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2010 YTD November sales growth slows to 2.3% and 1.1% TRX growth
$350 $300 $250
Dollars Growth
10 9 8
SALES US$BN
% CHANGE
5 4 3 2
2.1%
2 2
2.3% 1
0
2009 YTD Nov 2010
0 2005 2006 2007 2008 2009 YTD Nov 2010
1.1%
0
% CHANGE
5.1%
TRX VOLUME BN
7 6
US market growth in MAT Oct 2010 was 3.2%; 2.4% in YTD 2010
$350 $300
20
SALES US$BN
10
% CHANGE
$250
15
SALES US$BN
$21
$20
5.0
$17
(5.0)
2008
2006
2007
2009
2005
Source: IRI Infoscan Total US FDMx Latest 52 weeks ending July 11, 2010
Lat 52 Wks
% GROWTH US$
10.0
US
5.0 4.0 3.0 2.0 1.0 0.0
Growth Rate
10 9 8 7 6 5 4 3 2 1 0 -1
TRX VOLUME BN
19 96 19 97 19 98 19 99 20 00 20 01 20 02 20 03 20 04 20 05 20 06 20 07 20 08 M AT 20 09 Se p 20 10
TRX PPG
200 180
AC TRx MN
100 80 40 45 39
2006
2007
2008
2009
20% % GROWTH 15% 10% 5% 0% -5% YTD Sep 2010 2.3% -0.1%
16.7%
% GROWTH
10% 5.9% 5% 1.0% 0% -5% -10% -10.5% -15% YTD Sep 2010
Total market
Source: IMS Health, National Sales Perspectives, Branded generics disaggregated, Sep 2010
Brands
Generics
Source: IMS Health, National Prescription Audit, Branded generics disaggregated, Sep 2010
22.1%
5.2%
6.7% 3.8%
Growth remains low for both segments, but growth rates converge in latest periods
MAT Nov 2010
16% 14%
% Market share US$ Primary care driven Specialist driven 56% 44%
% GROWTH US$
12% 10% 8% 6% 4% 2% 0% -2% -4% 2006 2007 2008 2009 MAT Nov 2010
79%
US is impacted by continued patent expiries, and historically low contribution from new products
US market growth: 2009 5.2%;
Protected brands list" price growth Increasing generic volume and less price deflation H1N1/CCF Fewer safety events Demographic factors Approvals of innovative therapies
Source: IMS Health, Market Prognosis, IMS Consulting, Sep 2009
Protected brands volume decline Slow uptake of recently launched products Patent expiries Greater substitution of generics
10.0 8.0 6.0 AC US$BN 4.0 2.0 0.0 -2.0 -4.0 -6.0
Dec-08 Dec-06 Dec-07 Dec-09 Jun-08 Jun-06 Jun-07 Jun-09 Mar-08 Mar-06 Mar-07 Mar-09 Sep-08 Sep-06 Sep-07 Sep-09 Mar-10 Jun-10
-8.0
Quarter Ending
Source: IMS Health, National Sales Perspectives, June 2010
-0.32
Dec-08
Dec-06
Dec-07
Dec-09
Dec-05
Jun-08
Jun-06
Jun-07
Jun-09
Mar-08
Mar-06
Mar-07
Mar-09
Sep-08
Sep-06
Sep-09
Mar-10
Mar-05
Jun-10
Jun-05
-2.0
Sep-10
Sep-05
PATIENT VISITS BN 1.450 1.656 Jun05 1.563 Jun04 1.641 Jun06 1.676 Sep05 1.550 1.650 1.750 1.500 1.600 1.700 1.800
Source: IMS Health, National Disease and Therapeutic Index, Nov 2010
ROLLING MAT
Jun-03 Aug-03 Oct-03 Dec-03 Feb-04 Apr-04 Jun-04 Aug-04 Oct-04 Dec-04 Feb-05 Apr-05 Jun-05 Aug-05 Oct-05 Dec-05 Feb-06 Apr-06 Jun-06 Aug-06 Oct-06 Dec-06 Feb-07 Apr-07 Jun-07 Aug-07 Oct-07 Dec-07 Feb-08 Apr-08 Jun-08 Aug-08 Oct-08 Dec-08 Feb-09 Apr-09 Jun-09 Aug-09 Oct-09 Dec-09 Feb-10 Apr-10 Jun-10 Aug-10 Oct-10
1,529 Nov10
Patient visit trends remain negative with -4.7% growth in MAT Nov 2010
Mar-10
Jan-08
Jan-09
Jan-10
Jul-10
May-08
May-09
May-10
ROLLING MAT
