Pharmaceutical market trends...6 3/5 global leading therapy areas by growth are specialty Top seven...

Copyright © 2019 IQVIA. All rights reserved. IQVIA® is a registered trademark of IQVIA Inc. in the United States and various other countries.

Hynek Valerián

Pharmaceutical market

trends

Table of

Contents

1

+ Global and European market trends

+ Czech Pharmaceutical market overview

+ Pharmaceutical market outlook

+ Implications on the supply chain

2

Note: CAGR – Compound Annual Growth Rate, Western Europe: Belgium Denmark Finland France Germany Italy Netherlands Norway Portugal Spain Sweden Switzerland UK Greece, Rest of Europe: Czech Republic Poland Romania Russia Slovak Republic Turkey

Source: IQVIA Market prognosis – March 2019

Global pharma overview

Global pharma will slow down its growth in the next 5 years to 4.6% CAGR – Europe to continue losing its relative importance

Logistika ve farmaceutickém průmyslu | © IQVIA October 2019

Global pharma value [USD bn, 2014-2023]

2014 20232018

904

1,125

1,410

5.6%

4.6%

4.9%

18.5%

2018

45.0%

3.5%

25.7%

1.9%

0.5%

49.6%

3.7%5.8%

0.9%

7.4%

2018

20.6%

11.9%

Others

Latin AmericaMEA Asia/Australia

Western EuropeRest of Europe North America

Global pharma value

by region [2018]

Contribution to Growth

[2018-2023]

3

CEEMEA

Japan

Australia

Latin AmericaChina

Rest of APAC

Western Europe

North America

Note: Sales data for MAT Q1 2019

Source: IQVIA OTC audits plus estimates (Excluding Venezuela)

Global OTC market

Global OTC market witnesses a continuing slowdown, due to a poor C&F season

21% 18%

19%

9%

16%31%

7%14%

11%

24%17%

7%

Region Share of

Global OTC Growth

5%

2%

Region Share of

Global OTC Sales

-2%

1%


Developing markets

Share of Sales 51%

Share of Growth 70%

89 94 99 103 107 111

2014

6.5

20172015 2016

3.5

2018 2019

4.2

9.0

5.2

5.3

6.1

8.9

5.3

4.53.8

3.0

Total OTC Yr on Yr Pharma Growth Yr on Yr OTC Growth

OTC market and Growth Contribution by regionDevelopment of OTC market [EUR bn, %]

Total Pharma = 989 EUR bn

Total OTC share = 10.9%

4

22%

35 bn

8%45%

Antibacterials

10%

46 bn

12%

19%

8%

HIV

Oncology

12%

125 bn

62%

5%66%Diabetes

4%14%68%Autoimmune

10%13%Respiratory

26%

Anticoagulants

7%

32 bn

16%36%Pain

15% 38 bn8%19%43%

31%12% 36 bn17%Antihypertensives

54%16%

16%69%

15%14%51%

89 bn

Mental Health

76 bn

43 bn

32 bn

Source: IQVIA MIDAS

Top Therapy areas

Three Therapy Areas drive two-thirds of all absolute global growth

Contribution to pos. global growth

Therapy areas value by region [2018, USD bn]


JapanUS ROWEU5 Pharmerging

34%

16%

18%

6%

-

8%

-

-

4%

2%

5

Increasing payer scrutiny of evidence packages; seeking de-risking agreements

In 2018, new drug approvals in both the US and Europe are made up of >50% orphan medicines for the first time

Source: IQVIA analysis: FDA CDER, EMA NCEs 2018 data, *2019 NAS approvals up until August

EMAFDA

54%

20

58%

59%43%52%

46%

46%

2014 2015

54%

41%

20192016 2017

48%

2018

75%

25%

40 39

27

35

4245

2018

59%

41%41%

47%

2014

59%

2015

53%

2016

61%

39%

2017

42%

35%

58% 65%

2019

41

22

46

59

23

Non orphans New Active Substances Orphans


6

3/5 global leading therapy areas

by growth are specialty

Top seven markets

(US, EU5, Japan) are 80% of

value and 80% of value growth

Specialty grew more than 2x

faster than the total global Rx

market.

