Pierre Chancel - Sanofi

Diabetes Roundtable
London – May 26, 2010
Pierre Chancel
Senior Vice President, Global Diabetes Division
1

Forward Looking Statements
This presentation contains forward-looking statements as defined in the Private Securities Litigation
Reform Act of 1995, as amended. Forward-looking statements are statements that are not historical
facts. These statements include projections and estimates and their underlying assumptions,
statements regarding plans, objectives, intentions and expectations with respect to future financial
results, events, operations, services, product development and potential and statements regarding
future performance. Forward-looking statements are generally identified by the words “expects,”
“anticipates,” “believes,” “intends,” “estimates,” “plans” and similar expressions. Although sanofi-aventis’
management believes that the expectations reflected in such forward-looking statements are
reasonable, investors are cautioned that forward-looking information and statements are subject to
various risks and uncertainties, many of which are difficult to predict and generally beyond the control of
sanofi-aventis, that could cause actual results and developments to differ materially from those
expressed in, or implied or projected by, the forward-looking information and statements. These risks
and uncertainties include among other things, the uncertainties inherent in research and development,
future clinical data and analysis, including post marketing, decisions by regulatory authorities, such as
the FDA or the EMA, regarding whether and when to approve any drug, device or biological application
that may be filed for any such product candidates as well as their decisions regarding labelling and other
matters that could affect the availability or commercial potential of such products candidates, the
absence of guarantee that the products candidates if approved will be commercially successful, the
future approval and commercial success of therapeutic alternatives, the Group’s ability to benefit from
external growth opportunities as well as those discussed or identified in the public filings with the SEC
and the AMF made by sanofi-aventis, including those listed under “Risk Factors” and “Cautionary
Statement Regarding Forward-Looking Statements” in sanofi-aventis’ annual report on Form 20-F for
the year ended December 31, 2009.
Other than as required by applicable law, sanofi-aventis does not undertake any obligation to update or
revise any forward-looking information or statements.
2

New Global Diabetes Division:
Fulfilling sanofi-aventis’ Ambition in Diabetes
Become the 360° partner delivering
best-in-class complete and integrated
solutions to diabetic patients
Become the # 1 global diabetes care
company
Unlock innovation by integrating
New pharmacological targets
Genetic variations and biomarkers
Seamless connectivity between
diagnostics, treatment and monitoring
Integrated structure comprising all key
functions working on diabetes
R&D, Device Development, Medical
Affairs, Commercial Operations and
Business Development
Direct responsibility for 12 markets (U.S.,
France, Germany, UK, Italy, Spain, Brazil,
Mexico, China, Russia, India and Japan)
Headquartered in Frankfurt
R&D center, Device Development
and Insulin Plant
3

Sanofi-aventis Currently #2 Diabetes Company (1)
FY2009 sanofi-aventis Diabetes Sales (2) : €3,774m, +19.4% (3)
Diabetes Sales (%)
BRIC-M
Western
Europe
Rest of E.M.
22%
6%
11% 7%
Japan &
Aus/NZ
54%
(1) IMS Midas 2009 (in value)
(2) Diabetes Brands: Lantus® + Apidra® + Amaryl® + Insuman®
(3) Growth at constant exchange rates
North
America
Diabetes Sales (€m)
5,000
4,000
3,000
2,000
1,000
0
39%
61%
25%
75%
2006 2009
sanofi-aventis Novo Nordisk
4

