dr. stephen little vice president personalized healthcare · sample & assay technologies....
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Sample & Assay Technologies
QIAGEN 2011 Analyst & Investor DayDr. Stephen LittleVice President Personalized Healthcare
Sample & Assay Technologies Agenda
QIAGEN 2011 Analyst & Investor Day 2
All stakeholders benefit from Personalized Healthcare
Pharma is embracing the transformation
QIAGEN is the clear leader in co-development projects
Creating a fast-growing and sustainable business
Sample & Assay Technologies Perspectives on Personalized Healthcare
The use of a companion diagnostic to predict in advance which patients are most likely to benefit from a particular therapy
QIAGEN 2011 Analyst & Investor Day 3
Sample & Assay Technologies
EGFRtesting
Notesting
Consider other options
Treat with appropriate drug
Better treatment outcomes
More efficient spending
“Trial and error”
Lung cancer patients
Worse treatment outcomes
Wasted healthcare spending
Lost time
Part of the solution: Personalized Healthcare
QIAGEN 2011 Analyst & Investor Day 4
Sample & Assay Technologies All stakeholders benefit from Personalized Healthcare
Payors Cost savings
Physicians Confidence in decisions
Patients Better medicines
Pharma companies Value creation
Providers of diagnostics New market opportunities
QIAGEN 2011 Analyst & Investor Day 5
Sample & Assay Technologies Agenda
QIAGEN 2011 Analyst & Investor Day 6
All stakeholder benefit from Personalized Healthcare
Pharma is embracing the transformation
QIAGEN is the clear leader in co-development projects
Creating a fast-growing and sustainable business
Sample & Assay Technologies Pharma faces increasingly challenging environment
Healthcare costs
Technology and science
Patients, Physicians and Payors
Billions wasted on ineffective treatments
Technology to measure genetic variationScience to establish meaning
Better, safer medicines
QIAGEN 2011 Analyst & Investor Day 7
Pharma increasingly seeing diagnostics as part of the solution
Sample & Assay Technologies Pharma is embracing Personalized Healthcare
Pharma pipelines adding biomarkers (% of projects with a biomarker)
Regulatory influence
May refuse approval without a diagnostic
Improve overall safety profile
Strengthen reimbursement
Supporting healthcare economic data
Can lead to premium pricing
More competitive products
Patients and doctors want drugs that work
Better chances for success
Reduce risks for expensive late-stage trials
~65%
~50%
~35%
QIAGEN 2011 Analyst & Investor Day 8
Source: Tufts Center for the Study of Drug Development
Sample & Assay Technologies Pharma willing to go to very low stratification levels
Drug Biomarker Frequency
Vectibix(Amgen) KRAS 60%
Herceptin(Roche) HER2 20%
Iressa(AstraZeneca) EGFR 15%
Xalkori(Pfizer) ALK 5%
QIAGEN 2011 Analyst & Investor Day 9
Sample & Assay Technologies Pharma sees significant growth opportunities
80% of pharma companies working on personalized medicines2
Up to 50% of current clinical development projects involve personalized medicines2
Anticipating 70% increase in pharma R&D (2006 – 2010)
By 2015, >50% investment increase
Within 5-10 years, all new oncology drugs will have a companion diagnostic2
1 The Science of Personalized Medicine: Translating the Promise into Practice. PricewaterhouseCoopers LLP 20092 Tufts Center for the Study of Drug Development 2010U.S. companion diagnostics market outlook source: Frost & Sullivan
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U.S. companion diagnostics market (Companion diagnostics and lab testing sales)
~$150 million.
