Informa Datamonitor Healthcare. Overview Q2/Q3 2018

Transcription

1 Informa Datamonitor Healthcare Overview Q2/Q3 2018

2 CONTENTS DATAMONITOR HEALTHCARE OVERVIEW 2018 CONTENT UPDATES PLATFORM ENHANCEMENTS CASE STUDIES METHODOLOGIES PHARMA INTELLIGENCE COMMERCIAL SOLUTIONS OVERVIEW

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4 JUMP START YOUR NEXT PROJECT WITH THE LATEST MARKET INTELLIGENCE FROM DATAMONITOR HEALTHCARE Trusted and informed strategic insights on key diseases, companies, drugs and market trends Providing a clear view of the market landscape across multiple diseases Large-scale primary research studies with physicians, payers and key opinion leaders, and secondary research vetted by skilled analysts Comprehensive reports and interactive events-adjusted forecasts provide a clear and actionable view of the market landscape

5 MARKET ASSESSMENTS WITHOUT THE GUESSWORK Avoid misleading trends with real-world forecasting. Patient-based forecasts built from the ground-up by in-house experts are adjusted for market-moving events EXPERTISE ON CALL Business intelligence for decision-making, research and industry awareness Direct access to our global analyst team. Ask-the- Analyst service supports decision-making that can t wait. BE WHERE THE MARKET IS GOING Primary research and analysis you can act on. Validated coverage of drugs, companies, epidemiology, diseases, market trends, and pricing and reimbursement.

6 2018 CONTENT UPDATES

7 BEST-IN-CLASS PROPRIETARY PRIMARY RESEARCH OVERVIEW 210+ treating specialists per survey 210+ treating specialists per survey Survey data informs detailed treatment trees, patient-based forecasts, epidemiology deliverables Survey data informs detailed Conducted treatment in accordance trees, with the world associations patient-based of pharmaceutical forecasts, market research practitioners epidemiology Codes of Practice deliverables (including ESOMAR, PBIRG & EphMRA) and the MRS *See Methodology Section for more details

8 2018 DISEASE COVERAGE ONCOLOGY Acute Lymphoblastic Leukemia 1 Acute Myeloid Leukemia 1 Basal Cell Carcinoma* Biliary Tract Cancer* 1 Bladder cancer Cervical Cancer Chronic Lymphocytic Leukemia Chronic Myeloid Leukemia 1 Cutaneous T-Cell Lymphoma* 1 Colorectal Cancer Diffuse Large B-Cell Lymphoma Esophageal Cancer* 1 Follicular Lymphoma 1 Gastric Cancer Gastrointestinal Stromal Tumor* 1 Glioblastoma 1 Head and Neck Cancer Hepatocellular Cancer Hodgkin s Lymphoma* 1 HER2-positive Breast Cancer HR+/HER2- Breast Cancer INFECTIOUS DISEASES & VACCINES Hepatitis B Hepatitis C HIV Dengue Vaccines Meningococcal Vaccines Norovirus* Pneumococcal Vaccines Respiratory Syncytial Virus Vaccines Seasonal Influenza Vaccines Zika Virus* Mantle Cell Lymphoma 1 Melanoma Mesothelioma* 1 Multiple Myeloma Myelofibrosis* 1 Myelodysplastic Syndrome* Neuroendocrine Tumor* 1 Non Small Cell Lung Cancer Ovarian Cancer Pancreatic Cancer Peripheral T-Cell Lymphoma* 1 Prostate Cancer Renal Cell Cancer Sarcoma* 2 Small Cell Lung Cancer* 1 Thyroid Cancer* Triple-Negative Breast Cancer Tumor Lysis Syndrome* Uterine Cancer* Waldenstrom Macroglobulinemia* 1 RESPIRATORY Asthma Chronic Obstructive Pulmonary Disease Cystic Fibrosis 1 Idiopathic Pulmonary Fibrosis 1 IMMUNOLOGY & INFLAMMATION Acne* Axial spondyloarthritis Atopic Dermatitis Celiac Disease* Crohn's Disease Glaucoma* Gout* Hereditary Angioedema* 1 Hidradenitis Suppurativa* 1 Irritable Bowel Syndrome* Primary Sclerosing Cholangitis* 1 Psoriasis Psoriatic Arthritis Rheumatoid Arthritis Sjogren's Syndrome* Systemic Lupus Erythematosus Ulcerative Colitis Wet Age-related Macular Degeneration** Diabetic Retinopathy** Macular Edema** Osteoarthritis* CENTRAL NERVOUS SYSTEM Amyotrophic Lateral Sclerosis* 1 Alzheimer s Disease Attention Deficit Hyperactivity Disorder* Bipolar Disorder Depression Epilepsy Fragile X Syndrome* 12 Huntington s Disease* 1 Insomnia* Migraine* Multiple Sclerosis Neuropathic Pain Parkinson s Disease Schizophrenia 120+ Diseases 45+ NEW Market Spotlight Diseases CARDIOVASCULAR & METABOLIC Acute Coronary Syndrome Acute Decompensated Heart Failure Amyloidosis* 1 Anemia in Chronic Kidney Disease Chemotherapy-Induced Anemia Chronic Heart Failure Chronic Kidney Disease Duchenne Muscular Dystrophy* 1 Diabetes Type 1 Diabetes Type 2 Diabetic Nephropathy Dyslipidemia Hemophilia 1 Non-alcoholic Steatohepatitis Obesity Osteoporosis Pulmonary Hypertension 1 Sickle Cell Anemia* Stroke Systemic Hypertension Stroke prevention in Atrial Fibrillation Venous Thromboembolism OTHER THERAPY AREAS Benign Prostatic Hyperplasia* Eating Disorders* 2 Endometriosis* Erectile Dysfunction* 2 Hypogonadism* 2 Overactive Bladder* Opioid-induced Constipation* Polycystic Ovary Syndrome* Uterine Fibroids* *Market Spotlight Diseases **Available within Retinal Disorders reports 1 Also available in the Rare Diseases Channel 2 Coming in Q2 2018