Source: IMS Health, National Disease and Therapeutic Index, Nov 2010, Confidence Interval shown (+/-3.9%)
Nov-10
Sep-08
Sep-09
Sep-10
Patient visit growth trends vary among classes; antipsychotic recovering and DPP-IV continue growth
15% 10% ROLLING MAT GROWTH 5% 0% -5% -10% -15%
Nov-08 Mar-09 May-09 Jan-09 Sep-08
Patient Visit Growth Statins PPI Anti-Psychotics Res Fixed Dose Comb DPP-IV Antiplatelets
Jul-09
Nov-09
Jul-10
May-10
ROLLING MAT
Source: IMS Health, National Disease and Therapeutic Index, Nov 2010
Nov-10
Sep-09
Mar-10
Jan-10
Sep-10
Likely reactions
Significant increase in price sensitivity Down-trading to cheaper drugs or generics Deferral of treatment Reduced spend on promotion Rationalisation of product lines Mergers/acquisitions Cash-flow and credit issues Reduced inventories to minimise financial exposure Increase in distribution costs Consolidation among local distributors Changed prescribing practices Increase generic / therapeutic substitution Shifting costs to patients Increased focus on evidence and value Formulary control intensifies
Manufacturers
Distributors
Healthcare Providers
Payers
The declines in consumer sentiment in the US were not matched by TRx declines or claims
Market Indicators Indexed to January 2007
120 110 100 INDEX 90 80 70 60 50 40
Jan-07 Feb-07 Mar-07 Apr-07 May-07 Jun-07 Jul-07 Aug-07 Sep-07 Oct-07 Nov-07 Dec-07 Jan-08 Feb-08 Mar-08 Apr-08 May-08 Jun-08 Jul-08 Aug-08 Sep-08 Oct-08 Nov-08 Dec-08 Jan-09 Feb-09 Mar-09 Apr-09 May-09 Jun-09 Jul-09 Aug-09 Sep-09 Oct-09 Nov-09 Dec-09 Jan-10 Feb-10 Mar-10 Apr-10
Data for the last month of reported claims remains volatile until late reporting physician s claims are added
Source: IMS Health, National Prescription Audit, Jun 2010, LifeLink Apr 2010; Reuters / University of Michigan Surveys of Consumers, Jul 2010; Bureau of Labor Statistics, Jul 2010; Car sales from Bureau of Economic Analysis, National Economic Accounts, Last Revised on Aug 2010
MAT Nov 2010 Channels Retail Chain/Mass Independents Mail service Food stores Non retail channels LTC Total TRxs mn 3,645 2,171 749 236 489 318 318 3,964 % Market Share 92.0 54.8 18.9 6.0 12.3 8.0 8.0 100.0 % Growth 1.1 2.3 -0.9 -0.8 0.2 1.0 1.0 1.1
YTD Nov 2010 Channels Retail Chain/Mass Mail service Independents Food stores Institutional Clinics Hospitals Long-term care Home health care HMO Others Total
Source: IMS Health, National Sales Perspectives, Nov 2010
US$bn 198.5 97.6 47.3 34.2 19.2 79.2 32.8 29.0 13.3 2.2 1.0 0.9 277.6
% Market Share 71.5 35.2 17.1 12.3 6.9 28.5 11.8 10.4 4.8 0.8 0.4 0.3 100.0
% Growth 2.0 2.6 2.1 1.3 0.2 2.9 4.2 0.7 6.2 -0.2 -3.9 -1.7 2.3
Drug accounts for 58% of total OTC sales volume and grew at 2.2% in latest 52 weeks period
Last 52 Wks Channels FDMx Drug Food Massx Sales US$bn $22.1 $12.9 $6.8 $2.4 % Market Share 100.0 58.2 30.9 10.9 % Growth 2.2 2.2 1.2 5.2
Source: IRI Infoscan Total US FDMx Latest 52 weeks ending July 11, 2010
$95bn
% OF PRIOR YEAR'S SALES 10%
25
20
25 19
8% 6% 4%
19
15 10
16 14 10 8 10
15 10
5 0 2004
2% 0%