Growth Rate and Unmet Needs in Diabetes
Make it an Attractive Market
Disease Burden is Expected to Increase
Dramatically (1) (in million patients)
285
120
21
27
118
+54%
+62%
+17%
+34%
+56%
438
193
24
36
185
2010 2030
RoW
EU Top 5
U.S.
BRIC-M
Most Diabetes Patients in China
Remain Untreated (2) (in million patients)
Diabetes
patients
Diagnosed
patients
Treated
patients
Insulin
treated
(1) IDF International Diabetes Atlas, 4th edition, 2009 (2) Chinese Center for Disease Control, October 2007 (3) Wenying Yang et al, NEJM, vol 36, 1090-1101, March 25, 2010
12
10
2
40
92 (3)
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Diabetes Management Offers Multiple Opportunities
with a Patient-Centric Approach
Patient
education
Nutrition
Disease management
Services
Oral therapies
Socio
Economic
factors
Genetic
profile
Environment
&
Family
Treatments
Attitudes &
behaviors
Co
morbidities
Insulins and other injectables
Self monitoring
Devices
Pens,
connectivity with
blood glucose
monitoring,
telemedicine
Pumps – Closed loop
Regenerative medicines
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Lantus ® Has Changed the Way Physicians Treat
Diabetes
Lantus ® has driven switch from
premix insulins and NPH
ADA/EASD have recognized
basal insulin as “most effective”
to treat to HbA1c target (1)
Advantages of Lantus ®
Greater number of subjects at
goal with 1 injection (2)
Lower insulin dose (3)
Lower cost (4)
Superior efficacy in real life
setting (5)
(1) Diabetes Care 2009; 32(1) (2) Heller - Clinical Therapeutics 2009; 31(10) : 2086-97 / Rosenstock - Diabetologia 2008; 51(3): 408-16
(3) Rosenstock - Diabetologia 2008; 51(3): 408-16/ IQWIG report 2009 / Dailey - Diabetes 2009; 58:A128
(4) Evans - Diabetes 2009 (5) Blonde - Diabetes 2009; 58:A137 6) IMS MIDAS, International Units, Q4 2009
IU bn
Select Insulin Market Share, U.S (6)
80
60
40
20
0
2002 2005 2009
Lantus® detemir Premix NPH
Lant us®
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The ORIGIN Study could Potentially further Change the
Landscape of Type 2 Diabetes Treatment
Patients at high CV
risk and IFG, IGT,
newly detected or
established diabetes
(on 0 or 1 oral agent)
R
12,600 patients 40 countries Results in 2012
Other agents for
glycemic control
Endpoints:
CV morbidity/mortality
All cause mortality
Risk of diabetic microvascular
outcomes
Rate of progression of IFG or
IGT to type 2 diabetes
Can early use of Lantus ® reduce CV events in early/pre-diabetic
patients more than standard glycemic care?
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Entering the GLP-1 Arena with Lixisenatide
Advantages of a GLP-1 agonist (acting
on postprandial glucose level) vs. short
acting or premix insulins
Better weight management
Lower risk of hypoglycemia
Reduced # of daily injections vs. basal
bolus approach
Strong rationale for combination with
Lantus ®
Lantus ® the only true 24h basal insulin
Variable dose of insulin possible with
fixed dose of GLP-1
Patients with Good Fasting
Control but with Abnormal
Postprandial Glycemia
Blood glucose
Breakfast Lunch Dinner
Good fasting control achieved
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Lixisenatide Once-Daily: 1 st Step to a Unique
Combination with Lantus ®
GETGOAL phase III now fully enrolled
9 studies with >4,500 patients
GETGOAL- MONO (1) meets trial endpoints
Significant HbA1c reduction vs. placebo
46.5 to 52.2% of patients achieving HbA1c

A Growing R&D Portfolio in Diabetes Division
to Expand via External Innovation
R&D Portfolio – Diabetes Division
Phase I Phase II Phase III
lixisenatide + Lantus®
GLP-1 agonist + insulin glargine
Type 2 diabetes
SAR236553 (2)
Anti-PCSK9 mAb
Hypercholesterolemia
PN2034 (1)
Insulin sensitizer
Type 2 diabetes
SAR161271
Very long –acting insulin analog
Diabetes
lixisenatide (AVE0010)
GLP-1 agonist
Type 2 diabetes
Lantus®
insulin glargine
Reduction in CV
morbidity & mortality
Anticipated R&D Newsflow in 2010 – Diabetes Timing
Anti-PCSK9 monoclonal antibody – PoC data Initial data released
Lixisenatide in Type 2 diabetes – Phase III monotherapy data presentation EASD 2010
Lixisenatide + Lantus ® in Type 2 diabetes – Start of Phase III trial Q4 2010
PN 2034 – Start of Phase IIb By end 2010
Pancreate TM (Regenerative approach) – Start of clinical development By end 2010
(1) Partnership with Wellstat (2) Partnership with Regeneron (3) Partnershup with Cure DM
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Demonstrated Ability to Build Innovative
and Competitive Device Solutions
Strong in-house development
and industrialization capabilities
Device center of excellence in
Frankfurt
Two award-winning devices
developed and marketed within
3 years
Devices accounting for ~50% of
Lantus ® sales
Full range of device solutions
under development for marketed
and R&D products
(1) IMS NPA January 2010
IU bn
SoloSTAR ® Drives U.S. Volumes
Lantus® U.S. Units by Method of Delivery (1)
9
8
7
6
5
4
3
2
1
0
Q4 2005
Q1 2006
Q2 2006
Q3 2006
Q4 2006
Q1 2007
Q2 2007
Q3 2007
Q4 2007
Q1 2008
Q2 2008
Q3 2008
Q4 2008
Q1 2009
Q2 2009
Cartridge Vial SoloSTAR®
Q3 2009
Q4 2009
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Redefining Diabetes Treatment through
a Set of Integrated Solution
Patient Safety
(1) Partnership with AgaMatrix
High
accuracy
Values that matter
Linked to
mobile
technology
State-of-the art
Features
& Services
Attractive
design
Self monitoring
Linked to
insulin use
First BGM devices (1) expected to be marketed before end 2010
Better Outcomes
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Sanofi-aventis – Poised for Growth in Diabetes
The diabetes epidemic presents health care and economic
challenges
Diabetes is one of the largest business opportunities in the
healthcare space and a growth platform for sanofi-aventis
Sanofi-aventis is well positioned with concrete steps forward
fulfilling our vision to deliver tailored and integrated solutions
to patients and healthcare providers
Our ambition is to become the #1 global diabetes care company
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