Generics & off Patent ζηελ ειιεληθή αγνξά Φαξκαθείνπ

Generics & off Patent ζηελ ειιεληθή αγνξά Φαξκαθείνπ Γξνο Κσλζηαληίλνπ Κνθηλά, Γελ. Γ/ληε IMS Hellas Hotel Intercontinental, Generics Conference, 6/3/213 February 1, 26 IMS Hellas/KK/March 213 1

Κπξηόηεξα Γεδνκέλα ηεο Αγνξάο Φαξκαθείνπ 29-2 -1% Μέζε εηήζηα πηώζε ζπλνιηθήο Αγνξάο ζε αμίεο (-6% ζε όγθν) 15% Μεξίδην Generics ζε αμίεο (13% ζε όγθν) 6% Μεξίδην Generics + off patent ζε αμίεο (>75% ζε όγθν) x2 Πηώζε γηα ηα θάξκαθα ηεο Αξλεηηθήο Λίζηαο 1% Μεξίδην ζε αμίεο ησλ Φαξκάθσλ 3εηίαο (5% θάξκαθα 4-1 εηώλ) 88% Τσλ ηηκώλ ηνπ 29 ππνρώξεζαλ νη ηηκέο ην 2 82% Τσλ ηηκώλ ηνπ 29 ππνρώξεζαλ ηα Generics (<7% ησλ off patent) 2 2 2 Δπίδξαζε όγθνπ > επίδξαζε ηηκώλ ζην ζπλνιηθό απνηέιεζκα Απεξγίεο & Διιείςεηο επέδξαζαλ ζεκαληηθά ζηνλ όγθν Γηαζεζηκόηεηα & ύςνο ζπκκεηνρήο επεξεάδνπλ ηελ επηινγή επσλύκνπ IMS Hellas/KK/March 213 2 2 213 IMS Health Incorporated or its affiliates. All rights reserved.

Σπλνιηθή Αγνξά Φαξκαθείνπ 4.23δηο ζε Λ.Τ. (χωρίς Ν.3816) 7% ε Αγνξά ζε Χνλδξηθέο Τηκέο (2,99 δηο Πσιήζεηο πξνο Φαξκαθεία) M 4,5 4, 988.1 258.3 4,232.4 3,5 3, 2,839.3 146.7 2,986. 2,5 2, 1,5 1, 5 Exfactory Wholesale IMS Total Pharmacy State (VAT) Total retail market % share: 67.1 3.5 7.6 23.3 6.1 ims DATA Source: IMS Hellas data (MAT//2); IMS Management Consulting analysis IMS Hellas/KK/March 213 3 213 IMS Health Incorporated or its affiliates. All rights reserved.

Σπλνιηθή Αγνξά Φαξκαθείνπ 2: Μεξίδηα ζε Αμίεο Χνλδξηθήο θαηεγνξηνπνίεζε βάζε Λίζηαο, Έγθξηζεο, ηζρύ παηέληαο (ims Midas) Θεηηθή θαη Αξλεηηθή Λίζηα 2 Eγθεθξηκέλα (ΔΟΦ) Original/Generic ims Midas (Global) Patent status 3 B 2.77.22 2.99 3 B.45.9 2.99 3 B.8.31 2.99 2.45 2 2 2.94 1 1 1.94 Reimbursed Nonreimbursed Total Originals 1 Generics Unknown Total Protected No Never longer protected protected Other Total 92.6 7.4 % market 82. 15. 3. 31.4 share 31.4 26.8 1.4 Source: IMS Hellas data (MAT//2); IMS Management Consulting analysis IMS Hellas/KK/March 213 4 213 IMS Health Incorporated or its affiliates. All rights reserved.

Σπλνιηθή Αγνξά Φαξκαθείνπ ζε Αμίεο (Χνλδξηθέο Τηκέο) Μέζε εηήζηα πηώζε 1% από ην 29 θ.ε. 15% κεξίδην Generics 5, M EOF-registered Originals/Generics Unknown Generics (Gx) Originals (Ox) -1.3% 4,142.3 4, 634.7 3,663.1 3,399.7 -.1% 3, 572.6 58.2 2,986.6 %PPG %CARG (3-year) 448.3 -.8% -1.9% 2, 1, 3,47.7 2,993.5 2,794.2 2,451. -.3% -1.4% Years 29 21 2 2 15.3% 15.6% 14.9% 15.% Source: IMS Hellas data (MAT//2); IMS Management Consulting analysis Generics m.s. (%) IMS Hellas/KK/March 213 5 213 IMS Health Incorporated or its affiliates. All rights reserved.