Specialty pharma, lead by Oncology and Autoimmune, is and will be the key value growth driver

Specialty | Region Market Share 2018

Total Global Market 375 Bn LCUSD

9

Hiv Antivirals

Oncologics

Autoimmune

Antidiabetics

Anticoagulants

15

8

4

2

62%

27%

73%

2013

38%

2018

719

9976.8%

Specialty

Traditional

54%

20%

6%

5%

13%

1%2%

2018 | top therapy areas by

absolute value growth

Global Market | Specialty vs Traditional

Total Global 2018 Market 997 Bn LCUSD

Growth

14%

15%

10%

12%

8%Specialty

Traditional

US Russia

EU5

Japan

BIC Pharmerging

RoW

Source: IQVIA European Thought Leadership; MIDAS MAT Q2 2018; Rx Only


7

The rate of availability, measured by the number of medicines available to patients in European countries as of 2018.

The biggest Payer challenge is to find financing for innovation…

03 7 10 7 12 12 11 16 22 17 21 26 23 27 22 25 26 32 31 31 32 32 34 36 38 38 39 38 40 45

13 2 5

29 8

6

1214

1516 19 16

1721 22

21 19 25 25 2430 26

29 32 34 3235

38

0

14 5 5

2 56

9 1512

9 10 12 2318 20

17 2319 18

2725 32

2931 29 34

31

38

0

20

40

60

80

100

120

140

Ma

ced

on

ia

Se

rbia

Latv

ia

Lith

ua

nia

Cro

atia

Turk

ey

Bu

lgaria

Po

land

Esto

nia

Cze

ch R

ep.

Hu

ng

ary

Ice

land

Ire

land

Po

rtu

ga

l

Slo

va

kia

No

rway

Slo

ve

nia

Be

lgiu

m

Gre

ece

Fra

nce

Fin

land

Sp

ain

Sw

ede

n

Sw

itze

rlan

d

Ne

the

rla

nd

s

Ita

ly

De

nm

ark

Au

str

ia

Ge

rma

ny

UK

EU

RO

PE

Ra

te o

f A

va

ilabili

ty

2015 2016 2017 Data N/A EMA approved


The 2018 study provides an analysis of products approved between 2015-2016-2017, for the following datasets:

a) All 121 products: 45 in 2015, 38 in 2016, 38 in 2017

b) 38 Orphan products: 13 in 2015, 13 in 2016, 12 in 2017

c) 31 Oncology products: 10 in 2015, 12 in 2016, 9 in 2017

d) 24 Combination products: 10 in 2015, 8 in 2016, 6 in 2017

Data N/A- data is not provided by associations (companies have not sent data or are not members of the association)

Source: https://www.efpia.eu/media/412747/efpia-patient-wait-indicator-study-2018-results-030419.pdf

https://www.efpia.eu/media/412747/efpia-patient-wait-indicator-study-2018-results-030419.pdf

Table of

Contents

9





10

MAT 10/2019

Czech Republic market: Rx, OTC medicines and Food Supplements


58%26%

16%

52%

22%

26%

Packs

84%

9%

6%

Standard Units CZK

Rx bound Non-Rx bound Non registered OTC

296 mil 16 bln 76 bln

11

Czech Pharmaceutical market continues to grow at solid single digit rate


0

200

100

50

150

250

300

MAT/10/19

Units (

mil)

MAT/10/17 MAT/10/18

0% -1%

0

2

4

6

12

8

10

Sta

nd

ard

Units (

bln

)

MAT/10/17 MAT/10/18 MAT/10/19

+2% +1%

0

40

20

60

80

CZ

K (

bln

)

MAT/10/17 MAT/10/18 MAT/10/19

+7% +5%

RX BOUNDNON-RX BOUND

8

6

2

0

4

DO

T (

bln

)

MAT/10/17 MAT/10/18 MAT/10/19

+1% 0%

12

MAT/10/2019

Czech Pharmaceutical market I.: Therapy classes contribute to growth often disproportionally to their market share


20%

15%

13%

11%

9%

8%

8%

4%

4%

7%

J0 SYSTEMIC ANTI-INFECTIVES

A0 ALIMENTARY T.& METABOLISM

10%

L0 ANTINEOPLAST+IMMUNOMODUL

N0 CENTRAL NERVOUS SYSTEM

R0 RESPIRATORY SYSTEM

C0 CARDIOVASCULAR SYSTEM

B0 BLOOD + B.FORMING ORGANS

G0 G.U.SYSTEM & SEX HORMONES

M0 MUSCULO-SKELETAL SYSTEM

OTHERS


41%

2%

5%

13%

4%

5%

10%

6%

2%

71,5 bln

CZK

13

Czech OTC market keeps pace with registered medicines’ growth


250

300

50

0

200

100

150

Units (

mil)

