Market performance report Business Excellence Russia презентация

Key highlights:
Overall market
In Jan-Jul 2020, Russian pharmaceutical market grew by + 14% in value and by -1,1% in volume (packs). The key driver is the program segment with +51% growth in Hospital purchases, +14% in federal reimbursement and 34% regional reimbursement . Retail grew by +4.5% in value with negative growth by -2.8% in volume. Retail OTC products grew by 8,2% and RX Retail products increased by 4,3% in Retail Sell-out (in value). Total retail Sell-out grew by 5,6% YTD.
After pre-epidemic sales growth by 48% in value (Mar’20 vs Mar’19), the total pharm market sell-in growth decreased to 4% (Jul’20 vs Jul’19).
Actually Ipsen is #54 in IQVIA pharma companies ranking in MAT Juд’20;
Together with aesthetic sales, Ipsen is on #50 position.
Ipsen market share on total market is stable/slightly growing in Jul MAT at 0,39% as result of SC growth and CHC slight decrease.
CHC Jul’ 2020 (Sell-in data in value, Retail prices)
Smecta growth is +2% in MAT’ Jul’20 while market is declining by 8%. Smecta share 21,8% for YTD Jul'20. Market declined by 28% in May-Jul and Smecta following this trend in all regions. Smecta decreased in Jul by 19% vs LY but showing better performance vs market (-29% vs LY)
Ipsen bowel cleansing products are declining by 20% in YTD Jul’20, however market is also declining by 14%.
Tanakan is growing by +13% on declining market (-9%) in YTD’ Jul’20. All regions are growing above the market. Tanakan reached 35,9% market share in YTD Jul’20.
Forlax is showing double-digit growth (+19%) on growing market (+6%) in YTD Jul’20.
SC Jul’ 2020 (Hospital, DLO, RLO)
Dysport (neuro) sales are also showing the positive trend in YTD Jul’20 (+15%). However Dysport neuro decreased in Moscow in May-Jul and decreased more than market. Total Dysport Neuro sales decreased in May-Jul by 10% vs LY and decreased more than market
Diphereline sales are growing significantly above market: +82% vs 15% in YTD Jul’20. Diphereline sales are growing in all regions, but in May-Jul sales growth for the Capital region is slower vs market growth
Somatuline sales growth is also above the market performance in YTD Jul’20. Somatuline is growing by +101% vs +30% of market growth. Somatuline is growing faster than market in all regions.
Cabometyx Market share in 2020 grew up to 3,5% with the best results in Moscow (5.8% YTD Jul’20).
Aesthetics MAT Aug’20 LS (22.9 m Eur) is slightly lower vs MAT Jul’20 (23.1 m Eur) due to 13% decrease of sales in Aug’20 vs LY.

Ключевые выводы
Рынок в целом
С начала 2020 года российский фармацевтический рынок вырос на 14% в деньгах и сократился на -1,1% в упаковках. Основным источником роста является канал госзакупок: госпитальные закупки выросли на 51%, федеральная льгота на 14% а региональная льгота на 34%. Аптечные продажи выросли на 4.5% в деньгах и упали на 2.8% в упаковках. Все продукты (рецептурные и безрецептурные) выросли на 5.6% в Sell-out (в денежном выражении) в Retail. Продажи рецепурных препаратов выросли на 3.6%, безрецептурных на 7.8%.
Ipsen занимает 54 позицию среди всех производителей на фарм рынке (МAT Jul’20)
Учитывая продажи эстетического подразделения, Ipsen входит в Топ 50 производителей.
Доля рынка Ipsen составила 0,39% от всех продаж лекарственных средств за последние 12 месяцев и продолжает расти.
CHC Июль 2020 (продажи в аптечные точки в денежном выражении)
Смекта растёт (+2%) быстрее рынка (-8%), наращивая долю рынка MAT Jul’20. Доля рынка Смекты составила 21,8% за первые 7 месяцев 2020. В мае-июле продажи на рынке смекты сократились по сравнению с прошлым годом и смекта следует за рынком. В Июле продажи Смекты сократились на 19% vs LY однако рынок падает быстрее -29% vs LY
Препараты Ипсен для очистки кишечника перед колоноскопией упали на 20%, однако и рынок сократился на 14% (YTD Jul’20).
Танакан прирастает на 13% на сокращающемся рынке (-9% YTD Jul’20). Продажи во всех регионах растут быстрее по сравнению с рынком. В 2020 году Танакан достиг доли рынка в 35,9% за первые 7 месяцев 2020.
Форлакс демонстрирует стабильно высокий прирост в 19% на растущем рынке (+6%), что позволяет наращивать долю рынка.
SC Июль 2020 (госпитальные закупки, DLO, RLO)
Продажи Диспорта в неврологии растут с начала года (+15%), однако в мае-июле продажи в Москве падают и падают быстрее рынка. Суммарно продажи Dysport Neuro сократились на 10% в мае-июле и падают быстрее рынка.
Продажи Диферелина растут существенно опережая рынок: +82% против 15% для YTD Jul’20. Диферелин растет во всех регионах, однако в мае-июле в центральном регионе продажи растут медленее рынка
Соматулин растёт быстрее рынка во всех регионах. Общий рост продаж Соматулина составил +101% за первые 7 месяцев 2020 и намного опрежает рост рынка (+30%).
Доля рынка препарата Кабометикс в первые 7 месяцев 2020 году составила 3,5%. Самая высокая доля в столице (5,8% YTD Jul’20).
Данные от дистрибьюторов показывают восстановление продаж эстетического направления в Июне до уровня 23.1 млн Евро (MAT July’20), однако августовские данные показывают сокращение продаж на 13% vs Aug’19

Source: IQVIA highlights report July’20

Source: IQVIA highlights report Jul’20

Ipsen place on the market
In MAT Jul’20 Ipsen overperformed Rompharm, Geropharm and gained 54th place on the Russian Pharma Market.
2017
Russian pharma market by corporations, % of total market value
53
54
55
56
57
58
59
60
61
62
SOPHARMA*
FARMASOFT
CANONPHARMA
ATOLL OOO RF
NIARMEDIK PLUS
GROTEX RF
INFAMED RF
BOSNALIJEK
OZON OOO
IPSEN
2018
2019
53
54
55
56
57
FARMASOFT
OBNOVLENIE
UNIDENTIFIED
IPSEN
NIARMEDIK PLUS
INFAMED RF
UNIPHARM U.S.A
SOPHARMA*
GEROPHARM
ROMPHARM
58
59
60
61
62
53
54
55
56
57
58
59
60
61
62
FARMASOFT
SUN PHARMA
SEVERNAYA ZVEZDA
ROMPHARM
GEROPHARM
INFAMED RF
IPSEN
ALEXION PHARMA
NIARMEDIK PLUS
OZON OOO
Source: IQVIA Retail, Hospital, DLO, RLO in value - Jul 2020 w/o Aesthetics and Circadin sales in Retail prices
MAT Jul’20
SUN PHARMA
SOPHARMA
GEROPHARM
IPSEN
FARMASOFT
ROMPHARM
POLYSAN
OZON OOO
GLENMARK
PRO.MED.PRAHA
53
54
55
56
57
58
59
60
61
62