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
22
$95bn
% OF PRIOR YEAR'S SALES 10%
LOE date changes since March 2010 forecast Lovenox LOE date from future unknown to 6/2010 ($2.6b) Strattera from 5/2015 to 8/2010 ($510m) - patent invalidated Aug 2010 for lack of enablement/utility Alimta from 9/2011 to 7/2016 ($930m)- patent term extension granted
24.8
25.4 19.2
8% 6% 4%
15 10 5 0
15.2 10.3
23
LOE date changes since March 2010 forecast Lovenox LOE date from future unknown to 6/2010 ($2.6b) Strattera from 5/2015 to 8/2010 ($510m) - patent invalidated Aug 2010 for lack of enablement/utility Alimta from 9/2011 to 7/2016 ($930m)- patent term extension granted
25.4 2.7 3.4 3.8 4.2 10.3 3.0 19.2 2.9 6.1
2012
2013
2014
24
4 1 25 1 16 1 10 2 19 3 15 1 10 25 11
19
9 6 13 8 8 12 2 12 2 4 1 5
1 14 10 8
Molecule
FILGRASTIM ETANERCEPT EPOETIN ALFA INSULIN GLARGINE GLATIRAMER ACETATE TRASTUZUMAB PEGFILGRASTIM INTERFERON BETA-1A INTERFERON BETA-1A ADALIMUMAB RITUXIMAB DARBEPOETIN ALFA BEVACIZUMAB RANIBIZUMAB INFLIXIMAB
Year Launched
1997 1989 1989 2001 1997 1998 2002 1996 2002 2002 1997 2001 2004 2006 1989
100% % MARKET SHARE 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 2005
87.5%
56.0%
59.7%
63.5%
67.7%
70.4%
73.6%
86.4%
86.1%
85.8%
85.3%
83.4%
44.0%
40.3%
36.5%
32.3%
29.6%
26.4%
2006
2007
2008
2009
2005
2006
2007
2008
2009
YTD S ep 2010
Brands
Generics
Source: IMS Health, National Sales Perspectives, Sep 2010, National Prescription Audit, Sep 2010, Branded generics disaggregated
26%
Brands 32%
Brands 74%
Generics 68%
AC = +$23bn
AC = +$10bn
Source: IMS Health, National Sales Perspectives, Branded generics disaggregated, Sep 2010
Average cost of treatment for major therapy areas has declined significantly in recent years
Across 9 therapy areas that now account for over 25% of total sales, an average 38% reduction in the daily cost of therapy has occurred within 12 months The impact of loss of exclusivity of a major product affects the average cost for the total therapy area Over the past seven years, generics share of total scripts has increased from 51% to 74%
The market available for direct generic substitution has increased from 61% of total scripts to 81% The percentage of scripts dispensed as generic when one is available ( generic efficiency rate ), has increased from 84% to 92%
Most major molecules that have lost exclusivity now have over 10 generic competitors Price competition within the generic market is intense and contributing to the decline in average therapy costs
-50%
-80%
-70%
-60%
-40%
-30%
-20%
-10%
An tin
0%
au se an t 5H t3 An ta go ni st e er ag Av
Bi s ph os ph on a te s
Pr ot on Pu m p In hi b
Li p id Re gu la to rs Al ph aBe t a Bl oc ke r ss -b ar bi tu ra Ca te lc
An t N on id
Source: IMS Health, National Sales Perspectives, National Prescription Audit, Dec 2009
ep re an ts , iu O m th e Bl o An rs ck tim An er s ig ra tiep ile ne pt ic s
An average 38% reduction in the daily cost of therapy has occurred in many major classes with recent expiries