MAT/10/17 MAT/10/18 MAT/10/19

0% -1% 80

0

20

40

60

MAT/10/18

CZ

K (

bln

)

MAT/10/17 MAT/10/19

+7% +5%

100

0

50

150

MAT/10/19MAT/10/18MAT/10/17

Units (

mil)

+2% +1%

NON REGISTERED RX BOUNDNON-RX BOUND

8

0

2

4

6

10

12

CZ

K (

bln

)

MAT/10/17 MAT/10/18 MAT/10/19

+5% +4%

14

MAT 10/2019

Czech OTC market: Product categories’ contribution to market growth mostly in line with the category market share


24%

19%

14%

13%

8%

6%

5%

4%

5%2%

12 URINARY&REPRODUCTIVE CARE

03 DIGEST & OTH INTEST PROD

01 COUGH COLD&OTH RESP PROD

06 SKIN TREATMENT

02 PAIN RELIEF

04 VITAM.MINER.&NUTRIT.SUPPL

10 CIRCULATORY PRODUCTS

07 EYE CARE

05 TONICS & OTHER STIMULANTS

OTHERS


13%

13%

27%

16%

-1%

3%

4%

9%

2%

13%

11,5 bln

CZK

15

Elements of growth: Registered medicines and non-registered OTC products


3,2

1,90,4 0,3

0

100

105

%C

ZK

MA

T 1

0/2

018

New

packs

New

products

100,0

VolumeMAT

10/2018

Mix MAT

10/2019

103,2

-2,5

Price

+3,2%

9,4 0,31,0

105

95

0

100

110

MAT

10/2019

MAT

10/2018

%C

ZK

MA

T 1

0/2

018

Volume

100,0

-3,6

Price

105,7

Mix New

packs

New

products

-1,5

+5,7%

1,2 0,5

1,4

2,3

2,6

100

105

0

110

MixMAT

10/2018

New

packs

New

products

MAT

10/2019

VolumePrice

100,0

%C

ZK

MA

T 1

0/2

018

105,3

+5,3%

Rx B

ou

nd

No

n R

x B

ou

nd

• On average, the price of Rx bound medicines decreased

by 3.6%, product mix playing key positive role

• Non-Rx bound medicines have seen average price

increase of 3,2% with significant volume contribution

• For non-registered OTCs the innovation together with a

limited price increase drive the overall growth

No

n R

eg

iste

red

16

Biologic products follow the recent overall market growth rate with various shares of therapy classes


70

60

20

50

0

40

10

30

CZ

K (

ex-m

nf,

bln

) 29,5%

2016

30,5%

2017

30,6%

2018

+7%

+7%

BIOLOGIC PRODUCTS NON-BIOLOGIC PRODUCTS

0 102 4 6 8 12 14

L

M

N

A

J

B

C

R

G

D

H

S

AT

C

CZK (bln)

0% 20% 40% 60% 80% 100%

B

L

AT

C

C

CZK (bln)

N

M

A

R

J

G

H

S

D

17

Market shares

[MAT 06/2017-2019, CZK bn]

Note: Rx market only

Source: IQVIA MIDAS

Market share of biologic products is on the rise, now responsible for more than 50% of sales in ATCs L, B, H and S

20

10

0

50

30

40

70

60

34%

66%

2017

34%

66%

2018

34%

66%

2019

+6%

+6.7%

Biologic products Non-Biologic Products

1440 61 32 5 7 1098 11 12 13

L

N

A

G

C

B

J

R

M

H

S

D

0% 20% 40% 60% 80% 100%

G

L

N

A

J

C

B

R

M

H

S

D

Overall Rx market and ATC1 group segmentation – Biologic vs non-biologic products

Value share segmentation within

select. ATC1 [MAT06/2019, CZK bn]

Relative value shares within

selected ATC1 [MAT 06/2019, %]


Rx market Consolidation of the marketConsumer Health marketMarket overviewCZECH MARKET

