Russia - Ukraine War: Possible Endgame & Opportunities for Life Sciences Players by insights10 - HTML preview

Russia-Ukraine War:

Possible Endgame &

Opportunities for Life

Sciences Players

Impact of Conflict on the Pharma Industry, Response of Big Pharma Players, and Future Outlook for Pharma Companies

What would this Report Cover?

Impact on the Pharma

Response of Big Pharma

Future Outlook for Pharma

Industry

Players

Companies

Operational adjustments of

Gaining Full Visibility into the

Delay in Clinical Trials

big pharma

Supply Chain

Disruption in

Supply Chain

Vulnerable Health IT

Cost Management

Systems

Delayed Drug

Production

Effective Risk Mitigation

and Building Resiliency

Impact of Sanctions

Levied on Healthcare

Impact on Global Pharma

Industry

2

Impact of Conflict on the Pharma Industry

Russia’s invasion of Ukraine has increasingly challenged life sciences companies to navigate into complex geopolitical crisis

Delay in Clinical Trials

Disruption in Supply Chain

Vulnerable Health IT Systems

Delayed Drug Production

3

Delay in Clinical Trials

Millions of people are affected by Russia's invasion of Ukraine and countries around the world as pharma companies had delays in their clinical

studies in Russia and Ukraine

Pharma Company

Impact on Clinical Trials

Karuna Therapeutics stopped its second phase 3 study in schizophrenia, dubbed EMERGENT-3, which were uncertain because 10 of the 19 trial sites are in Ukraine The war affected the 11 of 195 study locations for Merck's phase 3 trial of Keytruda in combination with Lenvima in patients with endometrial carcinoma

6 study locations of Regeneron in Ukraine were affected during the testing of Libtayo in combination with doublet chemotherapy in a phase 3 study in patients with non-small cell lung cancer GlaxoSmithKline’s 27 Ukrainian sites, out of 235 were affected in its phase 3 study of otilimab in patients with rheumatoid arthritis

AstraZeneca clinical trials were delayed as they established a special team that ensured continued supply of their medicines to patients which were affected in their 20 active trials in Ukraine Sanofi, which had at least two studies underway in Ukraine for the Regeneron-partnered med Dupixent was affected as all of their employees based in Ukraine were asked to stay home during the war 4

Current Scenario of Clinical Trials (1/2) 28 foreign-sponsored, multinational studies affected by the Russia-Ukraine conflict

▪ Focusing on the clinical trials landscape, 28 foreign-sponsored, multi-country studies were publicly acknowledged by sponsors as Cardiovascular

being impacted by the war, of these, almost half have sites in 1

both Ukraine and Russia

Genitourinary System and Sex

2

Hormones

▪ Infectious disease, central nervous system, and oncology trials Metabolic Disorders

2

with Ukraine and/or Russia sites were most interrupted Musculoskeletal Disorders

2

▪ Currently there are 22 foreign-sponsored, multi-country clinical trials with a site in Ukraine that are disrupted or potentially Gastrointestinal

2

disrupted by the war

Hormonal Disorders

3

▪ Out of these studies, 19 are still listed as ongoing. For context, there are 678 ongoing foreign-sponsored, multi-country clinical Respiratory

3

trials listed with at least one site in Ukraine Oncology

4

▪ Of the 22 studies, 12 are in Phase III, eight are in Phase II, and two are in Phase II/III, six of these studies are in infectious Central Nervous System

5

disease, and there are three trials each in the central nervous system, oncology, and respiratory disease.

Infectious Disease

6

5

Current Scenario of Clinical Trials (2/2) Top 10 companies with maximum ongoing trials in Ukraine Sanofi

6

15

2

Roche

1

7

48

2

Regeneron

11

2

1

Pfizer

6

13

3

Novo Nordisk

2

11

2

MSD

9

46

1

J&J

5

14

36

1

Eli Lilly

3

15

1

AstraZeneca

11

33

2

1

Abbvie

1

31

Phase 0

Phase 1

Phase 2

Phase 3

Phase 4

6

Disruption in Supply Chain

Healthcare organizations is facing unprecedented challenges related to manufacturing, access, and supply chain

Much of the world’s supplies of raw materials to make hospital equipment come from Russia and Ukraine’s crude oil, natural gas, and certain metals As healthcare organizations depend on common raw materials, there is a rise in prices for medical supplies

Russia produces 12% of the world’s oil and 17% of its natural gas supply, disruptions to production are anticipated, which may directly strike the global supply chain and pricing of plastics

7

Vulnerable Health IT

Ukraine is having difficulty delivering healthcare services, especially since cyberattacks have affected IT systems

The defense against cyber attacks is important for the Electronic Health Record (EHR) vendors and government Health IT infrastructure since small organizations are particularly vulnerable to attack

The attacks include distributed denial-of-service (DDoS), malware, ransomware, and website defacements containing vital health information Consequently, these attacks had affected healthcare systems and suppliers 8

