Percent of Switched PsA Patients

Considered Good Candidates for Taltz

Percent of PsA Patients Switched to Cosentyx

Considered Likely Candidates for Taltz

Furthermore, more than 90% of rheumatologists surveyed in Q3 believe that Cosentyx and Taltz are at least

moderately interchangeable as PsA treatments.

Interchanging Cosentyx

and Taltz

In a recent large scale patient audit of 1,008 PsA patients recently switched between biologic brands, US

rheumatologists identified that 21% of the recently switched PsA population were considered good candidates

for treatment with Taltz.

Rheumatologist Familiarity with Ixekizumab (Taltz) Over Time

Eli Lilly’s Taltz in Psoriatic Arthritis

Eli Lilly’s IL-17 inhibitor, Taltz (ixekizumab), received FDA approval for the treatment of adults with

active psoriatic arthritis (PsA) on December 1, 2017. The new indication for the brand will bring

increased competition to a market that has been bustling with recent change, as well as introduce a

competitive pressure point for Novartis’ Cosentyx.

Over the course of 2017, US rheumatologists have become increasingly familiar with Taltz as a potential treatment

for PsA, and are primed to adopt the newest IL-17 agent into their PsA armamentarium.

86% of rheumatologists

believe that Taltz will play

at least some role as a PsA

treatment and that they have

patients that will benefit

from the approval.

However, more than one-third of respondents also indicated that they believe Cosentyx will have a significant

advantage over Taltz in PsA, since it was the first IL-17 to gain approval for the indication.

Cosentyx’s First IL-17 to Market

Advantage over Taltz

Completely interchangeable Moderately interchangeable Not interchangeable

9% 22% 69%

Cosentyx status has no

advantage over Taltz

Neutral Cosentyx will have significant

advantage over Taltz

35% 5% 60%

The competition between Taltz and Cosentyx is not new, with the rivalry beginning nearly two years ago in

psoriasis. Similar to PsA, Cosentyx was the first IL-17 inhibitor approved for psoriasis and Novartis’ brand enjoyed

roughly fifteen months as the only available IL-17 inhibitor before Taltz’s FDA green light. Cosentyx’s first-to-

market status has given the brand a slight edge over the competition in psoriasis; however, as dermatologists’

familiarity and comfort with Taltz grows, Lilly’s biologic has proven to be a formidable competitor to Cosentyx.

To order or to get more information, please contact

info@spherixglobalinsights.com or call (484) 879-4284

Leading Reasons for Cosentyx Preference

Spherix’s Q4 publication of RealTime Dynamix: Psoriatic Arthritis, fielding later this week, will track the early

adoption of the newest market entrant, benchmark the launch to that of Cosentyx, and allow for cross-indication

comparison to use in psoriasis. The 2018 RealTime Dynamix: Psoriatic Arthritis series will continue to track the

launch of Taltz and the impact on the PsA market on a quarterly basis throughout the year.

Dermatologists Preferred IL-17 if Limited to Just One Agent to Treat Psoriasis

Dermatologists preferring Cosentyx tend to be more comfortable with the brand as it has been on the market

longer, while those preferring Taltz highlight better efficacy. However, Taltz is often viewed as being more

efficacious with regard to skin clearance; what is yet to be seen is real world experience on the brand’s

efficacy in joints.

Prefer Taltz Prefer Cosentyx

Leading Reasons for Taltz Preference

“Longer experience with it; I think

they are about equally effective, but

longer safety data on Cosentyx;

good coverage by insurance”

“First out, know the reps

best. Lots of programs and

physician education”

“Been around the

longest, so comfort of

safety over time”

“I believe it has stronger

overall data and have had

better personal experience”

“Excellent support, coverage,

customer and physicians

services, great clearance”

“More skin clearance

and better patient

support and saving

program”

RealTime Dynamix™: Psoriatic Arthritis and RealTime Dynamix™: Psoriasis are two independent

report series published on a quarterly basis. The studies track the evolution of the PsA and psoriasis

markets, provide a deep dive on launch effectiveness, and highlight opportunities for pipeline agents.

