Taking stock: An assessment of 2020 for the EU5 pharma market, and the lessons for 2021 - Iqvia

Page created by Darrell Walters
 
CONTINUE READING
Taking stock: An assessment of 2020 for the EU5 pharma market, and the lessons for 2021 - Iqvia
Taking stock: An assessment of
2020 for the EU5 pharma market,
and the lessons for 2021
Sarah Rickwood & Natalie Harb

Webinar: September 29, 2020

© 2020. All rights reserved. IQVIA® is a registered trademark of IQVIA Inc. in the United States, the European Union, and various other countries.
Taking stock: An assessment of 2020 for the EU5 pharma market, and the lessons for 2021 - Iqvia
IQVIA speakers for today’s session

                                      Sarah Rickwood,                                                                                                      Natalie Harb
                                      Vice President,                                                                                                    Senior Principal,
                          European Marketing and Thought Leadership​                                                                                 Global Analytics Solutions

© 2020. All rights reserved. IQVIA® is a registered trademark of IQVIA Inc. in the United States, the European Union, and various other countries.                                1
Agenda

     1                  Taking stock: An assessment of 2020 for the EU5 pharma market

     2                  Latest Sales Trends & HCP engagement across the EU5 Countries

     3                  Lessons for 2021

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.            2
Where is the world in the COVID-19 pandemic?
                                                                                                            Over 40% of the global population lives in countries past the initial peak

      Not yet peaked                                                           Peaked but not yet at <                      Less than                         Experiencing second wave
                                                                               20% of peak                                  20% of peak                       or signs of a rebound

      Countries: 34                                                            Countries: 51 Population:                    Countries: 52                      Countries: 42
      Population: 2.3bn                                                        2.0bn.                                       Population: 2.5bn                  Population: 0.8bn
      • Most South American                                                    • Joint most African   • Most Central        • Joint most African               • Most European and Oceania countries
        countries                                                                countries              American, Eastern     countries                        • Canada, Australia, UK, Japan
      • India, Syria, Peru                                                                              European, and       • Most Asian and
                                                                                                        Middle Eastern        Caribbean countries
                                                                                                        countries           • Italy, Portugal, Thailand

                                                                                                      • US, Brazil, Iran,
                                                                                                        Mexico

                  30%                                                            27%                                                   33%                             10%
             population                                                        population                                           population                     population

Source: IQVIA European Thought Leadership estimations based on World Bank population data, John Hopkins University ("Dong E, Du H, Gardner L. An interactive web-based dashboard to track COVID-19 in real time.
Lancet Inf Dis. 20(5):533-534. doi: 10.1016/S1473-3099(20)30120-1“)

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                                                       3
COVID-19 has induced a significant fluctuation in pharma sales across the
globe with varying impact across drug classes
Global Pharma Sales in Standard Units – Retail + Hospital market
               Global Pharma sales (Bn SU/day)                                                                              Global MoM growth baselined vs.                           Change in YTD sales 2019 vs. 2020 (%)
                                                                                                                             average MoM growth 2015-2020
                                                                                                                                                                                                      -1.3%
6.5                                                                                                                                                                                          1,054

6.0

5.5

                                                                                                                                                                                                               1,040
5.0
0.0

                                                                                                                   Jan-15

                                                                                                                                Jan-16

                                                                                                                                         Jan-17

                                                                                                                                                  Jan-18

                                                                                                                                                           Jan-19

                                                                                                                                                                    Jan-20
                                                                                                                                                                             Jun-20
                Jul-15

                                  Jul-16

                                                    Jul-17

                                                                      Jul-18

                                                                                        Jul-19

                                                                                                          Jul-20
      Jan-15

                         Jan-16

                                           Jan-17

                                                             Jan-18

                                                                               Jan-19

                                                                                                 Jan-20

                                                                                                                                                                                              2019             2020

                   • Increased use of generic medicines during the COVID-19                                                                                • Biologic medicines and branded drug sales have seen
                     pandemic could reflect a shift in healthcare priorities                                                                                 reduced use during the COVID-19 pandemic
                   • COVID-19 occurred in the same period as a shift towards                                                                               • Impact of COVID-19 is most pronounced in primary care
                     biosimilars but it may be a coincidence                                                                                                 medicine usage

Source: IQVIA European Thought Leadership, MIDAS MTH Jun 2020

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                                                                  4
In terms of overall pharma sales, both the US and EU5 have experienced
similar peaks mid-pandemic
Pharma Sales in Standard Units – Retail + Hospital market
                                   US Pharma sales (Mn SU/day)                                                                          EU5 Pharma sales (Mn SU/day)

1,000                                                                                                                 1,000

   800                                                                                                                 800

   600                                                                                                                 600

   400                                                                                                                 400

   200                                                                                                                 200

      0                                                                                                                  0
      Jan-19 Mar-19 May-19                     Jul-19       Sep-19 Nov-19             Jan-20 Mar-20 May-20   Jul-20      Jan-19 Mar-19 May-19   Jul-19     Sep-19 Nov-19   Jan-20 Mar-20 May-20    Jul-20

              US quarterly peak magnitude baselined vs. Avg 2015-2020                                                                EU5 MoM baselined vs. Avg MoM 2015-2020

                                                                                                                              Jan-     Jan-         Jan-           Jan-         Jan-        Jan-
             Q1                    Q1                    Q1                     Q1            Q1          Q1                   15       16           17             18           19          20
            2015                  2016                  2017                   2018          2019        2020

Source: IQVIA European Thought Leadership, MIDAS MTH Jun 2020

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                                                5
There was a proportional increase in specialty and small molecule spend
which was highest in the UK

                                                                     Absolute difference (Jan-Jun 2020 v/s Jan-Jun 2019) in LCEuros Mn

Specialty                                                                Traditional                           Biologics                                   Small Molecules

                              €650Mn                                           -€98Mn                                               €487Mn                                 €65Mn

                                                    €1,170Mn                                      €376Mn                                          €903Mn                                    €644Mn

      €90Mn                                                             -€219Mn                                         €136Mn                             -€265Mn

                     €451Mn                                                              €109Mn                            €249Mn                                                  €310Mn

                                  €758Mn                                                 €110Mn                              €339Mn                                                     €529Mn

                                                                                         France   Germany       Italy     Spain      UK

                             Period on Period growth % LCEuro                                                                                 Period on Period growth % LCEuro
                              (Jan-Jun 2020 v/s Jan-Jun 2019)                                                                                  (Jan-Jun 2020 v/s Jan-Jun 2019)

                                       FRA             GER              ITA       SPA   UK                                                        FRA      GER       ITA    SPA        UK
                                                                                                            Max. growth
         Specialty                      9%             11%               1%        9%   14%                                       Biologics       10%      11%       3%     8%        10%
                                                                                                            Min. Growth
         Traditional                   -1%              4%              -3%        2%   2%                                        Small Mol.       1%      6%        -3%    4%         7%

Source: IQVIA European Thought Leadership, MIDAS MTH Jun 2020

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                                         6
Hospital and retail have shown different responses to COVID crisis; hospital
value growth despite volume falls
                                                          Hospital                                                         Retail

     Value: Difference in YTD sales 2020-2019 (Mn LCEuro Jan-Jun, Abs)                        Value: Difference in YTD sales 2020-2019 (Mn LCEuro Jan-Jun, Abs)
                                                             679                                                 1,389

                                                                               443
                368

                                        158                                                        184                                   116         189
                                                                 49
                                                                                                                            -178
             France                Germany                      Italy          Spain   UK
                                                                                                  France     Germany        Italy       Spain        UK

       Volume: Difference in YTD sales 2020-2019 (Mn SU Jan-Jun, Abs)                          Volume: Difference in YTD sales 2020-2019 (Mn SU Jan-Jun, Abs)
                                                                                                                853

                                                                                                                                                     209
               -157                                            -142
                                       -168
                                                                               -193                                                      -22
                                                                                                                            -203
                                                                                       -279        -407
             France                Germany                      Italy          Spain   UK         France     Germany        Italy       Spain        UK

Source: IQVIA European Thought Leadership, MIDAS MTH Jun 2020

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                      7
Preliminary data shows recovery across Hospital and Retail in June
                                                          Hospital                                                                           Retail

             Value: EU5 Hospital 2020 vs. same period 2019 (LCEuro %)                                                 Value: EU5 Retail 2020 vs. same period 2019 (LCEuro %)

    30                                                                                                     30
    20                                                                                                     20
                                                                                                           10
    10
                                                                                                            0
       0
                                                                                                          -10
   -10                                                                                                    -20
   -20                                                                                                    -30
           Jan                   Feb                     Mar                   Apr   May       Jun              Jan            Feb         Mar          Apr         May        Jun

    Volume: EU5 Hospital 2020 vs. same period 2019 (Standard Units %)                                       Volume: EU5 Retail 2020 vs. same period 2019 (Standard Units %)

    20                                                                                                     30

       0                                                                                                   20
                                                                                                           10
   -20
                                                                                                            0
   -40                                                                                                    -10
   -60                                                                                                    -20
           Jan                   Feb                     Mar                   Apr   May       Jun              Jan            Feb         Mar          Apr         May        Jun

Source: IQVIA European Thought Leadership, MIDAS MTH Jun 2020                        France   Germany   Italy         Spain     UK
COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                         8
The UK leads the EU5 in proportional value increase and volume decrease
during the pandemic
                                                          Hospital                                                         Retail

          Value: Difference in YTD sales 2020-2019 (LCEuro Jan-Jun, %)                           Value: Difference in YTD sales 2020-2019 (LCEuro Jan-Jun, %)
                                                              11.3%                                              8.3%

                                                                               7.9%                                                                  4.2%
               6.9%
                                       5.3%                                                        2.1%                                  2.4%

                                                               0.5%
                                                                                                                            -3.9%
             France                Germany                      Italy          Spain     UK
                                                                                                  France      Germany        Italy      Spain         UK

