AstraZeneca (AZN) investor relations material

Strategic Ambition and Growth

• Targeting $80 billion risk-adjusted total revenue by 2030, driven by a diversified portfolio and not dependent on future M&A.

• Weight management and CVRM are key growth areas, leveraging global commercial infrastructure and expertise.

• Less than 5% of eligible patients with obesity currently receive treatment, highlighting significant unmet need and market opportunity.

• Global commercial strength and experience in specialty and primary care, leveraging assets like FARXIGA and a broad portfolio to address unmet needs.

• Five franchises, including weight management, expected to achieve $5bn+ peak year revenue each by 2030.

Elecoglipron Phase IIb Trial Results

• VISTA trial in overweight/obese adults showed dose-dependent, clinically meaningful weight loss up to 11.5% at 36 weeks, with up to 89% achieving ≥5% weight loss.

• SOLSTICE trial in type 2 diabetes demonstrated significant A1C reductions up to 1.9% and weight loss up to 7.7% at higher doses, with up to 90% achieving A1C <7%.

• Improvements observed in cardiometabolic risk factors, including blood pressure, hs-CRP, triglycerides, and LDL-C.

• Safety profile consistent with GLP-1 class; most common adverse events were mild to moderate GI effects, with no unexpected safety signals or liver safety concerns.

• No food or fluid dosing restrictions for elecoglipron, offering convenience and supporting advancement to phase III.

Phase III Development and Portfolio Strategy

• Phase III program to start in H2 2026, including EMBOLD (obesity), ELUMINATE (type 2 diabetes), and ELEVATE (heart failure and CKD) trials, with both monotherapy and combination arms.

• Ambitious outcome trials to demonstrate organ protection and value in heart failure and CKD, leveraging combinations with dapagliflozin.

• Portfolio strategy includes oral, injectable, and combination therapies to address diverse patient needs and maximize market reach.

• CVRM pipeline includes multiple high-value assets targeting dyslipidaemia, hypertension, heart failure, kidney disease, and diabetes.

• Elecoglipron positioned as a foundational asset for weight management, with positive Phase II data supporting advancement to Phase III.