Обзор российского онкологического рынка в свете глобальных тенденций Анастасия Круглова, Консультант, IMS Россия и СНГ

7.1%6.4%7.3%4.7%5.1%2-4% 4-6%5-7% $728$799$832$881$953$ $995-1,005 $1,040- 1,060 $1,105- $1,125 $1,175- $1,205 В 2016 году мировые продажи лекарственных средств достигнут 1.2 триллиона долларов Global Sales and Growth, Source: IMS Market Prognosis, Sep Russian oncology market, Moscow, 5th February 2013

При этом, Россия будет играть все большую роль на мировом фармацевтическом рынке Source: IMS Market Prognosis, 2005,2010 in US$ & 2015 in LCUS$ 3 Russian oncology market, Moscow, 5th February Rank2010 Rank2015 Rank 1 United States Japan 2 2 China 3 France 3 China 3 Japan 4 Germany Italy 5 France 5 Brazil 6 United Kingdom 6 Italy 6 France 7 China 7 Brazil 7 Italy 8 Spain 8 8 India 9 Canada 9 9 Russian Federation 10 Mexico 10 United Kingdom 10 Spain 11 Brazil 11 Russian Federation 11 Canada 12 South Korea 12 India 12 United Kingdom 13 Turkey 13 Australia 13 Venezuela 14 Australia 14 Mexico 14 Australia 15 India 15 South Korea 15 Turkey 16 Russian Federation 16 Turkey 16 Mexico 17 Netherlands 17 Poland 17 South Korea 18 Belgium 18 Netherlands 18 Argentina 19 Poland 19 Belgium 19 Poland 20 Greece 20 Greece 20 Belgium

Российский фармацевтический рынок показывает быстрый рост, обеспеченный растущей экономикой и повышением цен на лекарства Regionalisation of DLO DLO Enforcement Of certification Enforcement Of certification Enforcement Of VAT Enforcement Of VAT New pricing system 2010 Fixes Prices on EDL New pricing system 2010 Fixes Prices on EDL Crisis 1998 Rbl. drops vs. US$, boosting import prices Crisis 1998 Rbl. drops vs. US$, boosting import prices Crisis 2009 Rbl. drops vs. $ &, boosting import prices Crisis 2009 Rbl. drops vs. $ &, boosting import prices 4 Russian oncology market, Moscow, 5th February 2013 Source: IMS Health

IndicatorRUB$EUROPacks Value 2011, Bln Growth 2011/201011%14%9%3% Более того, в 2011 году фарма рынок возвратился к двухзначному росту в денежном эквиваленте… Source: IMS Health. Retail and hospital market – pharmacy purchasing prices; DLO – contract prices 5 Russian oncology market, Moscow, 5th February ,2 77,9 360, ,0 80,4 316, ,3 0,1 4, ,1 0,1 4,5 DLO Retail Hospital ValueVolume 3%3% +11% 14% 12% 1%1% +3% 17% 1%1% SALES BY VALUE, RUB BLN SALES BY VOLUME, BLN PACKS

IndicatorRUB$EUROPacks Value YTD 3Q 2012, Bln Growth 2012/20119%9%1%1%11%-2% Source: IMS Health. Retail and hospital market – pharmacy purchasing prices; DLO – contract prices … хотя, в 2012 мы наблюдаем небольшое снижение роста 6 Russian oncology market, Moscow, 5th February ,1 283,2 67,0 YTD 3Q ,3 65,9 258,0 YTD 3Q ,3 0,1 3,8 YTD 3Q ,2 0,1 3,7 Hospital DLO Retail ValueVolume +9% 10% 13% 2%2% -2%-2% 11% 4%4% SALES BY VALUE, RUB BLN SALES BY VOLUME, BLN PACKS 2%2%