            Volume: Difference in YTD sales 2020-2019 (SU Jan-Jun, %)                             Volume: Difference in YTD sales 2020-2019 (SU Jan-Jun, %)
                                                                                                                3.0%

                                                              -5.2%                                                                                  0.7%

              -8.9%                                                                                                                     -0.1%
                                     -11.0%
                                                                               -13.1%                                       -1.0%
                                                                                        -14.7%     -1.7%
             France                Germany                      Italy          Spain     UK       France      Germany        Italy      Spain         UK

Source: IQVIA European Thought Leadership, MIDAS MTH Jun 2020

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                    9
For most primary care pattern across countries is similar; more divergence
in specialty

    Value: EU5 Oncology 2020 vs. same period                                          Value: EU5 Immunology 2020 vs. same period                        Value: EU5 Anticoagulants 2020 vs. same
                2019 (LCEuro %)                                                                    2019 (LCEuro %)                                              period 2019 (LCEuro %)
  40                                                                                  40                                                          40
  30                                                                                  30                                                          30
  20                                                                                  20
                                                                                                                                                  20
  10                                                                                  10
                                                                                                                                                  10
    0                                                                                  0
 -10                                                                                  -10                                                          0
 -20                                                                                  -20                                                         -10
        Jan          Feb             Mar             Apr            May        Jun          Jan        Feb       Mar      Apr        May    Jun         Jan    Feb     Mar     Apr     May        Jun

                                                  Value: EU5 Antidiabetics 2020 vs. same period                          Value: EU5 Pain 2020 vs. same period 2019
                                                                2019 (LCEuro %)                                                         (LCEuro %)
                                                   40                                                                  30
                                                   30                                                                  20
                                                   20                                                                  10
                                                   10                                                                   0
                                                     0                                                                 -10
                                                  -10                                                                  -20
                                                  -20                                                                  -30
                                                         Jan          Feb       Mar    Apr        May          Jun           Jan     Feb    Mar     Apr       May     Jun

                                                                                              France         Germany    Italy      Spain   UK
Source: IQVIA European Thought Leadership, MIDAS MTH Jun 2020

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                                            10
Looking specifically at the anti-coagulant market – in the US, NOACs grew
significantly vs. warfarin while in the EU5 both categories grew strongly
NOAC (Novel Oral Anti-Coagulants) and Warfarin Sales in Standard Units – Retail + Hospital market
                US NOAC quarterly difference                                        EU5 MoM NOAC growth              • US use of NOACs has increased
                    baselined 2015-2020                                              baselined 2015-2020               during the COVID-19 pandemic, likely
                                                                                                                       due to demand for self-administered
                                                                                                                       anti-coagulants

                                                                                                                     • EU5 anti-coagulant use has not been
                                                                                                                       impacted by COVID-19 in a way which
                                                                                                                       favours self-administration
     US Warfarin quarterly difference baselined                                EU5 MoM Warfarin growth baselined
                    2015-2020                                                            2015-2020                   • Both NOACs and warfarin growth
                                                                                                                       peaked in March 2020

                                                                                                                   Warfarin requires regular blood monitoring
                                                                                                                   unlike NOACs, leading to varying preference
                                                                                                                   towards NOACs during COVID-19 period
                                                                                                                   across countries
 Sep-15
 Dec-15

 Sep-16
 Dec-16

 Sep-17
 Dec-17

 Sep-18
 Dec-18

 Sep-19
 Dec-19

                                                                               Sep-15
                                                                               Dec-15

                                                                               Sep-16
                                                                               Dec-16

                                                                               Sep-17
                                                                               Dec-17

                                                                               Sep-18
                                                                               Dec-18

                                                                               Sep-19
                                                                               Dec-19
 Jun-15

 Jun-16

 Jun-17

 Jun-18

 Jun-19

 Jun-20

                                                                               Jun-15

                                                                               Jun-16

                                                                               Jun-17

                                                                               Jun-18

                                                                               Jun-19

                                                                               Jun-20
 Mar-15

 Mar-16

 Mar-17

 Mar-18

 Mar-19

 Mar-20

                                                                               Mar-15

                                                                               Mar-16

                                                                               Mar-17

                                                                               Mar-18

                                                                               Mar-19

                                                                               Mar-20
Source: IQVIA European Thought Leadership, MIDAS MTH Jun 2020

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                     11
While within the EU5, local country policies appear to have created a varying
impact on anti-coagulant use during the pandemic
NOAC (Novel Oral Anti-Coagulants) and Warfarin Sales in Standard Units – Retail + Hospital market
                         Anti-coagulant usage in Italy                                                                                                                                                     Anti-coagulant usage in Germany                                                                                                                                                                    Anti-coagulant usage in Spain
                                 (Mn SU/day)                                                                                                                                                                         (Mn SU/day)                                                                                                                                                                                       (Mn SU/day)
 1.5                                                                                                                                                                                4.5                                                                                                                                                                                      0.8
                                                                                                                                                                                    4.0
                                                                                                                                                                                                                                                                                                                                                                             0.6
 1.0                                                                                                                                                                                3.5
                                                                                                                                                                                    3.0                                                                                                                                                                                      0.4
 0.5
                                                                                                                                                                                    2.5                                                                                                                                                                                      0.2

 0.0                                                                                                                                                                                0.0                                                                                                                                                                                      0.0
                Mar-18

                                           Sep-18

                                                                      Mar-19

                                                                                                 Sep-19

                                                                                                                                        Mar-20

                                                                                                                                                                                                              Mar-18

                                                                                                                                                                                                                                                  Sep-18

                                                                                                                                                                                                                                                                                   Mar-19

                                                                                                                                                                                                                                                                                                              Sep-19

                                                                                                                                                                                                                                                                                                                                         Mar-20

                                                                                                                                                                                                                                                                                                                                                                                                    Mar-18

                                                                                                                                                                                                                                                                                                                                                                                                                                      Sep-18

                                                                                                                                                                                                                                                                                                                                                                                                                                                                       Mar-19

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Sep-19

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             Mar-20
                                                    Nov-18

                                                                                                              Nov-19

                                                                                                                                                                                                                                                              Nov-18

                                                                                                                                                                                                                                                                                                                       Nov-19

                                                                                                                                                                                                                                                                                                                                                                                                                                                  Nov-18

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           Nov-19
                         May-18
                                  Jul-18

                                                                               May-19
                                                                                        Jul-19

                                                                                                                                                 May-20
                                                                                                                                                          Jul-20

                                                                                                                                                                                                                          May-18
                                                                                                                                                                                                                                      Jul-18

                                                                                                                                                                                                                                                                                            May-19
                                                                                                                                                                                                                                                                                                     Jul-19

                                                                                                                                                                                                                                                                                                                                                  May-20
                                                                                                                                                                                                                                                                                                                                                           Jul-20

                                                                                                                                                                                                                                                                                                                                                                                                               May-18
                                                                                                                                                                                                                                                                                                                                                                                                                          Jul-18

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                May-19
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         Jul-19

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      May-20
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               Jul-20
       Jan-18

                                                             Jan-19

                                                                                                                           Jan-20

                                                                                                                                                                                                  Jan-18

                                                                                                                                                                                                                                                                          Jan-19

                                                                                                                                                                                                                                                                                                                                Jan-20

                                                                                                                                                                                                                                                                                                                                                                                         Jan-18

                                                                                                                                                                                                                                                                                                                                                                                                                                                              Jan-19

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Jan-20
                                                                                                          Anti-coagulant usage in France                                                                                                                                                                                 Anti-coagulant usage in UK
                                                                                                                   (Mn SU/day)                                                                                                                                                                                                  (Mn SU/day)
                                                                                 2.5                                                                                                                                                                                                        2.0

                                                                                 2.0                                                                                                                                                                                                        1.5
                                                                                 1.5                                                                                                                                                                                                        1.0

                                                                                 0.5                                                                                                                                                                                                        0.5

                                                                                 0.0                                                                                                                                                                                                        0.0
                                                                                                     Mar-18

                                                                                                                                                                       Mar-19

                                                                                                                                                                                                                                         Mar-20

                                                                                                                                                                                                                                                                                                              Mar-18

                                                                                                                                                                                                                                                                                                                                                                    Mar-19

                                                                                                                                                                                                                                                                                                                                                                                                                                   Mar-20
                                                                                                                                            Sep-18
                                                                                                                                                     Nov-18

                                                                                                                                                                                                     Sep-19
                                                                                                                                                                                                                 Nov-19

                                                                                                                                                                                                                                                                                                                                         Sep-18
                                                                                                                                                                                                                                                                                                                                                  Nov-18

                                                                                                                                                                                                                                                                                                                                                                                                  Sep-19
                                                                                                                                                                                                                                                                                                                                                                                                             Nov-19
                                                                                                                               Jul-18

                                                                                                                                                                                         Jul-19

                                                                                                                                                                                                                                                                 Jul-20

                                                                                                                                                                                                                                                                                                                                Jul-18

                                                                                                                                                                                                                                                                                                                                                                                      Jul-19

                                                                                                                                                                                                                                                                                                                                                                                                                                                           Jul-20
                                                                                            Jan-18

                                                                                                                  May-18

                                                                                                                                                              Jan-19

                                                                                                                                                                                May-19

                                                                                                                                                                                                                             Jan-20

                                                                                                                                                                                                                                                     May-20

                                                                                                                                                                                                                                                                                                     Jan-18

                                                                                                                                                                                                                                                                                                                       May-18

                                                                                                                                                                                                                                                                                                                                                           Jan-19

                                                                                                                                                                                                                                                                                                                                                                             May-19

                                                                                                                                                                                                                                                                                                                                                                                                                        Jan-20

                                                                                                                                                                                                                                                                                                                                                                                                                                               May-20
                                                                                                                                                                                                                                                    NOAC                                      Warfarin
Source: IQVIA European Thought Leadership, MIDAS MTH Jun 2020

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                                                                                                                                                                                                                                                                                                                                                                                            12
IQVIA’s MIDAS data has tracked very different New Active Substance launch
      activity across major countries in 2020