~$1.5 billion
Sample & Assay Technologies Agenda
QIAGEN 2011 Analyst & Investor Day 11
All stakeholder benefit from Personalized Healthcare
Pharma is embracing the transformation
QIAGEN is the clear leader in co-development projects
Creating a fast-growing and sustainable business
Sample & Assay Technologies QIAGEN’s Personalized Healthcare strategy
Pharma pays for companion diagnostics development
Solve clinical utility issues
Drug success guarantees companion diagnostic market
Unique content encourages platform uptake
Co-marketing with Pharma
“Develop once, sell often” – develop a biomarker and provide to various partners
QIAGEN benefits Pharma benefits
QIAGEN’s global presence and high-quality brand
Proven automation platforms
Flanking menu and Sample & Assay Technologies
Regulatory expertise in U.S., Europe and other markets
Co-commercialization skills
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Co-development the best route to co-commercialization
Sample & Assay Technologies
Pharmaceutical partners
High importanceLow importance High importance Low importance
Diagnostic laboratories
Global presence
Independence
Addressing different customers with different needs
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Sample & Assay Technologies QIAGEN well positioned to address customer needs
QIAGEN 2011 Analyst & Investor Day 14
Customer needs QIAGEN
Global presence
Worldwide presence
Direct operations in >30 countriesAutomated lab solutions
QIAsymphony
Rotor-Gene RGQManufacturing
Specialized cGMP facilities
Regulatory
U.S./EU regulatory experience
Specialized expertsBroad test menu
>20 commercial assays
Extensive portfolioIndependence
No pharma operations, so no conflict
Intellectual property
Strong position
Licenses: EGFR,PI3K and JAK2
Academia ties to translational research
Sample & Assay Technologies Leading co-development project portfolio
Project Partner Indication Biomarker Status
Eribitux (cetuximab)
BMS / Lilly / ImClone
Colorectal cancer KRAS U.S. submission
(PMA) in H1 2011
Vectibix (panitumumab) Amgen Colorectal
cancer KRAS U.S. submission(PMA) in H1 2011
PF-00299804 (dacomitinib) Pfizer Lung cancer
(NSCLC) KRAS In development
Iressa (gefitnib) AstraZeneca Lung cancer
(NSCLC) EGFR CE-IVD kit in Europe and other non-U.S. markets
Tomtovok (afatinib)
Boehringer Ingelheim
Lung cancer (NSCLC) EGFR U.S. submission planned
for 2012
Early-stage compound Lilly Blood cancer JAK2 In development
Not disclosed Confidential Non-oncology Confidential In development
Selected co-development projects
Partner of choice: Industry-leading 15 projects under way
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Sample & Assay Technologies Quickly maximizing Ipsogen’s portfolio
Providesaccess to JAK2
Enables new project
INCB 18424WP1066
AZD1480
CEP-701CYT-387
XL019
TG101348
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Sample & Assay Technologies
2.8
2.6
2.4
2.22.0
1.8
1.61.4
1.2
1.0
0.8
0.60.4
0 1.4 1.5 1.6 1.7 1.8 1.9 2.5 2.6 2.7Economic potential of companion diagnostics1
Growth factorsAntihistamines
Diabetes
Asthma
Autoimmune drugs
OncologyAnti-infectives
Anticoagulants
AntipsychoticsCNS drugs
Antidepressants
Statins
Proton pump inhibitors
Antihypertensives
Anti-inflammatories
Antiarrhythmics
1 Rank order estimates for scientific and commercial potential of development of companion diagnostics in various therapeutic areas, based on both qualitative factors (e.g., expert interviews) and quantitative factors (e.g., data on price premiums for drugs launched in the same therapeutic class). Results should be taken as directional only.
Source: McKinsey Quarterly February 2010
Scientific potential of companion diagnostics1
Personalized Healthcare moving beyond oncology
QIAGEN 2011 Analyst & Investor Day 17
Sample & Assay Technologies Agenda
QIAGEN 2011 Analyst & Investor Day 18
All stakeholder benefit from Personalized Healthcare
Pharma is embracing the transformation
QIAGEN is the clear leader in co-development projects
Creating a fast-growing and sustainable business
Sample & Assay Technologies Covering full Personalized Healthcare roadmap
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Used by pharma on clinical trial patients
Used by diagnostic labs on samples of “real world”
patients
Identify biomarkers Develop approved CDx Sell CDx
Used by pharma on preclinical and clinical samples
Pharmaceuticals pathway
Tools for biomarker selection
Development and regulatory expertise
Product distribution and marketing
Drug development Phase I and II
Drug development Phase II and III Sell drugs
Diagnostics pathway
Sample & Assay Technologies
North America China
JapanEurope / Middle East / Africa
Creating a global Personalized Healthcare business
QIAGEN 2011 Analyst & Investor Day 20
* Pending
All countries where at least one of the biomarker assays (PCR or Pyrosequencing) is registered
*
*
Priority markets
Asia-Pacific
Latin America
*
Sample & Assay Technologies Sustainable growth in Personalized Healthcare
QIAGEN 2011 Analyst & Investor Day 21
Milestone payments
Portfolio expansion
New indications (KRAS)
Regulatory approvals
Co-development projects
Automation
Market exclusivity
Geographic expansion
QIAsysmphony RGQ
Lab standardization
Ease of use
Broad test menu
Secure IP rights
JAK2, EGFR, PI3K
Close ties to Academia
2012: First U.S. approvals
Emerging markets
Sales & Marketing network
Sustainable growth
Sample & Assay Technologies QIAGEN Personalized Healthcare in 2015
Biomarker data transforming medical practice
Moving beyond oncology
Proven benefits for all stakeholders
Ending “trial and error“ treatments
More effective healthcare spending
Faster regulatory approvals and
QIAGEN the dominant market leader
Meeting lab and pharma customer needs
Partner of choice for co-development projects
Expanding global presence
QIAGEN 2011 Analyst & Investor Day 22