Ipsen place on the market – with aesthetic
With aesthetic business Ipsen is being in TOP-50.
2017
Russian pharma market by corporations, % of total market value
OBOLENSK FP
ELI LILLY
MICROGEN
BMS
IPSEN
ALEXION
MARATHON
VERTEX ZAO RF
BIONORICA
RECORDATI*
2018
2019
GENERIUM
BIONORICA
MATERIA MEDICA
RECORDATI*
MARATHON
BMS
GROTEX RF
OBOLENSK FP
ATOLL OOO RF
IPSEN
RECORDATI*
AMGEN
CANONPHARMA
BIONORICA
EVALAR
ATOLL OOO RF
SYNTEZ
ELI LILLY
MATERIA MEDICA
IPSEN
Source: IQVIA Retail, Hospital, DLO, RLO in value – with aesthetic LS in value and without Circadin sales in Retail prices
41
42
43
44
45
46
47
48
49
50
41
42
43
44
45
46
47
48
49
50
41
42
43
44
45
46
47
48
49
50
MAT Jul’20
EVALAR
SYNTEZ
BIONORICA
ELI LILLY
CANONPHARMA PRODUC
MATERIA MEDICA
OBNOVLENIE/RENEWAL
AMGEN
RECORDATI
IPSEN
41
42
43
44
45
46
47
48
49
50

Ipsen MS evolution
Jul 20 MAT Dynamic shows the improvement of SC market share. CHC share have declined in MAT Jul’20 vs MAT Jun’20
Jan’18
Sep’18
Mar’18
Jul’18
May’18
Nov’19
Nov’18
May’19
Jan’19
Mar’19
Jul’19
Sep’19
May’20
Jan’20
Mar’20
Jul’20
MAT Ipsen RU pharma market share, %
Source: IQVIA Retail, Hospital, DLO, RLO in retail value – Jul 2020 w/o Aesthetics and Circadin sales
CHC and SC BUs market share on the total pharma market
SC tender
CHC
Ipsen

Ipsen vs Russian market growth
In Jul Ipsen is growing same as market with 4%. Market is growing mainly due to price effect
Apr’18
13%
18%
9%
Jan’18
Jun’20
13%
-1%
Jan’20
7%
Feb’18
2%
11%
Mar’18
Dec’19
May’18
Jun’18
17%
12%
Jul’18
22%
Aug’18
Sep’18
8%
Oct’18
14%
Apr’19
Nov’18
7%
48%
Dec’18
-2%
Feb’19
Mar’19
May’19
Jun’19
5%
17%
Jul’19
Oct’19
Jan’19
Sep’19
4%
Nov’19
Apr’20
6%
Aug’19
Feb’20
Jul’20
12%
Mar’20
May’20
33%
IPSEN
Delta
TOTAL PHARM MARKET
Total Growth, %
May’18
Nov’18
Mar’18
Feb’18
Jan’18
Sep’19
Aug’19
9%
8%
Apr’18
Jun’18
Jan’19
Jul’18
-12%
8%
0%
Aug’18
Sep’18
Oct’18
Dec’18
Feb’19
Mar’19
Apr’19
May’19
Jul’19
Jun’19
Oct’19
23%
Feb’20
Nov’19
Dec’19
Jan’20
Mar’20
-21%
Apr’20
May’20
-3%
Jun’20
Jul’20
May’18
Feb’18
Jan’18
Mar’18
0%
-23%
Apr’18
-14%
Jun’18
1%
Jul’18
Aug’18
May’20
Jan’19
Sep’18
Oct’18
2%
Sep’19
Apr’19
Nov’18
Dec’18
Aug’19
7%
Nov’19
-3%
Feb’19
13%
Mar’19
Jul’20
-8%
25%
8%
May’19
19%
Oct’19
Jun’19
-11%
Jul’19
10%
Dec’19
-13%
12%
10%
0%
24%
Jan’20
-7%
Feb’20
Mar’20
14%
Apr’20
Jun’20
21%
Volume effect, %
Price effect, %
Source: IQVIA Retail, Hospital, DLO, RLO in value – Jul 2020 w/o Aesthetics and Circadin sales in Retail prices

Consumer Healthcare vs Russian market growth
In Jul’20 CHC is below the market in Value (-10% Ipsen vs 4% Market) due to volume decrease.
Jan’19
Mar’18
-13%
Jul’19
Feb’18
-22%
Jan’18
11%
13%
Nov’19
-8%
May’18
Jun’18
4%
Feb’20
Sep’19
Jul’18
17%
Aug’18
Sep’18
-2%
Oct’18
Mar’20
16%
Nov’18
Dec’18
-3%
Jul’20
5%
Feb’19
Mar’19
Oct’19
-5%
11%
Apr’19
Apr’20
May’19
Jun’19
-21%
15%
Apr’18
11%
16%
Dec’19
Jan’20
10%
Aug’19
37%
-33%
May’20
Jun’20
-14%
13%
CHC
Delta
TOTAL PHARM MARKET
Total Growth, %
Feb’20
Mar’18
Aug’19
May’18
Jan’18
Feb’18
Jun’18
9%
8%
Apr’18
Jul’18
8%
Aug’18
Jan’19
Sep’18
May’20
Oct’18
Nov’18
Dec’18
Jan’20
Feb’19
Jun’19
0%
Mar’19
-2%
Apr’19
May’19
Jul’19
Sep’19
Oct’19
Mar’20
Nov’19
Dec’19
1%
23%
2%
Apr’20
-12%
Jun’20
-15%
-16%
Jul’20
-12%
Aug’19
7%
Sep’18
Nov’19
Mar’18
-3%
2%
-10%
Feb’18
11%
Apr’18
-12%
May’20
May’18
Jun’18
Dec’18
-2%
-12%
Jul’18
8%
Aug’18
Sep’19
Oct’18
Nov’18
-2%
-14%
May’19
-5%
Jan’19
Jul’20
6%
Feb’19
8%
-14%
Mar’19
Jan’18
Apr’19
Jun’19
Jul’19
4%
6%
Oct’19
Dec’19
Jun’20
14%
Jan’20
Feb’20
Mar’20
0%
Apr’20
6%
7%
Volume effect, %
Price effect, %
Source: IQVIA Retail, Hospital, DLO, RLO in value – Jul 2020 w/o Aesthetics and Circadin sales in Retail prices