9 NEW MARKET SPOTLIGHT DISEASES Over 40+ new diseases added Leveraging expert analyses from Biomedtracker, Pharmaprojects, Trialtrove, and Medtrack, as well as Datamonitor Healthcare, the new Market Spotlight reports provide clients with a holistic view of each disease market. Each Market Spotlight Report Includes: Disease overview & treatment Global epidemiology by region Marketed and pipeline drugs Clinical trials activity Upcoming catalysts to watch Key regulatory events Licensing/acquisition deals Key patent expirations Historical and forecast revenues

10 Q COVERAGE Chronic Heart Failure Pricing, Reimbursement, and Access Renal Cell Carcinoma Pricing, Reimbursement, and Access Prostate Cancer Pricing, Reimbursement, and Access Non-Small Cell Lung Cancer Pricing, Reimbursement, and Access Value-Based Reimbursement in the US Innovation in Dealmaking in Five Key Therapy Areas Commercialization of Regenerative Medicine Products - Barriers and Opportunities Latest Trends in Digital Health FURTHER 2018 COVERAGE Biosimilars Product Class Analysis Latest Trends in EU Market Access Benchmarking Key Players in Oncology Clinical Trial Trends in Gene Therapy Pricing and Reimbursement Trends in Immuno-Oncology Latest Trends in Emerging Markets Access Early Market Access Pathways Biosimilars Market Access in the US HER2-/HR+ Breast Cancer Pricing, Reimbursement, and Access Bladder Cancer Pricing, Reimbursement, and Access Head and Neck Cancer Pricing, Reimbursement, and Access Multiple Myeloma Pricing, Reimbursement, and Access Migraine Pricing, Reimbursement, and Access Psoriasis and Psoriatic Arthritis Pricing, Reimbursement, and Access Asthma and COPD Pricing, Reimbursement, and Access 2018 TRENDS & MARKET ACCESS REPORTS *Subject to change

