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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
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 Assessment2
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 Assessment3
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 degenerationa) Dry AMD
I) Early AMDii) Geographic AMD
b) Wet AMD
2) Pathologic myopia
3) Polypoidal choroidal vasculopathy
4) Diabetic retinal diseasea) Non-proliferative
b) Proliferative
c) Macular edema
5) Retinopathy of prematurity
6) Venous Occlusive Diseasea) 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
1
3
5
7
9
2
6
8
10
4
Background & Objectives
Degenerative
Vascular
Inflammatory
Mechanical
Neoplastic
Hereditary
IMS / Alcon Retinal Disease Assessment4
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 Assessment5
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 Assessment6
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 Assessment7
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 Success IMS 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 Assessment8
Proprietary and confidential. For Alcon employees only.
February 15, 2011
CorporatePortfolio
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 Assessment9
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 Assessment10
Proprietary and confidential. For Alcon employees only.
February 15, 2011
IMS Consulting has deep expertise in the area of eye diseases and care
Project Geographies Description
Competitive Analysis for Ophthalmic Portfolio
US & EU 5 Undertake 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 5 Understand 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 5 Develop 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
US Analyzed 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 5 Developed 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 Assessment11
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
Strategic Unmet Needs and Assessment of Portfolio Growth Options in Glaucoma
Glaucoma Patient Model
J anuary 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
Strategic Unmet Needs and Assessment of Portfolio Growth Options in Glaucoma
Final Presentation: Growth Opportunities
J anuary 25, 2010
IMS Consulting Qualifications
IMS / Alcon Retinal Disease Assessment12
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
We have a presence in ~30 countries
including the 11 scoped in this project
Global Presence
IMS / Alcon Retinal Disease Assessment13
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
O
fferi
ng
s
IMS Consulting Qualifications Functional Expertise
IMS / Alcon Retinal Disease Assessment14