                                    Lockdown* announced – 21/Mar                                                       Lockdown* announced – 20/Mar                                              Lockdown* announced – 14/Mar
                         50                     US                                                          50                  Germany                                                   50                Spain
                                                                                                   45
                         40                                                                                 40                                                                       33   40
                                                                                                                                                                                                                                                                          32
                         30                                                                                 30                                                                            30
                                                      22
                         20                                                                                 20                            13                                              20                            15
Number of NAS launches

                                                            16
                         10                                                                                 10                                                                            10                                  9
                                                                                                                                          12
                          0                                                                                  0                                                                             0
                                                      May

                                                                                                                                          May

                                                                                                                                                                                                                        May
                                                                                           Nov

                                                                                                                                                                              Nov

                                                                                                                                                                                                                                                                    Nov
                                    Feb

                                                                                                                        Feb

                                                                                                                                                                                                     Feb
                                                                        Aug
                                                                               Sep

                                                                                                                                                            Aug
                                                                                                                                                                  Sep

                                                                                                                                                                                                                                                  Aug
                                                                                                                                                                                                                                                        Sep
                                                                  Jul

                                                                                                                                                      Jul

                                                                                                                                                                                                                                            Jul
                              Jan

                                          Mar

                                                            Jun

                                                                                     Oct

                                                                                                                 Jan

                                                                                                                              Mar

                                                                                                                                                Jun

                                                                                                                                                                        Oct

                                                                                                                                                                                               Jan

                                                                                                                                                                                                           Mar

                                                                                                                                                                                                                                  Jun

                                                                                                                                                                                                                                                              Oct
                                                Apr

                                                                                                 Dec

                                                                                                                                    Apr

                                                                                                                                                                                    Dec

                                                                                                                                                                                                                  Apr

                                                                                                                                                                                                                                                                          Dec
                                                 2015-19 avg              2020                                                       2015-19 avg              2020                                               2015-19 avg                      2020

                                    Lockdown* announced – 16/Mar                                                       Lockdown* announced – 21/Feb                                              Lockdown* announced – 23/Mar
                         50                    France                                                       50                     Italy                                                  50                 UK
                         40                                                                                 40                                                                            40
                                                                                                                                                                                                                                                                          32
                         30                                                                                 30                                                                            30
                                                                                                       27                                                                           32
                                                      15                                                                                  18
                         20                                                                                 20                                                                            20                                  14
                         10                           14                                                    10                            14                                              10
                                                                                                                                                                                                                                        6
                          0                                                                                  0                                                                             0
                                                      May

                                                                                                                                          May

                                                                                                                                                                                                                        May
                                                                                           Nov

                                                                                                                                                                              Nov

                                                                                                                                                                                                                                                                    Nov
                                    Feb

                                                                        Aug
                                                                               Sep

                                                                                                                        Feb

                                                                                                                                                            Aug
                                                                                                                                                                  Sep

                                                                                                                                                                                                     Feb

                                                                                                                                                                                                                                                  Aug
                                                                                                                                                                                                                                                        Sep
                                                                  Jul

                                                                                                                                                      Jul

                                                                                                                                                                                                                                            Jul
                              Jan

                                          Mar

                                                            Jun

                                                                                                                                                                                               Jan

                                                                                                                                                                                                           Mar
                                                                                     Oct

                                                                                                                 Jan

                                                                                                                              Mar

                                                                                                                                                Jun

                                                                                                                                                                        Oct

                                                                                                                                                                                                                                  Jun

                                                                                                                                                                                                                                                              Oct
                                                                                                 Dec

                                                                                                                                                                                    Dec

                                                                                                                                                                                                                                                                          Dec
                                                Apr

                                                                                                                                    Apr

                                                                                                                                                                                                                  Apr
                                                  2015-19 avg                 2020                                                  2015-19 avg             2020                                                  2015-19 avg                      2020

      Source: MIDAS monthly May 2020, secondary research; Note: *California first state in the US to announce lockdown, Bavaria and Saarland are the first two states in Germany to impose lockdowns, at least ten towns in the
      Lombardy and Veneto regions of Italy were first to announce lockdown

      COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                                                                                                              13
Agenda

     1                  Taking stock: An assessment of 2020 for the EU5 pharma market

     2                  Latest Sales Trends & HCP engagement across the EU5 Countries

     3                  Lessons for 2021

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.            14
Unfortunately it seems like the second wave of COVID-19 is emerging
  across Europe
  Number of Reported COVID-19 Infections in EU5
                                  Total confirmed COVID-19 cases                                                                     7-day moving total of new COVID-19 cases
            700                                                                                                                 80

            600

                                                                                                                                60
            500

            400
Thousands

                                                                                                                    Thousands
                                                                                                                                40
            300

            200
                                                                                                                                20

            100

              0                                                                                                                 0

                  15-Sep
                  11-Aug
                  18-Aug
                  25-Aug
                    2-Jun
                    9-Jun

                     7-Jul
                   5-May
                    3-Mar

                   14-Apr
                   21-Apr
                   28-Apr

                    8-Sep
                  25-Feb

                    7-Apr

                  16-Jun
                  23-Jun
                  30-Jun

                   14-Jul
                   21-Jul
                   28-Jul
                    4-Aug

                    1-Sep
                  12-May
                  19-May
                  26-May
                  10-Mar
                  17-Mar
                  24-Mar
                  31-Mar

                                                                                                                                        7-Jul
                                                                                                                                       2-Jun
                                                                                                                                       9-Jun
                                                                                                                                       3-Mar

                                                                                                                                      5-May

                                                                                                                                     11-Aug
                                                                                                                                     18-Aug
                                                                                                                                     25-Aug

                                                                                                                                     15-Sep
                                                                                                                                       7-Apr
                                                                                                                                      14-Apr
                                                                                                                                      21-Apr
                                                                                                                                      28-Apr

                                                                                                                                       4-Aug

                                                                                                                                       1-Sep
                                                                                                                                       8-Sep
                                                                                                                                     25-Feb

                                                                                                                                     16-Jun
                                                                                                                                     23-Jun
                                                                                                                                     30-Jun

                                                                                                                                      14-Jul
                                                                                                                                      21-Jul
                                                                                                                                      28-Jul
                                                                                                                                     31-Mar
                                                                                                                                     10-Mar
                                                                                                                                     17-Mar
                                                                                                                                     24-Mar

                                                                                                                                     12-May
                                                                                                                                     19-May
                                                                                                                                     26-May
                          Italy             Germany                    Spain     France   UK                                               Italy       Germany            Spain          France          UK

  ^CFR (Case Fatality Rate) is the ratio of the number of COVID-19 reported deaths to the total number of reported confirmed cases. However, this largely varies with the diagnosis rate and the testing performed by each
  country; *As of 25th August, **As of 27th August, Data last 30 days; Sources provided in Appendix section

  COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                                                               15
The younger age cohort are getting infected now during the 2nd wave
compared to the older population at the start of the pandemic

                            COVID-19 reported infections in Italy                                                           COVID-19 reported infections in Germany
                                                        Split by age                                                                             Split by age
              Till 15th June                                                              24th Aug – 6th Sept         Till 16th June                                      7th Sept - 13th Sept
                     2%                                                                        7% 13%                        7%                                                 6%
                                                                                                                  19%                                                                  19%
                             29%                                                         21%                                                                              18%
         38%

                                                                                                                                   43%
                                                                                                                31%
                      31%                                                                            60%
                                                                                                                                                                                   57%

                          0-18 years             19-50 years               51-70 years    >70 years                           0-19 years    20-49 years   50-69 years     >=70 years

                          COVID-19 reported infections in Spain                                                               COVID-19 reported infections in France
                                                        Split by age                                                                             Split by age
               Till 14th May                                                              31st Aug - 6th Sept     As of 16th June                                           As of 15th Sept

                     1%                                                                                                   0.4%                                                    1%
                                                                                               11% 13%
                                                                                                                                  25%
                             30%                                                                                                                                                         30%
         37%
                                                                                         22%                                                                             47%
                                                                                                                53%
                                                                                                                                  21%
                                                                                                       54%                                                                            23%
                      32%

                         0-14 years              15-49 years              50-69 years     >=70 years                           0-14 years   15-64 years    65-74 years    >75 years

Sources provided in Appendix section

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                                     16
EU5 Summary
                                                 Data Facts

   COVID-19 Reported Numbers*                                                               EU5 Total            YTD sales and market overview (v. PY)                                 +4.9%
                                                                                                                 • Rx Market: Antineoplastic and Immunomodulating               Highest volume growth in
   Total Cases                                                                                      1,944,759      agents (ATC L class) and Cardiovascular system (ATC          ATC L class in Germany
                                                                                                                   C Class) show an increase in volume sales in most
   New Cases                                                                                           23,357      countries
                                                                                                                 • Hospital Market: Antineoplastic and
                                                                                                                                                                                     +10.6%
   Deaths                                                                                            147,506                                                                    Highest volume growth in
                                                                                                                   Immunomodulating agents (ATC L class) show an                  ATC L class in Spain
*As of   15th   September                                                                                          increase in volume sales in most countries
                           YTD Volume Growth by Country                                                          • CH Market: Patient Care and Personal Care products
                                                                                                                   show positive YTD volume growth rate in most countries
                                                                                                                                                                                     +15.6%
                                                                                                                                                                                  Increase in volume of
                                                                                                                   with the highest growth reported in Italy for Patient Care    Patient Care category in
Rx                                                                                                                 and in France for Personal Care                                         Italy
market
growth
                                                       -4.3% -3.9% -3.5% -1.9% +0.2%
                                                         w37       w37         w37    w37     w37
                                                                                                                                                                                        +233%
Hosp.                                                                                                            HCP engagement                                                 Increase (v. PY) in remote
market                                                                                                                                                                           interactions in Spain. The
growth                                                                                                           • The UK is the only county that has experienced an            corresponding increase in
            -13.0% -12.2%-11.2% -5.9%                                     -3.4%                                    increase in promotional contact this Sep vs.                    Italy (v. PY) is +160%
                M7         M7        M7           M7                           M7
CH                                                                                                                 Sept 2020
market                                                                                                           • Face to face interactions shows a decrease in Italy,
growth                                                                                                             Germany and Spain week-on-week
                                                       -5.1%                         -0.3% +0.5% +1.6% +2.3%
                                                         w37                          w37     w37    w37   w37

