Iqvia Holdings, Inc. · NYSE:IQV
Iqvia — Conference Presentation (March 2024)
36 slides from Iqvia's conference presentation, March 2024
Slide 1: A Weight Lifted – Paths forward for MedTech in the GLP-1 era
A Weight Lifted – Paths forward for MedTech in the GLP-1 era GLP-1 impact on Medical Devices WATCH NOW IQVIA MedTech – March 2024 © 2024. All rights reserved. IQVIA® is a registered trademark of IQVIA Inc. in the United States, the European Union, and various other countries.
Slide 2: Speakers
Speakers Matt Stewart Joanna Wills Michelle Edwards Chris Ludwig Global Marketing Manager, Director of Real World Practice Lead, Real World Principal – Consulting IQVIA MedTech Solutions, IQVIA MedTech and Clinical Solutions, Services, IQVIA MedTech IQVIA MedTech A Weight Lifted – Paths forward for
Slide 3: After the big GLP-1 bang
After the big GLP-1 bang
Slide 4: The origins of the GLP-1 explosion
The origins of the GLP-1 explosion Discovered over 30 years ago with first launch coming from Astra Zeneca in April 2005 with Byetta Exenatide Byetta® Twice Daily AstraZeneca Lixisenatide Lyxumia® Once Daily Sanofi Liraglutide Victoza® Once Daily Novo Nordisk *https://fortune.com/europe/2024/02/05/n
Slide 5: Uncovering the hidden positive GLP-1 physiological effects
Uncovering the hidden positive GLP-1 physiological effects Originally designed to manage blood glucose, other positive effects came to light GI tract Heart ↓ Gastric emptying ↓ Blood pressure ↓ GI motility ↑ Heart rate ↑ Acid secretion ↑ Myocardial contractility Brain GLP-1 or Kidney ↓ Appetite GLP-
Slide 6: Second generation of GLP-1s explode into the mainstream
Second generation of GLP-1s explode into the mainstream Wave of GLP-1s capture public imagination especially due to the weight loss impact Exenatide Once-weekly Semaglutide Tirzepatide Bydureon® Bydureon BCise® Ozempic®/Wegovy® Mounjaro®/Zepbound® Once Weekly Once Weekly Once Weekly Once Weekly Astr
Slide 7: Pipelines are full of weight loss agents extending the trend
Pipelines are full of weight loss agents extending the trend 120+ weight loss agents are being developed by 60+ companies 20 18 17 Pre-clinical Phase one 14 14 13 Phase two 10 Phase three Marketed 6 3 3 2 2 IV, SubQ, other Oral Undisclosed N= 65 agents N= 41 agents N= 17 agents Note: Pfizer includes
Slide 8: GLP-1s for cardiovascular disease – the next big thing?
GLP-1s for cardiovascular disease – the next big thing? Serendipitous finding…far-reaching implications In 2008 the FDA mandated Cardiovascular Outcome Trials (CVOT) for blood Early GLP-1 drugs have Several CVOT now on-going glucose therapies CVOT data. Demonstrated for T2D and obese • Prior blood g
Slide 9: Recent Impact of GLP-1 on the MedTech industry
Recent Impact of GLP-1 on the MedTech industry Sharp reactions driven by ‘what ifs’ and hype rather than facts What’s Happening? SELECT trial: • Oct-2023 saw a sharp reaction • Novo Nordisk: Wegovy® (Obesity). • 8 August 2023: Novo Nordisk reported from MedTech sector due to GLP- SELECT trial. 17,50
Slide 10: What is coming down the pipeline that could impact MedTech
What is coming down the pipeline that could impact MedTech PRODUCT SPONSOR OUTCOMES TRIAL NAME END DATE MEDTECH AFFECTED Zepbound® Lilly OSA, Apnea- SURMOUNT-OSA Q1-2024 CPAP Hypopnea Index (AHI) Rybelsus® Novo Nordisk T2D w/CVD, SOUL Q2-2024 CVD MACE Wegovy® Novo Nordisk OA, WOMAC STEP-9 trial Q3-2
Slide 11: Some reduction, some growth – GLP-1 impact on medical devices
Some reduction, some growth – GLP-1 impact on medical devices Need to keep an eye on short, medium and long-term potential impacts and plan accordingly • Bariatric surgery – short-term reduction, long-term Short-term net neutral impact • Diabetes – Insulin pumps, continuous glucose monitoring device
Slide 12: Assessing the real impact of GLP-1s on MedTech