Lipid regulators
Lipid Regulators
3.00
Source: IMS Health, National Sales Perspectives, National Prescription Audit, Dec 2009
Lipitor generic
Source: IMS Health, National Sales Perspectives, National Prescription Audit, Dec 2009
100 Rxs
-1,027 -1,002
$-4.1bn in loss
(new products) Anti-Acne Preps (in-line products) Anti-Alzheimers (in-line products) Anti-Platelets (in-line products) Oncologics (in-line products, new products) ADHD Therapies (in-line products) Autoimmune disease (in-line products) HIV Antivirals (in-line products) Antipsychotics (new products) Respiratory Agents (in-line products) Antidiabetics
Anti-migrane (generic Imitrex) Immunosuppressants (in-line products) Advanced Imaging Agents (in-line products) Fluoro-Quinolones (in-line products) BPH Products (generic Flomax) IMM-Glob Antivirals (in-line products) ACE Inhibitors (generic Altace) Calcium Antagonists (in-line products)
332 359 $10.2bn in 364 383 406 468 582 893 943 972
gains
Antacid tablets and mineral supplements grew more than $100mn each in the latest 52 weeks with 1&2 Letter Vitamins and cold/allergy/sinus at nearly $100mn
Last 52 Wks Leading classes by absolute growth Total OTC 1 2 3 4 5 6 7 8 9 10 ANTACID TABLETS MINERAL SUPPLEMENTS 1 & 2 LETTER VITAMINS COLD/ALLERGY/SINUS TABLETS/PACKETS MULTI-VITAMINS EYE/LENS CARE SOLUTIONS WEIGHT CONTROL/NUTRITIONALS LIQ/PWD LIQUID VITAMINS/MINERALS LAXATIVE/STIMULANT LIQ/PWDR/OIL ADULT INCONTINENCE PRODUCTS US$mn $22,141 $1,240 $1,629 $496 $2,635 $877 $971 $932 $185 $354 $712 Absolute sales growth $mn $482 $126 $115 $96 $92 $57 $37 $34 $30 $27 $25
Source: IRI Infoscan Total US FDMx Latest 52 weeks ending July 11, 2010
Private Label had the strongest absolute growth followed by Nature s Bounty
Dollars
Private Label Natures Bounty Nature Made Sensodyne One A Day Olay Claritin Advil Poise Alcon PRIVATE LABEL US NUTRITION PHARMAVITE CORP GLAXOSMITHKLINE BAYER AG PROCTER & GAMBLE MERCK PFIZER KIMBERLY CLARK CORP NESTLE S.A. (SWITZERLAND)
AC US$mn
552 69 35 25 20 18 17 13 12 11
Source: IRI Infoscan Total US FDMx, Latest 52 weeks ending July 11, 2010
1,253
833 958 420
1,516
915 601
444
272 172
185
Pre-clinical 44.5%
% share of active pipeline
Phase I 20.5%
Phase II 24.8%
Pre-reg/reg 3.0%
103 82
Applications on FDA s review calendar in 2H 2010 are unlikely to bring total NCE count above prior year levels
50 45
41 37 16 15 33 11 32 24 13
22 25 22 17 11 21 22 14 11 12
40 35 30 25 20 15 10 5 0
36 30 14 9 20 6 23 18 12 6
Specialist driven
26 7
28 10 20 11
26-28
15
13-15
19
18
9
08 09 YT D
11-13
98
99
00
01
02
03
04
06
07
05
19
19
20
20
20
20
20
20
20
20
20
20
20 10
Source: FDA, IMS Health, Market Insights Team Analysis, Sep 2010
20
10
(f
Expected major 2010-11 NCE launches include 11 products with blockbuster potential