Specialty Care vs Russian market growth
In Jul’20 SC is higher than market performance.
Aug’18
19%
Mar’20
Dec’18
18%
Mar’18
-18%
Oct’18
Jan’18
May’18
Feb’18
Apr’18
Jul’20
Jun’18
-18%
Jul’18
22%
Jan’19
Sep’18
Jun’19
Nov’18
Feb’19
13%
Mar’19
Apr’19
May’19
Feb’20
20%
Jan’20
Jul’19
Aug’19
Sep’19
Oct’19
Nov’19
-1%
Dec’19
48%
Apr’20
May’20
Jun’20
SC
TOTAL PHARM MARKET
Delta
Total Growth, %
Jan’18
Oct’18
Feb’18
23%
May’18
Aug’19
Apr’18
Mar’19
Mar’18
10%
6%
-6%
Jul’18
Jan’19
Sep’18
Aug’18
Nov’18
Jun’18
Feb’19
Jun’20
Apr’19
May’19
Jun’19
Jul’19
Sep’19
Oct’19
Apr’20
Nov’19
Dec’19
Jan’20
Feb’20
Mar’20
May’20
Jul’20
Dec’18
Jan’19
Jun’18
Apr’18
12%
Jan’18
May’19
Feb’18
7%
7%
Mar’18
25%
-1%
Jul’18
2%
May’18
0%
Aug’18
Sep’18
Jul’19
Oct’18
Nov’18
Dec’18
Nov’19
-7%
-5%
May’20
Feb’20
-33%
Mar’19
Apr’19
Jun’19
14%
-24%
Aug’19
Feb’19
16%
Oct’19
17%
Dec’19
10%
Sep’19
Jan’20
21%
Mar’20
Apr’20
Jun’20
Jul’20
Volume effect, %
Price effect, %
Source: IQVIA Retail, Hospital, DLO, RLO in value – Jul 2020 w/o Aesthetics and Circadin sales in Retail prices

Distribution Index dynamic
Purchase index have recovered after drop in April. Distribution of Eziclen decreased from 12% in March to 8%
21%
Jun’17
44%
Feb’20
Mar’17
Jun’19
Apr’18
Aug’17
27%
Jul’18
Jan’17
30%
Apr’17
Feb’17
14%
May’17
Jul’17
Mar’20
Sep’17
Oct’18
Sep’18
Oct’17
Nov’17
16%
May’18
Dec’17
Jan’18
40%
Feb’19
Feb’18
May’20
43%
Mar’18
Jul’19
Jun’18
Aug’18
33%
0%
Jun’20
Nov’18
Dec’18
Jan’19
Mar’19
Apr’19
May’19
41%
Nov’19
44%
Aug’19
Sep’19
Oct’19
39%
Dec’19
Jan’20
70%
Apr’20
Label
45%
Source: IQVIA Sell-in Retail Jul 2020; Purchase Index.
FORLAX 20 4G
SMECTA POWDER 10
TANAKAN 30
TANAKAN 90
FORTRANS
FORLAX 20 10G
EZICLEN
SMECTA RTU8
SMECTA RTU12

Ipsen Brand
Market Share %
YTD’
Jul
MQ’
Jul
MQ*’Jul
vs LY
CHC Performance July’20 Sell In.
Diarrhea segment is declining by 16% Jul’20 YTD, while Smecta declining only by 4%. Ipsen bowel cleansing is declining by 37% in last 3 month. Tanakan is growing by +13% YTD and gaining market share from almost all players. Forlax is showing double-digit growth by +19% vs YTD Jul’19.
Ipsen Brand performance
– Growth %
Market performance
- Growth %
Delta Growth in ppt
MAT’ Jul
vs LY
YTD’ Jul
vs LY
MQ*Jul
vs LY
MAT’ Jul
vs LY
YTD’ Jul
vs LY
MQ*’Jul
vs LY
MAT’ Jul
vs LY
YTD’ Jul
vs LY
Smecta
Fortrans
Eziclen
Tanakan
Forlax
MAT’
Jul
Source: IQVIA Sell-in Retail July 2020 in value, Retail prices
*MQ – Moving Quarter (May-July)
Market size MAT Jul M euro@75
Ipsen sales MAT Jul
M euro@75
15
8
20
4
101
17
44
168
Jul
vs LY
Jul
vs LY
Jul
vs LY
Jul

Smecta retail performance
Smecta gained +2.1 pts MS in MAT’Jul 20 vs LY but decreased in absolutes vs MAT Apr’20 due to market decline.
Source: IQVIA Sell-in Retail market in Retail prices
Ipsen MAT value, market share evolution by brand
17
18
19
20
3
21
2
22
4
6
12
15
13
14
16
5
11
0
1
17,1%
17,8%
Mar’18
17,2%
Oct’19
May’19
Jan’20
19,9
17,1%
20,8
17,9
21,3
17,0%
18,5%
Apr’20
18,6%
Jun’20
17,4
Jan’18
17,2%
Feb’18
17,1%
Apr’18
19,6%
Sep’19
May’18
17,7
Jun’19
Feb’19
Jul’19
18,3%
Aug’19
17,0%
18,5%
18,5%
17,0%
Nov’19
Dec’18
Dec’19
18,7%
18,9%
Jan’19
19,2%
Mar’20
19,5%
17,3
16,8%
May’20
Nov’18
16,6
16,7
16,7
17,0
16,7%
18,1
Oct’18
18,2
16,8%
18,3
Feb’20
18,6
Sep’18
18,6
Apr’19
18,6
18,7
16,8%
18,9
Aug’18
19,1
20,1
19,7
20,2
16,9%
19,7
20,5
Jul’18
20,6
21,4
20,9
17,1%
20,5
16,6
Jul’20
20,1
17,1%
Jun’18
17,4%
17,6%
17,2%
19,6%
Mar’19
Smecta MS%
Smecta value, M.Eur

Smecta regional performance.
In last 3 month sales of Smecta have decreased by 18%-30% decline, following the market. But delta growth are positive for all regions.
Smecta performance
– Growth %
Diarrhea Market performance
- Growth %
Delta Growth in ppt
Smecta
Market Share %
MAT’Jul
vs LY
YTD’Jul
vs LY
MQ*’Jul
vs LY
MAT’Jul
vs LY
YTD’Jul
vs LY
MQ*’Jul
vs LY
MAT’Jul
vs LY
YTD’Jul
vs LY
MQ*’Jul
vs LY
19,9%
21,8%
20,8%
Total Russia:
MAT’
Jul
YTD’
Jul
MQ*’
Jul
Moscow
North-West
Siberia & Far East
Non-Covered
South & South Volga
Ipsen sales MAT Jul M euro@75
Market size MAT Jul M euro@75
4,4
4,6
4,9
8,0
28,7
50,7
0,9
5,0
1,6
1,0
10,7
0,9
Source: IQVIA Retail Jul 2020 in value in Retail prices
*MQ – Moving Quarter (May-July)
Ural

