures in Q1 2015AZD0914 (infection) in P2AZD0914 (infection) in P2

† Includes significant fixed dose combination projects and parallel indications that are in a separate therapeutic area† Includes significant fixed dose combination projects, and parallel indications that are in a separate therapeutic area (See LCM chart for other parallel indications and oncology combination projects)(See LCM chart for other parallel indications and oncology combination projects)

# Project subject to milestones/royalties# Project subject to milestones/royalties¶ Registrational P2/3 study¶ Registrational P2/3 study∂ N liti ti l d i di ti (M lti l l i P1 t d ti i )∂ Neuromyelitis optica now lead indication (Multiple sclerosis P1 study continuing)

Oncology RIA CVMD Neuroscience Infection26

Oncology RIA CVMD Neuroscience Infection26

Achieve scientific leadership: enhanced collaborationAchieve scientific leadership: enhanced collaborationAchieve scientific leadership: enhanced collaborationpk d ia key drivera key drivera key driver

2727

Return to growth: platforms delivered 15% growth andReturn to growth: platforms delivered 15% growth andReturn to growth: platforms delivered 15% growth and g p g53% f i 201453% of revenue in 201453% of revenue in 201453% of revenue in 2014

$2014 ($m) Growth (%)2014 ($m) Growth (%)($ ) ( )

476 70B ili t /B ili 476 70Brilinta/Brilique 476 70Brilinta/Briliqueq

1 870 139Di b t 1 870 139Diabetes 1,870 139Diabetes ,

5 063 10R i t 5 063 10Respiratory 5,063 10Respiratoryp y

5 827 12Emerging Markets 5 827 12Emerging Markets 5,827 12Emerging Markets

2 227 (3)*Japan 2,227 (3)*Japan 2,227 (3) Japan

Product sales at actual exchange rates. Growth rates at constant exchange rates (CER). *Including impact from mandated price cuts

2828

Great place to workGreat place to workGreat place to workp

I i tIncreases in every categoryIncreases in every categoryin biennial employee surveyin biennial employee surveyp y y

8 %85% 86%85% 86%85% 86%85% 86%Employee Belief in ourEmployee Belief in our p y

engagement strategyengagement strategy(8% increase) (18% increase)(8% increase) (18% increase)

88%88%88%88%ScientificScientific

and patientand patient i t tiorientationorientation

(12% i )(12% increase)( )

2929

Q1 2015: Growth platforms deliverQ1 2015: Growth platforms deliverQ1 2015: Growth platforms deliverQ p

Q1 2015 GrowthQ1 2015 Growth $ %$m %$m %

Total Re en e 6 057 1Total Revenue 6,057 1Total Revenue 6,057 1

Growth Platforms 3 404 13Growth Platforms 3,404 13 ,

Brilinta /Brilique 131 45Brilinta /Brilique 131 45 q

Diabetes 488 47Diabetes 488 47

Respiratory 1 243 7Respiratory 1,243 7

E i M k t 1 533 18Emerging Markets 1 533 18Emerging Markets 1,533 18

J 455 (2)Japan 455 (2)Japan 455 (2)

C EPS $1 08 (3)Core EPS $1 08 (3)Core EPS $1.08 (3)

Total revenue and product sales at actual exchange rates. Growth rates at constant exchange rates (CER)

3030

Oncology our sixth growth platformOncology – our sixth growth platformOncology – our sixth growth platformgy g p

Several potential oncology Oncology trialsSeveral potential oncology Oncology trialsp gyb i i 2015 2016

gyd li t ti lsubmissions 2015-2016 underline potentialsubmissions 2015 2016 underline potential

MEDI4736MEDI4736723L NSCLC 723L NSCLC 72

MET tremelimumabMET tremelimumabpapillary renal th lipapillary renal mesotheliomap p yll i esot e o acell carcinoma 31cell carcinoma 3131

selumetinibAZD9291 selumetinibAZD9291uveal melanomaNSCLC uveal melanomaNSCLC

O l IOncology Immuno-gytrials oncologytrials oncology

trialstrials

3131

Immuno oncologyImmuno-oncologyImmuno-oncologygyT f i t t t Th i f bi tiTransforming treatment The promise of combinations:Transforming treatment The promise of combinations:paradigms for cancer Melanomaparadigms for cancer Melanomapa ad g s o ca ce e a o a

