New Drug Futures: Musculoskeletal

Table of Contents

CURRENT MARKET SIZE

ANTI-RHEUMATIC DRUG SALES

ANTI-OSTEOPOROSIS DRUG SALES

ADDRESSABLE PATIENT POPULATION

• RHEUMATOID ARTHRITIS
• OSTEOPOROSIS

CURRENT TREATMENTS

• RHEUMATOID ARTHRITIS TREATMENTS
• OSTEOPOROSIS TREATMENTS
• RHEUMATOID ARTHRITIS SALES DRIVERS
• OSTEOPOROSIS SALES DRIVERS
• RHEUMATOID ARTHRITIS SALES BREAKERS
• OSTEOPOROSIS SALES BREAKERS

FUTURE TREATMENTS

MARKET DYNAMICS - WINNERS & LOSERS

KEY DRUGS LAUNCHES BY 2010

KEY EVALUATION CRITERIA

KEY MUSCULOSKELETAL DRUG LAUNCHES BY 2010

• Actemra (Roche/Chugai)
  • 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
• Bazedoxifene (Wyeth)
  • 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
• Cimzia (UCB/Celltech)
  • 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
• CNTO 148 (Johnson & Johnson/Schering-Plough)
  • 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
• Denosumab (Amgen)
  • 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
• Entereg (GlaxoSmithKline/Adolor)
  • 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
• Febuxostat (TAP Pharmaceutical Products)
  • 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
• Orencia (Bristol-Myers Squibb)
  • Novelty/rationale for mechanism of action
  • Proof of concept/clinical data
  • Management/clinical expertise
  • Competition within the marketplace/gaining share of voice
  • Sales forecasts and assumptions
  • Competitor Ratio Analysis
• Preos (NPS Pharmaceuticals)
  • Novelty/rationale for mechanism of action
  • Proof of concept/clinical data
    • POWER Study
    • PaTH Study
  • Management/clinical expertise
  • Competition within the marketplace/gaining share of voice
  • Filings and approval
  • Sales forecasts and assumptions
  • Competitor Ratio Analysis

COMPETITOR RATIO ANALYSIS SUMMARY

COMPETITOR RATIO ANALYSIS - COMPANIES