11 2018 COMPANY REPORTS Big Pharma Mid Pharma Japan Pharma Q COMPANY PROFILE & FORECAST UPDATES AbbVie Acorda Alexion Allergan Amgen Astellas AstraZeneca Bayer Biogen BioMarin Boehringer Ingelheim Bristol-Myers Squibb Daiichi Sankyo Dainippon Sumitomo Eisai Eli Lilly Gilead GlaxoSmithKline Incyte Ionis Ironwood Lundbeck Merck & Co. Merck KGaA Mitsubishi Tanabe Novartis Novo Nordisk Otsuka Pfizer Regeneron Roche Sanofi Seattle Genetics Shionogi Shire Takeda Teva UCB United Therapeutics Vertex Emerging Pharma Q COMPANY COVERAGE Japan Pharma Outlook + Webinar M&A Outlook Report FURTHER 2018 COVERAGE *Subject to change Quarterly company profiles and forecast updates Big Pharma Outlook Report + Webinar Emerging Pharma Outlook Report + Webinar

12 EMERGING PHARMA PORTFOLIO COMPANIES 10+ companies added to new Emerging Pharma Peer Set Acorda Alexion BioMarin Incyte Datamonitor Healthcare classifies Emerging Pharma companies as follows: Identified as having potential growth higher than the rest of the industry 1-3+ marketed products targeting a niche with high level of unmet need Late-stage candidates that threaten to disrupt specific disease markets Ionis Pharmaceuticals Ironwood Regeneron Seattle Genetics United Therapeutics Vertex

13 MORE EPIDEMIOLOGY DASHBOARD COUNTRY COVERAGE 38 COUNTRIES INCLUDED Argentina Mexico Australia Netherlands Austria New Zealand Belgium Norway Brazil Peru Bulgaria Philippines Canada Poland Chile Romania China Russia Colombia Singapore Czech Republic Slovakia Denmark South Africa Finland South Korea Greece Sweden Hungary Switzerland India Thailand Iran Turkey Israel Ukraine Malaysia Vietnam Find epidemiology prevalence data for countries outside the US, Japan, and 5EU alongside prevalence case estimates and prevalence proportions w/ our Epidemiology: Expanded Geography Dashboard Available for 38 countries in 30 diseases (including many emerging markets)

14 PLATFORM ENHANCEMENTS

15 LAUNCHED IN Q Enhanced analytics tools to understand trends and identify market opportunities UPDATED DRUG COMPARATOR DASHBOARD WITH COMPARATOR MATRIX, PEER SET COMPARISON, AND INDIVIDUAL DRUG ASSESSMENT TOOLS Datamonitor Healthcare COMPLETED 2018 ENHANCEMENTS TO DATE UPDATED STANDARD OF CARE DASHBOARD UX Improved usability and navigation to easily get relevant content at your fingertips SITE MIGRATION TO AMAZON WEB SERVICES TABLEAU UPGRADE ON ALL INTERACTIVE DASHBOARDS, INCLUDING NEW DOWNLOAD BUTTON, FULL SCREEN BUTTON, UNDO/REDO BUTTONS, CLEAR FILTERS FUNCTIONALITY, AND NEW MAP TOOLS PDF TEMPLATE UPDATE FOR CUSTOM REPORT AND INDIVIDUAL FIGURE/TABLE DOWNLOADS

16 NEW MEGA MENU DROP DOWN NAVIGATION NEW FEATURED REPORT & HOME PAGE UX UPDATE Q2/Q ENHANCEMENT LIST SEARCH UX IMPROVEMENTS (TOP RESULT) SEARCH ENGINE UPGRADE (SOLR) NEW SEARCH BY DISEASE IN EPI CHANNEL LANDING PAGE REPORT LIBRARY UX ENHANCEMENTS ADDITIONAL ENHANCEMENTS: NEW KOL INSIGHTS CHANNEL, ADDITIONAL BMT LINKAGES, PHARMAVITAE ANALYTICS UX UPDATE, PDF DOWNLOAD UX UPDATE (PHASE 2): TABLE UPDATE + CHAPTER HYPERLINKING, THERAPY AREA FILTERS, RESET USERNAME AND PASSWORD, USER REGISTRATION UPDATES

17 NEW MEGA MENU DROP DOWN NAVIGATION ENHANCEMENT OVERVIEW Seamlessly navigate content of different Datamonitor Healthcare channels via new megamenu drop down without having to visit an individual channel page Get instant and direct access to analytics tools, disease/drug/company profiles and latest reports at single click

