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Proprietary and confidential. For Alcon employees only. February 15, 2011Feb. 9, 2011 Retinal Disease Unmet Need and Commercial Opportunity Assessment.

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Presentation on theme: "Proprietary and confidential. For Alcon employees only. February 15, 2011Feb. 9, 2011 Retinal Disease Unmet Need and Commercial Opportunity Assessment."— Presentation transcript:

1 Proprietary and confidential. For Alcon employees only. February 15, 2011Feb. 9, 2011 Retinal Disease Unmet Need and Commercial Opportunity Assessment A proposal for Alcon Laboratories February 15, 2011

2 Proprietary and confidential. For Alcon employees only. February 15, 2011 Table of Contents Background and Objectives Our Approach, Methods and Deliverables Team, Timing & Fees IMS Consulting Qualifications Appendix: Bios IMS / Alcon Retinal Disease Assessment 2

3 Proprietary and confidential. For Alcon employees only. February 15, 2011 Alcon seeks a comprehensive, objective view of the unmet needs and commercial opportunities across a broad array of eye-related diseases Overall Project Goal Alcon is seeking a comprehensive understanding of the Global Retinal/Choroidal/Vitreal Disease market and pipeline to better inform their strategic direction Identify unmet needs in the retinal, choroidal, and vitreal disease areas including: Retinal and choroidal vascular diseases Degenerative diseases of the retina Retinal inflammatory diseases Retinal detachment & vitreal diseases Tumors of the retina & choroid Inherited retinal diseases Identify and assess the scientific and clinical relevance of therapies, surgical interventions, and diagnostics in development Assess the likelihood of technical success and detail considerations that would impact the adoption of therapies into diagnosis and treatment algorithms Provide epidemiologic forecasts of annualized prevalence, incidence, diagnosed and treated patients by disease type by country Background & Objectives Research Objectives IMS / Alcon Retinal Disease Assessment 3

4 Proprietary and confidential. For Alcon employees only. February 15, 2011 At the highest level, retinal diseases can be grouped by etiology The diseases Alcon are interested in can potentially fall within ten treatment algorithms The manifestations and management of pathologic myopia and polypoidal choroidal vasculopathy resemble those of macular degeneration The various stages of diabetic retinopathy have well-delineated treatment paradigms that can be described in a single comprehensive decision tree Branch and central vein occlusion are separate diseases, but their management can be described within a single decision tree Adult (melanoma) and pediatric (retinoblastoma) ocular tumors are fundamentally different, but they could potentially be described as different branches of a tumor treatment algorithm Given the similarity of having an underlying genetic basis and current lack of effective treatments, the various inherited retinal diseases could potentially be combined into a single treatment flow diagram The manifestations and management of pathologic myopia and polypoidal choroidal vasculopathy resemble those of macular degeneration The various stages of diabetic retinopathy have well-delineated treatment paradigms that can be described in a single comprehensive decision tree Branch and central vein occlusion are separate diseases, but their management can be described within a single decision tree Adult (melanoma) and pediatric (retinoblastoma) ocular tumors are fundamentally different, but they could potentially be described as different branches of a tumor treatment algorithm Given the similarity of having an underlying genetic basis and current lack of effective treatments, the various inherited retinal diseases could potentially be combined into a single treatment flow diagram 1) Macular degeneration a) Dry AMD I) Early AMD ii) Geographic AMD b) Wet AMD 2) Pathologic myopia 3) Polypoidal choroidal vasculopathy 4) Diabetic retinal disease a) Non-proliferative b) Proliferative c) Macular edema 5) Retinopathy of prematurity 6) Venous Occlusive Disease a) Branch retinal vein occlusion b) Central retinal vein occlusion 7) Posterior uveitis 8) Cystoid Macular Edema 9) Macular Holes 10) Retina Detachment 11) Adult ocular tumors 12) Pediatric ocular tumors 13) Retinitis pigmentosa 14) Other inherited diseases Background & Objectives Degenerative Vascular Inflammatory Mechanical Neoplastic Hereditary IMS / Alcon Retinal Disease Assessment 4