18

Biosimilar reference products included only if biosimilar product has been present in the periods in scope

Biosimilars are gradually gaining share of the biologics market


6

20

8

16

0

2

4

14

18

12

22

10

2,9%18,5%

19,6%

CZ

K (

ex-m

nf,

bln

)

4,1%

77,4%

2017

4,4%

16,3%

79,3%

2018

77,5%

2016

+10%+7%

BIOSIMILAR PRODUCTS BIOSIMILAR REFERENCE PRODUCTS OTHERS BIOLOGIC PRODS

1

0

3

2

4

5

CZ

K (

ex-m

nf,

bln

)

12,9%

87,1% 81,8%

2016

18,2%

2017

21,2%

78,8%

2018

+10% -2%

2,5

1,0

0,0

0,5

1,5

2,0

81,2%

2016

SU

(m

il)

18,8%14,0%

2018

86,0%

2017

21,5%

78,5%

+9% +1%

Biologic Products sales trends

Table of

Contents

19





20

Note:

Source: IQVIA Market Prognosis - March 2019, IQVIA Market Prognosis – September 2019 (DRAFT) for Czech Republic and Slovakia

Market prognosis for regions and European countries

Europe growth is unsupportive and slowing to 2023, Czech Rep. among countries below historic, as well as, forecasted growth

-1

0

1

2

3

4

5

6

7

8

0 1 2 3 4 5 6 7 8

CAGR [2013-2018]

SK

PT

FI

FR

DE

GR

HU

IT

NL

PL

RO

ES

SE

CH

UK

BE

CZ

DK

CA

GR

[2

01

8-2

02

3]

2

3

4

5

6

7

8

9

10

4 5 6 7 8 9 10

Asia/Australia

CAGR [2013-2018]

CA

GR

[2

01

8 -

20

23

]

Latin Amerika

Europe

MEA

North America

2018-2023 Europe

CAGR 4.2%

2013-2018 Europe

CAGR 5.7%

2018-2023

CAGR 4.6%

2013-2018

CAGR 6.3%


Market forecast by regions Market forecast by European countries

21

• Increase in public health spending will positively impact

volume in both hospital and retail market

• Recent and future product launches will positively affect price

in both hospital and retail sector

• Amendments to the Medicines Act to curb parallel exports will

adversely impact the volume in both sectors

• In all the forecasted years, Generic competition will negatively

impact prices both in retail and hospital sector

Note: Registered medicines only

Market size and dynamics by market type – forecast

Czech market is expected to grow by 5% in 2019

2018

46%

79

46%

53%

2019F

54%54%

47% 47%

2020F

53%

2021F

47%

53%

2022F

82

48%

52%

2023F

6972

75

855.0%

+4.4%

3.6%

5.3%

CAGR

Source: Market Prognosis – September 2019 (DRAFT)


RetailHospital

Total forecast market value [2018-2023, CZK bn] Comments

22

• The non-generic segment is expected to grow at an average of

5% over the period between 2018 and 2023

• Increased funding for state-insured population and rise in

premium contributions from employers and employees is

expected to have a positive impact on the market in general

• Launch of new innovative drugs and improved access to

expensive, innovative molecules already present on the

market for the treatment of chronic diseases will both

positively impact growth of non-generic segment

• High competition between generics and overall pressure on

prices will highly impact the generics segment even though the

demand for generics is expected to rise

Note: Only registered medicines

Market size and dynamics by market segments

Non-generic sales are expected to grow in the next 5 years at CAGR of 5%

2019F

69

21%20%

64%

2018

64%

15%15%

20%

85

65%

2020F 2021F

65%

15%

20%

66%

15%

20%

65%

2023F

79

16%

2022F

16%

7275

82

20%

5.0%

+4.4%

5%

4%

CAGR

Source: Market Prognosis – September 2019 (DRAFT)


Other Non-genericsGenerics

Total forecast market value [2018-2023, CZK bn] Comments

3%

Table of

Contents

23





24

Both manufacturers and wholesalers reconsider their approach to distribution to establish winning strategies and increase profitability

Trends driving wholesaler business model change:

• Margins under attack - less pay per pack handled

• Volume growth & less discounts available

• Growing cost pressure

• Tendering

• More straight regulations and obligations impacting cost

and processes complexity

• Growing Direct to Hospital and Direct to Retail

manufacturer sale

• Competition from alternative channels

• Chain purchasing power increase

• Chain Private Labels importance growth

• Market consolidation – scale matter

• Cash-flow and credit issues

Traditional Full Line

Wholesalers model

under attack

Direct sales

to hospitals

Direct sales to retail

Private Labels


25

There are trade dynamics in all EU countries, many are known as mixed markets such as the UK

No PE/PINot part of

free market

PI/PE

Mixed, mostly

importer

PE/PI

Mixed,

mostly

exporter

PEExporter

only

Major trade dynamics

Exports shifted from west to eastin past few years, in particular on specialist products

New accessions driving exports

uptake such as the Croatian case

and its entry

Future EU expansion causing

further increase – new sources of

exports and price differentials within the

EU

Brexit UK trade situation is not yet known


26Source: IQVIA MIDAS and internal database, import markets: DEU, GBR, NLD, Nordics and IRL. All sales at ex-MNF level.

PI sales declined in year 2018, mainly driven by weaker £ in the UK as a result of Brexit

Parallel trade is a small yet highly dynamic part of the European Pharma sales

-

1

2

3

4

5

6

2016 2017 2018

€ P

I sale

s (

Bn

)

Specialist Primary Care

0% - 1%

- 6%- 3%

+ 1%+ 3%~65%

Size €5.14bn (EU 8)Size

- 1% PI

+ 4% Non-PI growth

+ 4% Total market growth

Growth

8% PI (8 main import markets only)

3% across EU28

Share

Year

European annual parallel tradeImport markets contextDecline on primary care

product’s PI was driven by

all top PI countries:

Germany, UK and

Netherlands etc.

The overall effect is from UK

decline on currency and also

Crestor LoE and sharp drop in

PI

Top destination for PI on

specialist brands is

Germany and that showed

4% growth, whilst the UK and

Sweden showed decline


27

There are new opportunities for manufacturers over traditional wholesale activities

Wholesalers adopting to market situation are developing new business models and services increasing their importance and diversifying business

“He who moves

not forward,

goes backward”

Johann Wolfgang von Goethe

MAH holders /

Representative

services

3

Own chains /

virtual chains

2

Logistic /

Warehouse

services

1

IT / Reporting

services

6

Drugstores

7

Marketing

Services

4

White / Private

Labels /

Manufacturing

8

Telemedicine

9

Outpatient

Clinics

5

Clinical Trails

10

Source: IQVIA

Wholesalers new business models


28

71% 71%62% 67% 62%

98%

60%

45% 42%28%

94%

50%

1%

48%42%

80%

60%71%

24%

0%26%

0%20%

0%

10% 41% 41%

54%

3%

17%

0%

16% 28%

15%

31%17%

5%

29%

12%

33%

18%

2%

30%

15% 17% 19%

3%

34%

99%

36%30%

5% 8% 12%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Ru

ssia

Ukra

ine

Po

land

Ro

ma

nia

Serb

ia

Be

laru

s

Bulg

aria

Cze

ch

Hu

ng

ary

Slo

va

k

Lith

ua

nia

Bo

snia

Alb

an

ia

Cro

atia

No

rth

Ma

ced

on

ia

Latv

ia

Esto

nia

Slo

ve

nia

Pharmacy chains & virtual chains value market share 2018 EUR

Chains >5 value market share EUR Virtual chains value market share EUR Individual value market share EUR

Chains represent 63% value market share. Virtual chains in CEE control 22% of share. Individual pharmacies have only 15% value market share with declining trend.

Chains and Virtual chains CEE value market share is stable in 2018 with 85%


Source: Country data 2018 ETH & CH value EUR, IQVIA universe estimations; Ukraine with 2016 data

CEE average pharmacy chain & virtual chain value market share 85%

29

TOP3 distributors have from 2200 to 2800 own pharmacies in Europe

TOP3 European distributors develop their own chains…

• 2820 pharmacies

• 2 brands in 5 countries

• 2500 pharmacies


• 2550 pharmacies


Source: IQVIA: WBA, McKesson, PHOENIX company web pages


30

Under virtual chains managed by TOP3 distributors there are >23 800 pharmacies in Europe