18 UPDATED TOP RESULT IN SEARCH RESULTS PAGE ENHANCEMENT OVERVIEW Instantly view related content associated disease, drug, and/or company profiles via Top Search Result Directly access specific report types and/or forecasts for drugs, company, and diseases profiles in a single-click

19 NEW FEATURED SECTION + HOME PAGE UX UPDATE ENHANCEMENT OVERVIEW Get exclusive DMHC curated content via new Featured section, including upcoming webinars, new reports & podcasts Quickly navigate to recently viewed content, training, podcasts, methodology and upcoming reports upon logging in via Home page

20 REPORT LIBRARY UX UPDATE ENHANCEMENT OVERVIEW Find reports more quickly and easily in our Report Library with: Additional Filters: Published Date & Content Type New Sort by Publication Date Column More Prominent Search Bar, Improved Search UX & Clearer Headings Report Titles alongside Abstract Summaries to give brief overview of report update

21 CASE STUDIES How Datamonitor Healthcare helps you

22 SOLUTION: Disease & Drugs Channels Explore 10-year patient-based forecast to predict market changes over time (Patient-based forecast datapacks and interactive forecast dashboards in specific-disease profile) Identify market players and understand product differentiation (Forecast & Marketed Drugs tabs in specific-disease profile) CASE STUDY #1 Understand market landscape and future opportunities and threats for a specific disease Monitor pipeline to identify future opportunities or threats (Interactive Pipeline Dashboard in the specific-disease profile ) Understand clinicians choice of treatment within a disease area (Treatment Algorithm datapacks or Standard of Care dashboard in Disease Channel) Understand pricing & reimbursement challenges (Pricing & Reimbursement tab and HTA & Reimbursement Decisions datapacks) Compare commercial potential of two or more drugs (Drug Sales Analytics tool in Drug Channel and Drug Comparator dashboard in specific-disease profile)

23 SOLUTION: Epidemiology & Disease Channels Numbers of total patients in a therapy area for a particular region (Epidemiology geography dashboard in Epidemiology Channel) CASE STUDY #2 Establish market potential and clinical value for a patient population Numbers of patients for a specific-disease based on sex and age (Epidemiology tab and Epidemiology Forecast datapack in diseasespecific profile) Insight into expected increases or decreases for a patient subpopulation over a 20-year period (Epidemiology Forecast datapack and in disease-specific profile)

24 SOLUTION: Company Channel Identify companies in a therapy area (Company Analytics in PharmaVitae Analytics Tool) Identify portfolio overlap (M&A Builder & Drug Sales Analytics in PharmaVitae Analytics Tool) CASE STUDY #3 Identify potential partners or competitors with similar product portfolio Screen targets and analyze potential M&A (M&A Analysis and M&A Builder in PharmaVitae Analytics Tool) Analyze competitor R&D and pipeline activity (Pipeline Analysis in PharmaVitae Analytics Tool)

25 SOLUTION: Trends & Market Access Channel Understand market access, pricing & reimbursement challenges for specific-disease area or region (Market Access- Pricing & Reimbursement tab in Trends & Market Access Channel) CASE STUDY #4 Understand market access for specific diseases or regions and identify industry trends Find the latest pharma licensing and M&A industry trends (Trends tab in Trends & Market Access Channel) Identify trending market access topics in emerging markets (Market Access- Hot topics tab in Trends & Market Access Channel)

26 METHODOLOGIES

27 PRIMARY RESEARCH METHODOLOGY All primary research is conducted in accordance with the world associations of pharmaceutical market research practitioners Codes of Practice (including ESOMAR, PBIRG & EphMRA) and the MRS. Datamonitor Healthcare is a member of the BHBIA. TYPES OF RESEARCH Large-scale quantitative physician studies Target respondents per study in 5EU, US & Japan; n =30 per country; global; n = 210 KOL Research: Interviews & Surveys Gathers opinions and more insight about indications or findings of large-scale studies Payer Research Gathers views on marketed and pipeline agents and current reimbursement and access conditions for select diseases FEEDS INTO PATIENT-BASED FORECASTS TREATMENT ALGORITHMS EPIDEMIOLOGY FORECASTS PRESCRIBING INFLUENCES PATIENT-BASED FORECASTS TREATMENT ALGORITHMS OPINION PIECES WHITE PAPERS MARKET ACCESS REPORTS DISEASE-SPECIFIC PRICING & REIMBURSEMENT

