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Pharma Insights Selected Data Facts and Statistics from CY2014

May 2015


2

Cost vs. value deliberations continue to impact market distribution in 2014

Dollars represent average national patient out of pocket cost for commercial plans only

$34.35 $35.37 $36.62 $38.38 $39.57

$10.19 $9.98 $9.98 $9.88 $9.85

0

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000

$0.00

$10.00

$20.00

$30.00

$40.00

$50.00

$60.00

2010 2011 2012 2013 2014

TRx

Coun

t

Mill

ions

App

rove

d Pa

tien

t Pa

id

Brand Patient Paid Generic Patient Paid Generic Count Brand Count

Branded Price Increase of $5+


3

Clinic & Hospital Dollars Continue to Grow, as Networks Continue Expansion

Source: PHAST 2.0 Integrated Monthly; COT Hospitals & Clinics, VA excluded Clinic 6Yr. CAGR: 4.4%

Hospital 6Yr. CAGR: 4.1%


4

Significant dollar growth in specialty classes over prior year, while volume decreases owing to more effective mono therapy options

Source: PHAST 2.0 Integrated Monthly


5

Rx continuation may be impacted by cost decisions, as refill abandonment increases; rejections show continued favoritism to generics

Source: PHAST 2.0 Managed Markets (New & Commercial Claims / All Products / All Claim Types / Brand & Generic / Reject Claims)


6

In top therapeutic categories, of those that grew in TRx volume, 75% also saw increased abandonment over 2013

5.8%

4.6%

5.3% 4.9%

3.3%

4.8%

6.6%

6.0% 5.6%

4.8%

6.0%

4.9% 5.4%

5.0%

3.2%

5.0%

6.5% 6.4% 5.9%

4.8%

0.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%

7.0%

0

50

100

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250

300

Aba

ndon

men

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te

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Top Markets (TRx Based) by Abandonment Rates

2013 2014 2013 Abandonment Rate 2014 Abandonment Rate

Note: TRx count includes brand and generic drugs within the therapeutic class


7 Source: EDW PR1

Of the script volume generated by doctors, 2014 saw a continued increase in those Rxs via electronic means vs. paper or fax, which is a key provision of the ACA


8 Source: EDW Claims Data

Are electronically transmitted Rxs more effective? While a growing volume are approved by plans, patients still reverse them at a higher rate than paper


9

Claim counts increasing for both Medicare and Medicaid in 2014 as a result of expansion of programs under ACA

Data Source: DCL Total Claim Counts, Pay Type = MEDICARE

Source: DCL Total Claim Counts by State, Pay Type = MEDICAID and MANAGED MEDICAID


10

Gilead leaps to top three position, J&J pulls up into top five (Brand Only)

Source: PHAST 2.0 Prescription Monthly

MBS Dollar Rank

Corporation TRx MBS$ YOY Rank Change from 2013

1 ASTRAZENECA 8.3% UP 3

2 PFIZER 8.5% UP 3

3 GILEAD 238.5% UP 28

4 MERCK 6.9% UP 3

5 J & J 56.0% UP 10

6 NOVARTIS -1.1% DOWN 5

7 ABBVIE 5.5% UP 2

8 GSK -5.5% DOWN 2

9 SANOFI 35.7% UP 2

10 NOVO 28.2% UP 3

2014 Top 10 Corporations Rank & Rank Change


11

Looking Ahead: 2015 Pipeline

Industry expected to come out of years of relatively unproductive R&D New generations of existing therapies; highly innovative products

based on novel and existing science

Cardiology Oncology Respiratory MS Psoriasis

The two PCSK9 inhibitors from Amgen (evolocumab) and Sanofi / Regeneron (alirocumab) are neck and neck for approval in 2015, generating lots of excitement about lowering LDL in statin resistant patients.

The most buzz is about the PD1 inhibitors that were just approved – Bristol’s Opdivo and Merck’s Keytruda. Both should get expanded labels over the next few years for multiple indications.

Lots of excitement about new biologics from GSK, Teva, Amgen / AZ, and Roche. GSK’s Bosatria (mepolizumab) leads the pack.

Abbvie and Biogen’s daclizumab could rival Tysabri for efficacy, and may be safer.

Amgen and AZ’s brodalumab and Lilly’s ixekizumab –are both IL17 inhibitors similar to Novartis’s Cosentyx, which was just approved Dec ‘14. All three drugs are showing advantages over J&J’s Stellara and Abbvie’s Humira.


12

Looking Ahead: 2015 Expirations

Sales at risk of patent expiration in 2015 equal $44B; although due to several of these being biologics actual lost sales estimated to be only $16B.

AndroGel 1% set to expire, despite pay-to-delay strategy

Patent battles may delay generic versions of Eisai’s Aloxi and Sanofi’s Lantus

Abilify, co-marketed with BMS in the US, is set to expire in April

Neulasta impact may be delayed due to lack of biosimilar approvals

First Intuniv generic approved for launch by Actavis in December 2014

Integrated Pack Units: % of Total Corporation

Integrated WAC $: % of Total Corporation

ANDROGEL ABBVIE, INC 46.8% 9.7%

TRACLEER ACTELION PHARMACEUTICALS LTD 2.8% 47.0%

NEULASTA AMGEN PHARMACEUTICALS 3.0% 29.3%

ALOXI EISAI COMPANY, LTD 56.5% 59.8%

ABILIFY OTSUKA GROUP 97.5% 94.7%

LANTUS SANOFI-AVENTIS 9.3% 23.5%

INTUNIV SHIRE, PLC 9.8% 14.4%

Year 2014Brand Name Corporation

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