CNS Drug Discoveries: Alzheimer's Disease

Table of Contents

ALZHEIMER' S DISEASE

• EXECUTIVE SUMMARY

THE FACTS

• What is Alzheimer' s disease and why are we interested in it?
• PATIENT STATISTICS
• Incidence, diagnosis rates and treatment; now and in the future
• PATIENT MODEL
• The treatable AD patient population will grow by 2.7 per cent per annum
• Summary of AD Patient Population Forecasts 2007A-2014E
• Model Assumptions
• DRUG GROWTH DRIVERS
• Potential Diagnostic Biomarkers for AD
• DRUG GROWTH RISKS/DAMPENERS

THE AD MARKET

• Global CNS Market (US$91.9 billion)
• AD Global Sales Split (2006)
• THE MAJOR PLAYERS
• Market Share of AD Players by Sales (Dec 2007A)
• PLAYERS AND PRODUCTS IN 2014
• Market Share of AD Players by Sales (Dec 2014E)

CURRENT AD TREATMENTS

• Leading Brands
• Comparison of Leading AD Drugs
• Current Products' Patent Exposure
• Patent Exposure of Leading AD Brands
• ANALYSIS OF LEADING BRANDS
• Acetylcholinesterase (AChE) Inhibitors
• Aricept
• Novelty/rationale for mechanism of action
• Proof of concept/clinical data
• Management/clinical expertise
• Competition within the marketplace/gaining share of voice
• Risks associated with developing a drug within a therapeutic class
• Filings and approvals
• Sales forecasts and assumptions
• Competitor ratio analysis
• Exelon
• Novelty/rationale for mechanism of action
• Proof of concept/clinical data
• Management/clinical expertise
• Competition within the marketplace/gaining share of voice
• Risks associated with developing a drug within a therapeutic class
• Filings and approval
• Sales forecasts and assumptions
• Competitor ratio analysis
• Razadyne
• Novelty/rationale for mechanism of action
• Proof of concept/clinical data
• Management/clinical expertise
• Competition within the marketplace/gaining share of voice
• Risks associated with developing a drug within a therapeutic class
• Filings and approval
• Sales forecasts and assumptions
• Competitor ratio analysis
• NMDA Antagonist
• Namenda/Ebixa
• Novelty/rationale for mechanism of action
• Proof of concept/clinical data
• Management/clinical expertise
• Competition within the marketplace/gaining share of voice
• Risks associated with developing a drug within a therapeutic class
• Filings and approval
• Sales forecasts and assumptions
• Competitor ratio analysis
• GLOBAL SALES FORECASTS OF CURRENT TREATMENTS 2007A - 2014E
• Sales Forecasts of Current Leading AD Drugs
• Model Assumptions
• NEW DRUGS IN R&D
• Drugs in Development to Treat AD
• ANALYSIS OF PHASE III DRUGS

New Drugs in Phase III Development to Treat AD

• Bapineuzumab
• Novelty/rationale for mechanism of action
• Proof of concept/clinical data
• Management/clinical expertise
• Competition within the marketplace/gaining share of voice
• Risks associated with developing a drug within a therapeutic class
• Filings and approval
• Sales forecasts and assumptions
• Competitor ratio analysis
• Flurizan
• Novelty/rationale for mechanism of action
• Proof of concept/clinical data
• Management/clinical expertise
• Competition within the marketplace/gaining share of voice
• Risks associated with developing a drug within a therapeutic class
• Filings and approval
• Sales forecasts and assumptions
• Competitor ratio analysis
• LY450139
• GLOBAL SALES FORECASTS OF PHASE III AD DRUGS 20011E - 2014E
• Sales Forecasts of Phase III Developmental AD Drugs
• Model Assumptions
• ANALYSIS OF PHASE II DRUGS
• Drugs in Phase II Development to Treat AD
• CX717
• EVT 101
• Ketasyn
• MEM 1003
• MEM 3454
• PBT2
• COMPETITOR RATIO ANALYSIS
• COMPETITOR RATIO ANALYSIS - PRODUCTS
• CR Analysis of AD Agents Approved by 2014 - Based on Drug Class

COMPETITOR RATIO ANALYSIS - COMPANIES

• CR Analysis of AD and PD Agents Approved by 2014 - Based on Company
• WINNERS & LOSERS
• Summary of Key Companies and Drugs in the AD Market by 2014

DISCONTINUATION OF DRUGS

• AD Drugs Discontinued from Clinical Development

AD APPENDIX 1

• Phase Transition Probability
• Probability of Launch

AD APPENDIX 2

• AD Patient Model
• Summary of AD Patient Population Forecasts

AD APPENDIX 3

• Global AD Drugs Sales 2007A-2014E
• Global AD Drug Sales 2007A-2014E

AD APPENDIX 4

• Competitor Ratio Analysis Criteria
• Key AD Drugs on the Market by 2014

ALZHEIMER' S DISEASE GLOSSARY

ALZHEIMER' S DISEASE REFERENCES

ACRONYMS