28 INCIDENCE METHODOLOGY PREVALENCE METHODOLOGY Comprehensive literature review Historical and forecasted incident cases from the incidence forecast were used as a base for the prevalence forecast Historical incidence rate data on CLL were extracted from cancer registry databases CLL-specific survival data were extracted from relevant cancer databases EPIDEMIOLOGY METHODOLOGY Disease-Specific Case Study: Chronic Lymphocytic Leukemia (CLL) Historical trend analysis Future estimations Age- and gender-specific curve estimation of segmented incidence via regression techniques UN population data Forecasted incidence rates Forecasted incident cases of CLL, by country, age, and gender, Data from the proprietary physician CLL survey were used to determine an appropriate prevalence duration from which to estimate actively treated and drug-treated CLL patient populations. Four-year prevalent cases of CLL were estimated by combining incidence and survival data Four-year prevalence forecast for CLL, by country, Proprietary survey data on active treatment, stage, and line of therapy percentages were applied to the CLL prevalence forecast Actively treated CLL forecast, by country, stage, and line of therapy, Relevant patient segmentations Benchmarking Proprietary survey data on drug treatment rates were applied to the actively treated forecast Incidence CLL forecast, by country and stage, Drug-treated CLL forecast, by country, stage, and line of therapy,

29 FORECASTING OVERVIEW Epidemiology: Chronic Lymphocytic Leukemia (by country) Four-year prevalence of disease is calculated by Datamonitor Healthcare's epidemiology team. (See Epidemiology: Chronic Lymphocytic Leukemia) PATIENT-BASED FORECAST METHODOLOGY Disease-Specific Case Study: Chronic Lymphocytic Leukemia (CLL) Early-Stage % Receiving pharmaceutical treatment Drug-specific events Drug-treated patients Evented drug-treated patient forecast Drug dosing Late-Stage Relapse/ Refractory Attrition/ Compliance Drug cost/year Evented patient-based forecast (showing total patient numbers and sales of each drug per country per year) Datamonitor Healthcare's proprietary primary research data is used to: Segment patients by current stage of disease, including those patients who are refractory to their initial treatment or experienced relapse Calculate country-specific drug treatment rates Attrition/compliance is estimated by drug formulation & secondary research. Events include new product approvals, label expansions, & onset of biosimilar and generic competition by country. Event impact on other products is taken into account, with patient share shifting between products. Datamonitor Healthcare calculates: Currently available products' cost/patient/year based on average mg prices in formularies, and dosing assumptions. The prices of pipeline products are benchmarked to currently available products. Sales for each brand in the US, Japan, and five major EU markets (France, Germany, Italy, Spain, and the UK)

30 PharmaVitae Analytics forecasts marketed products where a company has reported sales in the latest annual report. PharmaVitae Analytics forecasts late-stage (Phase III) pipeline products. 1 Regional split A combination of company reported, historical trends, primary research, and secondary research is used to split product sales by region. 2 Base forecast Four historic years of company reported product sales used to generate a base forecast by region US 5EU (France, Germany, Italy, Spain, and the UK) Positive independent events impact the baseline forecast (e.g. new indications) 4-year base trend Japan RoW (All other regions) Negative independent events affect the baseline forecast (e.g. pipeline competition) PHARMAVITAE ANALYTICS METHODOLOGY 3 Independent events Independent future events are applied to the base forecast which are expected to impact a product s future sales. 4 Dependent events Dependent future events are applied after all independent events have been applied to the baseline forecast Dependent events impact forecast after all independent events (e.g. generic competition) Company year Reported Forecast

31 COMMERCIAL SOLUTIONS OVERVIEW How Datamonitor Healthcare, Biomedtracker & Pharmapremia helps you

32 INFORMA PHARMA INTELLIGENCE Your leader in commercial intelligence HOW WE HELP Identify Promising Pipeline Candidates PHARMA & BIOTECH WHO WE HELP Forecast Future Market Growth Benchmark Deals, Success Rates and Cycle Durations Value an Asset or Company Portfolio & Strategy Business Development & Licensing HEALTHCARE MARKET PLAYERS Competitive Intelligence Stay Alert to Changing Dynamics Consultancies, Agencies & CROs Buy/Sell Side, Hedge Funds & VCs