Source: IQVIA Shipments Database, value
Smecta RQ Performance by employees (Medical line)
May'20-Jul'20
Please find details (by city) here

Source: IQVIA Shipments Database, value
Smecta RQ Performance by employees (Pharm & Mix lines)
May'20-Jul'20
Mix line:
Pharm line:
Please find details (by city) here

Fortrans and Eziclen performance
Fortrans Market has declining trend for value share with declining distribution index. -0,4 ppt in MAT Jul vs Jun
Source: IQVIA Sell-in Retail market in Retail prices
Ipsen MAT value, market share evolution by brand
6,5
9,5
10,0
11,0
0,5
10,5
3,0
1,0
1,5
2,0
2,5
11,5
7,5
8,5
8,0
9,0
7,0
0,0
8,0
51,0%
9,3
9,1
0,0
0,6
0,2
Sep’18
9,1
9,2
9,2
May’19
Jul’18
0,0
9,2
53,7%
58,6%
Jan’19
Jan’18
Feb’18
Mar’18
Apr’18
May’18
Jun’18
Aug’18
Oct’18
Nov’18
Dec’18
9,2
9,2
Feb’19
9,3
0,0
Mar’19
58,2%
9,4
0,1
Apr’19
57,5%
9,3
9,6
9,6
8,9
Jul’20
8,5
0,7
51,1%
7,7
9,1
Nov’19
53,2%
9,2
Oct’19
0,4
Dec’19
52,8%
9,4
0,5
9,4
9,2
Jan’20
52,0%
9,1
0,5
54,3%
Feb’20
51,9%
0,2
9,2
9,2
51,7%
Mar’20
8,6
9,1
0,6
54,8%
Apr’20
Aug’19
8,3
9,8
55,5%
0,7
May’20
Jul’19
51,5%
0,7
0,4
8,7
Jun’20
9,2
9,0
0,2
8,9
9,3
9,0
9,0
9,2
9,3
9,3
56,4%
9,2
9,3
Jun’19
9,4
9,4
9,4
Sep’19
9,4
0,1
9,5
0,3
9,3
9,2
9,5
9,6
56,8%
0,1
IPSEN MS%
FORTRANS
EZICLEN

Fortrans and Eziclen regional performance.
Delta growth in 2020 is negative for all CHC regions which leads to the drop of MS%, except Siberia & Far East and Ural. The biggest delta vs. market growth is Moscow, where our MS is less than 40% and declining every month.
Fortrans/Eziclen performance
– Growth %
Bowel Cleansing Market performance
- Growth %
Delta Growth in ppt
Ipsen Brand
Market Share %
MAT’Jul
vs LY
YTD’Jul
vs LY
MQ*’Jul
vs LY
YTD’Jul
vs LY
MQ*’Jul
vs LY
YTD’Jul
vs LY
MQ*’Jul
vs LY
51,1%
51,2%
50,3%
Total Russia:
Ipsen sales MAT Jul M euro@75
Market size MAT Jul M euro@75
Source: IQVIA Retail sell-in Jul 2020 in value in Retail prices
*MQ – Moving Quarter (May-July)
0%
MAT’Jul
vs LY
MAT’Jul
vs LY
MAT’Jul
Moscow
North-West
Siberia & Far East
Non-Covered
South & South Volga
1,0
4,1
8,6
1,2
0,8
0,9
5,1
0,5
0,5
1,5
0,5
0,4
Ural
YTD’Jul
MQ’Jul

Source: IQVIA Shipments Database, value
Fortrans and Eziclen RQ Performance by employees (Medical line)
May'20-Jul'20
Please find details (by city) here

Source: IQVIA Shipments Database, value
Fortrans and Eziclen YTD Performance by employees (Pharm & Mix lines)
May'20-Jul'20
Mix line:
Pharm line:
Please find details (by city) here

Tanakan performance
There is +0.5 ppt of market share gain for Tanakan in MAT Jul’20 with slight increase in value sales vs MAT Jun’20
Source: IQVIA Sell-in Retail market in Retail prices
Ipsen MAT value, market share evolution by brand
11,5
12,0
15,0
14,0
13,0
13,5
12,5
14,5
0,0
11,0
0,5
1,0
1,5
10,5
Feb’20
12,7
Dec’19
13,5
Jul’18
12,9
12,4
Jun’18
Jan’19
Aug’19
Nov’18
May’18
14,1
Jan’18
Oct’19
13,2
Sep’19
13,2
Jul’19
13,3
13,5
Jun’19
13,6
May’19
13,8
Apr’19
13,7
13,9
May’20
Mar’19
13,7
13,6
13,7
14,3
14,9
14,7
13,7
14,6
14,7
Apr’20
Jul’20
14,8
Feb’19
32,2%
Mar’20
Jun’20
12,4
Dec’18
Jan’20
12,4
Oct’18
12,4
Nov’19
12,5
Sep’18
12,7
12,9
Aug’18
13,0
Apr’18
13,1
Mar’18
Feb’18
IPSEN MS%
TANAKAN

Tanakan Regional Performance
We have biggest MS of Tanakan in Moscow and Siberia & Far East. The highest YTD sales growth vs. market is in North-West region.
Source: IQVIA Retail Sell-in Jul 2020 in value in Retail prices
*MQ – Moving Quarter (May-July)
Tanakan performance
– Growth %
Tanakan Market performance
- Growth %
Delta Growth in ppt
Tanakan
Market Share %
MAT’Jul
vs LY
YTD’Jul
vs LY
MQ*’Jul
vs LY
YTD’Jul
vs LY
MQ*’Jul
vs LY
YTD’Jul
vs LY
MQ*’Jul
vs LY
Ipsen sales MAT Jul M euro@75
Market size MAT Jul M euro@75
MAT’Jul
vs LY
MAT’Jul
vs LY
MAT’Jul
Moscow
North-West
Siberia & Far East
Non-Covered
South & South Volga
11,8
3,1
2,2
2,6
2,4
22,1
5,4
5,7
1,1
0,7
0,8
1,0
Ural
YTD’Jul
33,4%
35,9%
35,3%
Total Russia:
MQ’Jul

Source: IQVIA Shipments Database, value
Tanakan RQ Performance by employees (Medical line)
May'20-Jul'20
Please find details (by city) here

Source: IQVIA Shipments Database, value
Tanakan RQ Performance by employees (Pharm & Mix lines)
May'20-Jul'20
Mix line:
Pharm line:
Please find details (by city) here