ATC: Anatomical Therapeutic Chemical Classification; CH: Consumer Health; v. PY: versus Previous Year, M7: July 2020, w37: Week starting 7th September
*Source: Center for System Science and Engineering (CSSE) at John Hopkins University (JHU)

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                                                  17
France and Italy saw a spike at the start of August within the Retail market.
       Within the Consumer Health market, UK saw a sharp decline at the end of
       August
       % Growth in Units – Rx retail market, Hospital market, Consumer Health market
                                 Retail Rx market                                                                      Hospital market                                                               Consumer Health market
                          % Growth – Units in 2020 vs. same                                                     % Growth – Units in 2020 vs. same                                                  % Growth – Units in 2020 vs. same
                                 week 2019 in EU5                                                                       week 2019 EU5                                                                      week 2019 EU5
                   60%                                                                                   40%                                                                                120%
                   50%                                                                                                                                                                      100%
                                                                                                         30%
                   40%
% Growth – Units

                                                                                                                                                                         % Growth – Units
                                                                                      % Growth – Units
                                                                                                                                                                                            80%
                   30%                                                                                   20%
                   20%                                                                                                                                                                      60%
                                                                                                         10%
                   10%                                                                                                                                                                      40%
                    0%                                                                                    0%
                                                                                                                                                                                            20%
                   -10%
                                                                                                         -10%                                                                                0%
                   -20%
                   -30%                                                                                  -20%                                                                               -20%
                   -40%
                                                                                                         -30%                                                                               -40%
                           W11: 09-Mar
                           W13: 23-Mar

                            W37: 7-Sep
                           W19: 04-May
                           W21: 18-May
                            W7: 10-Feb
                            W9: 24-Feb

                           W15: 06-Apr
                           W17: 20-Apr

                            W29: 13-Jul
                            W31: 27-Jul
                           W23: 01-Jun
                           W25: 15-Jun
                           W27: 29-Jun

                           W33: 10-Aug
                           W35: 24-Aug

                                                                                                                                                                                                    W3: 13-Jan
                                                                                                                                                                                                    W5: 27-Jan
                                                                                                                                                                                                    W7: 10-Feb
                                                                                                                                                                                                    W9: 24-Feb
                                                                                                                                                                                                   W11: 09-Mar
                                                                                                                                                                                                   W13: 23-Mar
                                                                                                                                                                                                   W15: 06-Apr
                                                                                                                                                                                                   W17: 20-Apr
                                                                                                                                                                                                   W19: 04-May
                                                                                                                                                                                                   W21: 18-May

                                                                                                                                                                                                    W37: 7-Sep
                                                                                                                                                                                                   W33: 10-Aug
                                                                                                                                                                                                   W35: 24-Aug
                                                                                                                                                                                                    W1: 30-Dec

                                                                                                                                                                                                   W23: 01-Jun
                                                                                                                                                                                                   W25: 15-Jun
                                                                                                                                                                                                   W27: 29-Jun
                                                                                                                                                                                                    W29: 13-Jul
                                                                                                                                                                                                    W31: 27-Jul
                                                                                                         -40%

                                                                                                                                Mar

                                                                                                                                         Apr
                                                                                                                Jan

                                                                                                                                               May

                                                                                                                                                                   Jul
                                                                                                                                                        Jun
                                                                                                                       Feb
                                        Week Starting Dates                                                                           Month                                                                  Week Starting Dates

                                                                                                           Italy      Germany         Spain    France         UK

       *Units Growth Latest week 2020 vs. 2019; Source: IQVIA weekly sell out data – Week 1 2020 starting 30/12/2019 | Retail pharmacy panel – captures sales of products at retail pharmacies

       COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                                                                    18
F2F rep activity was replaced by remote contacts in April-May:
F2F rep activity started to recover in EU5, August showed holiday impact

               EU5 – Number of face to face detailing and meeting contacts                                                                 EU5 – Number of remote detailing and meeting contacts
4.5                                                                                                                       1.4
              4.2Mn
                                                                                                                          1.3
4.0
                                                                                                                          1.2
3.5                                                                                                                       1.1
                                                                                                                          1.0
3.0                                                                                                                                                                                                                                       0.9Mn
                                                                                                                          0.9
2.5           2.3Mn                                                                                                       0.8
                                                                                                                          0.7
2.0           1.7Mn                                                                                                       0.6
1.5           1.3Mn                                                                                                       0.5
                                                                                                              1.1Mn       0.4
1.0                                                                                                                       0.3       0.2Mn
                                                                                                        1.0Mn                                                                                                                           0.3Mn
              0.5Mn                                                                                                       0.2                                                                                                           0.2Mn
0.5                                                                                                 0.4Mn   0.5Mn                   0.1Mn
                                                                                                        0.1Mn             0.1       0.0Mn                                                                                               0.2Mn
0.0                                                                                                                       0.0                                                                                                           0.1Mn

                                                                                                                                                                                  May-2020

                                                                                                                                                                                                                                    Aug-2020
                                                                                                                                              Feb-2020

                                                                                                                                                          Mar-2020

                                                                                                                                                                                                 Jun-2020
                                                                                                                                Jan-2020

                                                                                                                                                                       Apr-2020
                        Feb-2020

                                                        Apr-2020

                                                                                              Jul-2020

                                                                                                               Aug-2020
        Jan-2020

                                                                        May-2020

                                                                                   Jun-2020
                                        Mar-2020

                                                                                                                                                                                                                    Jul-2020
                                                                                                                                           0.1Mn

                             France                Germany                Italy      Spain               UK                                          France          Germany             Italy              Spain              UK
Source: Channel Dynamics; F2F includes detailing and meetings; Jan – Aug 2020, compared with the same period in 2019

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                                                                                      19
We also see that nearly 40-50% of HCP’s in EU & US have indicated that
virtual interactions will be sufficient in the future
Ratings of HCP satisfaction with virtual detailing
                                HCP satisfaction with virtual detailing
                                    Top 7 developed – July 2020

                                                                                   8.7%
                       18.3%
                                                              25.0%                                    Thinking about a post-COVID-19 crisis context,
                                                                                   22.7%               please indicate your level of agreement with the
                                                                                                       following statement:
                       26.2%
                                                              28.9%
                                                                                                       “Remote interactions with pharma representatives via
                                                                                                       online tools such as Skype, Zoom, Webex… will be
                                                                                                       sufficient in meeting my needs for up to date and relevant
                                                                                   68.6%               drug treatment information”
                       55.5%
                                                              46.1%                                    Scored 0-10

                        EU5                                     US                 Japan
        Completely Agree (9-10)                             Somewhat Agree (7-8)      Disagree (0-6)

Source: IQVIA Channel Dynamics Channel Preference Survey July 2020

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                        20
The Italian prescription, hospital and consumer health markets have seen
       signs of recovery in recent weeks
       % Growth in Units – Rx retail market, Hospital market, Consumer Health market
                                  Retail Rx market                                                                      Hospital market                                                        Consumer Health market
                          % Growth – Units in 2020 vs. same                                                 % Growth – Units in 2020 vs. same                                                  % Growth – Units in 2020 vs. same
                               week 2019 Top 5* YTD                                                              month 2019 Top 5* YTD                                                       week 2019 Consumer health categories
                   120%                                                                                  40%                                                                          120%
                   100%                                                                                  30%                                                                          100%
                   80%                                                                                   20%                                                                          80%

                                                                                                                                                                   % Growth – Units
% Growth – Units

                                                                                      % Growth – Units
                   60%                                                                                   10%                                                                          60%
                   40%                                                                                    0%                                                                          40%
                   20%                                                                                   -10%                                                                         20%
                    0%                                                                                   -20%                                                                          0%
                   -20%                                                                                  -30%                                                                         -20%
                   -40%                                                                                  -40%                                                                         -40%

                                                                                                                                                                                             W11: 09-Mar
                                                                                                                                                                                             W13: 23-Mar

                                                                                                                                                                                              W37: 7-Sep
                                                                                                                                                                                              W3: 13-Jan
                                                                                                                                                                                              W5: 27-Jan
                                                                                                                                                                                              W7: 10-Feb
                                                                                                                                                                                              W9: 24-Feb

                                                                                                                                                                                             W15: 06-Apr
                                                                                                                                                                                             W17: 20-Apr
                                                                                                                                                                                             W19: 04-May
                                                                                                                                                                                             W21: 18-May
                                                                                                                                                                                             W23: 01-Jun
                                                                                                                                                                                             W25: 15-Jun
                                                                                                                                                                                             W27: 29-Jun
                                                                                                                                                                                              W29: 13-Jul
                                                                                                                                                                                              W31: 27-Jul
                                                                                                                                                                                             W33: 10-Aug
                                                                                                                                                                                             W35: 24-Aug
                                                                                                                                                                                              W1: 30-Dec
                          W11: 09-Mar
                          W13: 23-Mar

                           W37: 7-Sep
                           W3: 13-Jan
                           W5: 27-Jan

                          W21: 18-May
                           W7: 10-Feb
                           W9: 24-Feb

                          W15: 06-Apr
                          W17: 20-Apr
                          W19: 04-May

                           W29: 13-Jul
                           W31: 27-Jul
                          W23: 01-Jun
                          W25: 15-Jun
                          W27: 29-Jun

                          W33: 10-Aug
                          W35: 24-Aug
                           W1: 30-Dec

                                                                                                                                 Mar

                                                                                                                                           Apr
                                                                                                                Jan