1 Optimising T-cell1. Optimising T-cell f ti dfunction and memoryy

3 Inhibition by2. Antigen 3. Inhibition byi i t

2. Antigen presentation & microenvironmentpresentation &

innate immunityinnate immunity

Postow MA et al. N Engl J Med 2015.gDOI: 10 1056/NEJMoa1414428DOI: 10.1056/NEJMoa1414428

3232

What science can do: AZD9291What science can do: AZD9291What science can do: AZD9291Response rate in T790M positi e cohorts (central test)Response rate in T790M positive cohorts (central test)Response rate in T790M positive cohorts (central test)

505040304030 Best percentage change from baseline in target lesion20 D Best percentage change from baseline in target lesion20 D*D*

100

10DD0 DDD

-10 D

2010 D

DDDD-20 DDDD

D-30 DDD

4030 DD

D D D-40 DD

DDDD DDD D

D

-50DDD D D DD

6050 20 mg

DDDDDDDDD DD-60 40 mg

20 mg DDDDD DDDDDDD-70 40 mg DD

D D D

80-70

80 mgD D DDD D D-80 80 mg

160D

D90 160 mg D

D

100-90 g

240 mgDD

-100 240 mg DD

Deb’s storyDeb s storyy

“Cancer treatment is being personalised and I am a big happy beneficiary of this targeted“Cancer treatment is being personalised and I am a big, happy beneficiary of this targetedg p g, ppy y gth th t I I it j t h t d d lif d t d d lit f lif ”therapy that I am on. I mean it just has extended my life and extended my quality of life.”therapy that I am on. I mean it just has extended my life and extended my quality of life.

Deb is a non smoker with EGFR mutation stage 4 lung cancer who has been on a clinicalDeb is a non-smoker with EGFR mutation stage 4 lung cancer who has been on a clinicalg gtrial with AZD9291 for over a yeartrial with AZD9291 for over a yeary

3333

Total Shareholder ReturnTotal Shareholder Return (1 Jan 2013 to 31 Dec 2014)Total Shareholder Return (1 Jan 2013 to 31 Dec 2014)( )

Rank Share TSRRank Share TSR

1 AstraZeneca PLC 72%1 AstraZeneca PLC 72%

2 f G C %2 Vodafone Group PLC 63%2 Vodafone Group PLC 63%

3 Gl S ithKli PLC 29%3 GlaxoSmithKline PLC 29%3 GlaxoSmithKline PLC 29%

4 U il PLC 28%4 Unilever PLC 28%Unilever PLC 28%

5 British American Tobacco PLC 27%5 British American Tobacco PLC 27%

6 BP PLC 18%6 BP PLC 18%

7 Royal Dutch Shell PLC (B shares) 14%7 Royal Dutch Shell PLC (B-shares) 14%

8 Barclays PLC 13%8 Barclays PLC 13%

9 R l D h Sh ll PLC (A h ) 13%9 Royal Dutch Shell PLC (A-shares) 13%9 Royal Dutch Shell PLC (A shares) 13%

10 Di PLC 11%10 Diageo PLC 11%10 Diageo PLC 11%

S D t tSource: Datastream3434


R l tiResolutionsResolutionsResolutions1 To receive the Company’s Accounts and the Reports i) Jean-Philippe Courtois1. To receive the Company s Accounts and the Reports i) Jean Philippe Courtoisy

of the Directors and Auditor for the year ended j) R d M khof the Directors and Auditor for the year ended j) Rudy Markhamy31 D b 2014

j) udy a a31 December 2014 k) Shriti Vadera3 ece be 0 k) Shriti Vadera

l) M W ll b2 To confirm dividends l) Marcus Wallenberg2. To confirm dividends l) Marcus Wallenberg

3 To reappoint KPMG LLP London as Auditor 6 To approve the Annual Report on Remuneration for3. To reappoint KPMG LLP, London as Auditor 6. To approve the Annual Report on Remuneration for pp , pp pthe year ended 31 December 2014the year ended 31 December 2014

4 To authorise the Directors to agree the remunerationy

4. To authorise the Directors to agree the remunerationof the Auditor 7 To authorise limited EU political donationsof the Auditor 7. To authorise limited EU political donations