Σπλνιηθή Αγνξά Φαξκαθείνπ ζε ηεκάρηα ~6% κέζε εηήζηα ππνρώξεζε από ην 29 θ.ε. ~13% κεξίδην Generics Overall market M Units 5 EOF-registered Originals/Generics -5.9% Unknown Generics (Gx) Originals (Ox) 4 424.6 52. 44.6 5.4 46.5 49.7 -.9% 354. %PPG %CARG (3-year) 3 45.5-8.5% -4.3% 2 357.7 34.6 343.1 296.5-13.6% -6.1% 1 29 21 2 2.2%.4%.2%.8% Years Generics m.s. (%) Source: IMS Hellas data (MAT//2); IMS Management Consulting analysis IMS Hellas/KK/March 213 6 213 IMS Health Incorporated or its affiliates. All rights reserved.

Σπλνιν ηεκαρίσλ γηα ηδηνζθεπάζκαηα κε & ρσξίο παηέληα Μεξίδην NLP (νff patent) +NP (Generics) > 75% Overall market Midas Patent Status M Units 5 Other Never Protected No Longer Protected 4 424.7 58.8 44.7 53.1 46.5 5.8 354. 41.2 Protected %PPG %CARG (3-year) 3 188.4 18.8 183.1 161.4 -.9% -5.% 2 1 139.1 13.6 8.6 18.6-15.5% -7.9% 38.3 4.2 44. 42.7 29 21 2 2 77.1% 76.9% 76.7% 76.3% -3.% +3.7% Years Never protected & No-longer protected m.s. (%) Source: IMS Hellas data (MAT//2); IMS Management Consulting analysis IMS Hellas/KK/March 213 7 213 IMS Health Incorporated or its affiliates. All rights reserved.

Σπλνιν Αγνξάο ζε αμίεο γηα ηδηνζθεπάζκαηα κε & ρσξίο παηέληα Μεξίδην ηδηνζθ/ησλ ρσξίο παηέληα (NLP+NP/Generics) ~ 6% Overall market Midas Patent Status 4,5 3, M 4,142.3 44.7 1,45.2 3,663.1 363.3 949.8 3,399.7 353.2 883.5 2,986.6 313.7 Other Never Protected No Longer Protected Protected %PPG %CARG (3-year) 796.5-9.8% -8.7% 1,5 1,686.3 1,41.9 1,19.1 94.8-21.% -17.7% 1,6.1 948.1 972.9 935.7-3.8% -2.4% 29 21 2 2 65.9% 64.2% 61.% 58.2% Years Never protected & No-longer protected m.s. (%) Source: IMS Hellas data (MAT//2); IMS Management Consulting analysis IMS Hellas/KK/March 213 8 213 IMS Health Incorporated or its affiliates. All rights reserved.

Καηαλνκή Ιδηνζθ/ησλ κε/ρσξίο παηέληα αλα Θεξαπ/θή Καηεγνξία >45-7% κεξίδην ζε αμίεο NLP+NP/Generics γηα ηηο κεγάιεο Other No Longer Protected 1% % Values 456 16% 176 17% 846 2% 64 94 31 2% 13% 213 65 1% 151 5% Never Protected 58 Protected 247 51 69 2% 2% 8% 2% 24% 27% 22% 41% 24% 39% 26% 33% 35% 6% 4% 25% 43% 34% 28% 56% 85% 22% 53% 27% 44% 13% 37% 1% 2% % 39% A Never protected & o-longer protected m.s. (%) 17% B 37% C 48% 21% % D G 13% 3% H 34% 3% J 29% 22% 45 67 61 77 5 98 56 77 66 7 46 72 Note 1: A= Alimentary T.& Metabolism; B= Blood + B.Forming Organs; C= Cardiovascular System; D= Dermatologicals; G= G.U.System & Sex Hormones; H= Systemic Hormones; J= Systemic Anti-Infectives; K= Hospital Solutions; L= Antineoplast+Immunomodul; M= Musculo-Skeletal System; N= Central Nervous System; P= Parasitology; R= Respiratory System; S= Sensory Organs; T= Diagnostic Agents; V=Various Note 2: Excluding all L.3816 products; Source: IMS Hellas data (MAT//2); IMS Management Consulting analysis L M 3% N 52% R 25% S T Value sales (M ) IMS Hellas/KK/March 213 9 213 IMS Health Incorporated or its affiliates. All rights reserved.