                                                                                                                                                 May

                                                                                                                                                       Jun

                                                                                                                                                             Jul
                                                                                                                        Feb
                                                                                                                                 Month
                                           Week Starting Dates                                                                                                                                        Week Starting Dates
                                                                                                                Antineoplastic and immunomodulating agents
                            Antineoplastic and immunomodulating agents
                                                                                                                Musculo-skeletal system                                                            Over-the-Counter Drugs (OTC)
                            Nervous system
                                                                                                                Nervous system                                                                     Personal Care (PEC)
                            Cardiovascular system
                            Systemic hormonal preparations…                                                     Systemic Anti-Infectives                                                           Patient Care (PAC)
                            Genito-urinary system and sex hormones                                              Blood and blood forming organs                                                     Nutrition (NTR)

       *Top in terms of YTD Growth; Units Growth Latest week 2020 vs. 2019; Source: IQVIA weekly sell out data – Week 1 2020 starting 30/12/2019 | Retail pharmacy panel – captures sales of products at retail pharmacies

       COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                                                                 21
The overall promotional volume in Italy is still slightly lower (-9%) compared
to 2019 with F2F detailing recovering to 69% of total contact volume
Promotional volume share and growth
                                Promotional volume share by channel                                                            % Change in promotional volume by channel
                                                                                                                                   September* 2019 – September* 2020

                                                                                                                            -30%

                                                                                                                               -15%

                                                                                                                                                                           152%
                                                                                     69%
                              89%                                                                                                                                              171%

                                                                                                                                                                                   875%

                                                                                                                                                                                  177%
                                                                                      6%
                                                                                      9%                                                        27%

                                                                                                                 channels
                                         2%

                                                                                                                   total
                      3%                                                             15%

                                                                                                                    All
                                                                                                                                   -9%
                      1%                 5%                                          1%
                         September                                                September
                           2019                                                     2020

                                                                               F2F Detailing   E-Detailing        E-meetings        Postal Mailing
                                                                               F2F Meeting     Phone Detailing    E-mail

                                                                                                                                                                  *30 day period to 13/09
Source: IQVIA European Thought Leadership; ChannelDynamics 13/09/2020

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                                22
In Germany, sales growth for the Dermatological class within Retail has
       increased in recent weeks
       % Growth in Units – Rx retail market, Hospital market, Consumer Health market
                                  Retail Rx market                                                                      Hospital market                                                        Consumer Health market
                          % Growth – Units in 2020 vs. same                                                      % Growth – Units in 2020 vs. same                                             % Growth – Units in 2020 vs. same
                               week 2019 Top 5* YTD                                                                   month 2019 Top 5* YTD                                                  week 2019 Consumer health categories
                   120%                                                                                   15%                                                                         120%
                   100%                                                                                   10%                                                                         100%
                                                                                                           5%
                   80%                                                                                                                                                                80%

                                                                                      % Growth – Units

                                                                                                                                                                   % Growth – Units
% Growth – Units

                                                                                                           0%
                   60%                                                                                    -5%                                                                         60%
                   40%                                                                                   -10%                                                                         40%
                   20%                                                                                   -15%                                                                         20%
                                                                                                         -20%
                    0%                                                                                                                                                                 0%
                                                                                                         -25%
                   -20%                                                                                  -30%                                                                         -20%
                   -40%                                                                                  -35%                                                                         -40%

                                                                                                                               Mar

                                                                                                                                           Apr

                                                                                                                                                 May
                                                                                                                Jan

                                                                                                                                                       Jun

                                                                                                                                                             Jul
                                                                                                                       Feb
                           W3: 13-Jan
                           W5: 27-Jan

                          W15: 06-Apr
                          W17: 20-Apr
                           W7: 10-Feb
                           W9: 24-Feb
                          W11: 09-Mar
                          W13: 23-Mar

                          W19: 04-May
                          W21: 18-May

                           W37: 7-Sep
                          W33: 10-Aug
                          W35: 24-Aug
                           W29: 13-Jul
                           W31: 27-Jul
                           W1: 30-Dec

                          W23: 01-Jun
                          W25: 15-Jun
                          W27: 29-Jun

                                                                                                                                                                                      -60%

                                                                                                                                                                                              W3: 13-Jan
                                                                                                                                                                                              W5: 27-Jan
                                                                                                                                                                                              W7: 10-Feb
                                                                                                                                                                                              W9: 24-Feb
                                                                                                                                                                                             W11: 09-Mar
                                                                                                                                                                                             W13: 23-Mar
                                                                                                                                                                                             W15: 06-Apr
                                                                                                                                                                                             W17: 20-Apr
                                                                                                                                                                                             W19: 04-May
                                                                                                                                                                                             W21: 18-May

                                                                                                                                                                                              W37: 7-Sep
                                                                                                                                                                                              W29: 13-Jul
                                                                                                                                                                                              W31: 27-Jul
                                                                                                                                                                                             W33: 10-Aug
                                                                                                                                                                                             W35: 24-Aug
                                                                                                                                                                                              W1: 30-Dec

                                                                                                                                                                                             W23: 01-Jun
                                                                                                                                                                                             W25: 15-Jun
                                                                                                                                                                                             W27: 29-Jun
                                                                                                                                 Month
                                    Week Starting Dates
                           Antineoplastic and immunomodulating agents                                           Antineoplastic and immunomodulating agents                                              Week Starting Dates
                           Dermatologicals                                                                      Blood and blood forming organs                                                     Over-the-Counter Drugs (OTC)
                           Cardiovascular system                                                                Systemic Anti-Infectives                                                           Personal Care (PEC)
                           Systemic hormonal preparations…                                                      Nervous system                                                                     Patient Care (PAC)
                           Blood and blood forming organs                                                       Cardiovascular system                                                              Nutrition (NTR)

       *Top in terms of YTD Growth; Units Growth Latest week 2020 vs. 2019; Source: IQVIA weekly sell out data – Week 1 2020 starting 30/12/2019 | Retail pharmacy panel – captures sales of products at retail pharmacies

       COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                                                                 23
The overall promotional volume in Germany is nearly back to pre COVID-19,
with majority share contributed by Postal Mailing and E-mails
Promotional volume share and growth
                                Promotional volume share by channel                                                               % Change in promotional volume by channel
                                                                                                                                      September* 2019 – September* 2020

                                                                                                                                      -33%
                                                                                      23%
                              34%                                                                                              -56%
                                                                                 2%          1%
                                                                                                   1%
                                                                                                                                                                                    385%
                      1%                 1%                                           18%
                               11%                                                                                                                                             138%

                                                                                                                                                                                     1,238%

                                                                                                                                                                              67%
                              53%                                                     55%
                                                                                                                                                         2%

                                                                                                                    channels
                                                                                                                      total
                                                                                                                       All
                                                                                                                                                   -2%

                         September                                                September
                           2019                                                     2020

                                                                               F2F Detailing      E-Detailing        E-meetings       Postal Mailing
                                                                               F2F Meeting        Phone Detailing    E-mail

                                                                                                                                                                     *30 day period to 13/09
Source: IQVIA European Thought Leadership; ChannelDynamics 13/09/2020

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                                   24
Over the past few weeks, the Spanish retail prescription market trends
       have remained relatively unchanged while hospital market is increasing
       % Growth in Units – Rx retail market, Hospital market, Consumer Health market
                                 Retail Rx market                                                                       Hospital market                                                         Consumer Health market
                          % Growth – Units in 2020 vs. same                                                       % Growth – Units in 2020 vs. same                                              % Growth – Units in 2020 vs. same
                               week 2019 Top 5* YTD                                                                    month 2019 Top 5* YTD                                                   week 2019 Consumer health categories
                   120%                                                                                  40%                                                                            120%
                   100%                                                                                  30%                                                                            100%
                   80%                                                                                   20%                                                                            80%
% Growth – Units

                                                                                      % Growth – Units

                                                                                                                                                                     % Growth – Units
                   60%                                                                                   10%                                                                            60%
                   40%                                                                                    0%                                                                            40%
                   20%                                                                                   -10%                                                                           20%
                    0%                                                                                   -20%                                                                            0%
                   -20%                                                                                  -30%                                                                           -20%
                           W37: 7-Sep
                          W11: 09-Mar
                          W13: 23-Mar
                           W3: 13-Jan
                           W5: 27-Jan
                           W7: 10-Feb
                           W9: 24-Feb

                          W15: 06-Apr
                          W17: 20-Apr
                          W19: 04-May
                          W21: 18-May

                           W29: 13-Jul
                           W31: 27-Jul
                          W33: 10-Aug
                          W35: 24-Aug
                           W1: 30-Dec

                          W23: 01-Jun
                          W25: 15-Jun
                          W27: 29-Jun

                                                                                                         -40%                                                                           -40%
                                                                                                         -50%                                                                           -60%

                                                                                                                                                                                               W11: 09-Mar
                                                                                                                                                                                               W13: 23-Mar

                                                                                                                                                                                                W37: 7-Sep
                                                                                                                                                                                                W3: 13-Jan
                                                                                                                                                                                                W5: 27-Jan

                                                                                                                                                                                               W15: 06-Apr
                                                                                                                                                                                               W17: 20-Apr
                                                                                                                                                                                               W19: 04-May
                                                                                                                                                                                               W21: 18-May
                                                                                                                                                                                                W7: 10-Feb
                                                                                                                                                                                                W9: 24-Feb

                                                                                                                                                                                                W29: 13-Jul
                                                                                                                                                                                                W31: 27-Jul
                                                                                                                                                                                               W23: 01-Jun
                                                                                                                                                                                               W25: 15-Jun
                                                                                                                                                                                               W27: 29-Jun

                                                                                                                                                                                               W33: 10-Aug
                                                                                                                                                                                               W35: 24-Aug
                                                                                                                                                                                                W1: 30-Dec
                                                                                                                                           Apr

                                                                                                                                                 May
                                                                                                                                  Mar
                                                                                                                Jan