RealWorld Dynamix™: Biologic/Otezla Switching in PsA (US) is a robust and deep patient chart

analysis of 1,008 PsA patients who were recently switched from one biologic or Otezla to a different brand.

RealWorld Dynamix™ captures the clinician’s perspective on why the switch was made and the new brand

chosen, as well as future intentions should the response be suboptimal. In addition to patient demographics

and treatment history, clinical assessments, diagnostic tests and laboratory values are included to provide

insight into the clinical course of the disease.

All company, brand or product names in this document are trademarks of their respective holders.

OVERVIEW

The US Psoriatic Arthritis (PsA) market has been experiencing large-scale change as rheumatologists continue adoption of alternate MOA biologics. Uptake of Novartis’ Cosentyx and BMS’ Orencia will challenge the leading TNF-inhibitors, while a pipeline ripe with line-extensions and new biologics is due to bring further disruption. The RealTime Dynamix™: Psoriatic Arthritis (US) report series provides a detailed and timely look at current and future trends in the PsA market, and the effects of the future shifting landscape. The quarterly releases allow for close monitoring and trending of key performance metrics. In addition to the fixed trended measures, the report also includes variable content addressing key current issues updated quarterly. The rapid field-to-insight turnaround time, highly relevant content, and unparalleled knowledge of the rheumatology market make this an essential tool for companies competing in the space, as well as those with near-term plans to enter it.

SAMPLE & METHODOLOGY The report is based on an online survey of ~100 US rheumatologists and is fielded on a quarterly basis. Respondents are recruited from the Spherix Network, a proprietary group of rheumatologists in clinical practice meeting quality screening criteria. Our relationship with this network leads to more engaged respondents resulting in higher quality output.

KEY QUESTIONS ANSWERED How is Otezla holding ground against the increasingly competitive

biologics?

Do rheumatologists differentiate among TNF inhibitors and if so, how?

How has the launch of Cosentyx impacted the PsA market and Stelara use in particular?

How will the introduction of Orencia impact TNF cycling and the newer alternate biologics in PsA?

Will Taltz expand IL-17 segment or dampen Cosentyx growth?

Will rheumatologists follow in the footsteps of dermatologists for the adoption of Taltz?

Will the lack of PsO indication limit use of Pfizer’s Xeljanz and Janssen’s Simponi Aria in PsA, if approved?

How will biosimilars (Inflectra, Erelzi) impact the management of PsA?

What role are patients and payers playing in the biologic brand choice?

Products Profiled

Commercial Products

AbbVie (Humira), Amgen (Enbrel), BMS (Orencia), Celgene (Otezla), Janssen (Remicade, Simponi, Stelara), Novartis (Cosentyx), UCB Pharma (Cimzia) Biosimilars: Pfizer (Inflectra), Merck (Renflexis)

Pipeline Agents

Eli Lilly (Taltz), Pfizer (Xeljanz), Janssen (guselkumab)

Key Dates Q1 March

Q2 July

Q3 September

Q4 December

Note: a three day embargo is placed on delivery to non-manufacturers allowing clients time to digest the

findings before public dissemination

Deliverables

PowerPoint report

Frequency Tables & Summary

Statistics

On-site presentation

Proprietary questions (for purchasers

of the annual series)

Related Reports

RealTime Dynamix™: Psoriatic Arthritis

EU

RealWorld Dynamix™: Biologic/Otezla

Switching in Psoriatic Arthritis US

RealTime Dynamix™: Psoriasis US

RealWorld Dynamix™: Biologic/Otezla

Switching in Psoriasis US

RealTime Dynamix™: Rheumatoid

Arthritis US

RealTime Dynamix™: Rheumatoid

Arthritis EU

Pricing

$19,500 single quarterly wave

$69,500 annual series of four reports

Psoriatic Arthritis (US)

To order or to get more information, please contact

info@spherixglobalinsights.com or call (484) 879-4284