Delayed Drug Production

Severe disruptions to global markets caused by Russia’s war on Ukraine have exposed vulnerabilities to the security of the supply of raw materials

critical for industrial production

Ports were seeing a large amount of congestion, meaning medical supplies were trapped and there was an increase in container backlogs As there was an anticipation of delays, worldwide factories had halted or delayed production, Drugs such as biseprolol, nystatin, acyclovir, and ambrobene are almost impossible to obtain due to delayed production

With other European countries dependent on medical supply imports, the conflicts reveal long-term structural issues

9

Response of Big Pharma Players

As Ukraine holds the line against the Russian invasion, pharma majors are making a renewed push to adjust operations in the region and supply

the besieged country with critical meds and tools

▪ Eli Lilly suspended the exportation of “non-essential medicines” to Russia, leaving its local operations in the country focused solely on cancer and diabetes

▪ Lilly donated the profits from Russia to organizations dedicated to humanitarian relief and cut all investments, promotional activities, and new clinical trials in Russia

▪ Novo Nordisk suspended further marketing and clinical investments in Russia and focused on their efforts to help local employees ensure that more than 650,000 patients continue their treatment with their essential medication

▪ The company paused starting new clinical trials and halted active enrollment of new patients in Russia, where there are currently more than 3,000 patients enrolled in studies

▪ Bayer stopped all spending in Russia and Belarus not related to essential healthcare products

▪ It also suspended advertising, promotional activities, investment projects, and new-business development but continues to deliver essential products including contraceptives, hemophilia treatments, cancer drugs, and stroke prevention pills

▪ Pfizer now doesn’t own or operate any manufacturing sites in Russia and ceased all planned investments with local suppliers intended to build manufacturing capacity in the country

▪ However, Pfizer is maintaining the humanitarian supply of medicines to Russians and donating all proceeds to providing direct humanitarian support to the people of Ukraine 10

Future Outlook for Pharma Companies

Pharma companies must anticipate, and prepare for, a possible rise in supply chain disruptions and price hikes

Gaining Full Visibility into the Supply Chain

01

One definite way for pharma companies to mitigate

the

risk

of

further

supply

chain

Cost Management

disruptions is to transition to a digital supply chain, given their poor data visibility and With a unified supply chain platform, pharma disconnected processes

organizations can mitigate some of the impacts of Active Pharmaceutical Ingredient (API) and Effective Risk Mitigation and Building raw material costs as well as price and Resiliency

availability

through

demand

sensing

02

capabilities, live market indices, and forecasts 03

to spot and leverage prices and cost-reduction This can be achieved by gaining access to key opportunities

production and supply chain data in a timely and precise manner and detailed visibility across supply relationships and across the product life cycle from order/forecast to final product delivery

11

The Indirect Impact of Sanctions levied by Foreign Countries

Pharma companies are committed to ensuring that the citizens of Russia and Ukraine receive life-saving medication, but the supply of medicines is

indirectly affected by sanctions

Imported medical products,

But sanctions that had cut off

European Union supplied Russia

including equipment, as well as

Russian banks from the international

with USD 7.23 billion of

consumables from distributors have

financial system, as well as

pharmaceutical products in 2020,

increased in price by 20-70% since

decisions by major shipping

about 8.4% of the region's total

the start of a ‘special military

companies to suspend service to the

exports to Russia, but these

operation’ in Ukraine and the

country, hindered the delivery of the

numbers were greatly hampered

introduction of economic sanctions

raw materials for the drug production

due to the conflict

against Russia

1

3

5

2

4

Sanctions levied by Britain, Europe,

The production of many drugs

and Canada, against Russia, do not

prescribed in Russia have foreign

apply to medicine and medical

components or production, and this

equipment, and the industry has a

is preventing them from being

responsibility under international

supplied to Russian pharmacies,

humanitarian law to continue

also the cost of blood pressure

supplying these products

monitors, thermometers, and

inhalers had increased by 20%

12

Impact of Conflict on the Global Pharma Industry

▪ India’s drug exports to Russia

▪ European companies such as

▪ In 2021, pharmaceuticals and

amount to 2.4% of total

Roche and Novartis earned

medical equipment represented

pharmaceutical exports, while

more than USD 732 million

about 8% of all US goods

exports to Ukraine have a

from Russian sales from March

exported to Russia

share of 0.74%

to June 2022

▪ It sent USD 355 million worth of

▪ The ongoing Russia-Ukraine

▪ Exports of medicines to Ukraine

medicines and USD 157 million

war has hit the India’s

have declined in the first half of

worth of medical equipment to

pharmaceutical industry, with

2022, over 40% fewer

Russia in 2021

trade at least declining by 50%

medicines were exported to the

as many manufacturers who

war zone compared with the

▪ 48 tons of medical aid is

export drugs to Russia are

same period in 2021

provided to Ukraine since the

claiming that they are yet to

start of the conflict

receive their payments

▪ Total export sales to Ukraine, at

around USD 93 million, were

also 20% lowered in 2022

13

Who should buy this report?

Pharmaceutical

MedTech

HealthTech

Other Lifesciences

Players

Players

Companies

Companies

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