                                                                                                                                                         Jun

                                                                                                                                                               Jul
                                                                                                                        Feb
                                      Week Starting Dates                                                                               Month
                          Nervous system                                                                        Antineoplastic and immunomodulating agents                                              Week Starting Dates
                          Antineoplastic and immunomodulating agents                                            Dermatologicals                                                                     Over-the-Counter Drugs (OTC)
                          Cardiovascular system                                                                 Systemic Anti-Infectives                                                            Personal Care (PEC)
                          Alimentary tract and metabolism                                                       Genito-urinary system and sex hormones                                              Patient Care (PAC)
                          Blood and blood forming organs                                                        Musculo-skeletal system                                                             Nutrition (NTR)

       *Top in terms of YTD Growth; Units Growth Latest week 2020 vs. 2019; Source: IQVIA weekly sell out data – Week 1 2020 starting 30/12/2019 | Retail pharmacy panel – captures sales of products at retail pharmacies

       COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                                                                   25
Spain’s overall promotional volume is much lower (-27%) as compared to the
same period in 2019
Promotional volume share and growth
                                Promotional volume share by channel                                                            % Change in promotional volume by channel
                                                                                                                                   September* 2019 – September* 2020

                                                                                                                            -75%
                                                                                     29%
                                                                                                                             -58%

                                                                                                                                                                230%
                              84%                                                    23%                                                                                     366%

                                                                                                                                                                                3,500%
                                                                                     26%
                                                                                                                                                         147%
                                                                                      1%                                                              110%

                                                                                                                 channels
                                         5%                                          19%

                                                                                                                   total
                      4%

                                                                                                                    All
                                         6%                                                                                        -27%
                      1%                                                              2%
                         September                                                September
                           2019                                                     2020

                                                                               F2F Detailing   E-Detailing        E-meetings         Postal Mailing
                                                                               F2F Meeting     Phone Detailing    E-mail

                                                                                                                                                                  *30 day period to 13/09
Source: IQVIA European Thought Leadership; ChannelDynamics 13/09/2020

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                                26
The French retail Rx market is relatively stable, except for trend breaks in
       holiday weeks while hospital market has shown a decrease in July ‘20
       % Growth in Units – Rx retail market, Hospital market, Consumer Health market
                                 Retail Rx market                                                                       Hospital market                                                      Consumer Health market
                          % Growth – Units in 2020 vs. same                                                       % Growth – Units in 2020 vs. same                                         % Growth – Units in 2020 vs. same
                               week 2019 Top 5* YTD                                                                    month 2019 Top 5* YTD                                              week 2019 Consumer health categories
                   120%                                                                                  20%
                                                                                                                                                                                   160%
                   100%                                                                                  15%                                                                       140%
                   80%                                                                                   10%                                                                       120%
% Growth – Units

                                                                                                                                                                    % Growth – Units
                                                                                      % Growth – Units
                                                                                                          5%                                                                       100%
                   60%                                                                                                                                                              80%
                                                                                                          0%
                   40%                                                                                                                                                              60%
                                                                                                         -5%                                                                        40%
                   20%
                                                                                                         -10%                                                                       20%
                    0%                                                                                   -15%                                                                        0%
                                                                                                                                                                                   -20%
                   -20%                                                                                  -20%                                                                      -40%

                                                                                                                                                                                           W3: 13-Jan
                                                                                                                                                                                           W5: 27-Jan

                                                                                                                                                                                          W11: 09-Mar
                                                                                                                                                                                          W13: 23-Mar

                                                                                                                                                                                           W37: 7-Sep
                                                                                                                                                                                           W7: 10-Feb
                                                                                                                                                                                           W9: 24-Feb

                                                                                                                                                                                          W15: 06-Apr
                                                                                                                                                                                          W17: 20-Apr
                                                                                                                                                                                          W19: 04-May
                                                                                                                                                                                          W21: 18-May

                                                                                                                                                                                           W29: 13-Jul
                                                                                                                                                                                           W31: 27-Jul
                                                                                                                                                                                          W23: 01-Jun
                                                                                                                                                                                          W25: 15-Jun
                                                                                                                                                                                          W27: 29-Jun

                                                                                                                                                                                          W33: 10-Aug
                                                                                                                                                                                          W35: 24-Aug
                                                                                                                                                                                           W1: 30-Dec
                   -40%                                                                                  -25%
                           W37: 7-Sep
                          W11: 09-Mar
                          W13: 23-Mar
                           W3: 13-Jan
                           W5: 27-Jan

                                                                                                                                Mar

                                                                                                                                           Apr

                                                                                                                                                  May
                           W7: 10-Feb
                           W9: 24-Feb

                          W15: 06-Apr
                          W17: 20-Apr
                          W19: 04-May
                          W21: 18-May

                           W29: 13-Jul
                           W31: 27-Jul
                          W33: 10-Aug
                          W35: 24-Aug

                                                                                                                Jan

                                                                                                                                                        Jun

                                                                                                                                                              Jul
                           W1: 30-Dec

                          W23: 01-Jun
                          W25: 15-Jun
                          W27: 29-Jun

                                                                                                                       Feb
                                                                                                                                      Month
                                    Week Starting Dates                                                                                                                                                Week Starting Dates
                          Antineoplastic and immunomodulating agents                                            Antineoplastic and immunomodulating agents
                          Blood and blood forming organs                                                        Alimentary tract and metabolism                                                  Over-the-Counter Drugs (OTC)
                          Cardiovascular system                                                                 Cardiovascular system                                                            Personal Care (PEC)
                          Nervous system                                                                        Blood and blood forming organs                                                   Patient Care (PAC)
                          Alimentary tract and metabolism                                                       Systemic Anti-Infectives                                                         Nutrition (NTR)

       *Top in terms of YTD Growth; Units Growth Latest week 2020 vs. 2019; Source: IQVIA weekly sell out data – Week 1 2020 starting 30/12/2019 | Retail pharmacy panel – captures sales of products at retail pharmacies

       COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                                                              27
In France, the overall promotional volume is still lower (-9%) compared to
2019 with significant increase in share of E-mails (49%)
Promotional volume share and growth
                                Promotional volume share by channel                                                             % Change in promotional volume by channel
                                                                                                                                    September* 2019 – September* 2020

                                                                                                                                 -31%
                                                                                    32%                                      -60%
                            42%
                                                                                          1%   1%                                                                  165%
                                                                               3%              0%
                     2%               0%          1%                                                                                                   50%

                                                                                                                                                                                    260%
                            34%                                                     49%
                                                                                                                                                     32%

                                                                                                                                -39%

                                                                                                                  channels
                            20%

                                                                                                                    total
                                                                                                                     All
                                                                                    13%                                                -9%

                      September                                                September
                        2019                                                     2020

                                                                               F2F Detailing    E-Detailing        E-meetings       Postal Mailing
                                                                               F2F Meeting      Phone Detailing    E-mail

                                                                                                                                                                   *30 day period to 13/09
Source: IQVIA European Thought Leadership; ChannelDynamics 13/09/2020

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                                 28
The UK prescription market has been quite stable over the past two months
       while hospital market showed a sharp increase in the month of June 2020
       % Growth in Units – Rx retail market, Hospital market, Consumer Health market
                                 Retail Rx market                                                                     Hospital market                                                              Consumer Health market
                        % Growth – Weekly Rx in 2020 vs. Avg.                                                    % Growth – Units in 2020 vs. same                                                  % Growth – Units in 2020 vs. same
                               weekly Rx in Jan 2020                                                                  month 2019 Top 5* YTD                                                       week 2019 Consumer health categories
                   120%         Top 5* ATC classes                                                       120%                                                                              120%
                   100%                                                                                  100%                                                                              100%
                   80%                                                                                   80%                                                                               80%

                                                                                      % Growth – Units
% Growth – Units

                                                                                                                                                                        % Growth – Units
                   60%                                                                                   60%                                                                               60%
                   40%                                                                                   40%                                                                               40%
                   20%                                                                                   20%                                                                               20%
                    0%                                                                                    0%                                                                                0%
                   -20%                                                                                  -20%                                                                              -20%
                          W19: 04-May
                          W21: 18-May

                          W33: 10-Aug
                          W35: 24-Aug
                           W37: 7-Sep
                           W7: 10-Feb
                           W9: 24-Feb
                          W11: 09-Mar
                          W13: 23-Mar
                          W15: 06-Apr
                          W17: 20-Apr

                           W29: 13-Jul
                           W31: 27-Jul
                          W23: 01-Jun
                          W25: 15-Jun
                          W27: 29-Jun

                                                                                                         -40%                                                                              -40%

                                                                                                                              Mar

                                                                                                                                       Apr
                                                                                                                Jan

                                                                                                                                               May

                                                                                                                                                        Jun

                                                                                                                                                                  Jul
                                                                                                                      Feb
                                                                                                                                                                                           -60%

                                                                                                                                                                                                   W37: 7-Sep
                                                                                                                                                                                                  W11: 09-Mar
                                                                                                                                                                                                  W13: 23-Mar
                                                                                                                                                                                                   W3: 13-Jan
                                                                                                                                                                                                   W5: 27-Jan
                                                                                                                                                                                                   W7: 10-Feb
                                                                                                                                                                                                   W9: 24-Feb

                                                                                                                                                                                                  W15: 06-Apr
                                                                                                                                                                                                  W17: 20-Apr
                                                                                                                                                                                                  W19: 04-May
                                                                                                                                                                                                  W21: 18-May

                                                                                                                                                                                                   W29: 13-Jul
                                                                                                                                                                                                   W31: 27-Jul
                                                                                                                                                                                                  W33: 10-Aug
                                                                                                                                                                                                  W35: 24-Aug
                                                                                                                                                                                                   W1: 30-Dec

                                                                                                                                                                                                  W23: 01-Jun
                                                                                                                                                                                                  W25: 15-Jun
                                                                                                                                                                                                  W27: 29-Jun
                                          Week Starting Dates                                                                       Month
                          Respiratory system                                                                Antineoplastic and immunomodulating agents                                                    Week Starting Dates
                          Antineoplastic and immunomodulating agents                                        Musclo-skeletal system                                                                     Over-the-Counter Drugs (OTC)
                          Cardiovascular system                                                             Antiparasitic products, insecticides and repellents                                        Personal Care (PEC)
                          Blood and blood forming organs                                                    Cardiovascular system                                                                      Patient Care (PAC)
                          Alimentary tract and metabolism                                                   Blood and blood forming organs                                                             Nutrition (NTR)

