1. Snapshot on the French Oncology Market
-
Franco-British Business Exchange on oncology therapies
Lyon, March 2nd 2010
Presentation of the French Oncology Market – Lyon - March 2010 1

2. 1. KEY MARKET FIGURES
2. RELEVANT NETWORKS & STAKEHOLDERS
3. FOCUS ON INDUSTRY PARTICIPANTS
Presentation of the French Oncology Market – Lyon - March 2010 2

3. 1. KEY MARKET FIGURES
2. RELEVANT NETWORKS & STAKEHOLDERS
3. FOCUS ON INDUSTRY PARTICIPANTS
Presentation of the French Oncology Market – Lyon - March 2010 3

4. In 2009, the French oncology therapeutic market represented a €3.3Bn
opportunity, fuelled by a single-digit and slowing growth rate
CAGR2 Growth
Dynamics of The French oncology market1
2005-2009 2008-2009
Sales (in €M)
+6.0% Total
3 500 +13.1% +6.0%
+13.8% 3,277.5 market
3,091.8
3 000 +12.6%
2,715.8 994.3
30% Retail +13.1% +4.7%
+20.6% 950.0
2 500 2,412.9
875.2
2,000.2 704.8
2 000
607.8 30%
1 500
2 283.3
2 141.8 Hospital +13.2% +6.6%
1 000 1 840.7
1 708.1
1 392.4
70% 70%
500
0
2005 2006 2007 2008 2009
Source: GERS, Bionest Partners
Presentation of the French Oncology Market – Lyon - March 2010 4

5. In 2009, over 50% of French oncology therapeutic market sales were
in the hands of three players (i.e. Roche, Sanofi-Aventis and Novartis)
Top 15 companies on the French oncology market in 2009
Market share 29.2% 11.9% 8.9% 5.8% 5.7% 5.5% 4.8% 3.2% 2.4% 2.3% 2.2% 2.1% 2.0% 1.9% 1.7%
Cumulative
29.2% 41.8% 50.7% 56.5% 62.1% 67.6% 72.4% 75.6% 78.0% 80.2% 82.4% 84.5% 86.5% 88.4% 90.1%
Market Share
Sales evolution +10.7% -3.8% +12.3% -17.6% -15.3% +45.9% +2.7% -7.1% +4.7% +3.3% +35.8% +16.0% +10.2% +1.9% -2.5%
vs. 2007
1,200
980.6
2009 sales in €M
1,000
800
600
389.2
400 291.0
189.3 185.1 179.9 158.0
200 103.2 79.1 73.9 72.0 67.6 67.0 62.4 54.9
0
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1 Including Mabthera sales in Rheumatoid Arthritis (commercialized in this indication since Sept-06)
Source: GERS, Bionest Partners
Presentation of the French Oncology Market – Lyon - March 2010 5

6. Targeted therapies are the most dynamic drugs among the top 15 products
of the French oncology therapeutic market
Overview of the French Oncology Market
Drug market share in 2009 (in %)
Bubble size represents 13.0%
product sales in 2009 (in €M)
Cytotoxics 12.0%
AVASTIN
Targeted therapies
374.2 €M
Others
10.0%
8.0% HERCEPTIN
264.8 €M
TAXOTERE MABTHERA1
220.9 €M 220.4 €M
6.0%
GLIVEC
ELOXATINE 168.1 €M REVLIMID
121.3 €M 131.1 €M
4.0%
ARIMIDEX ALIMTA
112.2 €M TARCEVA 113.3 €M
76.7€M
CAMPTO
81.2 €M ERBITUX
101.5 €M 2.0% VELCADE
65.4 €M
ENANTONE SUTENT
62.4 €M 65.7 €M
Drug incremental sales 08/09 (in €M)
-40 -20 0 20 40 60 80 100
1 Including Mabthera sales in Rheumatoid Arthritis (commercialized in this indication since Sept-06)
Source: GERS, Bionest Partners
Presentation of the French Oncology Market – Lyon - March 2010 6

7. Market trends
Overview of the French Oncology Market
Roche will increase leadership thanks to wise lifecycle management
initiatives and targeted partnerships with key stakeholders (e.g. InCA,
learned societies)
Genericization has already impacted lead players and will continue to do so
(e.g. Sanofi / Taxotère)
Biosimilars will become a threat, but only limited to supportive care
treatments (EPO, GCSF); Mabs / targeted therapies will be challenged later
(2014 onwards)
Increasing governmental pressure on Price and Reimbursement of drugs
Presentation of the French Oncology Market – Lyon - March 2010 7

