Medicines Differentiation Analysis MyCore 18 January 2011

Medicines Differentiation Analysis

MyCore

18 January 2011

Asset Overview

© Medicines Differentiation Analytics 2010

As a Patient, I want to extend/slow down the onset of Alzheimer's.

As a Payer, The cost of adverse events (high blood pressure, weight gain, increased pulse rate) are costing us additional money. An alternative treatment that addresses these adverse effects would gain access. In 2014, current Lilly rug ALZ-In-Comp1 will go off patent and be available generically. The efficacy of any new drug must be significantly better (with no additional safety risks) then that to gain access and get reimbursement – otherwise only the generic Lilly drug will be provided to patients. Generic Lilly drug estimated at $100 per month.

As a Provider, Many of the patients have adverse reactions while on the current SOC - such as increased blood pressure & body weight. I would liek to give patients a safer alternative. Many of my patients complain of being tired a lot, not having energy that they used to have while on the current standard of care. They are not exercising, as they should. I would like to give them an alternative treatment that does not have this side effect.

Alzheimer Disease Unmet Needs -Customer Value Statements

As a Approver, Any medicine that slows down the onset of Alzheimer's will get approval over other alternatives. Safety must meet current levels.

As a Caregiver, My spouse's onset of Alzheimer's must be slowed down.


Alzheimer Disease Competitive Positioning

In-Line (When approved) – estimated LOE – how administered – how frequently)

4

Pipe-Line: (ADD STAGE) Est Launch Date - how administered – how frequently.

• LillyAlz-In-Comp1• MerckAlz-In-Comp2

• NovartisAlz-Pipe-Comp1• PfizerAlz-Pipe-Comp2

© Medicines Differentiation Analytics 2010 5

MyCore Healthcare Differentiation Instrument

Target Perf.

Observed

SOC

Competitors

KEY

Months of Disease Progression.

SOC100 95 90 75 185 80

% with Adverse events. SOC30 17.5 5 3

% of patients with decreased energy

levels.SOC

75 60 45 15 130

Monthly Cost. SOC100 87.5 75 1


REAL


Win


Worth


MyCore Real, Win, Worth Summary

Is the Market & Opportunity REAL? What is the unmet medical need? What is the

likelihood that Stakeholders will: Take, Prescribe, Approve, & Pay For. What are the hurdles that must be overcome for stakeholders to actually take action?

9

Can we WIN? Is our Asset Differentiated, safe and effective to meet the Customer Need? Can we leverage our differentiated position? How strong is our competitive position? Are our internal capabilities well aligned with asset?

Is the Opportunity WORTH the investment? Are the Sales & Profit attractive?How high is the Cost of entry?

• Pharm Sci, Sales force, etc.Is there Strategic Fit?

• Reputation, Tie to Strategy, etc.Can we leverage multiple indications?

Value Score Rigor Score

1

1

1

3.6

1.4

1

1 2Average


Understand needs and desired outcomes of this Asset/Project

Finalize competitive landscape & parameters

Build differentiation instrument & competitive label position statements

Prepare Differentiated Commercialization Package

Next Steps

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Medicines Differentiation Analysis MyCore 18 January 2011