RankPharmacy marketHospital marketDLO 1 NOVARTIS (incl SANDOZ)SANOFI-AVENTISROCHE 2 SANOFI-AVENTISNYCOMED/TAKEDAJOHNSON & JOHNSON 3 PHARMSTANDARTNOVARTIS (incl SANDOZ)TEVA 4 BAYER HEALTHCAREASTRAZENECANOVARTIS (incl SANDOZ) 5 SERVIERMERCK SHARP DOHMESANOFI-AVENTIS 6 NYCOMED/TAKEDAROCHELABORATORIO TUTEUR 7 BERLIN-CHEMIE/MENARINIBAYER HEALTHCAREBAXTER 8 GEDEON RICHTERPHARM-CENTERNOVO NORDISK 9 ABBOTTPFIZERASTRAZENECA 10 TEVAVEROPHARMMERCK SHARP DOHME Международные компании доминируют на российском фарма рынке во всех сегментах Source: IMS Health. Retail and hospital market – pharmacy purchasing prices; DLO – contract prices / TOP 10 by value sales) 7 Russian oncology market, Moscow, 5th February 2013

Source: IMS Health. Retail and hospital market – pharmacy purchasing prices; DLO – contract prices 8 Russian oncology market, Moscow, 5th February 2013 MAT Q312 31,5 3,6 MAT Q311 28,6 3,9 L02 [CYTOSTATIC HORMONE THERAP] L01 [ANTINEOPLASTICS] ValueVolume +10% -7% 13% -2% SALES BY VALUE, RUB BLN SALES BY VOLUME, MLN PACKS MAT Q312 7,4 1,8 MAT Q311 7,5 1,6 15% -6% Российский онкологический рынок вырос на 10% в денежном выражении по сравнению с 2011 годом

Source: IMS Health. Retail and hospital market –TRD prices; DLO – contract prices. 9 Russian oncology market, Moscow, 5th February 2013 MAT Q % 17% 48% ONLS Hospital Retail VZN Oncology Market (L1+L2) SHARE BY VALUE, % MAT Q % 13% 6% Total Audited Market SHARE BY VALUE, % При этом, государство играет большую роль в обеспечении пациентов необходимыми противоопухолевыми препаратами

RankCorporations 1 ROCHE 2 JOHNSON & JOHNSON 3 NOVARTIS 4 SANOFI-AVENTIS 5 LABORATORIO TUTEUR 6 F-SYNTEZ 7 VEROPHARM 8 MERCK SHARP DOHME 9 ASTRAZENECA 10 GLAXOSMITHKLINE Source: IMS Health. Retail and hospital market – pharmacy purchasing prices; DLO – contract prices / TOP 10 by value sales, L1 10 Russian oncology market, Moscow, 5th February 2013 RankTrade Names 1 MABTHERA 2 VELCADE 3 GLIVEC 4 HERCEPTIN 5 AVASTIN 6 FILAHROMIN FS 7 TAXOTERE 8 TEMODAL 9 GENFATINIB 10 IRESSA Пациенты нуждаются в высокотехнологичных препаратах, которые в основном производятся международными компаниями

11 Russian oncology market, Moscow, 5th February 2013 Global oncology pipeline* Source: Company websites, IMS Knowledge link and R&D focus April 2011;*Oncology includes L1&L2 **Contains all products in Phase II/III reg or pre-reg but not line extensions. Products taken at the highest phase. В данный момент много молекул находятся на последней стадии клинических исследований

12 Russian oncology market, Moscow, 5th February 2013 Up to 76 potential Oncology Launches in 2015 Bone Loss (4) Brain Mets (6) Solid Cancers Haematological Cancers & others Basal cell (4) Germ cell (1) AML (24) CML (5) CLL (15) HL (2) Leuk (1) Myeloma (18) Myelo dis (7) ALL (3)MDS (18) Bladder (9) Breast (103) Cervical (4) CRC (48) Endocr (7) Endomet (6) Stom (13) Brain (41)H&N (25) Esoph (3) HCC (22) Melan (37) SCLC (8) Meso(3) NHL (44) OVC (45) Pancr (30) PrC (37) Renal (28) NSCLC (86) Thyr (12) Sarc (18) Uterine (2) GIST (11) Supp care (10) Ph 2Ph 3 Solid cancers Haem cancers 9047 Other 119 Total in 10 success 5125 Pre-registration & Registration products: 25 new launches Source: IMS R&D Focus Nov 2011, Oncology Business Reviews И мы ожидаем, что в ближайшее время много новых онкологических продуктов выйдут на рынок

13 Russian oncology market, Moscow, 5th February 2013