GLGi: Attention Deficit Hyperactivity Disorder

GLGi: Attention Deficit Hyperactivity Disorder (ADHD)

Louis Sanfilippo, MD

January 22, 2008

Chicago

Council Member Biography

Louis Sanfilippo, MD , is an Assistant Clinical Professor of Psychiatry at Yale School of Medicine and is also in private practice. He is a

Managing Partner of Cenestra Health, a biotech company focused on developing empirically validated nutraceutical products. Dr. Sanfilippo teaches on Psychopharmacology to Yale Psychiatry residents with a focus on antidepressants, mood stabilizers, antipsychotics, and psychostimulants. His clinical expertise is in the treatment of anxiety, depression, ADHD, and bipolar disorder in adults, college students, athletes and executives. Dr. Sanfilippo has published articles, chapters, and books across a wide range of topics, including psychotic disorders, principles of psychopharmacology in young adults, mood disorders and suicide, forensic and ethical issues in psychiatry, the philosophy of mind, as well as a review of psychiatry for medical students. He has presented on sports psychiatry and has been a fellow with American

Psychoanalytic Association.

© 2007 Gerson Lehrman Group Inc., All Rights Reserved

Topics

► Recent developments in the treatment protocol for attention deficit hyperactivity disorder (ADHD)

► Prescribing patterns, reimbursement, and generic competition for stimulants

► Novel therapeutics in clinical development

© 2007 Gerson Lehrman Group Inc., All Rights Reserved

About GLG Institute

GLG Institute (GLGi SM ) is a professional organization focused on educating business and investment professionals through in-person meetings. It is designed to revolutionize the professional education market by putting the power of programming into the hands of the GLG community.

GLGi hosts hundreds of Seminars worldwide each year.

GLGi clients receive two seats to all Seminars in all Practice Areas.

GLGi’s website enables clients to:

Propose Seminar topics, agenda items and locations

View and RSVP to scheduled and proposed Seminars

Receive a daily briefing with new posts on your favorite tickers, subject areas and from trusted Council Members

Share Seminar details with colleagues or friends

© 2007 Gerson Lehrman Group Inc., All Rights Reserved

Gerson Lehrman Group Contacts

Craig Cinquina, PhD

Vice President, Healthcare

Gerson Lehrman Group

850 Third Avenue, 9th Floor

New York, NY 10022

+ 1 212 984 3640 ccinquina@glgroup.com

Aaron Liberman

Managing Director, Sales and Marketing

Gerson Lehrman Group

850 Third Avenue, 9th Floor

New York, NY 10022

212-984-3684 aliberman@glgroup.com

Carly Pisarri

Process Manager

Gerson Lehrman Group

850 Third Avenue, 9th Floor

New York, NY 10022

212-750-1435 cpisarri@glgroup.com

© 2007 Gerson Lehrman Group Inc., All Rights Reserved

IMPORTANT GLG INSTITUTE DISCLAIMER

– By making contact with this/these Council Members and participating in this event, you specifically acknowledge, understand and agree that you must not seek out material non-public or confidential information from Council Members. You understand and agree that the information and material provided by Council Members is provided for your own insight and educational purposes and may not be redistributed or displayed in any form without the prior written consent of Gerson

Lehrman Group. You agree to keep the material provided by Council Members for this event and the business information of Gerson Lehrman Group, including information about Council Members, confidential until such information becomes known to the public generally and except to the extent that disclosure may be required by law, regulation or legal process. You must respect any agreements they may have and understand the Council

Members may be constrained by obligations or agreements in their ability to consult on certain topics and answer certain questions. Please note that Council Members do not provide investment advice, nor do they provide professional opinions. Council Members who are lawyers do not provide legal advice and no attorneyclient relationship is established from their participation in this project.