       *Top in terms of YTD Growth; Units Growth Latest week 2020 vs. 2019; Source: IQVIA weekly sell out data – Week 1 2020 starting 30/12/2019 | Retail pharmacy panel – captures sales of products at retail pharmacies

       COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                                                                      29
In the UK, overall promotion has shown positive growth compared to 2019
with majority share contributed by E-mails and Postal mailing
Promotional volume share and growth
                                Promotional volume share by channel                                                            % Change in promotional volume by channel
                                                                                                                                   September* 2019 – September* 2020
                                                                               3%         1%
                                                                               6%                                           -89%
                            28%                                                           8%
                                                                               3%                                             -59%

                     1%               3%                                                                                                                                      419%
                                                  2%
                                                                                                                                                                  296%
                                                                                    51%
                            31%
                                                                                                                                                                                 2,818%

                                                                                                                                                      83%

                            33%                                                                                                       -7%

                                                                                                                 channels
                                                                                    27%

                                                                                                                   total
                                                                                                                    All
                                                                                                                                             12%

                      September                                                September
                        2019                                                     2020

                                                                               F2F Detailing   E-Detailing        E-meetings         Postal Mailing
                                                                               F2F Meeting     Phone Detailing    E-mail

                                                                                                                                                                  *30 day period to 13/09
Source: IQVIA European Thought Leadership; ChannelDynamics 13/09/2020

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                                30
Agenda

     1                  Taking stock: An assessment of 2020 for the EU5 pharma market

     2                  Latest Sales Trends & HCP engagement across the EU5 Countries

     3                  Lessons for 2021

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.            31
We are only at the beginning of the economic crisis and the extended
healthcare system crisis
                                                                                  We face a dual challenge:
                                                                                  Health systems are both strained              Healthcare systems
                      Payer constraints                                                   and constrained                       stretched

               Patient out of pocket
                                                                                                                                Uncertainty and risk
                        constraints
                                                                               Economic
                                                                                                         Healthcare
                                                                                 crisis
                                                                                                        system crisis
                                                                               (2008-13,
                                                                                                           (2020-)
                                                                                2020--)
                     Public investment                                                                                          Increasingly remote
                            challenges                                                                                          healthcare provision

                    Private investment                                         Risk and uncertainty enhancers:                  Different strategic
                            challenges                                         • Second/extended waves                          healthcare priorities
                                                                               • Timing and success of vaccine deployment
                                                                               • Healthcare system constraints and resilience
                                                                               • Depth/duration of economic crisis

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                            32
Pharma will need to adapt to thrive, and the strategic plan for 2020s must be
revised across the value chain

                                                          COVID impact timing     COVID impact focus
                                                                                  ✓ Local precision and coordination
                     GTM Model                            Near term               ✓ Call-center based remote engagement
                                                                                  ✓ Scientific/clinically focused field-team
                     Patient                                                      ✓ Enhance support for patients within new care sites
                     Support and                          Near term               ✓ Strengthen pathways and guidelines to empower patients in care seeking behaviors
                     Engagement                                                   ✓ Remote monitoring and tele-health continuation
                                                                                  ✓ Plan for new evidence requirements
                     Pricing and
                                                          Near term               ✓ Accelerated focus on value demonstration
                     Market Access

                                                                                  ✓ Regulators more responsive to change
                     Regulatory/
                                                          Near/mid term           ✓ Long-term follow-up COVID-19 patients
                     Safety
                                                                                  ✓ Evidence on COVID-19 impact
                                                          Near term (execution)   ✓ Refocus portfolio strategy on high-unmet need areas
                     R&D/Portfolio
                                                          Long term (portfolio    ✓ Innovative use of RW evidence
                     Strategy
                                                          choice)                 ✓ Tech-enabled execution

                     Supply and                                                   ✓ Consider domestic/collaborative manufacturing to prevent any supply issues or
                                                          Mid/long term
                     Manufacturing                                                  policy changes

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                           33
Three focus areas will redefine how companies prepare for excellent launch

                    Patient                                                                 HCP                                            Evidence
                    journey                                                              engagement                                        and value

• A backlog of undiagnosed and treated                                          • HCP/pharma engagement volume fell       • Payers budget pressured in the coming
  patients must be addressed                                                      and went remote – with recovery,          economic crisis and will raise the bar of
                                                                                  engagement mix is still more remote       evidence for access
• Opportunities for patients to receive new
  or switch prescriptions must be rebuilt                                       • HCPs are time pressured as they         • Meaningful engagement with HCPs and
                                                                                  address ongoing pandemic crisis and       health systems needs a strong stream of
• Some patient movement to remote
                                                                                  treatment backlogs                        effective RWE demonstrating utility and
  treatment will be permanent
                                                                                                                            value in post pandemic environment
                                                                                • HCPs expect patient treatment pattern
                                                                                  change and look to pharma for support

 COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                           34
Excellent launches had a significantly higher share of digital promotion in
our COVID-19 world
Overall levels of digital promotion have increased since 2018, but the conclusion remains
                                           2018 Study                                                                               2020 Study
Avg. digital share of promo volume across 1st four quarters                                            Avg. digital share of promo volume across 1st four quarters
                      following launch                                                                                       following launch
     Top 7 developed: New Active Substances 2012-2016                                                       Top 7 developed: New Active Substances 2014-2018

                                                                                                        30%
       30                                                                                 30

       25                                                                                 25                                    24%
                                22%
       20                                                                                 20                                                     18%
                                                                                                                                                                 16%
       15                                                                  13%            15

       10                                                                                 10

         5                                                                                 5

         0                                                                                 0
                         International                                All Other                       Specialty              All Other       Primary Care      All other
                          Top Sellers                                 Launches                      International            Specialty       International   Primary Care
                        (All Specialty)                                                              Top Sellers             Launches         Top Sellers      Launches
Source: IQVIA European Thought Leadership; ChannelDynamics Q3 2017; MIDAS Q3 2017; ChannelDynamics MAT Q1 2020; MIDAS MAT Q1 2020; Rx-only

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                35
COVID-19 is an accelerator of change – the longer restrictions and
uncertainty prevail, the more drastic change can be expected

                         COVID-19 crisis caused significant decline in patient load and a diagnosis backlog, impacting new treatments
                         and switches, and implications for the launches entering the market in 2020 and beyond

                         Risk and uncertainty challenges forward planning. Healthcare system fragility, limits pharma’s ability to interact
                         with physicians at a time where its support with information and services essential

                         Long-term economic crisis will pressure healthcare budgets and require more compelling product evidence,
                         and pharma services for HCPs and patients navigating healthcare system change

                         A massive reduction of F2F interactions, and growth remote HCP-patient and pharma-HCP interaction – recent
                         experience increases digital capabilities and acceptance of digital engagement

                         Pharma needs to adapt team structures, capabilities, processes and tools to become more agile, digitally
                         savvy, more precise and faster in decision making

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                  36
Q&A

                                      Sarah Rickwood,                                                                                                      Natalie Harb
                                      Vice President,                                                                                                    Senior Principal,
                          European Marketing and Thought Leadership​                                                                                 Global Analytics Solutions

© 2020. All rights reserved. IQVIA® is a registered trademark of IQVIA Inc. in the United States, the European Union, and various other countries.                                37
Upcoming Webinar’s

• We will continue with our monthly webinars and below we have outlined the key themes & dates for each webinars:
    - 20th Oct: COVID-19 Implications on the Dynamic Market and Patient Backlog
    - 24th Nov: Pandemic Impact on Innovative Launch and Launch Excellence Post Pandemic

• In October’s webinar we will also be sharing results from our 3rd survey that looks at the Impact of COVID-19 on Cancer
  Treatment across the EU 5 countries

                                        For more information on IQVIA’s COVID-19 perspectives, please visit:
                                 https://www.iqvia.com/solutions/commercialization/covid-19-and-commercialization

COVID-19 Market Impact - Cross Country Report - 28th September 2020 | Copyright 2020 IQVIA. All rights reserved.            38
Appendix

           39
The EU5 countries also exhibited similar trends of pandemic pharma sales
with varying degrees across the countries
Pharma Sales in Standard Units – Retail + Hospital market
                Pharma sales in Italy (Mn SU/day)                                                                                                           Pharma sales in Germany (Mn SU/day)                                                                                                                                        Pharma sales in Spain (Mn SU/day)

250                                                                                                                                            250                                                                                                                                                               250
200                                                                                                                                            200                                                                                                                                                               200
150                                                                                                                                            150                                                                                                                                                               150
100                                                                                                                                            100                                                                                                                                                               100
  50                                                                                                                                              50                                                                                                                                                             50
   0                                                                                                                                                    0                                                                                                                                                            0
                 Mar-19

                                            Sep-19

                                                     Nov-19

                                                                                         Mar-20

                                                                                                                                                                        Mar-19

                                                                                                                                                                                                            Sep-19

                                                                                                                                                                                                                       Nov-19

                                                                                                                                                                                                                                                           Mar-20

                                                                                                                                                                                                                                                                                                                                             Mar-19

                                                                                                                                                                                                                                                                                                                                                                                                   Sep-19

                                                                                                                                                                                                                                                                                                                                                                                                            Nov-19

                                                                                                                                                                                                                                                                                                                                                                                                                              Mar-20
       Jan-19

                          May-19

                                   Jul-19

                                                                       Jan-20

                                                                                                           May-20

                                                                                                                             Jul-20

                                                                                                                                                            Jan-19

                                                                                                                                                                                    May-19

                                                                                                                                                                                                Jul-19

                                                                                                                                                                                                                                         Jan-20

                                                                                                                                                                                                                                                                             May-20

                                                                                                                                                                                                                                                                                               Jul-20

                                                                                                                                                                                                                                                                                                                           Jan-19

                                                                                                                                                                                                                                                                                                                                                               May-19

                                                                                                                                                                                                                                                                                                                                                                                 Jul-19

                                                                                                                                                                                                                                                                                                                                                                                                                     Jan-20

                                                                                                                                                                                                                                                                                                                                                                                                                                       May-20

                                                                                                                                                                                                                                                                                                                                                                                                                                                Jul-20
                                                                       Pharma sales in France (Mn SU/day)                                                                                                                                    Pharma sales in UK (Mn SU/day)