Forlax Retail performance
Forlax is showing double-digit growth on slightly growing market thanks to retail support via pharmacy chains.
Source: Smecta, Tanakan, Forlax - IQVIA Sell-in Retail market in Retail prices
Fortrans, Eziclen – IQVIA Sell-in Retail and Hospital market in Retail prices
Ipsen MAT value, market share evolution by brand
0,8
3,8
2,8
0,4
0,0
1,4
0,2
0,6
3,0
1,2
1,0
2,2
3,2
1,6
1,8
3,4
2,0
2,4
3,6
2,6
2,2
3,0
Nov’18
Jun’19
Sep’18
Feb’19
Apr’19
Dec’18
2,7
Jan’18
Apr’18
Feb’18
2,3
3,1
May’18
Mar’18
2,4
2,2
Jun’18
2,7
Jul’18
Aug’18
May’19
Oct’18
Feb’20
Jan’19
Dec’19
Mar’19
Jul’19
Nov’19
Aug’19
Sep’19
Oct’19
2,4
Jan’20
Mar’20
2,8
Apr’20
May’20
Jun’20
2,1
2,3
2,5
2,6
2,7
2,9
2,9
3,0
Jul’20
3,0
3,1
2,6
3,2
3,3
3,3
3,4
3,5
3,5
3,5
3,6
3,7
3,2
FORLAX MS%
FORLAX Sales, M.Eur

Forlax Regional Performance
Forlax is growing much faster than market and showing the double-digit growth in almost all CHC regions.
Source: IQVIA Retail, value in Retail prices
*MQ – Moving Quarter (May-July)
Forlax performance
– Growth %
Forlax Market performance
- Growth %
Delta Growth in ppt
Forlax
Market Share %
MAT’Jul
vs LY
YTD’Jul
vs LY
MQ*’Jul
vs LY
YTD’Jul
vs LY
MQ*’Jul
vs LY
YTD’Jul
vs LY
MQ*’Jul
vs LY
Ipsen sales MAT Jul M euro@75
Market size MAT Jul M euro@75
0%
MAT’Jul
vs LY
MAT’Jul
vs LY
MAT’Jul
Moscow
North-West
Siberia & Far East
Non-Covered
South & South Volga
9,1
43,9
87,5
7,6
11,8
8,1
0,2
0,9
0,3
0,3
0,2
1,8
Ural
YTD’Jul
2,2%
2,3%
2,3%
Total Russia:
MQ Jul

Source: IQVIA Shipments Database, value
Forlax RQ Performance by employees (Medical line)
May'20-Jul'20
Please find details (by city) here

Source: IQVIA Shipments Database, value
Forlax Rolling RQ by employees (Pharm & Mix lines)
May'20-Jul'20
Mix line:
Pharm line:
Please find details (by city) here

SC Performance Jul’20
All brands are demonstrating growth above the market in YTD vs LY. Cabometyx achieved 3,5% MS in Jul’20 YTD.
0%
Source: IQVIA Shipments Database, value
*MQ – Moving Quarter (May-July)
MAT Jul'20
vs LY
YTD Jul'20
vs LY
MQ*’Jul'20
vs LY
MAT Jul’20
vs LY
YTD Jul'20
vs LY
MQ* Jul'20
vs LY
MAT Jul'20
vs LY
YTD Jul'20
vs LY
MQ* Jul'20
vs LY
Ipsen Brand performance
– Growth %
Market performance
- Growth %
Delta Growth in ppt
Ipsen Brand
Market Share %
Market size MAT Jul M euro@75
Ipsen sales MAT Jul M euro
Market
Dysport
neuro
50,9
Cabometyx
Somatuline
Diphereline
19,2
44,7
152,5
3,8
11,1
12,1
9,5
MAT’
Jul'20
YTD’
Jul'20
MQ*
Jul'20

Dysport Neuro performance
July’20 MAT sales decreased vs June’20 MAT sales by 100 k EUR and lost 1 ppt of share.
Ipsen MAT value, market share evolution by brand
0,5
7,5
2,0
1,5
10,0
9,0
9,5
5,5
8,0
6,0
6,5
11,0
1,0
0,0
10,5
7,0
8,5
11,5
8,3
Oct’17
Apr’19
8,3
67,0%
58,9%
62,8%
Jul’18
Nov’17
May’17
May’20
7,8
Feb’17
Jan’17
10,9
Nov’18
Mar’17
Apr’17
7,9
67,5%
Jun’17
10,2
Aug’18
Jul’17
Aug’17
Feb’18
Sep’17
Dec’17
Jan’18
Mar’18
May’18
Jun’18
7,9
Sep’18
Oct’18
Dec’18
65,7%
Jan’19
65,1%
Feb’19
64,2%
Mar’19
62,1%
May’19
62,3%
Jun’19
62,2%
Jul’19
61,4%
Aug’19
59,4%
Sep’19
58,1%
Oct’19
57,6%
Nov’19
57,8%
Dec’19
58,8%
Jan’20
58,8%
Feb’20
59,4%
Mar’20
58,8%
Apr’20
58,9%
10,4
Jun’20
7,9
7,8
7,7
8,0
8,3
8,2
8,5
8,5
8,4
7,9
8,1
8,4
8,4
8,5
8,8
9,5
10,0
10,3
10,3
10,2
10,5
10,4
10,4
11,0
11,0
10,5
10,2
10,2
10,8
11,1
11,3
11,4
11,4
11,2
Jul’20
11,1
66,5%
Apr’18
57,9%
DYSPORT MS%
DYSPORT Sales, M.Eur
Source: IQVIA Shipments Database, value

MQ*’Jul'20
vs LY
Ipsen Brand performance
– Growth %
Market performance
- Growth %
Delta Growth in ppt
Ipsen Brand
Market Share %
Source: IQVIA Shipments Database, value
*MQ – Moving Quarter (May-July)
Dysport neuro Regional Performance
Total Dysport sales have decreased in May-July vs previous year mainly due to Capital region
MAT Jul'20
vs LY
YTD Jul'20
vs LY
MQ*’Jul'20
vs LY
MAT Jul'20
vs LY
YTD’Jul'20
vs LY
MQ* Jul'20
vs LY
MAT’Jul'20
vs LY
YTD’Jul'20
vs LY
East
Central
All Russia
6,2
Capital
5,4
West
19,2
3,2
4,4
Market size MAT Jul M euro@75
Ipsen sales MAT Jul M euro
11,1
3,4
2,7
2,4
2,6
Market
MAT
Jul’20
YTD
Jul’20
MQ* Jul'20