You acknowledge and agree that Gerson Lehrman Group does not screen and is not responsible for the content of materials produced by Council Members. You understand and agree that you will not hold Council Members or Gerson Lehrman Group liable for the accuracy or completeness of the information provided to you by the

Council Members. You acknowledge and agree that Gerson Lehrman Group shall have no liability whatsoever arising from your attendance at the event or the actions or omissions of Council Members including, but not limited to claims by third parties relating to the actions or omissions of Council Members, and you agree to release Gerson Lehrman Group from any and all claims for lost profits and liabilities that result from your participation in this event or the information provided by Council Members, regardless of whether or not such liability arises is based in tort, contract, strict liability or otherwise. You acknowledge and agree that Gerson

Lehrman Group shall not be liable for any incidental, consequential, punitive or special damages, or any other indirect damages, even if advised of the possibility of such damages arising from your attendance at the event or use of the information provided at this event.

© 2007 Gerson Lehrman Group Inc., All Rights Reserved

Diagnosis & Assessment of ADHD

Clinical Diagnosis of ADHD

Inattention Symptoms (at least 6 of 9 symptoms) or

Hyperactivity/Impulsivity Symptoms (at least 6 of 9)

Symptoms present for 6 months

Some symptoms before 7 years of age

Symptoms cause impairment in 2 or more settings

Spectrum of Severity

Collateral History

Neuropsychological Testing

Assessment of Comorbid Disorders (Different for Children &

Adults)

Learning/Communication

Oppositional Defiant

Anxiety

Mood (Depression & Bipolar)

Substance Abuse Disorders

7

10

9

8

7

6

5

4

3

2

1

Prevalence of ADHD in the U.S. Population

Prevalence of ADHD (in percentages) Prevalence of ADHD (in millions)

0

Percent(%)

Ages 4-17* Ages 18+**

5

4

3

2

1

0

Millions

10

9

8

7

6

Ages 4-17*** Ages 18+***

* Mental health in the United States: Prevalence of diagnosis and medication treatment for attention-deficit hyperactivity disorder, United States, 2003. MMWR,

September 2, 2005; 54(34):842-847.

** Kessler RC, et. al. The prevalence and correlates of adult ADHD in the United States from the National Comorbidity Survey Replication. Am J Psychiatry.

2006; 163:716-723.

*** US Census Bureau, Statistical Abstract of the United States, 2006. Numbers derived from 2004 data. At http://www.census.gov/prod/2005pubs/06statab/pop.pdf

8

ADHD:

Trends in Medication Treatment

9

Overview: Medication Treatments for ADHD

FDA-Approved Treatments

Stimulants

Schedule II Drugs

Potentiate dopamine/norepinephrine neurotransmission

Atomoxetine (Strattera; Eli Lilly)

Non-stimulant

Norepinephrine reuptake inhibitor

Off-Label Treatments

Modafanil (Provigil; Cephalon) – arousal-promoting

Guanfacine - alpha-2 agonist

Clonidine - alpha-2 agonist

Bupropion (Wellbutrin family) – norepinephrine/dopamine reuptake inhibitor

Tricyclic Antidepressants

10

ADHD Prevalence vs. Medication Treatment, U.S.

8.00%

7.00%

6.00%

5.00%

4.00%

3.00%

Prevalence

Rx Treated

2.00%

1.00%

0.00%

Ages 4-17* Ages 20+**

* Kessler RC, et. al.; The prevalence and correlates of adult ADHD in the United States from the National Comorbidity Survey Replication.

Am J Psychiatry. 2006; 163:716.723.

**Castle, L, et. al.; Trends in Medication Treatment for ADHD. Journal of Attention Disorders. 2007; 335-342.

11

ADHD Medication Treatment Trends, Ages 0-19 (2000-2005)*

4.50%

4.40% 4.40%

4.00%

4.00%

3.50%

3.00%

2.80%

3.10%

3.40%

2.50%

Ages 0-19

2.00%

% Children &

Adolescents Treated

With Medication

2000 2001 2002 2003 2004 2005

Late 2002, Strattera introduced

ANNUAL GROWTH RATE = 9.5% (2000-2005)

*Castle, L, et. al.; Trends in Medication Treatment for ADHD. Journal of Attention Disorders. 2007; 335-342.

