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Thank you for joining us for this AmerisourceBergen webinar. The - - PowerPoint PPT Presentation
Thank you for joining us for this AmerisourceBergen webinar. The - - PowerPoint PPT Presentation
Thank you for joining us for this AmerisourceBergen webinar. The broadcast has not started yet. Both audio and visuals are available through the Skype Meeting Broadcast link and are accessible via any mobile browser. Fifth Manufacturer
Fifth Manufacturer Townhall:
Responding to COVID-19
July 17, 2020
During the call, please submit questions via the chat function
- r via email to: Solutions@amerisourcebergen.com
Today’s Speakers
Heather Zenk
- Sr. Vice President, Replenishment &
Secure Supply Chain Operations
Sun Park
EVP and Group CFO for Pharmaceutical Distribution & Strategic Global Sourcing
Dave Picard
- Sr. Vice President, Global Generics
Pharmaceuticals
7/17/20 Confidential 3
Jan Burkett
SVP of Global Specialty, Branded, & Consumer Products
David Senior
- Sr. Vice President, Market Economics
Brad Tallamy
- Sr. Director, Government Affairs
Agenda 1
Opening Remarks
2
Inventory and Business Continuity Update
3
Healthcare Policy Update
4
Supply Chain Resilience
5
Q&A
6
Closing Remarks
7/17/20 Confidential 4
Opening Remarks
Sun Park
EVP and Group CFO for Pharmaceutical Distribution & Strategic Global Sourcing
7/17 /20 5
Brand/Specialty and Consumer Teams New Leadership
7/17/20 Confidential 6
Jan Burkett
SVP of Global Specialty, Branded, & Consumer Products
Inventory and Business Continuity Update
7/17/20 Confidential 7
Heather Zenk
- Sr. Vice President,
Replenishment & Secure Supply Chain Operations
Current Supply Chain Resiliency
7/17/20 Confidential 8
Industry impacts as of July 11, 2020
0% 0% 1% 2% 3% 3% 18% 27% 25% 25% 20% 19% 16% 14% 14% 9% 8% 5% 4% 4% 2% 2% 2%
0% 10% 20% 30% 40% 50%
0.0 1.0 2.0 3.0 4.0 5.0 6.0 7.0
8
- F
e b 1 5
- F
e b 2 2
- F
e b 2 9
- F
e b 7
- M
a r 1 4
- M
a r 2 1
- M
a r 2 8
- M
a r 4
- A
p r 1 1
- A
p r 1 8
- A
p r 2 5
- A
p r 2
- M
a y 9
- M
a y 1 6
- M
a y 2 3
- M
a y 3
- M
a y 6
- J
u n 1 3
- J
u n 2
- J
u n 2 7
- J
u n 4
- J
u l 1 1
- J
u l
Total Omits % Inhaler Omit
Entire Volume: Current Highly Impacted COVID States
7/17/20 Confidential 9
Quantity: By Month & Impacted State
Supply Chain Stability
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What we are seeing across the supply chain
Inventory Demand drivers include:
- Filling 90-day prescription
- rders.
- COVID hot-spot product
demand was high.
- Tendency to holding inventory
was also high.
- Anticipate returns volume is
6% higher.
- Customer inventory is
positioned to meet demand
- Data available through Certio
852/867, or industry transaction sets.
Product Volume
Current customer product volume:
- Trending towards pre-COVID
units.
- Some trends: Retail &
Independent Pharmacy seeing impacts due to – loss
- f insurance, delayed
primary care physician visits.
Public/Private Partnership
Current or previous engagement:
- SNS
- New COVID Therapies
- COVID Vaccines
India
Generics space has experienced:
- Business continuity
challenges
- Air travel restrictions
- Workforce absenteeism
- Shelter-in-place orders
- Supplies delayed at ports.
We understand some manufacturers utilized reserves to meet increased demand - as the plan to rebuild inventory, or additional challenges arise – please share.
Healthcare Policy Update
7/17/20 Confidential 11
Brad Tallamy
- Sr. Director, Government Affairs
Supply Chain Resilience
7/17/20 Confidential 12
David Senior
- Sr. Vice President, Market
Economics
Supply Chain Resilience – Diagnosing its Health
7/17/20 Confidential 13
Challenges
Role of Government Shortages
Demand Driven Supply Driven
Challenges
Price Stability National Security Quality Availability (Shortages)
Solutions
Transparency Efficient Inventory Access Domestic Production Strategic National Stockpile Marketplace
Q & A
We want your feedback.
We want to hear how AmerisourceBergen is doing to support you during the Covid-19 crisis. Look for our email and please take the time to share your feedback via a 3-minute survey.
Confidential