Product Daxas (roflumilast) Menveo (meningitis vaccine) Prevnar 13 (13-valent pneumococcal vaccine) Prolia (denosumab) Provenge (sipuleucel-T) Gilenya (fingolimod) apixaban belatacept Brilinta (ticagrelor) Benlysta (belimumab) ipilimumab telaprevir bapineuzumab dapagliflozin iniparib vorapaxar / TRA Company Forest Novartis Pfizer Amgen Dendreon Novartis BMS BMS AZ GSK, HSG BMS Vertex/J&J Wyeth BMS/AZ SanofiAventis Merck Indication Respiratory (Chronic Obstructive Pulmonary Disease) Vaccines (meningitis) Vaccines (bacterial infection) Osteoporosis Vaccines (prostate cancer) Multiple sclerosis Proteinase inhibitors (thrombosis) Immunosuppressants for organ transplants Platelet aggregation inhibitors (acute coronary syndrome) Autoimmune disease (lupus, RA) Oncology (metastatic melanoma) Viral Hepatitis Products (hepatitis C) Alzheimer s disease Diabetes (type II diabetes, weight mgmt) Oncology (breast cancer) Proteinase inhibitors (acute coronary syndrome) Potential blockbuster Stage Marketed Marketed Marketed Marketed Approved Approved Pre-reg Pre-reg Pre-reg Pre-reg Pre-reg Pre-reg Phase III Phase III Phase III Phase III Launch 2010 2010 2010 2010 2010 2010 2010-11 2010-11 2010-11 2010-11 2011-12 2011-12 2011-12 2011-12 2011-12 2011-12
REMS programs and a more active FDA safety program will bring new risk/benefit dynamic
Voluntary AE reporting Other safety data sources
Pre Market Safety Data Large data sets HMD CMS VA Other Electronic Health Records GPRD VA DOD Cigna (?) Drug Use Data IMS Verispan US Prevnar (?) Registries Personal health records Drug specific Disease specific Other surveillance Systems NEISS TESS DAWN
AE Reports
Regulatory decisions
Data communication
26 NCE approvals
Review delays
20% of PDUFA goals missed in 2008* FDA staff shortage
Source: IMS, Market Insights Research. *Jan-Oct 2008.
Debate in the US on healthcare reform was broadly centered on core issues of access, affordability and quality
Providing insurance to the currently uninsured Improving the quality of care that is delivered
Access
Quality
Affordability
Medicare Part D
Current Week
YTD Cum
Total RXs
TRx % TRx % TRx % TRx %
3,429,188,979
100.0%
3,531,115,463
100.0%
71,093,924
100.0%
2,680,853,692
100.0%
Cash
322,409,855
9.4%
309,343,038
8.8%
5,413,571
7.6%
212,953,870
7.9%
274,375,086
8.0%
300,350,761
8.5%
7,055,905
9.9%
256,074,256
9.6%
2,171,927,926
63.3%
2,221,505,378
62.9%
43,298,792
60.9%
1,645,271,680
61.4%
660,476,112
19.3%
699,916,288
19.8%
15,325,656
21.6%
566,553,887
21.1%
July 2010
The most certain impacts are negative in the short term but more positive or uncertain longer term
Upside Expanded coverage of current uninsured Expanded Medicaid coverage Independent Payment Advisory Board Patient Centered Outcomes Res. Inst. Pilots, demonstration projects Preventive care incentives
Reform of insurance practices IMPACT Closure of donut hole Physician payment sunshine rules Annual fees Medicaid price cut Part D donut hole subsidy 2010
Downside
2014 TIMING
2019
The reforms will move tens of millions of people to or from coverage types by 2019
COVERAGE AFTER REFORM
400 NUMBER OF PEOPLE (MILLIONS) 350 300
Exchanges Uninsured
+24 -32
250
Nongroup/Other -5
