Medicines Differentiation Analysis MyCore 18 January 2011 Mary Patterson Expected Launch Date: 6/1/2012

© Medicines Differentiation Analytics 2010 As a Patient, I want to extend/slow down the onset of Alzheimer's. As a Payer, The cost opf adverse events (high blood pressure, weight gain, increased pulse rate) are costing us additional money. An alternative treatment that addresses these adverse effects would gain access. In 2014, current Lilly rug ALZ-In-Comp1 will go off patent and be available generically. The efficacy of any new drug must be significantly better (with no additional safety risks) then that to gain access and get reimbursement – otherwise only the generic Lilly drug will be provided to patients. Generic Lilly drug estimated at $100 per month. As a Provider, Many of the patients have adverse reactions while on the current SOC - such as increased blood pressure & body weight. I would liek to give patients a safer alternative. Many of my patients complain of being tired a lot, not having energy that they used to have while on the current standard of care. They are not exercising, as they should. I would like to give them an alternative treatment that does not have this side effect. Alzheimer Disease Unmet Needs - Customer Value Statements As a Approver, Any medicine that slows down the onset of Alzheimer's will get approval over other alternatives. Safety must meet current levels. As a Caregiver, My spouse's onset of Alzheimer's must be slowed down.

© Medicines Differentiation Analytics 2010 Alzheimer Disease Competitive Positioning In-Line 3 1.LillyAlz-In-Comp1 2.MerckAlz-In-Comp2 1.NovartisAlz-Pipe-Comp1 2.PfizerAlz-Pipe-Comp2 Inline 4343 Pipeline-FDA Submitted Pipeline-Phase Company/DrugStageRigor Score Company/DrugStageRigor Score Pipe-Line

© Medicines Differentiation Analytics MyCore Real Analysis Is the Market & Opportunity REAL? Is the asset real? Are we addressing a truly unmet medical need? Is there strong justification for moving forward? Real Questions 1) Will Pateints take MyCore over other alternatives? ) Will MyCore gain Access over other alternatives? ) Will MyCore be Prescribed over other alternatives? ) Will MyCore gain Approval over other alternatives? ) Will Caregivers give MyCore over other alternatives? Value Scores Sys ValueComments Sys RigorComments Rigor Scores Real Scores

© Medicines Differentiation Analytics MyCore Win Analysis How capable are we internally to execute & win, timely? How competitive is the marketplace? How differentiated will we be in the market? Win Questions Sys ValueComments Sys RigorComments Rigor Scores Win Scores 1) Are we differentiated on Efficacy? ) Are we differentiated on Safety? ) Are we differentiated on Tolerability? ) Are we differentiated on Convenience? ) Are we differentiated on Cost? ) Is this Disease Area on of our internal areas of strength? Or is it a brand new area that will require new resources and capabilities (marketing, sales & manufacturing)? 11 7) Do we have the cycle times in drug development and product launches to be able to get to the market timely to win? 11 8) How likely are we to become 1st in Class or Best in Class or SOC? 11 9) Do we understand and can execute the full health care solution required (diagnostics, devices, education materials, other)? 11 10) Do our trials align with the required patient populations? 11 11) How likely is the possibility of Comparator Effectiveness Research (CER) (in new health care bill & in Europe)? 11 12) Are we prepared to mitigate CER risks? 11 13) How competitive is this Disease Area? What is the likelihood we can out perform the competition? 11 14) Can we engage with the right key opinion leaders to support our opinion? 11 15) Can we engage with the Payer community to support our opinion? 11 Value Scores

© Medicines Differentiation Analytics MyCore Worth Analysis Is the opportunity WORTH the required investment? Can we make it worth it? Where can we make it worth it? Is this the right investment? Is the right strategic fit? Worth Questions 1) How large will our market share be?72 2) How attractive is the Net Present Value of this asset? 72 3) How much development budget remains?32 4) How quickly will we get reimbursed?31 5) What is the life cycle potential for this drug (new indications, new markets, etc)? 13 Value Scores ValueComments RigorComments Rigor Scores 4 Worth Scores 6) Is there a strategic fit beyond financials (reputation, etc)? 33

© Medicines Differentiation Analytics 2010 MyCore Real, Win, Worth Summary Is the Market & Opportunity REAL? What is the unmet medical need? What is the likelihood that Stakeholders will: Take, Prescribe, Approve, & Pay For. What are the hurdles that must be overcome for stakeholders to actually take action? 7 Can we WIN? Is our Asset Differentiated, safe and effective to meet the Customer Need? Can we leverage our differentiated position? How strong is our competitive position? Are our internal capabilities well aligned with asset? Is the Opportunity WORTH the investment? Are the Sales & Profit attractive? How high is the Cost of entry? Pharm Sci, Sales force, etc. Is there Strategic Fit? Reputation, Tie to Strategy, etc. Can we leverage multiple indications? Value ScoreRigor Score Average

© Medicines Differentiation Analytics 2010 Understand needs and desired outcomes of this Asset/Project Finalize competitive landscape & parameters Build differentiation instrument & competitive label position statements Prepare Differentiated Commercialization Package Next Steps