12

ADHD Medication Treatment Trends, Ages 20+ (2000-2005)*

0.80%

0.80%

0.70%

0.60%

0.50%

0.40%

0.40% 0.40%

0.50%

0.60%

0.70%

Ages 20+

0.30%

0.20%

% Adults Treated

2000 2001 2002 2003 with Medication Late 2002, Strattera introduced

2004 2005

ANNUAL GRWOTH RATE = 15.3% (2000-2005)

*Castle, L, et. al.; Trends in Medication Treatment for ADHD. Journal of Attention Disorders. 2007; 335-342.

13

Trends: ADHD Diagnosis & Medication Treatment

Up to 65% children with ADHD will continue to have symptoms into adulthood *

Pharmacologic treatment of Adult ADHD doubled between 2000-2005**

Marketing New Drug Treatments May Increase Public & Clinician

Awareness

Most Rapid Rate of Growth in Pharmacologic Treatment (2000-2005)**

Children ages 0-9

Adults ages 20-64

Medication Patterns (in 2005)**

Children & Adolescents (Extended Release Formulations account for

68.3%)

Amphetamine mix, 32.4% (does not include dextroamphetamine products)

Methylphenidate, 46.9% (does not include dexmethylphenidate products)

Atomoxetine, 16.7%

Adults (Extended Release Formulations account for 43.7%)

Amphetamine mix, 43.4%

Methylphenidate, 34.5%

Atomoxetine, 13.7%

*American Academy of Child & Adolescent Psychiatry. Practice Parameters for the assesment and treatment of children, adolescents, and adults with attention-deficit/hyperactivity disorder, J Am Acad Child Adolesc Psychiatr. 1997; 36

(10 Suppl); 85S-121S.

**Castle, L, et. al.; Trends in Medication Treatment for ADHD. Journal of Attention Disorders . 2007; 335-342.

14

AN OVERVIEW:

Clinical Decision-Making in ADHD Pharmacotherapy

The Stimulant Landscape: Drugs & Companies

Pharmacotherapy Approaches

:

Choosing the Initial

Type of Drug

Stimulant vs. Non-Stimulant

Comorbidities

Treatment with Stimulants: Which One to Choose?

Practical Concepts in ADHD Medication Treatment

Which Class: Amphetamine or Methylphenidate?

Which Form: Immediate-Release, Intermediate-Release, or

Extended Release?

VYVANSE (lisdexamfetamine)

Clinical Practice

15

The Stimulant Landscape: Drugs & Companies

Amphetamine Line

Extended Release Formulations (up to 12 hours) –once daily

Vyvanse capsules (Shire) – lisdexamfetamine, d-amphetamine/L-lysine prodrug; approved

2/07, launched 2 nd quarter 2007

Adderall XR capsules (Shire) – mixed amphetamine salts of dextroamphetamine & racemic d/l-amphetamine

Dexedrine SR spansules (GlaxoSmithKline) & generic versions of Dexedrine SR dextroamphetamine

Immediate Release Formulations (3-6 hours) – 2-3 times daily

Adderall tablets (Barr/Duramed-Shire Deal)

Generic versions of Adderall (ie, “mixed amphetamine salts”)

Dexedrine tablets (GlaxoSmithKline) dextroamphetamine

Generic versions of Dexedrine

Methylphenidate Line

Extended Release Formulations (up to 12 hours) – once daily

Concerta tablets (McNeil Pediatrics) methylphenidate

Focalin XR capsules (Novartis) dexmethylphenidate

Daytrana Transdermal Patch (Shire) methylphenidate

Intermediate-Release Formulations,

Second-Generation (6-8 hours) – 1-2x daily

Ritalin LA capsules (Novartis; Celgene);

