P H R M 8 6 6 0 P H A R M A C E U T I C A L M A R K E T I N GR I A N M A R I E E X T A V O U R ; A P R I L 1 1 T H 2 0 1 3

TRACKING PROJECT: IMS HEALTH

OUTLINE

• What is IMS Health? • What do they do?• Sectors served• Solutions• Timeline and News• Report Highlights• Conclusion

WHAT IS IMS HEALTH?1

• Provider of information, services and technology for healthcare• Combine industry expertise to provide

perspectives and in-depth analytics on healthcare dynamics• Analytics, commercial services and consulting • Operations in over 100 countries; process over 4

billion transactions per year• Clients: Decision-makers in life sciences, payers,

providers, policy-makers

FINANCIAL2

• Privately owned – investors (note-holders)• Issued full-year 2012 financial results• March 4• Conference call on March 8th • Note-holders only

WHAT DO THEY DO AND FOR WHO?1

• Tracking of over 80% global pharmaceutical sales activity• Over 1.4 million pharmaceutical products• 260+ million de-identified patients worldwide • 99,000+ suppliers, 768,000 reporting facilities

worldwide• 5,000 databases supporting 16,000 healthcare

clients• Healthcare reference assets including 5 million

professionals, with 500,000 organizational linkages and 2.4 million affiliations

SECTORS SERVED

• Pharmaceutical Companies – Large and Mid-Sized– Small and Biotech– Generics– Specialty

• Payers• Government• Providers• Pharmacies• Consumer Health• Pharmaceutical Distributors• Financial Community

SOLUTIONS

• Analytics and Services• To optimize commercial effectiveness, clinical decisions

and delivery of care

• Healthcare Measurement• Patient, provider and payer insights and market-defining

methodologies

• Consulting • Specialized expertise for enabling and accelerating

informed decisions

IMS INSTITUTE: HEALTH SERVICES RESEARCH NETWORK3

• Academic researchers• Including pharmacy, medicine, law, economics, business,

public policy

• Some member institutions: • U of Chicago, Columbia U, Harvard U, Mayo Clinic, MIT,

St. Jude’s, Stanford Med Sch, U of Illinois

• Empirical, policy-relevant studies• To improve quality and cost-effectiveness of

healthcare • More than 60 active projects including current

aspects of healthcare reform

RESEARCH PRIORITIES3

• Drug Utilization Trends and Expenditure• Xponent™ - local and regional Rx dispensing data• National Sales Perspectives™ • National Prescription Audit™ - over 70% all Rx activity • National trends; therapies adopted, use and expenditure

factors

• Comparative Effectiveness Research• Geographic variations in care • Xponent™; NPA

• Real-world applications

HEALTHCARE ANALYTICS AND SERVICES4

• Specialty healthcare analytics• Pharma R&D Services• Government Solutions• Business Process Outsourcing • Patient-Centric Solutions – IMS Lifelink™• Pharma Commercial Services• Payer Solutions• Health Economics and Outcomes Research and

Real-world Evidence

TIMELINE5

• Founded 1954 by Bill Frolich (ad exec) and David Dubow (visionary)

• 1957 – first European syndicated study – audit of pharmaceutical sales in West Germany

• Further studies in Great Britain, France, Italy, Japan; acquisitions in New Zealand, Australia, South Africa

• 1969 – entered US market; 1970 – Latin America• Series of acquisitions of pharmaceutical audit

companies; technologies, databases • 1972 – becomes a public company • 1998 – independent, public NYSE-listed

TIMELINE CONT’D5,6

• 2010 – taken private by TPG Capital, CPP Investment Board and Leonard Green & Partners• Valued at $6 billion

• 2012 Acquisitions and Collaborations • PharmARC (Banglore) analytic services, DecisionView (software

solutions); collaborates with Health Intelligence, Inc (BlueCross, BlueShield)

• Mar 7 2013 – Launches branch in India • Leading universities, research institutions, development agencies,

government

• Mar 12 2013 – Acquisition of Appature • Software company; cloud-based applications

• April 4 2013 – IMS Institute for Hcare Informatics Study: • Impact of shifting patients to Managed Medicaid Plans

MY IMPRESSION

• Progressive, Innovative• Global reach• Relevant • Responsive to

technological and healthcare advances• Proactive –

expanding/emerging economies • If return to public status

– INVEST!

THANK YOU….QUESTIONS??

REFERENCES

1. IMS. Overview. Available at http://www.imshealth.com/portal/site/ims/. Accessed April 2nd 2013.

2. Business Wire. IMS Health to Issue Full-Year 2012 Financial Results on March 4, Conference Call for Note Holders Scheduled for March 8. Available at http://www.businesswire.com/news/home/20130226006405/en/. Accessed Feb 28 2013.

3. IMS. Health Services Research Network. Available at http://www.imshealth.com/portal/site/ims/. Accessed Feb 7th 2013

4. IMS. Healthcare Analytics and Services. Available at http://www.imshealth.com/portal/site/ims/. Accessed April 2nd 2013.

5. IMS. Company History. Available at http://www.imshealth.com/portal/site/ims/. Accessed April 2nd 2013.

6. IMS. Press Releases. Available at http://www.imshealth.com/portal/site/ims/. Accessed April 2nd 2013.