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Galenica (GALE) investor relations material
Galenica Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic transformation and vision
Transformation is driven by culture and collaboration, focusing on people, continuous development, and integration of digital and physical healthcare services.
Four strategic pillars: digital/physical integration, logistics efficiency, diagnostics business development, and sustainability, with a focus on omnichannel health services and connecting healthcare actors.
New store concepts, expanded roles, and innovative collaboration models are being implemented, with investments in staff development and career paths.
Efficiency in logistics and wholesale is a top priority, with major ERP upgrades, automation, and digitization to boost productivity and scalability.
Strategic priorities include organic growth, efficiency gains, diagnostics expansion, and home care.
Pharmacy transformation and omni-channel strategy
Pharmacies are being repositioned as the first point of contact in healthcare, with increased responsibilities in consultations, vaccinations, prevention, and patient monitoring starting 2027.
Investments in omni-channel strategy, digital tools, and private consultation booths enhance customer experience, with pilot concepts like Apo 360.
"Consultation plus" services are being standardized, aiming to double consultations in three years and increase average basket size.
Recruitment, training, and new roles have improved specialist availability and career development.
Partnerships with insurers expand service coverage and customer retention.
Consumer healthcare and product innovation
The Swiss consumer healthcare market is growing, driven by prevention, self-optimization, and demographic changes.
Verfora has doubled sales since 2019 through organic growth and acquisitions, focusing on brand development and omni-channel presence.
Proven M&A track record supports market share growth, with recent acquisitions and new product launches.
Regulatory changes and market volatility require adaptation, with a focus on customer-driven product innovation.
Brand awareness and digital marketing are increasingly important as customers make decisions before visiting pharmacies.
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