Assessing the real impact of GLP-1s on MedTech
Slide 13: Real World Evidence (RWE) contextualizes and extends RCTs
Real World Evidence (RWE) contextualizes and extends RCTs RWE: diverse patient populations, settings, and insights drawn from RWD RCT: specific and controlled patient population and settings Internal validity Broadly generalizable • Small population size • Observational • Diverse types of clinical •
Slide 14: Two examples where RWE can help assess GLP-1 impact
Two examples where RWE can help assess GLP-1 impact Orthopedics GLP-1 Diabetes • Knee deterioration can be Impact • High correlation between increased accelerated with increased BMI BMI and diabetes • Extreme BMI is a contraindication for • GLP-1 has direct impact on diabetes knee replacement surger
Slide 15: Example 1 - Orthopedics
Example 1 - Orthopedics
Slide 16: Case Example: Impact of GLP-1s on an orthopedic technology
Case Example: Impact of GLP-1s on an orthopedic technology Obesity historical trend 100% 90% 80% Medical Device Example: BMI<30 70% 60% 255/100K Annual device use rate in total US 50% population 40% BMI 40+ 649K 30% Total devices used annually in 2020 20% 10% BMI 30-40 0% A Weight Lifted – Paths for
Slide 17: Case Example: Impact of GLP-1s on an orthopedic technology
Case Example: Impact of GLP-1s on an orthopedic technology Obesity historical trend 255/100K 100% Annual device use rate in total US population 90% 80% 170/100K Use rate in non-obese population 70% BMI<30 292K 60% Approximate device uses in the US in 2020 50% 40% Severely obese population 30% BMI 40
Slide 18: Example scenario 1: GLP-1s reduce the obesity rate by 25%
Example scenario 1: GLP-1s reduce the obesity rate by 25% 25% Reduction in US Obesity 100% 90% 170/100K 80% Rate in non-obese population 70% 60% BMI<30 360K Approximate device uses in the US 50% in 2030 40% BMI 40+ Severely obese population 30% 20% 420/100K BMI 30-40 Rate in Obese population 10% 0%
Slide 19: Example scenario 2: GLP-1s reduce the obesity rate by 5%
Example scenario 2: GLP-1s reduce the obesity rate by 5% 5 % reduction in US Obesity 100% 90% 170/100K Rage in non-obese population 80% 70% 60% BMI<30 329K Approximate device uses in the 50% US in 2030 40% Severely Obese Population BMI 40+ 30% 20% 420/100K 10% Rate in Obese population: BMI 30-40 0%
Slide 20: RWD driving orthopedics analysis
RWD driving orthopedics analysis Claims data Census data Prescription data Record of payments made US population records Current rates of prescription, for procedures and products longitudinal rates and trends A Weight Lifted – Paths forward for MedTech in the GLP-1 era - Mar 2024 - Copyright © 2024
Slide 21: Example 2 - Diabetes
Example 2 - Diabetes
Slide 22: The potential impact of GLP-1s in the cv-met space is complex
The potential impact of GLP-1s in the cv-met space is complex US CV-met patient populations Cardiovascular disease Overall patient population: 133.3m 61.5M** 24.1M 5.2M* 8.3M* * Obesity Renal Overall patient Overall patient 6.9M* population: 29.8m population: 71.3m 9.9M* 5.7M* 23.5M** 2.7M** 915k* 1
Slide 23: Example: Medical Devices for Diabetes
Example: Medical Devices for Diabetes Considerations for MedTech in the diabetes space Cardiovascular disease Overall patient population: 133.3m • Will the obesity population 61.5M** decrease? • Will the diabetes population also 24.1M 5.2M* 8.3M* decrease? * Renal • Will the entire CV-Met space Obes
Slide 24: RWD driving diabetes analysis
RWD driving diabetes analysis Claims data Census data Prescription data Patient reported Open and closed, US population Current and longitudinal outcomes commercial and records prescription rates, Survey results, Medicare trends adherence data EMR data Device data Structured and Lab data Data collec