                                                     250                                                                                                                                                             250
                                                     200                                                                                                                                                             200
                                                     150                                                                                                                                                             150
                                                     100                                                                                                                                                             100
                                                     50                                                                                                                                                              50
                                                        0                                                                                                                                                             0
                                                                                Mar-19

                                                                                                                                                                           Mar-20

                                                                                                                                                                                                                                                  Mar-19

                                                                                                                                                                                                                                                                                                                                                      Mar-20
                                                                                                                                      Sep-19

                                                                                                                                               Nov-19

                                                                                                                                                                                                                                                                                                        Sep-19

                                                                                                                                                                                                                                                                                                                  Nov-19
                                                              Jan-19

                                                                                                  May-19

                                                                                                                    Jul-19

                                                                                                                                                               Jan-20

                                                                                                                                                                                       May-20

                                                                                                                                                                                                   Jul-20

                                                                                                                                                                                                                                Jan-19

                                                                                                                                                                                                                                                                    May-19

                                                                                                                                                                                                                                                                                      Jul-19

                                                                                                                                                                                                                                                                                                                                    Jan-20

                                                                                                                                                                                                                                                                                                                                                                        May-20

                                                                                                                                                                                                                                                                                                                                                                                          Jul-20
Source: IQVIA European Thought Leadership, MIDAS MTH Jun 2020

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                                                                                                                                                                                                                                                                                             40
Thank You
Appendix: Data Sources
and Methodology

                         42
IQVIA Sales Data Offerings Used and Methodology (1/2)

                                                                                          Geographic scope of        Measures used
Data source                    Frequency                Data source description                                                         Calculations applied
                                                                                          data used in this report   for analysis
Weekly Sell-out                Weekly                   Details on sales of products      • Italy: Rx and CH         • Italy: Units     Italy, Germany, Spain, France:
Data                                                    dispensed at retail pharmacies      markets                  • Germany: Units   • Units Growth Jan 2020 vs 2019 – To provide
(Pharmatrend,                                           This includes both prescription   • Germany: Rx and CH                            base view of the market from pre COVID-19
Flashtrend)                                                                                                          • Spain: Units
                                                        and non-prescription products       markets                                       period in the year 2020
                                                                                                                     • France: Units
                                                        Prescription products are         • Spain: Rx and CH                            • Units Growth Latest week 2020 vs 2019 –
                                                        classified using ATC                markets                  • UK: Rx counts      To provide the latest trend in the market to
                                                        classification                                                                    understand the dynamic changes in trends
                                                                                          • France: Rx and CH
                                                        Consumer health products            markets                                     • Units Growth YTD 2020 vs 2019 – To provide
                                                        cover products from Over the                                                      the YTD trend in the market to understand the
                                                                                          • UK: Rx market
                                                        Counter drugs, Personal Care,                                                     longer term changes in trends
                                                        Patient Care and Nutrition                                                      UK: Rx market
                                                        categories
                                                                                                                                        • Rx Growth Latest week Rx 2020 vs Average
                                                                                                                                          Rx for Jan 2020 – To provide comparison of
                                                                                                                                          latest market scenario against Jan 2020 (pre
                                                                                                                                          COVID-19 period) as base where 2019 data
                                                                                                                                          was unavailable
                                                                                                                                        • Rx Growth YTD average weekly Rx 2020 vs
                                                                                                                                          Average weekly Rx for Jan 2020 – To
                                                                                                                                          provide comparison of YTD sales trends in
                                                                                                                                          2020 against Jan 2020 (pre COVID-19 period)
                                                                                                                                          as base where 2019 data was unavailable

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                              43
IQVIA Sales Data Offerings Used and Methodology (2/2)

                                                                                           Geographic scope of        Measures used
Data source                    Frequency                Data source description                                                          Calculations applied
                                                                                           data used in this report   for analysis
Weekly Sell-in                 Weekly                   Details on purchase of             • UK consumer health       • UK: Units        UK: CH market
Data                                                    products by retail pharmacies        market                                      • Units Growth Jan 2020 vs 2019 – To provide
                                                        Our current scope covers                                                           base view of the market from pre COVID-19
                                                        consumer health products only                                                      period in the year 2020
                                                                                                                                         • Units Growth Latest week 2020 vs 2019 –
                                                                                                                                           To provide the latest trend in the market to
                                                                                                                                           understand the dynamic changes in trends
                                                                                                                                         • Units Growth YTD 2020 vs 2019 – To provide
                                                                                                                                           the YTD trend in the market to understand the
                                                                                                                                           longer term changes in trends
MIDAS Data                     Monthly                  Details on hospital panel retail   • Italy hospital market    • Italy: Units     Italy, Germany, Spain, France, UK:
                                                        sales
                                                                                           • Germany hospital         • Germany: Units   • Units Growth Jan 2020 vs 2019 – To provide
                                                                                             market                                        base view of the market from pre COVID-19
                                                                                                                      • Spain: Units
                                                                                                                                           period in the year 2020
                                                                                           • Spain hospital market    • France: Units
                                                                                                                                         • Units Growth Latest month 2020 vs 2019 –
                                                                                           • France hospital market   • UK: Units          To provide the latest trend in the market to
                                                                                           • UK hospital market                            understand the dynamic changes in trends
                                                                                                                                         • Units Growth YTD 2020 vs 2019 – To provide
                                                                                                                                           the YTD trend in the market to understand the
                                                                                                                                           longer term changes in trends

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                               44
Sources from secondary data research
Number of Reported COVID-19 Infections in EU5 (Slide 15)
Italy:
• Center for System Science and Engineering (CSSE) at John Hopkins University (JHU)
• The Civil Protection Department, Govt of Italy http://www.protezionecivile.it/attivita-rischi/rischio-sanitario/emergenze/coronavirus

Germany:
• Center for System Science and Engineering (CSSE) at John Hopkins University (JHU)
• Robert Koch-Institut https://www.rki.de/DE/Content/InfAZ/N/Neuartiges_Coronavirus/Fallzahlen.html

Spain:
• Center for System Science and Engineering (CSSE) at John Hopkins University (JHU)
• Ministerio de Sanidad, Consumo y Bienestar Social, Govt of Spain https://www.mscbs.gob.es/profesionales/saludPublica/ccayes/alertasActual/nCov-China/situacionActual.htm

France:
• Center for System Science and Engineering (CSSE) at John Hopkins University (JHU)
• Santé Publique France, Govt of France https://www.santepubliquefrance.fr/maladies-et-traumatismes/maladies-et-infections-respiratoires/infection-a-coronavirus/articles/infection-au-nouveau-
   coronavirus-sars-cov-2-covid-19-france-et-monde

UK:
• Center for System Science and Engineering (CSSE) at John Hopkins University (JHU)
• Department of Health and Social Care and Public Health England, Govt of UK https://www.gov.uk/guidance/coronavirus-covid-19-information-for-the-public#number-of-cases

Please note: IQVIA is not accountable for the accuracy of information from external data sources
COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                                                                      45
Sources from secondary data research
COVID-19 patient insights (Slide 16)
Italy:
• https://www.epicentro.iss.it/
• http://www.salute.gov.it/portale/news/p3_2_1_1_1.jsp?lingua=italiano&menu=notizie&p=dalministero&id=5057
• http://www.salute.gov.it/nuovocoronavirus
• https://www.epicentro.iss.it/en/coronavirus/bollettino/Report-COVID-2019_7_september_2020.pdf
• Center for System Science and Engineering (CSSE) at John Hopkins University (JHU): https://coronavirus.jhu.edu/

Germany:
• https://www.rki.de/DE/Content/InfAZ/N/Neuartiges_Coronavirus/Situationsberichte/Gesamt.html?nn=13490888
• Center for System Science and Engineering (CSSE) at John Hopkins University (JHU): https://coronavirus.jhu.edu/

Spain:
• https://www.isciii.es/QueHacemos/Servicios/VigilanciaSaludPublicaRENAVE/EnfermedadesTransmisibles/Paginas/InformesCOVID-19.aspx
• https://cnecovid.isciii.es/covid19/
• https://www.mscbs.gob.es/profesionales/saludPublica/ccayes/alertasActual/nCov/documentos/Actualizacion_209_COVID-19.pdf
• Center for System Science and Engineering (CSSE) at John Hopkins University (JHU): https://coronavirus.jhu.edu/

France:
• https://www.santepubliquefrance.fr/recherche/#search=COVID%2019%20%20%20point%20epidemiologique&publications=donn%C3%A9es&regions=National&sort=date
• Center for System Science and Engineering (CSSE) at John Hopkins University (JHU): https://coronavirus.jhu.edu/

Please note: IQVIA is not accountable for the accuracy of information from external data sources
COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                                                             46
Channel Definitions (Slides 22,24,26,28,30)

              F2F Detailing: Sales Rep face-to-face detailing
                                                                                              Face to face
                                                                                              interactions
              F2F Meetings: Meetings, events, congresses, seminars

              E-Detailing: Online presentations - live with a rep or automated, self guided

              Phone Detailing: Telephone communication with reps

                                                                                                Remote
              E-Meetings: Streaming video – live webinar or pre-recorded webcast
                                                                                              interactions

              Email: Opened email communication

              Postal: Opened paper mail received by post

COVID-19 EU5 Webinar – Sept 2020| Copyright 2020 IQVIA. All rights reserved.                                 47
You can also read