• ~6300 pharmacies

• 1 brand in 9 countries





Source: IQVIA, WBA, McKesson, PHOENIX company web pages

…and on top of that they expand also their virtual chains


31

Regional chain consolidation develop in CEE with new opportunities for manufacturers

CE region have four operators consolidating the market: European – PHOENIX & WBA; Regional - Penta & Vilniaus Prekyba

Benu own chain

Benu own & PHOENIX virtual chain

PHOENIX virtual chain

Euro-Apteka chainDr.Max chain

Source: IQVIA; company web pages; CE: Albania, Bosnia, Bulgaria, Croatia, Czech, Estonia, Hungary, Latvia, Lithuania, Macedonia, Poland, Romania, Serbia, Slovakia, Slovenia.

Boots own chain

Boots own & Alphega

virtual chain

Alphega virtual chain


32

Regional chain consolidation develop in CEE with new opportunities for manufacturers

CE region have four operators consolidating the market: European – PHOENIX & WBA; Regional - Penta & Vilniaus Prekyba

Benu own chain

Benu own & PHOENIX virtual chain

PHOENIX virtual chain

Euro-Apteka chainDr.Max chain

Source: IQVIA; company web pages; CE: Albania, Bosnia, Bulgaria, Croatia, Czech, Estonia, Hungary, Latvia, Lithuania, Macedonia, Poland, Romania, Serbia, Slovakia, Slovenia.

Boots own chain

Boots own & Alphega

virtual chain

Alphega virtual chain


Dr.Max, Euro-Apteka, PHOENIX and WBA operate ~6550 pharmacies in CE under chain and virtual

chains that represents 14% of pharmacies and 18% of the retail pharmacy market by value.

33

There are new challenges and opportunities for manufacturers connected with the new chains business models

In chains a FMCG model gets adopted and there is an increasing demand for transparency and data exchange, that fuel insightful decisions

“All activities must

be focused on the

consumer”

Category

Management

and Portfolio

Optimization

3

E-pharmacies

growing at a

high rate

2

Chains

consolidate

gaining trade

power

1

Virtual chains

development

6

Click & collect

web offering

7

BI tools and

reporting

systems

development

4

Scale &

effectiveness

comes to focus

8

Targeted data-

driven

decisions are

key

9

Pharmaceutical

Care

5

Home Care and

home drug

delivery

10

Source: IQVIA

Pharmacy Chain new business models


34

Czech*

Ireland

Portugal Spain

France

UK

Denmark

Netherlands

Belgium

Norway Sweden

Finland

Poland*Germany

Switzerland

Italy

AustriaSlovakia

Hungary

Romania*

Bulgaria

Greece

Croatia

Most of the European countries allow the on-line sale of at least non-Rx. Some of the countries allowing also Rx product sale.

Estonia

Lithuania*

Latvia

Legal for both prescription and non-prescription

Legal only for non-prescription/OTC

Legal only for FS and MD (not allowed for registered OTC and Rx)

Online pharmacies not allowed / allowed only under limited circumstances /

still under consideration but not implemented

Out of scope

Bosnia

Albania

Macedonia

Slovenia

Serbia

Pharmacy Ecommerce – Regulatory Landscape in

Europe – Key Highlights

• Countries such as UK and Germany legally allow online sale of both

prescription and non-prescription medicines. Discussions in Czech (2019),

Lithuania (2019) and Poland (postponed) about Rx on-line sale.

• However, most of the other European countries allow the online sale of only non-

prescription medicines

• It is illegal to sell medicines online in Russia, but the government is

considering legalizing online sale of OTC medicines.

• Croatia is considering adoption of laws to legalize sale of non-prescription

medicines. Romania already adopted and waiting for OTC list.

• Mail order pharmacies are although prohibited in Switzerland, license to some

may be provided under strict conditions


Sources: IQVIA intelligence

https://medicine-seller-register.mhra.gov.uk/search-registry/?q=

https://lakemedelsverket.se/ovriga-sidor/eu-logotyp-vidimering/#Z00218

https://distafarma.aemps.es/farmacom/faces/inicio.xhtml

http://extranet.infarmed.pt/LicenciamentoMais-fo/pages/public/listaFarmacias.xhtml

http://ra.rejestrymedyczne.csioz.gov.pl/_layouts/15/RA/InternetPharmacies.aspx

https://legemiddelverket.no/import-og-salg/apotekdrift/registreringordning-for-nettapotek-i-norge