1% Μεξίδηα ζε αμίεο αλα ζεξαπ/θή θαη/ξία θαη σξηκόηεηα θαξκάθσλ <1% ην κεξίδην ησλ λεόηεξσλ, θαηλνηόκσλ πξντόλησλ ζηηο κεγάιεο % Values 456 6.4% 176.1% 846 8.8% 64 94 31 213 65 151 58 247 9.2% 8.9% 8.5%.5% 15.8% 16.7% 22.9% -3 4-1 1+ 51 69 22.6% 4.6% 8% 6% 58.9% 33.2% 55.4% 32.1% 46.9% 47.3% 21.3% 52.8% 37.7% 66.7% 49.6% 4% 75.7% 66.2% 54.7% 52.1% 51.1% 53.9% 2% 34.7% 35.7% 36.% 27.5% 38.3% 28.8% % A B C Value sales (M ) Note 1: A= Alimentary T.& Metabolism; B= Blood + B.Forming Organs; C= Cardiovascular System; D= Dermatologicals; G= G.U.System & Sex Hormones; H= Systemic Hormones; J= Systemic Anti-Infectives; K= Hospital Solutions; L= Antineoplast+Immunomodul; M= Musculo-Skeletal System; N= Central Nervous System; P= Parasitology; R= Respiratory System; S= Sensory Organs; T= Diagnostic Agents; V=Various Note 2: Excluding all L.3816 products Source: IMS Hellas data (MAT//2); IMS Management Consulting analysis D G H J L M N R S T IMS Hellas/KK/March 213 1 213 IMS Health Incorporated or its affiliates. All rights reserved.

Ωξηκόηεηα & Mεξίδην Iδηνζθεπαζκάησλ ζην ζύλνιν ηεο αγνξάο <1% κεξίδην ζε αμίεο ΧΤ γηα ηα πξντόληα ηεο ηειεπηαίαο ηξηεηίαο Greek Pharma Values by product maturity Overall market 3, M m/s 39,1% 1,169.7 34.1 2,986.6 49,9% 2, 1,492.2 1, 9,7% 29.7-3 4-1 1+ Unknown Total Years in market /unit: 16.6 13.6 5.6 8.4 Source: IMS Hellas data (MAT//2); IMS Management Consulting analysis IMS Hellas/KK/March 213 213 IMS Health Incorporated or its affiliates. All rights reserved.

Overall market Σπλνιηθή Αγνξά γηα ηα ηδηνζθεπάζκαηα Θεηηθήο/Αξλεηηθήο Λίζηαο Γηπιάζηα πηώζε γηα ην θάξκαθα ηεο Αξλεηηθήο Λίζηαο 5, M Greek Pharma By product reimbursed status Annual sales value 1 evolution (29-2) Non-Reimbursed Reimbursed 4,142.3 4, 361.5 3,663.1 %PPG %CARG (3-year) 33.9 3,399.7 3, 284.1 2,986.6 222.7-21.6% -14.9% 2, 3,78.8 3,332.2 3,5.5 2,763.9 -.3% -9.9% 1, Years 29 21 2 2 8.7% 9.% 8.4% 7.5% Non-reimbursed (%) Source: IMS Hellas data (MAT//2); IMS Management Consulting analysis IMS Hellas/KK/March 213 213 IMS Health Incorporated or its affiliates. All rights reserved.

Δπίδξαζε ηεο Τηκήο: Με βάζε (1) ην 29 Μείσζε ζην 88% γηα ην ζύλνιν, ζην 83% γηα ηα Generics By ATC-1 Price Index Price Evolution Index 1,2 Overall market 1 14 1 95 92 9 89 86 88 83 9 Q2 9 9 Q4 9 1 Q2 1 1 Q4 1 Q2 Q4 Q2 Q4 Quarters Generics Originals 3 Total 1. Excluding all L.3816 products 2. Index based on /SU 3. Includes both Protected and No-Longer-Protected products Source: IMS Hellas data (MAT//2); IMS Management Consulting analysis IMS Hellas/KK/March 213 13 213 IMS Health Incorporated or its affiliates. All rights reserved.

1 Price Evolution Index: Αλα ζεξαπεπηηθή Καηεγνξία (πξσηόηππα/gen) Price Index 9 8 7 9 Gx Ox 3 All 9 15 1 Cardio Vascular 1 93 9 78 93 9 74 Price Evolution Index 1,2 By major ATC-1 85 81 63 Backup 135 15 Price Index 9 75 9 Gx Ox 3 All 9 Central Nervous System 134 17 1 1 92 8 2 79 5 72 1 Price Index 9 8 7 9 Gx Ox 3 All 9 18 13 1 Alimentary 1 93 89 73 96 74 98 91 62 15 Price Index 1. Excluding all L.3816 products 2. Index based on /SU 3. Includes both Protected and No-Longer-Protected products Source: IMS Hellas data (MAT//2); IMS Management Consulting analysis 135 9 9 9 17 Gx Ox 3 All 9 17 1 Respiratory 89 1 96 92 97 IMS Hellas/KK/March 213 14 213 IMS Health Incorporated or its affiliates. All rights reserved.