Dysport market performance
Other players are growing much faster and gaining market share from Dysport. Botox have returned his share in 2018, Relatox aggressively growing share
Dysport market in value (M.Eur)
4,4
(25,0%)
17,8
0,1
(1,1%)
3,1
(23,2%)
19,2
8,5
(63,9%)
1,6
(11,9%)
2,1
(10,8%)
11,1
(62,2%)
MAT Jul’18
1,7
(9,7%)
0,6
(3,1%)
MAT Jul’19
11,1
(57,9%)
5,0
(26,1%)
1,0
(5,2%)
MAT Jul’20
13,2
+34%
+8%
Dysport market in volume (k.eq Dys.500)
GR 2020/2019
DYSPORT
BOTOX
RELATOX
XEOMIN
GR 2020/2019
+13%
+0%
+20%
5,9
(7,9%)
MAT Jul’18
11,5
(20,8%)
0,5
(1,0%)
37,8
(68,4%)
5,4
(9,8%)
16,6
(22,1%)
50,7
(67,2%)
2,1
(2,8%)
MAT Jul’19
50,6
(62,7%)
18,7
(23,1%)
7,6
(9,4%)
3,9
(4,8%)
MAT Jul’20
55,2
75,4
80,7
+37%
+7%
+12%
-0%
+27%
+82%
+82%
Source: IQVIA July 2020 Shipments Database

Source: IQVIA Shipments Database, value
Dysport Rolling Half-Year Performance by employees
Feb’20 – Jul'20
Please find details (by city) here

Somatuline performance
Somatuline is growing in value and increasing it’s market share since MAT Dec’19
Source: IQVIA Shipments Database, value
Ipsen MAT value, market share evolution by brand
7,5
1,0
0,0
6,0
6,5
2,5
0,5
3,5
10,0
12,0
7,0
1,5
2,0
11,0
3,0
8,0
4,0
10,5
4,5
5,0
8,5
5,5
9,5
11,5
9,0
12,5
Mar’17
11,8
May’17
9,3
10,8
Dec’17
5,5
Aug’19
Jun’17
Feb’17
Nov’18
Oct’17
Sep’19
16,5%
5,9
Dec’18
8,7
Jul’19
Jan’17
May’20
18,9%
Jul’18
Apr’17
Jul’17
17,2%
Aug’17
Jun’19
Jan’18
15,6%
5,2
Sep’17
Apr’18
Nov’17
16,6%
Feb’18
Mar’18
8,0
Jun’18
Sep’18
Oct’18
16,9%
Jan’19
Feb’19
Mar’19
Apr’19
May’19
6,9
Oct’19
Nov’19
18,8%
Dec’19
Jan’20
19,4%
Feb’20
5,4
20,4%
Mar’20
21,8%
Apr’20
Jun’20
5,7
5,7
5,5
5,6
5,6
Aug’18
6,2
5,4
4,9
May’18
5,0
5,0
5,2
5,2
5,2
5,2
5,7
5,6
6,0
6,2
5,9
7,3
7,3
7,3
7,4
7,2
7,5
7,6
8,6
8,3
10,2
11,3
Jul’20
12,1
7,4
7,4
SOMATULINE MS%
SOMATULINE Sales, M.Eur

MQ*’Jul'20
vs LY
Ipsen Brand performance
– Growth %
Market performance
- Growth %
Delta Growth in ppt
Ipsen Brand
Market Share %
Source: IQVIA Shipments Database, value
*MQ – Moving Quarter (May-July)
Somatuline Regional Performance
Significant growth in Central, West and East regions.
MAT’Jul'20
vs LY
YTD’Jul'20
vs LY
MQ*’Jul'20
vs LY
MAT’Jul'20
vs LY
YTD’Jul'20
vs LY
MQ*’Jul'20
vs LY
MAT’Jul'20
vs LY
YTD’Jul'20
vs LY
0%
MAT
Jul’20
YTD
Jul’20
MQ* Jul'20
11,3
All Russia
50,9
West
Capital
Central
East
23,5
7,1
9,0
Market size MAT Jul M euro@75
Ipsen sales MAT Jul M euro
1,6
7,1
12,1
1,8
1,7
Market

Somatuline market performance
Somatuline is growing much faster than market in volume (+54%) and in value (+67%)
Somatuline market in value (M.Eur)
18
(44,7%)
13
(39,8%)
15
(37,6%)
MAT Jul’18
6
(17,6%)
14
(42,6%)
7
(17,7%)
MAT Jul’19
21
(42,2%)
MAT Jul’20
17
(34,1%)
12
(23,8%)
33
41
51
+26%
+24%
Somatuline market in volume (k.packs)
GR 2020/2019
OCTREOTIDE-DEPO
SOMATULINE AUTOGEL
OCTREOTID-LONG
GR 2020/2019
+12%
+17%
+67%
30,4
(45,1%)
MAT Jul’18
31,7
(46,9%)
5,4
(8,0%)
8,6
(9,6%)
MAT Jul’19
44,2
(49,4%)
36,7
(41,0%)
49,3
(48,3%)
39,6
(38,8%)
13,2
(12,9%)
MAT Jul’20
67,5
89,5
102,1
+33%
+14%
+8%
+12%
+54%
Source: IQVIA July 2020 Shipments Database

Source: IQVIA Shipments Database, value
Somatuline Rolling Half-Year Performance by employees
Feb’20 – Jul'20
Please find details (by city) here

Diphereline performance
In MAT Jul’20 Diphereline sales same as MAT Jun’20 and +4,9 ppt vs MAT Jul’19
Ipsen MAT value, market share evolution by brand
0,5
0,0
7,0
8,0
5,0
8,5
9,5
5,5
7,5
9,0
6,0
6,5
1,0
10,0
Dec’18
6,4
Jul’17
17,5%
Apr’17
Sep’18
6,0
Mar’17
7,0
Jan’19
6,7
6,3
Oct’17
Feb’19
Jun’17
6,9
Jun’19
Jan’17
Oct’18
Feb’17
14,9%
May’17
Aug’17
6,4
6,3
Sep’17
Jun’18
Nov’17
Mar’18
Feb’18
May’19
15,1%
Apr’18
15,5%
May’18
Jul’18
Apr’19
Jul’19
Aug’19
Sep’19
Oct’19
Nov’19
16,8%
Dec’19
Jan’20
18,4%
Feb’20
Apr’20
May’20
Jun’20
6,9
6,8
7,1
6,8
6,7
6,4
6,5
6,4
5,9
5,8
6,3
6,1
Dec’17
6,7
6,7
7,1
7,0
6,9
7,1
6,9
6,3
6,7
6,4
6,3
6,3
6,3
6,5
6,6
7,3
7,7
8,3
16,0%
8,7
9,1
9,5
Jul’20
9,5
Jan’18
Mar’19
Mar’20
Nov’18
Aug’18
7,0
DIPHERELINE MS
DIPHERELINE Sales, M.Eur
Source: IQVIA Shipments Database, value