200 150 100 50 0 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
-4 +16 0
Source: CMS, CBO Healthcare Reform Reconciliation Bill Analysis, Mar 2010
U.S. forecast to grow under 5% in 2011 as patent expiries and lack of innovation hamper growth
US Sales and Growth, 2001-2011
9.1%
4.0%
1.6% 5.5%
3-4%
3-5%
20%
SALES US$BN
250 200
15%
$176
0
$197
$216
$234
$247
$270
$281
$285
$301
2001
2002
2003
2004
2005
Sales
2006
2007
Growth
2008
2009
2010 (f)
2011 (f)
Global pharma market expected to exceed $880 bn in 2011 with growth of 5-7%
Global Sales and Growth, 2001-2011
1,000
12.1% 9.1%
7.2%
4-6%
5-7%
15%
SALES US$BN
$395 $431
$497
$556
$601
$646
$715
$781
$812
2001
2002
2003
2004
2005
2006
2007
2008
2009
Total world
Source: IMS Health, Market Prognosis, Sep 2010
Growth
2010 (f)
2011 (f)
Growing share of healthcare budget for pharmacotherapy Accelerated uptake of healthcare information technology Increased diagnosis of asymptomatic conditions
49
Thank you Visit www.imshealth.com for more information on IMS Viewpoint Doug Long dlong@us.imshealth.com
25% % GROWTH
10% % GROWTH
20.0%
7.2%
1.5%
-9.3%
-9.3%
Total market
Brands
Branded generics
Unbranded generics
MAT Sep 2010 Sales of unbranded generics by leading corporations 11 12 13 14 15 16 17 18 19 20 Fresenius Kabi Ranbaxy Labs Limit Covidien Lupin Pharma Sun Pharmaceutical Qualitest Products Dr Reddy Inc Taro Pharm Apotex Corp Amneal Inc Top 20 US$mn 800 786 604 540 476 463 460 403 368 368 29,436 % Market Share 2.2 2.1 1.6 1.5 1.3 1.3 1.2 1.1 1.0 1.0 79.9 % Growth 21.0 235.7 -34.3 39.1 283.6 26.1 -47.6 21.1 -62.3 116.1 17.7
MAT Sep 2010 Leading classes US Industry 1 2 3 4 5 6 7 8 9 10 Lipid regulators Antipsychotics,oth Proton pump inhib Anti-depressants Angiotensin II antagonists Antineo monoclonal antib Analogs of human insulin Antiarth,biol resp mod Anti-platelets,oral Analeptics Top 10 US$mn 305,670 17,207 15,717 11,842 11,490 8,653 8,348 7,150 6,772 6,506 6,419 100,105 % Market Share 100.0 5.6 5.1 3.9 3.8 2.8 2.7 2.3 2.2 2.1 2.1 32.7 % Growth 3.4 1.5 10.0 -14.5 1.1 6.3 6.7 19.2 10.0 11.5 15.9 4.3
MAT Sep 2010 Leading classes 11 12 13 14 15 16 17 18 19 20 Erythropoietins Steroid,inhaled bronch GI anti-inflam Codeine & comb HIV antiviral combination Glitazones Alzheimer-type dementia Anticoag,inj Leukotriene agents Seizure disorders Top 20 US$mn 6,187 5,827 5,266 5,243 5,157 4,708 4,438 4,184 4,064 4,047 149,226 % Market Share 2.0 1.9 1.7 1.7 1.7 1.5 1.5 1.4 1.3 1.3 48.8 % Growth -2.6 10.6 10.9 11.9 13.1 1.7 16.4 6.7 9.5 -37.1 3.6
MAT Sep 2010 Leading therapy class 11 12 13 14 15 16 17 18 19 20 Angiotensin II antagonists Antiarth,plain O/C estrogen/progestogen Macrolides & related Beta agonists Penicillins Biguanides Non-barb,oth Antipsychotics,oth Mus relx,non-surg Top 20 US TRX mn 81 79 79 67 63 61 61 59 53 52 2,158 % Market Share 2.0 2.0 2.0 1.7 1.6 1.5 1.5 1.5 1.3 1.3 54.6 % Growth -3.1 2.5 -3.0 0.8 3.6 -0.3 6.0 1.4 1.8 4.6 1.9
Dollars