33 Datamonitor Healthcare gives you a 360 degree view of the market now, and in the future INTEGRATED SOLUTIONS FOR ALL YOUR COMMERCIAL NEEDS Biomedtracker gives you a commercial understanding of the Pipeline, late Preclinical to Approval INFORMA PHARMA INTELLIGENCE Decision making. Connected. Pharmapremia helps you benchmark programs success rates to better assess Likelihood of approval, discount valuations, and understand competitive threats

34 CASE STUDY #1 You re evaluating historical success in Gastric Cancer and see how difficult Phase III has been, and how expensive late stage failures are You get a sense for how pipeline candidates are performing and what our analysts think about them And, this piques your interest in how the market forecast could change when these assets get to market ALL OF YOUR INTELLIGENCE, AS AND WHEN YOU NEED IT

35 CASE STUDY #2 You get an alert about a major trial failure, positive data read-out, or partnership and our analysts comment that this could be a game changer for the market. You haven t researched much into NASH, so you want a deeper dive into the current treatment paradigm You know nothing s been approved in NASH historically, but what chances do most pipeline assets have in Endocrine diseases like it? Has that changed over time? Logout Impact Event - Trial Data - Top-Line Results Selonsertib for Non-Alcoholic Steatohepatitis (NASH) Clinical Detail Event Date: 10/20/2016 Event Type: Trial Name: Patent No.: Market Group: Lead Company: Partner Companies: Generic Manufacturers: Phase: Trial Data - Top-Line Results Phase II - w/simtuzumab N/A Endocrine Gilead Sciences, Inc. (GILD) N/A N/A II Change to Likelihood of Approval: 3% Likelihood of Approval: 27% (3% Above Avg.) Average Approval: 24% Comparator Treatment Treatment Treatment Description Simtuzumab GS mg + Simtuzumab GS mg + Simtuzumab Number of Patients N/A N/A N/A Number of Evaluable Patients Fibrosis Improvement >1 Stage from Baseline 20 % 30 % 43 % Progression to Cirrhosis 20 % 7 % 3 % Analysis: ALL OF YOUR INTELLIGENCE, AS AND WHEN YOU NEED IT

36 JUMP START YOUR NEXT PROJECT WITH THE LATEST MARKET INTELLIGENCE FROM DATAMONITOR HEALTHCARE Trusted and informed strategic insights on key diseases, companies, drugs and market trends Providing a clear view of the market landscape across multiple diseases Large-scale primary research studies with physicians, payers and key opinion leaders, and secondary research vetted by skilled analysts Comprehensive reports and interactive events-adjusted forecasts provide a clear and actionable view of the market landscape

37 STAY IN TUNE WITH THE EVER-CHANGING DRUG DEVELOPMENT LANDSCAPE WITH THE ABILITY TO TRACK EVENTS FOR COMPANIES, DISEASE AND TARGETS THAT MATTER TO YOU Real-Time Intelligence: The data you need to monitor the market Drugs, Companies, Indications, Targets, Catalysts, Endpoint Data, Trials, and more at your fingertips. Make high-impact, high-value clinical, commercial, and regulatory decisions: Biomedtracker keeps you in tune with the ever-changing drug development landscape and provides you with a reliable view into the future. Providing real-time tracking and analysis of the drug development pipeline Key market reports: Biomedtracker s Quarterly Outlook reports and conference coverage help you make smart, data-driven decisions with intelligence and analysis from the best analysts in the industry.

38 MAKE STRONG, INFORMED DECISIONS ABOUT YOUR DRUG DEVELOPMENT PIPELINE WITH ROBUST, UNBIASED DRUG PHASE SUCCESS RATES AND TIMELINE METRICS BY TREATMENT INDICATION Pharmapremia sources drug transition data from Biomedtracker s drug development database Probability of success tool that enables you to analyze drugs clinical and regulatory success factors Our proven success rate methodology has been published in the peer-reviewed journal, Nature Biotechnology Manage your portfolio risk by accessing comprehensive data sets including Probability of Overall Success, Likelihood of Approval and Phase and Overall Duration