`
`Americas
`
`Pharmaceuticals
`
`Sector Comment
`
`15 November 2013
`www.ubs.com/investmentresearch
`
`Marc Goodman
`Analyst
`marc.goodman@ubs.com
`+1-212-713 1342
`Derek Yuan
`Associate Analyst
`derek.yuan@ubs.com
`+1-212-713 3518
`
`
`
`
`
`
`
`ab
`
`UBS Investment Research
`U.S. Pharmaceuticals
`
`UBS Large Cap Pharmaceuticals
`Monthly Handbook
`
` What’s new? Issuing November edition of our large cap monthly
`As a reminder, this publication consists of monthly therapeutic market
`models along with TRx growth trends and market share estimates for key
`products in all the categories within large cap pharmaceuticals. It also
`includes monthly promotion detail tables for all the included categories.
`
` (cid:132)
`
`
`
`
`
`(cid:132) Our takeaways for October 2013 TRxs
`Within diabetes, the DPP-IV sub-class grew with ~2.0% in October and in
`the GLP-1 sub-class Bydureon and Victoza gained share while Byetta
`continued to lose its market share. In MS, both PFE/MRK’s Rebif and
`Teva’s Copaxone continued to lose their market share. Lastly, in the anti-
`clotting market, Plavix’s share continued to slide to ~1%.
`
`
`
`(cid:132) New and Interesting
`We have added no new market models this month.
`
`
`
`
`
`
`This report has been prepared by UBS Securities LLC
`ANALYST CERTIFICATION AND REQUIRED DISCLOSURES BEGIN ON PAGE 113.
`UBS does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
`report. Investors should consider this report as only a single factor in making their investment decision.
`
`
`
`Petitioner Mylan Pharmaceuticals Inc. - Exhibit 1055 - Page 1
`
`
`
`Feb-13
`73
`-20.0%
`
`Feb-13
`0.0%
`0.6%
`27.2%
`0.3%
`5.2%
`6.7%
`0.8%
`0.0%
`23.0%
`100.0%
`
`Mar-13
`80
`-9.8%
`
`Mar-13
`0.4%
`0.4%
`26.6%
`0.0%
`4.4%
`6.6%
`1.7%
`0.0%
`21.1%
`100.0%
`
`Apr-13
`78
`-12.6%
`
`Apr-13
`0.6%
`0.4%
`29.1%
`0.0%
`2.3%
`6.4%
`3.2%
`0.3%
`14.9%
`100.0%
`
`May-13
`80
`-28.5%
`
`May-13
`0.6%
`0.2%
`26.7%
`0.0%
`3.2%
`7.2%
`1.4%
`0.7%
`17.7%
`100.0%
`
`Jun-13
`65
`-17.7%
`
`Jun-13
`0.5%
`1.0%
`28.0%
`0.0%
`2.7%
`7.2%
`1.9%
`0.6%
`24.6%
`100.0%
`
`Jul-13
`69
`-23.1%
`
`Jul-13
`0.0%
`0.9%
`31.0%
`0.3%
`1.7%
`6.1%
`1.4%
`0.2%
`22.2%
`100.0%
`
`Aug-13
`85
`-9.3%
`
`Aug-13
`0.3%
`0.6%
`24.1%
`0.2%
`1.2%
`8.5%
`2.7%
`0.5%
`15.6%
`100.0%
`
`Sep-13
`79
`8.5%
`
`Sep-13
`0.3%
`0.2%
`18.6%
`0.0%
`1.4%
`9.9%
`1.9%
`0.0%
`21.4%
`100.0%
`
`2013 YTD
`692
`-13.4%
`
`2013 YTD
`0.3%
`0.6%
`27.7%
`0.1%
`2.7%
`7.5%
`1.8%
`0.2%
`19.9%
`100.0%
`
`U.S. Pharmaceuticals 15 November 2013
`
`Table 95: Urology – US Overactive Bladder Promotion Details Monthly
`# of Details for Tot. Category ('000s)
`2011
`2012
`Jan-13
`Total Category
`1,073
`1,075
`84
`-7.0%
`0.2%
`Growth rate
`-0.4%
`
`2011
`2.4%
`1.1%
`44.6%
`0.1%
`8.1%
`13.4%
`1.3%
`0.2%
`28.6%
`100.0%
`
`2012
`0.8%
`0.8%
`39.3%
`0.1%
`6.4%
`9.0%
`2.7%
`0.2%
`35.3%
`100.0%
`
`Jan-13
`0.0%
`0.9%
`38.1%
`0.0%
`2.3%
`8.6%
`0.8%
`0.0%
`19.9%
`100.0%
`
`Market Share
`Sanctura XR - Allergan
`Sanctura - Allergan
`Vesicare - GlaxoSmithKline
`Oxytrol - Actavis
`Gelnique - Actavis
`Enablex - Warner Chilcott
`Detrol LA - Pfizer
`Detrol - Pfizer
`Toviaz - Pfizer
`Total
`
`Source: IMS database
`
`
`
`
`
`UBS 100
`
`
`Petitioner Mylan Pharmaceuticals Inc. - Exhibit 1055 - Page 2
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