5 T l t l t th f ll i Di t 8 To authorise the Directors to allot shares5. To elect or re-elect the following as Directors: 8. To authorise the Directors to allot shares5. To elect or re elect the following as Directors:a) Leif Johansson 9 T h i h Di di la) Leif Johansson 9 To authorise the Directors to disapply)b) P l S i

9. To authorise the Directors to disapplyb) Pascal Soriot pre-emption rightsb) Pascal Soriot pre-emption rightsc) Marc Dunoyerc) Marc Dunoyer 10 To a thorise the Compan to p rchase) y 10. To authorise the Company to purchase d) Cori Bargmann

p y pit hd) Cori Bargmann its own shares

) G iè Bits own shares

e) Geneviève Bergere) Geneviève Berger11 To reduce the notice period for general meetingsf) Bruce Burlington 11. To reduce the notice period for general meetingsf) Bruce Burlington) g12 T th d ti f A ti lg) Ann Cairns 12. To approve the adoption of new Articlesg) Ann Cairns 12. To approve the adoption of new Articles

f A i tih) Graham Chipchase of Associationh) Graham Chipchase of Association) p

3636


R l tiResolutionsResolutionsResolutions1 To receive the Company’s Accounts and the Reports i) Jean-Philippe Courtois1. To receive the Company s Accounts and the Reports i) Jean Philippe Courtoisy

of the Directors and Auditor for the year ended j) R d M khof the Directors and Auditor for the year ended j) Rudy Markhamy31 D b 2014

j) udy a a31 December 2014 k) Shriti Vadera3 ece be 0 k) Shriti Vadera

l) M W ll b2 To confirm dividends l) Marcus Wallenberg2. To confirm dividends l) Marcus Wallenberg

3 To reappoint KPMG LLP London as Auditor 6 To approve the Annual Report on Remuneration for3. To reappoint KPMG LLP, London as Auditor 6. To approve the Annual Report on Remuneration for pp , pp pthe year ended 31 December 2014the year ended 31 December 2014

4 To authorise the Directors to agree the remunerationy

4. To authorise the Directors to agree the remunerationof the Auditor 7 To authorise limited EU political donationsof the Auditor 7. To authorise limited EU political donations

5 T l t l t th f ll i Di t 8 To authorise the Directors to allot shares5. To elect or re-elect the following as Directors: 8. To authorise the Directors to allot shares5. To elect or re elect the following as Directors:a) Leif Johansson 9 T h i h Di di la) Leif Johansson 9 To authorise the Directors to disapply)b) P l S i

9. To authorise the Directors to disapplyb) Pascal Soriot pre-emption rightsb) Pascal Soriot pre-emption rightsc) Marc Dunoyerc) Marc Dunoyer 10 To a thorise the Compan to p rchase) y 10. To authorise the Company to purchase d) Cori Bargmann

p y pit hd) Cori Bargmann its own shares

) G iè Bits own shares

e) Geneviève Bergere) Geneviève Berger11 To reduce the notice period for general meetingsf) Bruce Burlington 11. To reduce the notice period for general meetingsf) Bruce Burlington) g12 T th d ti f A ti lg) Ann Cairns 12. To approve the adoption of new Articlesg) Ann Cairns 12. To approve the adoption of new Articles

f A i tih) Graham Chipchase of Associationh) Graham Chipchase of Association) p

3838

Please place your completed Polling Card in one of the boxesPlease place your completed Polling Card in one of the boxesPlease place your completed Polling Card in one of the boxesl th tias you leave the meeting roomas you leave the meeting room

We expect to announce the results of the poll later todayWe expect to announce the results of the poll later todayp p y

Th lt f th ll ill l b bli h d th I tThe results of the poll will also be published on the InvestorsThe results of the poll will also be published on the Investorssection of our website: www astrazeneca comsection of our website: www.astrazeneca.com


Th k f tt di d h f j hThank you for attending and have a safe journey homeThank you for attending and have a safe journey home

AZ PCAstraZeneca PLC 2015 A l G l M ti2015 Annual General ......∂N liti ti l d i di ti (M lti l l i P1 t d ti i ) ... presentation &presentation & microenvironment innate immunity

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