Market Dynamics model (IMS Hellas): Δπίπησζε ηηκώλ, όγθνπ, πξντνληηθνύ κίγκαηνο ζην ζπλνιηθό απνηέιεζκα Total Market: MAT//2 vs. MAT//2-2 -14.8-4 -413.1-6 -439.6 167.4 M Price Volume Volume ΔSales Mix % PPG -4.1 -.9 +4.9 -.2 Source: IMS Hellas data (MAT//2); IMS Management Consulting analysis IMS Hellas/KK/March 213 15 213 IMS Health Incorporated or its affiliates. All rights reserved.

Market dynamics γηα πξσηόηππα/generics Sales decomposition per product type: MAT// vs. MAT// Originals 1 Generics -1-87.1-52.4-6. -2-1 -43.1 35.5-3 -4-343.3-2 -379.4 3.2-5 M Price Volume Volume Δ Ox Mix Sales -3 M Price Volume Volume Δ Gx Mix Sales % PPG -3.1-13.6 +4.4 -.3 % PPG -1.3-8.5 +7. -.8 1. Includes both Protected and No-Longer-Protected products Source: IMS Hellas data (MAT//2); IMS Management Consulting analysis IMS Hellas/KK/March 213 16 213 IMS Health Incorporated or its affiliates. All rights reserved.

Market dynamics: αλα ζεξαπεπηηθή θαηεγνξία Market dynamics 5 M Cardio-Vascular Sales decomposition per major ATC-1: MAT// vs. MAT// 5 M Central Nervous System -5-1 -56.4-13. -5-1 -23.7-58.9.9-7.7-15 Price -76. Volume 29.4 Volume Mix ΔSales -15 Price Volume Volume Mix ΔSales % PPG -5.9-8. +3.1-1.8-4.1-1.2 +2.1 -.2 5 M Respiratory 5 M Alimentary -5-1 -4.4-57.9 22.9-39.4-5 -1-18.5-7.3 44.4-44.4-15 Price Volume Volume Mix ΔSales -15 Price Volume Volume Mix % PPG -1.5-2.2 +8. -13.7-3.7-14.1 +8.9-8.9 Source: IMS Hellas data (MAT//2); IMS Management Consulting analysis ΔSales IMS Hellas/KK/March 213 17 213 IMS Health Incorporated or its affiliates. All rights reserved.

Millions Αιινη παξάγνληεο πνπ επεξεάδνπλ ηελ Αγνξά Αλακνλή & έθδνζε Γειηίσλ Τηκώλ & νη Απεξγίεο Φ/Κ Monthly Retail Sales in m.eur @ PPP Total excluding 3816 Απεξγίεο 45 4 35 3 25 2 15 1 5 35 2 Απεξγία Απεξγία Οξηδόληηα κείσζε Μαίνπ 21 Nεα ηηκνιόγεζε off patent Γειηίν Τηκώλ IMS Hellas/KK/March 213 18 Q2, 2 213 IMS Health Incorporated or its affiliates. All rights reserved.

Σπληαγνγξάθεζε βάζε Γξαζηηθήο Οπζίαο θξηηήξηα επηινγήο ζην Φαξκαθείν Παλειιαδηθή έξεπλα ims Πξώηα πηινηηθά/πνηνηηθά ζπκπεξάζκαηα ζην 4% δείγκαηνο ~1% αληηθαζίζηαηαη όηαλ πξνηείλεηαη επώλπκν (ρακειόηεξν % αληηθαηάζηαζεο ζηελ Δπαξρία) Σεκαληηθή ε δηαζεζηκόηεηα/επάξθεηα γηα Generics & Πξσηόηππα Τν % ζπκκεηνρήο ηνπ αζθαιηζκέλνπ επεξεάδεη ηελ επηινγή Πξσηνηύπνπ/Generics Γεληθά δηζηαθηηθνί νη Φαξκαθνπνηνί ζε αιιαγή επσλύκνπ αλεμαξηήησο άιισλ θηλήηξσλ Βαξύηεηα γλώκεο ηαηξνύ γηα ηα επώλπκα & επηινγή αζζελνύο βάζε νηθνλνκηθώλ θξηηεξίσλ Δθθξεκεί ε πνζνηηθή αλάιπζε (εληόο ηνπ 213) IMS Hellas/KK/March 213 19 Q2, 2 213 IMS Health Incorporated or its affiliates. All rights reserved.

IMS Hellas/KK/March 213 22 Q2, 2 213 IMS Health Incorporated or its affiliates. All rights reserved.