MQ*’Jul'20
vs LY
Ipsen Brand performance
– Growth %
Market performance
- Growth %
Delta Growth in ppt
Ipsen Brand
Market Share %
Source: IQVIA Shipments Database, value
*MQ – Moving Quarter (May-July)
Diphereline Regional Performance
Sales growth in Jul’20 YTD is above the market in all regions
MAT’Jul'20
vs LY
YTD’Jul'20
vs LY
MQ*’Jul’20
vs LY
MAT’Jul'20
vs LY
YTD’Jul’20
vs LY
MQ*’Jul'20
vs LY
MAT’Jul'20
vs LY
YTD’Jul'20
vs LY
0%
11,8
Central
All Russia
Capital
44,7
East
West
16,3
9,0
7,7
Market size MAT Jul M euro@75
Ipsen sales MAT Jul M euro
9,5
2,5
1,5
3,5
2,1
Market
MAT
Jul’20
YTD
Jul’20
MQ* Jul'20

Diphereline market performance
Diphereline is growing faster than market: in value by +50% and by +41% in Months of Treatment while market is growing by +11% in value and by +13% in MOT.
Diphereline market in value (M.Eur)
0
(0,4%)
5
(12,2%)
0
(0,9%)
1
(2,6%)
MAT Jul’18
MAT Jul’19
5
(12,0%)
19
(47,9%)
1
(1,5%)
6
(15,8%)
4
(10,2%)
5
(11,6%)
5
(12,3%)
1
(1,4%)
4
(11,0%)
0
(0,3%)
16
(36,0%)
10
(21,3%)
4
(8,7%)
6
(14,3%)
6
(13,3%)
20
(50,1%)
45
40
MAT Jul’20
7
(16,2%)
40
-1%
+11%
Diphereline market in volume (k.MOT)
GR 2020/2019
ZOLADEX
BUSERELIN-DEPOT
DIPHERELINE
ELIGARD
BUSERELIN-LONG
TRIPTORELIN-LONG
DECAPEPTYL DEPO
GR 2020/2019
+23%
-17%
+55%
+50%
+9%
49
(9,1%)
206
(38,4%)
119
(15,5%)
76
(14,2%)
4
(0,8%)
1
(0,2%)
10
(1,9%)
536
106
(15,5%)
110
(16,1%)
14
(1,9%)
MAT Jul’19
7
(1,1%)
303
(39,4%)
114
(14,9%)
87
(11,4%)
128
(16,6%)
81
(11,9%)
2
(0,3%)
MAT Jul’20
320
(46,9%)
98
(18,2%)
MAT Jul’18
93
(17,3%)
682
769
56
(8,3%)
+27%
+13%
+21%
-5%
+55%
+41%
+8%
Source: IQVIA July 2020 Shipments Database
MOT –Months of treatment

Source: IQVIA Shipments Database, value
Diphereline Rolling Half-Year Performance by employees
Feb’20 – Jul'20
Please find details (by city) here

Cabometyx performance
In MAT Jul’20 Cabometyx is continuing to ramp-up and reached 2,5% Market share.
Ipsen MAT value, market share evolution by brand
1,0
3,8
2,8
0,0
2,0
3,0
1,8
0,2
0,4
2,2
0,6
2,4
0,8
3,4
2,6
1,4
1,2
1,6
3,2
3,6
0,9
2,0
Jul’20
Feb’20
Oct’19
3,8
Nov’19
0,5%
3,5
Dec’19
Jan’20
Mar’20
1,5
Apr’20
May’20
1,1
2,5
Jun’20
3,1
0,2
0,5
0,6%
2,2%
Cabometyx Market Share %
Cabometyx sales
Source: IQVIA Shipments Database, value

19,6
(12,8%)
6,2
10,1
41,6
(32,2%)
30,4
(23,6%)
10,4
8,6
18,6
(14,4%)
5,8
3,7
3,7
0,0
(0,0%)
MAT Jul’19
38,4
(25,2%)
3,8
(2,5%)
22,4
(14,7%)
21,0
13,9
11,4
7,2
4,6
MAT Jul’20
129,0
152,5
+18%
RCC market, M.Eur MAT
East
Central
Capital
All Russia
West
Cabometyx market share by region, YTD Jul’20
Source: IQVIA Shipments Database, value
MOT – Months of treatment
PAZOPANIB
SUNITINIB
SORAFENIB
NIVOLUMAB
EVEROLIMUS
TEMSIROLIMUS
AXITINIB
BEVACIZUMAB
LENVATINIB
CABOZANTINIB
RCC market, M.Eur YTD (Jan-Jul)
2,5
84,9
4,0
28,8
(33,9%)
3,5
19,8
(23,3%)
6,4
2,9
(3,5%)
11,2
(13,2%)
6,4
YTD Jul’20
2,3
0,0
(0,0%)
YTD Jul’19
21,0
(25,1%)
9,0
(10,8%)
11,3
(13,5%)
12,0
8,6
5,9
6,0
4,5
83,4
2,3
-2%

Cabometyx RCC market performance
RCC market is growing by 18% in value mainly due to volume growth. Cabometyx (launched Sep’19) reached 2,5% of share in value. Nuvolumab is growing with triple digit growth.
RCC market in value (M.Eur)
7
(9,8%)
MAT Jul’18
20
(12,8%)
30
(23,6%)
33
(21,9%)
9
(6,7%)
19
(14,4%)
21
(13,8%)
3
(4,1%)
10
(8,1%)
129
19
(15,0%)
15
(21,7%
4
(2,5%)
38
(25,2%)
22
(14,7%)
14
(9,1%)
MAT Jul’20
20
(28,1%)
16
(22,3%)
10
(14,0%)
42
(32,2%)
71
152
MAT Jul’19
+80%
+18%
RCC market in volume (k.MOT)
GR 2020/2019
PAZOPANIB
CABOZANTINIB
SORAFENIB
SUNITINIB
NIVOLUMAB
EVEROLIMUS
Others
GR 2020/2019
+145%
-26%
-8%
+5%
28
(24,3%)
9
(16,7%)
14
(25,7%)
0
(0,9%)
94
6
(10,6%)
MAT Jul’18
29
(30,7%)
20
(21,4%)
14
(26,6%)
11
(11,5%)
18
(16,0%)
MAT Jul’19
1
(0,5%)
18
(15,5%)
11
(12,1%)
4
(3,2%)
12
(10,9%)
MAT Jul’20
22
(22,8%)
114
34
(29,6%)
10
(19,5%)
53
1
(1,6%)
+78%
+21%
+146%
-13%
-5%
+9%
Source: IQVIA July 2020 Shipments Database
MOT –Months of treatment
+34%
+57%