5 Proprietary and confidential. For Alcon employees only. February 15, 2011 IMS successfully supported Alcon in a very similar effort for the glaucoma franchise in 2009 / 2010 IMS worked with the Alcon team over 2.5 months to develop an objective assessment of the glaucoma space The Alcon / IMS team collaborated throughout the project, with phased deliverables and checkpoints IMS brought to bear a broad team of both functional (Pricing, Reimbursement, Market Access, Strategy) and therapeutic expertise to maximize the insights to the Alcon team Background & Objectives IMS / Alcon Retinal Disease Assessment 5

6 Proprietary and confidential. For Alcon employees only. February 15, 2011 Based on initial discussions and RFP, Alcon seeks objective views in three key areas Unmet needs analysis: What are the unmet needs for patients? Clinical and technical assessment: What future treatment modalities hold the highest promise? Commercial assessment: What commercially viable opportunities exist? What are the unmet medical needs of patients? Of those unmet needs, would solutions / treatments of them present true clinical advances/ benefits? What strategic alternatives should Alcon consider to compete in the retinal/ choroidal/ vitreal disease marketplace? Based on EPI forecasts, what disease areas represent sizable market opportunities to pursue? What approaches may represent commercially viable (reimbursable) advancements on current therapies? What relevant therapies (pharma, device, surgical, diagnostics) are under development and do they represent significant treatment advancements? What is the likelihood of technical/ clinical success of these different treatment pathways? KOL perspectives on treatment evolution Testing of treatment alternatives with a mix of specialist physicians Literature and secondary market information research IMS, Alcon and third party epidemiological data and forecasts Conversations with leading academics / epidemiologists focused on diseases of the eye Literature and secondary research IMS forecasting, EPI and pricing and market access functional expertise Secondary research profiling competing treatment platforms KOL and physician primary research (qual and quant) IMS therapeutic area expertise and input Key Questions: Supporting Information: Background & Objectives IMS / Alcon Retinal Disease Assessment 6

7 Proprietary and confidential. For Alcon employees only. February 15, 2011 Table of Contents Background and Objectives Our Approach, Methods and Deliverables Team, Timing & Fees IMS Consulting Qualifications Appendix: Bios IMS / Alcon Retinal Disease Assessment 7

8 Proprietary and confidential. For Alcon employees only. February 15, 2011 There are several important skills required to ensure success of this project Skills Required for SuccessIMS Consulting Team’s Skills & Experience Extensive consulting expertise in the pharmaceutical industry Focused exclusively on serving the pharmaceutical, biotech and device industry We have the ability to translate findings and insights into tangible, actionable, and relevant recommendations Deep understanding of the ophthalmic space IMS has worked on a variety of ophthalmic projects in all major markets Extensive experience in ophthalmic-specific P&MA, clinical and competitive issues Experience with Alcon conducting landscape studies IMS recently and successfully executed similar work with Alcon’s glaucoma franchise Global presence in all 11 countries Over 1,700 consultants based in some 30 countries Deep functional expertise We have significant experience conducting projects that inform strategy through evidence-based decision-making, leaning on our functional expertise in pricing and market access, risk assessment, and valuation modeling IMS Consulting Qualifications IMS / Alcon Retinal Disease Assessment 8

9 Proprietary and confidential. For Alcon employees only. February 15, 2011 Corporate Portfolio IMS Strategy & Portfolio Analysis We work at three levels of client problems, focusing to a varying extent on organic and/or externally-sourced options Asset Portfolio & Franchise Strategy Product Strategy & Valuation Development Strategy Market Assessment & Forecasting Resource Allocation R&D Productivity Business Model Design Strategic Footprint & Direction M&A Strategy Post Merger Portfolio Integration Product Licensing Deal valuation Therapy Area Expansion Geographic Expansion Organic Choices Externally- focused options IMS Consulting Qualifications Consulting Expertise IMS / Alcon Retinal Disease Assessment 9