Slide 25: Future state: Important considerations for MedTech given the new reality of GLP-1s
Future state: Important considerations for MedTech given the new reality of GLP-1s 1 2 3 Patient Landscape Market Access Reporting A clear picture of the evolving Payers will be constantly The ubiquity of GLP-1s in the patient landscape is critical assessing the tradeoff between patient population w
Slide 26: Taking the right path forward
Taking the right path forward
Slide 27: Key building blocks to mastering the GLP-1 future
Key building blocks to mastering the GLP-1 future GLP-1 impact collaborative approach: data, consulting, real-world evidence Analysis/ Real-world 1 Data assets 2 Consulting 3 evidence • Prescription data, GLP-1 volume • Longitudinal analysis of GLP1 patient • Analyze real-world data from • Procedure
Slide 28: Ensure you have the right data so nothing slips through the gaps
Ensure you have the right data so nothing slips through the gaps Data to identify GLP-1 uptake, procedure volumes, and co-morbidities among GLP-1 patients Analysis/ Real-world 1 Data assets 2 Consulting 3 evidence Prescription data, GLP1 volume Claims analysis, co-morbidities (IQVIA MIDAS and LRx da
Slide 29: Tap into market expertise to analyze and strategize
Tap into market expertise to analyze and strategize Enhance understanding of data implications by utilizing analysis and consulting services Analysis/ Real-world 1 Data assets 2 Consulting 3 evidence Longitudinal analysis of GLP1 patient vs Correlation between GLP1s and other disease areas procedure
Slide 30: Combine sources to uncover deeper GLP-1 insights
Primary Intelligence Combine sources to uncover deeper GLP-1 insights IQVIA’s primary intelligence (PI) strategy is to combine industry leading research capabilities with IQVIA data assets to redefine how our clients address their research needs Our PI Mission: • Leverage all relevant IQVIA Primary
Slide 31: Joint patients mention using GLP-1s to lose weight to ensure they can have surgery
Joint patients mention using GLP-1s to lose weight to Social Media Intelligence ensure they can have surgery to solve the issue Several patients suffering from chronic pain also criticized GLP1s for not reducing their pain or reducing the effectiveness of their pain medication Top topics of patient
Slide 32: Utilize RWE to address external concerns about GLP-1 impact
Utilize RWE to address external concerns about GLP-1 impact Address analyst and other concerns using evidence-based outcomes Analysis/ Real-world 1 Data assets 2 Consulting 3 evidence Analyze real-world data from various sources Counter hypothetical scenarios with real-world to generate evidence and
Slide 33: Example: Orthopaedics
CASE STUDY GLP1 RWD analysis Example: Orthopaedics Situation Solution • Manufacturer of orthopaedic implants for knee and hip • Provided an analysis for patients, procedures, and drugs based joint replacements sought to use data to understand on un-projected longitudinal prescription and medical cla
Slide 34: How IQVIA MedTech is supporting the industry
How IQVIA MedTech is supporting the industry Examples of current GLP-1 projects we are running Social media listening HCP outreach Real world studies IQVIA MedTech Label expansion Market landscaping A Weight Lifted – Paths forward for MedTech in the GLP-1 era - Mar 2024 - Copyright © 2024 IQVIA. All
Slide 35: 3 key takeaways
3 key takeaways GLP-1s are changing the entire healthcare 1 landscape Arm yourself with data-driven evidence to 2 counter the noise Don’t despair! GLP-1s are creating MedTech 3 opportunities as well as challenges A Weight Lifted – Paths forward for MedTech in the GLP-1 era - Mar 2024 - Copyright © 2
Slide 36: Thank you
Thank you For more, visit iqviamedtech.com
IQVIA Holdings — Conference Presentation (March 2024) on 6ix