ANDA filed for generics 11/2007 with

Paragraph IV certification

Metadate CD Capsules (UCB) methylphenidate +metadate ER

Intermediate-Release Formulations, First-

Generation (3-6 hours) – 1-2x daily

Ritalin SR tablets (Novartis) & generic versions - methylphenidate

Metadate ER tablets & generic versions – methylphenidate

16

Immediate Release Formulations (2-4 hours), 2-4x daily

Ritalin tablets (Novartis) & generic versions – methylphenidate

Focalin tablets (Novartis) & generic versions

(approved 2/07) - dexmethylphenidate

ADHD Pharmacotherapy: Choosing the Initial Type of Drug

Stimulants: 1 st Line Treatments for ADHD (without comorbidities)*

Texas Algorithm for Children: if one stimulant trial fails, use drug from alternative stimulant class (ie, if amphetamine first, then try methylphenidate product)*

Efficacious and generally well-tolerated

High Effect Size

~60-70% respond favorably to stimulant medication initially and over time more significant with stimulants (0.95 long-acting; 0.91 short-acting) than with atomoxetine

(0.62)**

When might stimulants not be considered1 st or 2 nd Line?

Comorbid Tic Disorders

Strattera

Stimulant, with alpha-agonist or atypical antipsychotic

Anxiety Disorders

Strattera

Stimulant, with SSRI for anxiety

Substance Abuse Disorders

Stattera

Long-Acting Stimulant

Other clinical conditions in which most severe comorbidity should be treated first (ie, depression, aggression)

*Pliska SR, et al. The Texas Children’s Medication Algorithm Project: revision of the algorithm for pharmacotherapy of attentiondeficit/hyperactivity disorder. J Am Acad Child Adolesc Psychiatry. 2006; 45:642-657.

**Farone SV, Biederman J, et al. Comparing the efficacy of medications for ADHD using metaanalysis. MedGenMed.

2006;8:4 .

17

Practical Concepts in ADHD

Stimulant Treatment

18

One Drug May Not Fit All …but are some better?

ADHD pharmacotherapy should be tailored to each patient

Drug dose-response curves are unique for each patient

Patients may respond better to one drug class than another

Other clinical factors (ie, lifestyle, comorbidities, abuse liabilities)

Be clinically rational, accept trial & error

Patients/parents have preferences

Extended-release formulations are easy with once daily dosing offer continuous effect through much of the day decrease concern medication will wear off too early or at an important time

Immediate-release formulations offer flexibility of dosing achieve faster, higher peak levels; may optimize performance situations help avoid “feeling on” all day

Clinicians have preferences

19

Stimulant Treatment Often Involves A

Combination Drug Strategy

Combining different formulations may help optimize efficacy and is common practice

ER form in the morning, IR form (“booster”) in the afternoon

Concerta in the am, IR-methylphenidate in mid-late afternoon

Adderall XR in the am, Adderall in late afternoon

Concerta + IR-methylphenidate booster in the am, with IRmethylphenidate in afternoon

Other variations on the theme

Combination Rx is typically within the same drug class (ie, amphetamine: Adderall XR with its IR form) but not always

Vyvanse: ER form in the am + IR form in the pm, all-in-one?

20

Which Class: Methylphenidate or Amphetamine?

More important than the class of stimulant is which time-release formulation is chosen and its associated properties

Patient and/or clinician factors that may influence the use of one class of stimulant over the other

Family history (ie, positive or negative response)

Patient preference/bias

Clinician preference/bias

Clinical relevance of the type of encapsulation or delivery

Sprinkles for food (able with Adderall XR; not with Concerta)

Patch (Daytrana) only with methylphenidate

Insurance Factors (covered later)

Dextroamphetamine & dexmethylphenidate much less commonly used

21

Which Form: Immediate, Intermediate, or Extended Release?