Antipsychotics,oth Analogs of human insulin Analeptics Anti-platelets,oral Alzheimer-type dementia Antiarth,biol resp mod HIV antiviral combination Steroid,inhaled bronch Codeine & comb Antineo monoclonal antib
Total Rx dispensed
Anti-depressants Seizure disorders Lipid regulators Vitamin D Codeine & comb Calcium blockers Analeptics Biguanides Benzodiazepines Thyroid hormone,synth
AC TRxs mn
7.1 6.9 6.6 6.2 5.4 4.2 4.1 3.4 3.0 2.7
Source: IMS Health, National Sales Perspectives, Sep 2010, National Prescription Audit, Sep 2010
Dollars
Quinolones, systemic Calcium blockers Ace inhibitors Herpes Antivirals UT benign prostate Immunosup/transplant age Platinum coordination Anti-migraine Proton pump inhib Seizure disorders
Total Rx dispensed
Hormones,estrogens Diuretics,comb GI stimulants Glitazones Quinolones, systemic Synth narc,analg O/C estrogen/progestogen Angiotensin II antagonists Beta blockers Osteoclast Inhibitors
AC TRxs mn
-1.3 -1.5 -1.6 -1.8 -2.2 -2.4 -2.4 -2.6 -3.1 -3.7
Source: IMS Health, National Sales Perspectives, Sep 2010, National Prescription Audit, Sep 2010
MAT Sep 2010 Products US Industry 1 Lipitor 2 Nexium 3 Plavix 4 Advair Diskus 5 Abilify 6 Seroquel 7 Singulair 8 Crestor 9 Actos 10 Epogen Top 10 US$mn 305,670 7,275 6,328 6,002 4,743 4,423 4,324 3,984 3,605 3,516 3,349 47,548 % Market Share 100.0 2.4 2.1 2.0 1.6 1.4 1.4 1.3 1.2 1.2 1.1 15.6 % Growth 3.4 -4.3 2.0 11.0 3.4 16.2 6.3 9.3 28.8 5.7 6.8 6.7
MAT Sep 2010 Products 11 Remicade 12 Enbrel 13 Avastin 14 Oxycontin 15 Cymbalta 16 Neulasta 17 Zyprexa 18 Humira 19 Lexapro 20 Rituxan Top 20 US$mn 3,294 3,247 3,152 3,149 3,060 2,994 2,890 2,796 2,765 2,730 77,625 % Market Share 1.1 1.1 1.0 1.0 1.0 1.0 0.9 0.9 0.9 0.9 25.4 % Growth 3.2 1.0 8.4 14.6 12.2 1.2 10.6 14.4 1.0 5.6 6.8
Watson s hydrocodone with APAP replaces Lipitor as the most prescribed product
MAT Sep 2010 Leading Products US Industry 1 2 3 4 5 6 7 8 9 10 hycd/apap hycd/apap Lipitor levothyroxine lisinopril Plavix amoxicillin Nexium Singulair simvastatin Top 10 TRxs mn 3,954 58 50 46 41 36 29 29 29 28 28 375 % Market Share 100.0 1.5 1.3 1.2 1.0 0.9 0.7 0.7 0.7 0.7 0.7 9.5 % Growth 1.5 -3.6 -3.9 -13.2 6.0 2.0 -0.7 -17.4 -5.6 -0.1 40.1 -2.1
MAT Sep 2010 Leading Products 11 metoprolol tart 12 simvastatin 13 Lexapro 14 Synthroid 15 azithromycin 16 levothyroxine 17 Crestor 18 metformin hcl 19 Proair Hfa 20 sertraline hcl Top 20 TRxs mn 28 27 26 25 24 24 24 23 23 22 622 % Market Share 0.7 0.7 0.7 0.6 0.6 0.6 0.6 0.6 0.6 0.5 15.7 % Growth 7.0 13.7 -7.6 -2.2 62.3 9.8 14.5 7.7 -3.6 20.3 2.1
Dollars Crestor (Azn) valacyclovir hcl (rby) Abilify (Ots) Plavix (Bsa) Prevnar 13 (Pfz) Oxycontin (Puf) Atripla (Bmg) budesonide (tev) venlafaxine hcl er (tev) Seroquel Xr (Azn)
Total Rx Dispensed metoprolol succin (wts) azithromycin (tev) simvastatin (lu.) cephalexin (lu.) omeprazole (rx) (myn) gabapentin (am9) Atripla (Bmg) pravastatin sod (tev) warfarin sod (tar) omeprazole (rx) (sdz)
Source: IMS Health, National Sales Perspectives, Sep 2010, National Prescription Audit, Sep 2010