10 Proprietary and confidential. For Alcon employees only. February 15, 2011 Our consulting team excels at business intelligence, valuation, and strategy Assessing difficult-to-value assets with uncertain future prospects… molecules, brands, franchises, businesses, etc. Obtaining important business intelligence that will provide context for decision-making Helping organizations reach agreement on difficult choices involving many conflicting views…project teams, executive committees, boards of directors, etc. Managing decision processes that incorporate multiple different alternatives or options…strategies, investments, acquisitions, etc. Managing a portfolio brings these capabilities together: –Gaining clarity on a complex mix of decisions –Where there are many possible options, valuation is based on uncertain future prospects, and there are many conflicting views IMS Consulting Qualifications Consulting Expertise IMS / Alcon Retinal Disease Assessment 10

11 Proprietary and confidential. For Alcon employees only. February 15, 2011 IMS Consulting has deep expertise in the area of eye diseases and care ProjectGeographiesDescription Competitive Analysis for Ophthalmic Portfolio US & EU 5Undertake a market and portfolio valuation for a range of new ophthalmic products (areas include glaucoma, dry eye syndrome, AMD, diabetic neurapathy, etc) to create a platform for franchise growth. Market Potential for New Technology to Treat Detached Retina US, EU5, and Australia Valued a potential acquisition target for detached retina using assessment of alternate technologies and impact on P&R. Recommended strategy via a high-level forecast model P&R strategy for a new wet AMD compound EU 5Understand competitive dynamics in wet AMD and P&R impact on a new compound’s value proposition to launch in EU. Optimize access for current ophthalmology product EU 5Develop value messages to influence payer decision-making process; quantify impact of scenario-based value messages on product access and uptake Market Potential for Uveitis and Diabetic Macular Edema USAnalyzed size and treatment flow for Uveitis via physician and patient research to build 5 year forecast model. Conceptualized potential for Diabetic Macular Edema using Uveitis intelligence. Achieving optimal reimbursement for a macular degeneration product EU 5Developed a strategic reimbursement launch plan to ensure maximum coverage and reimbursement for a macular degeneration product Preparing for market access for a new PGE inhibitor US Analyze a product's clinical profile and provide guidance as to price potential and phase III clinical trial design activities to undertake to support the price & value Market and ophthalmology pipeline evaluation 5 EU Mkts Assessed the ophthalmology markets for glaucoma, AMD, diabetic retinopathy, dry eye, and potential for a company’s pipeline Examples are illustrative, not exhaustive IMS Consulting Qualifications Ophthalmic Experience IMS / Alcon Retinal Disease Assessment 11

12 Proprietary and confidential. For Alcon employees only. February 15, 2011 IMS successfully supported Alcon in a very similar effort for the glaucoma franchise in 2009 / 2010 Experience with Alcon IMS worked with the Alcon team over 2.5 months to develop an objective assessment of the glaucoma space The Alcon / IMS team collaborated throughout the project, with phased deliverables and checkpoints IMS brought to bear a broad team of both functional (Pricing, Reimbursement, Market Access, Strategy) and therapeutic expertise to maximize the insights to the Alcon team IMS Consulting Qualifications IMS / Alcon Retinal Disease Assessment 12

13 Proprietary and confidential. For Alcon employees only. February 15, 2011 IMS Management Consulting is the largest consulting firm dedicated to the life sciences industry IMS Consulting Qualifications We have a presence in ~30 countries including the 11 scoped in this project Global Presence IMS / Alcon Retinal Disease Assessment 13

14 Proprietary and confidential. For Alcon employees only. February 15, 2011 Our specialist consultancy business model provides depth in critical issue areas Product and Portfolio Strategy Commercial Effectiveness Pricing and Market Access  Strategy & Portfolio Analysis ―Forecasting & Valuation ―Licensing & Acquisitions ―Portfolio Management ―Strategy  Competitive intelligence  Precision Sales Force TM  Promo.360 TM  Performance Mgt studies and dashboards  Primary market research  Learning solutions  Pricing and reimbursement  Health economics and outcomes research Core Offerings IMS Consulting Qualifications Functional Expertise IMS / Alcon Retinal Disease Assessment 14


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