https://www.aanbiedersmedicijnen.nl/

http://www.salute.gov.it/LogoCommercioElettronico/CercaSitoEComm

http://thepsi.ie/Libraries/Approved_companies/PSI_List_of_approved_companies_for_the_sale_of_non-prescription_medicines_online.sflb.ashx

https://www.dimdi.de/static/en/amg/versandhandel/haendler/index.htm

http://www.ordre.pharmacien.fr/ecommerce/search

http://www.fimea.fi/apteekit/verkkopalvelutoiminta/lailliset_apteekin_verkkopalvelut

https://laegemiddelstyrelsen.dk/en/pharmacies/buying-and-selling-medicines-online/retailers-selling-medicines-legally-online/

http://www.sukl.cz/modules/apotheke/search.php?data%5bsearch_for%5d=&data%5bsearch_where%5d=in_town&data%5bregion%5d=&data%5bchbox%5d%5b%5d=8&data%5bfilter%5d=AND&search=Vyhledat

http://www.halmed.hr/fdsak3jnFsk1Kfa/ostale_stranice/Prodaja-medicinskih-proizvoda-na-daljinu-hr.xlsx

http://www.bda.bg/images/stories/documents/registers/Spisak_LP_Internet apteki-%D0%B0%D0%BA%D1%82%D1%83%D0%B0%D0%BB%D0%B5%D0%BD.xls

https://www.famhp.be/en/human_use/medicines/medicines/distribution_delivery/pharmacy_public/website_pharmacy/LstPharmacies

https://versandapotheken.basg.gv.at/versandapotheken/verify/main?_afrLoop=76321986983546979&_afrWindowMode=0&_adf.ctrl-state=3vvzht4f2_4

http://www.sukl.sk/buxus/generate_page.php?page_id=4380

https://www.ogyei.gov.hu/gyogyszertarkereso/index.php?action=search&list_type=internet

35

Major e-commerce players expansion has started...

• Tech platforms

• e-prescription

• Sourcing scale

• Manufacturer and

Provider partnerships

• Patient purchase habits

• Regulatory

• Regulatory

• Trust – Counterfeit

• Trust – Facebook case!

• Delivery delay – acute

conditions

• Community pharmacy

response

• Selected product only

13IQVIA Confidential - L'Oréal e-commerce Summit

ShopApotheke has the broadest regional coverage in Europe

ELECTRONIC PRESCRIPTIONS

MAKE ONLINE ORDERING

EASIER AND

MORE ATTRACTIVE TO

PATIENTS.

67IQVIA Confidential - L'Oréal e-commerce Summit

Zur Rose makes 1,2Bn CHF turnover in 2018

Key drivers

“ShopApotheke

has the broadest

regional coverage

in Europe“

“The Swiss Zur

Rose Group is

Europe’s largest e-

commerce

pharmacy“

Self proclamations…

There are 2 e-pharmacy market leaders in Europe – ShopApotheke and Zur Rose


36

E-pharmacy getting significant market share and patient purchase basket is different


POLAND

50

47

197

Chain Pharmacy

Independent Pharmacy

Internet Pharmacy

4X

Value of Transaction (PLN)

3

3

12


Chain Pharmacy

Internet Pharmacy

4X

Packages Number

2

2

7Internet Pharmacy

Chain Pharmacy


3.5X

SKU Number

CZECH REPUBLIC

Market Share - Value

GERMANY

12,8%

14,3%

12,6%87.4%

87.2%

2015

85.7%2017

2016

4

2

16Internet Pharmacy

Total Market

Street Pharmacy

Y-o-Y growth (%)Market Share

Average transaction value is up to 4x larger. Shares double in 3 years. In Germany 8X the rate of street pharmacy

E-pharmacy Street pharmacy

97,8% 96,8% 95,4% 94,0%

2,2% 3,2% 4,6% 6,0%

90%

95%

100%

MAT/8/2016 MAT/8/2017 MAT/8/2018 MAT/8/2019

37

Please contact us for more information


Hynek Valerián

Associate Director, Offering Management & Supplier Services, CZ&SK

[email protected]

+420 602 716 668

Pharmaceutical market trends...6 3/5 global leading therapy areas by growth are specialty Top seven...

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