MAT Sep 2010 Leading corporations US Industry 1 2 3 4 5 6 7 8 9 10 Pfizer (incl Greenstone / Wyeth) Merck & Co (inc S-P) AstraZeneca Novartis (incl Sandoz) Roche (incl Genentech) Lilly GlaxoSmithKline Teva Amgen Corporation Johnson & Johnson Top 10
Source: IMS Health, National Sales Perspectives, Sep 2010
US$mn 305,715 26,654 19,037 18,584 15,180 14,079 14,062 14,021 13,318 12,633 12,599 160,168
% Market Share 100.0 8.7 6.2 6.1 5.0 4.6 4.6 4.6 4.3 4.1 4.1 52.2
% Growth 3.4 -3.7 -3.1 5.3 17.6 3.0 9.3 -7.3 10.3 1.9 -5.9 1.8
MAT Sep 2010 Leading corporations 11 12 13 14 15 16 17 18 19 20 Abbott Sanofi-Aventis Bristol-Myers Squibb Boehringer Ingelheim Takeda Eisai Corp Forest Lab Gilead Sciences Otsuka America Ph Mylan Labs Top 20 US$mn 10,791 10,411 9,564 6,768 6,259 4,683 4,625 4,488 4,482 4,337 226,576 % Market Share 3.5 3.4 3.1 2.2 2.0 1.5 1.5 1.5 1.5 1.4 73.9 % Growth 2.2 -7.7 9.6 -6.3 -23.3 9.7 8.1 21.4 16.7 12.0 1.5
Dollars Novartis (incl Sandoz) Lilly Teva AstraZeneca Bristol-Myers Squibb Gilead Sciences Global Pharma Corp Novo Nordisk Otsuka America Ph Mylan Labs, Inc.
AC US$BN 2.3 1.2 1.2 0.9 0.8 0.8 0.7 0.7 0.6 0.5
TRx Mylan Labs, Inc. Lupin Pharma Amneal Inc Novartis (incl Sandoz) Qualitest Products Zydus Pharma Glenmark Pharma Teva West Ward Northstar Rx
AC TRx mn 35.7 33.5 30.6 24.7 21.0 18.3 12.4 12.4 11.2 10.1
Source: IMS Health, National Sales Perspectives, Sep 2010, National Prescription Audit, Sep 2010
Class Antinauseants Bisphosphonates Proton Pump Inhib Lipid Regulators Alpha-Beta Blocker Antidepressants Non-barbiturate, Others Calcium Blockers Antimigrane Anti-epileptics
Average price calculation: Weight Avg. Cost/Day = Tablet cost X Tabs per Day X Tablets share of class (this calculation is done at the form strength level then summed to Class ) 12 and 24 months post generic: average of the cost per day for available months if it is less than 12 or 24 months after the event *If post generic timeframe has not occurred, post generic pricing (to date) is trended to full 12 or 24 month range
THERAPY DAY AVERAGE COSTS 0310 DRAFT 70 Enter fixed date manually [View>Header and Footer...]
Sales
70
Growth
30
60
25
50 20
US$BN
40 15 30 10 20 5
10
0
MAT Mar 1999 MAT Mar 2000 MAT Mar 2001 MAT Mar 2002 MAT Mar 2003 MAT Mar 2004 MAT Mar 2005 MAT Mar 2006 MAT Mar 2007 MAT Mar 2008 MAT Mar 2009 MAT Mar 2010
Source: IMS Health, MIDAS, MAT Mar 2010, US Biologic market at trade level
MAT Jun 2010 Rank US Biologic Market 1 L4B Anti-Tnf Products 2 L1X All Other Antineoplastic 3 A10C Human Insulin+Analogues 4 B3C Erythropoietin Products 5 L3A Immunostim Ag Ex Intfron 6 J7A Pure Vaccines 7 B1B Heparins 8 L3B Interferons 9 J6C Polyval Immuno-Globl I.V 10 B2D Blood Coagulation Top 10 US$MN 65,475.2 9,482.7 8,039.5 7,865.8 6,297.8 5,951.5 3,988.0 3,281.6 3,201.4 1,752.1 1,650.5 51,510.9 % Market Share 100.0 14.5 12.3 12.0 9.6 9.1 6.1 5.0 4.9 2.7 2.5 78.7 % Growth 6.5 9.7 4.5 18.7 -2.4 5.5 -2.8 6.0 10.5 10.2 4.5 6.6
Source: IMS Health, MIDAS, MAT Jun 2010, US Biologic Market at trade level