8. 1. KEY MARKET FIGURES
2. RELEVANT NETWORKS & STAKEHOLDERS
3. FOCUS ON INDUSTRY PARTICIPANTS
Presentation of the French Oncology Market – Lyon - March 2010 8

9. Customer analysis: a complex organization (!)
ARH URCAM
Europe Cellules de
EORTC… Site de référence
Site orienté Coordination en
INSERM IARC Structures de Site de proximité
Site relais
SROS Cancérologie ARS
référencement 3C Réseaux de soins
INCA Territoriaux
Cancéropôles Réseaux de soins
CNRS
HAS Régionaux
Coordination
Etablissements Ville-Hôpital
HAD
Groupes IFCT Privés (60%) FNCLCC
GOLF
Coopérateurs Centrales UCPO
d’achat Buying
Thésaurus group
Sociétés SOR
BECT
Savantes
Psycho-
RCP
Formation
Pharmaciens EFEC Oncologie
Cancer info ARC
Hospit/Ville SFPO
service Oncologue/RT
Patient Spé. d’organe Staffs
Ligue contre hospitaliers
le cancer Infirmières
Assoc. Patients AFIC Kiné, Nutrition…
Presentation of the French Oncology Market – Lyon - March 2010 9

10. France boasts an attractive environment in the organization of oncology care
and R&D funding /support (1/2)
STARTING POINT: NATIONAL CANCER PLAN #1 (2003-2007)
640M€ over a 3-year period to boost cancer diagnostic and screening
campaigns, organization of care, access to innovative drugs, research, and
training
One of the most emblematic measure was the creation of National Cancer
Institute (INCA)
Launched in 2005 under the authority of both Ministry of Health
and Ministry of Research
100+ M€ budget per year to fund research initiatives in oncology
(~50% of budget), patient care and information as well as other
public health missions
Some international collaborations (e.g. US NCI for selected
clinical trials)
A NEW NATIONAL CANCER PLAN (2009-2013)
Launched with 750M€ funding to amplify initiatives of the first plan
Presentation of the French Oncology Market – Lyon - March 2010 10

11. France boasts an attractive environment in the organization of oncology care
and R&D funding / support (2/2)
EXAMPLES OF NETWORKS ACROSS THE FRENCH TERRITORY
Cancéropôles
The 7 « Canceropoles » are regional structures with goal to develop
the link between patient care and research
Four main missions:
Set up of tumor banks
Development of R&D platforms (genomics, proteomics, …)
Funding of clinical trials in oncology
Promotion of ad hoc studies in social and human sciences
Gathers twenty cancer centres spread across the whole French
Territory
FNCLCC
Created in 1945 as private structures but with public funding
Dedicated to oncology treatment, FNCLCC has a role of prevention,
research, cares & training within strict quality rules
Centers function as public service hospitals which brings together
surgeons, medical oncologists and radiotherapists in a cross-
disciplinary fashion
Presentation of the French Oncology Market – Lyon - March 2010 11

12. 1. KEY MARKET FIGURES
2. RELEVANT NETWORKS & STAKEHOLDERS
3. FOCUS ON INDUSTRY PARTICIPANTS
Presentation of the French Oncology Market – Lyon - March 2010 12

13. A dynamic network of biotech start-ups and SMEs both involved
in the development of diagnostics tools and advanced oncology drugs
Besides Pharma giant Sanofi and mid-pharmas active in oncology such as Ipsen
or Pierre Fabre, France has some innovative SMEs in the oncology field
185 Life sciences SMEs in France Relevant players in oncology
Vaccines
Transgene, Innate Pharma,
3%
Bioalliance Pharma, Cytheris,
Biopharma
R&D Tools Erytech Pharma,…
& Services 32%
28%
Ipsogen, Exonhit, Imaxio
in vitro Diagnostic
8%
Med Devices
24% in vivo Diagnostic
5% Supersonic Imagine, Mauna
Kea Technologies
Source: Bionest Partners analysis
Presentation of the French Oncology Market – Lyon - March 2010 13

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