Cabometyx TKIs 2nd line market performance
The TKIs 2nd line market is growing by 20% in value mainly due to volume growth.
RCC market in value (M.Eur)
3
(13,5%)
17
MAT Jul’18
0
(0,0%)
4
(23,7%)
5
(27,4%)
4
(26,9%)
1
(9,1%)
2
(11,9%)
1
(10,5%)
2
(10,1%)
MAT Jul’19
4
(17,2%)
3
(16,0%)
5
(22,4%)
10
3
(15,3%)
3
(15,5%)
0
(0,0%)
2
(19,0%)
4
(37,4%)
2
(24,0%)
21
MAT Jul’20
+67%
+27%
RCC market in volume (MOT)
GR 2020/2019
AXITINIB
CABOZANTINIB
SUNITINIB
PAZOPANIB
SORAFENIB
LENVATINIB
GR 2020/2019
+5%
-26%
-8%
+63%
11.031
333
(6,0%)
2.610
(23,7%)
MAT Jul’18
1.335
(24,1%)
203
(3,7%)
1.552
(28,0%)
2.738
(28,4%)
2.120
(38,3%)
3.032
(31,5%)
2.738
(28,4%)
631
(6,5%)
498
(5,2%)
MAT Jul’19
428
(3,9%)
2.648
(24,0%)
2.986
(27,1%)
1.152
(10,4%)
1.207
(10,9%)
MAT Jul’20
5.543
9.637
+74%
+14%
+9%
-13%
-5%
+83%
Source: IQVIA July 2020 Shipments Database
MOT –Months of treatment
+95%
+142%

24,5
1,0
25,0
23,0
19,5
24,0
20,5
0,5
20,0
0,0
1,5
3,0
3,5
23,5
21,5
4,0
2,0
22,0
21,0
18,5
2,5
22,5
19,0
0,5
17,5
2,6
0,8
17,9
2,3
9,1%
23,1
21,3
Oct’19
Sep’18
May’18
22,7
20,8
0,6
2,0
1,5
Jan’17
9,5%
21,0
Feb’17
0,8
2,6
17,6
17,5
17,5
1,8
Mar’17
19,2
Apr’17
2,0
2,6
2,6
May’17
17,9
2,1
1,7
Jun’17
18,2
0,6
2,2
Jul’17
-7,6%
18,7
18,3
19,3
Aug’17
2,4
Sep’17
1,3
18,6
0,2
2,4
Oct’17
18,8
2,4
Nov’17
Feb’20
18,4
2,4
Dec’17
18,5
2,4
Jan’18
21,8
18,6
9,7%
May’19
2,4
Feb’18
Aug’20
18,7
2,5
Mar’18
19,2
0,4
Apr’18
9,1%
24,8
2,6
19,4
13,4%
2,6
Jun’18
8,3%
22,5
19,5
1,7
2,6
Jul’18
6,8%
22,0
19,2
19,4
0,4
2,6
0,4
Aug’18
19,2
2,5
19,4
1,0
2,6
0,0
Oct’18
1,8%
19,0
1,8
0,1
Nov’18
21,0
21,8
19,9
2,6
1,5
0,1
Dec’18
19,9
20,2
Jan’19
9,1%
Mar’19
20,1
9,5%
0,3
Feb’19
2,5
20,8
2,3
Apr’19
20,9
2,2
21,8
21,1
21,0
22,1
2,0
0,9
Jun’19
2,0
1,0
0,3
Jul’19
21,5
1,9
1,2
Aug’19
14,3%
22,1
21,8
1,7
Sep’19
22,0
21,8
1,4
1,8
Nov’19
9,0%
1,1
1,7
Dec’19
8,9%
21,9
1,1
Jan’20
8,0%
1,8
5,3%
1,9
24,7
Mar’20
-5,0%
Apr’20
19,9
1,7
21,2
May’20
21,0
20,5
1,7
Jun’20
1,8
Jul’20
19,3
19,6
20,0
20,1
20,4
20,6
20,9
1,6
21,1
22,0
22,1
21,7
22,0
21,6
22,6
22,7
22,9
23,5
23,7
23,9
24,0
24,3
24,5
24,8
24,9
24,8
24,7
24,8
-6,6%
22,9
1,8
20,6
22,0
3,2%
4,7%
8,4%
8,2%
11,2%
8,9%
11,5%
-5,7%
-4,7%
21,0
Aesthetic franchise LS performance
MAT Aug’20 decreased vs MAT July’20 by 0.2 m Eur due to low sales in Aug’20
Ipsen MAT value, growth by brand
Aesthetic franchise Growth vs LY%
Meso sales
Fillers sales
DYSPORT Sales, M.Eur
Source: Sales Evolution, Local Sales in value (fixed prices)

2,2
0,8
3,0
0,2
1,2
0,0
3,2
0,6
0,4
1,0
2,4
1,4
2,8
2,6
1,6
1,8
2,0
2,9
1,4
2,5
2,1
Dec’18
0,1
9,0%
1,3
-12,8%
1,6
0,2
Feb’18
0,1
2,0
Jun’18
1,6
0,1
1,7
0,8
Jan’18
Sep’18
1,2
0,1
0,3
1,7
Mar’18
2,4
Oct’18
0,2
0,4
Jan’19
Apr’18
2,0
May’18
0,2
0,1
Jul’18
0,3
Nov’18
Dec’19
1,2
10,0%
Aug’18
0,0
0,2
0,2
0,2
0,3
0,0
0,1
0,0
18,0%
1,4
0,1
0,1
Feb’19
2,2
Nov’19
Sep’19
0,2
Mar’19
2,6
0,2
Apr’19
0,1
0,1
May’19
1,9
0,1
0,1
Jun’19
1,5
0,1
0,1
Jul’19
1,6
2,5
1,4
0,2
0,1
0,1
Aug’19
1,6
0,1
1,3
5,0%
1,8
0,1
0,2
Oct’19
0,0
-8,0%
1,9
0,0
0,2
1,3
-4,0%
0,1
0,2
1,0
0,0
0,1
Jan’20
1,4
0,0
0,1
Feb’20
2,8
2,3
0,2
Jun’20
Mar’20
-75,0%
0,7
0,2
0,9
0,0
0,0
Apr’20
-20,0%
1,7
0,0
0,1
May’20
2,6
0,0
0,9
1,9
0,0
0,2
Jul’20
2,0
2,9
2,2
2,0
1,4
1,4
1,0
1,9
2,3
2,6
3,0
2,3
2,1
1,6
1,6
1,8
2,0
2,1
2,8
1,1
2,6
0,8
1,9
2,1
Aug’20
0,0
0,1
1,3
1,5
Aesthetic franchise LS performance (monthly sales)
In Aug’20 sales decreased by 13% vs Aug’19
Ipsen monthly value, growth by brand
Source: Sales Evolution, Local Sales in value (fixed prices)
Aesthetic franchise Growth vs LY%
DYSPORT Sales, M.Eur
Meso sales
Fillers sales

CIS Countries

Source: IQVIA

Source: IQVIA

Source: IQVIA

Appendix

Key terminology used in the presentation