SALES (US$BN)

1. Global market facts and trends regarding Alzheimer‘s disease therapies: • Patent losses and entrance of generics in the market lead to lower global spending in this therapy area; however volume increases asa consequence of demographic change • Aricept (Donepezil) is still the leading product worldwide, however exposed to generic competition • According to regions/countries the distribution of sales shows: North America on the top (38%, one-year-period from April 2011 upto march 2012), followed by Europe (30%), Africa, Asia, Australasia (28%) and Latin America (4%). This distribution also reflects the age structures, because Latin America has a quite young population, compared internationally • The Alzheimer‘s disease area is characterized by an intensive R&D with many products under development Spending on predominantly brand-dominated Alzheimer’s disease therapies declined for the first time in 2011 Alzheimer’s Therapies Global Spending and Volume, 2001-2011 VOLUME (STANDARD UNITS BN) SALES (US$BN) Source: IMS MIDAS®, Dec 2011 Four brands have been losing exclusivity in key countries since 2010, opening this therapy space to generic competition Alzheimer’s Therapy Sales Exposed to Generic Competition (2010-2015) US Spain Japan Europe Canada Europe US US PRE-EXPIRY SALES* (US$BN) Europe Canada Source: IMS MIDAS®, March 2012 * Molecule sales in year prior to loss of exclusivity. INFOGRAFIK 09_2/2012