Extended-Release Formulations Generally Favored

Easier, for parents and patients

No need for in-school dosing

Stability of effect for most of day

Improved treatment adherence

Less abuse/misuse potential

Better profile for patients at risk for subtance abuse

Short-Acting

For patient seeking flexible dosing options

Useful as boosters

Higher peak levels may be better for some patients

Very low dose titrations may be better for very young children

Intermediate-Acting

22

VYVANSE

(LDX:lisdexamfetamine dimesylate)

23

OVERVIEW: How Does/Will VYVANSE Fit Into the

Stimulant & ADHD Treatment Landscape?

Efficacy Data

Distinguishing Clinical Features

Current Clinical Trials

Practice Patterns: What Am I Doing? What Are

Colleagues Doing?

Other (Clinical & Non-Clinical) Factors That May

Affect Prescribing Patterns

24

VYVANSE: Efficacy Data for ADHD

It Works: Results from Phase II, III Studies, High Effect Sizes

Study NRP-104-201 (Phase II)*

Vyvanse & Adderall XR vs. placebo

Children ages 6-12, n=52

Significant results vs. placebo on primary efficacy measure: SKAMP-DS Rating Scale

(attention/deportment), analog classroom (p<0.001)

Significant results vs. placebo on secondary measures: PERMP, Clinical Global Impression (p<0.001)

Study NRP-104-301 (Phase III)**

Children ages 6-12, n=290

Significant results vs. placebo on primary efficacy measure ADHD-RS-IV (50-59% decrease in ADHD-

RS scores vs. 15% decrease for placebo, p<0.001)

Study NRP-104-302***

Long-term open-label study

Significant improvement (>60%) from baseline in the ADHD-RS at endpoint

Pivotal Adult Phase III ADHD Trial**** sNDA before FDA

Adults 18-55, n=414

“Significant reduction” in ADHD-RS-IV scores; 57-61% improved/very imprv (similar to MAS SR trials)

Conclusions

Children: Effect Sizes very high, dose-related (? better than other stimulants)

Adults: looks efficacious

*Biederman J et al (2007). Lisdexamfetamine dimesylate and mixed amphetamine salts extended-release in children with ADHD: a double-blind, placebo-controlled, crossover analog classroom study. Biol Psychiatry 62:970-976.

**Biederman J et. al (2007). Efficacy and tolerability of lisdexamfetamine dimesylate (NRP-104) in children with attention-deficit/hyperactivity disorder: a Phase

III, multi-center, randomized, double-blind, forced-dose, parallel-group study. Clin Therapeutics 29: 450-463.

***Findling RL, el al. Long-term efficacy and safety of lisdexamfetamine in school-age children with attention-deficit/hyperactivity disorder. Poser presented at the annual meeting of the American Pscyhiatric Association; 2007 May 23; San Diego, CA.

****From Press Release, Results of VYVANSE pivotal trial in adult ADHD presented at major scientific meeting. At http://www.shire.com/shire/uploads/press/shire/LDX1238.pdf

25

VYVANSE:

Distinguishing Clinical

Features

26

The Prodrug Concept

Lisdexamfetamine dimesylate is a therapeutically inactive prodrug

The active ingredient d-amphetamine is covalently linked to the amino acid l-lyine

The active ingredient d-amphetamine is released during the enzymatic breakdown of the prodrug in the gut and liver

Saturation kinetics govern the breakdown into the active damphetamine form (unlike other stimulants)

Pharmacokinetic properties associated with the prodrug mechanism of action confer unique clinical and safety properties

First-in-class prodrug stimulant

27

VYVANSE: Distinguishing Clinical Features

Does Vyvanse offer efficacy soon enough in the day? How does it measure up with other longacting stimulants?

28

VYVANSE: Time to Efficacy, Peak Levels

How soon to work in the day? reach peak levels? (T-max = time to reach maximum drug concentration)

Likely fairly consistent given saturation kinetics

Significant improvement SKAMP-DS at 2 hours**

Mean T-max=3.7 hours*

Mean T-max=4.5 hours; Range of T-max=4.5-6 hours** (n=8 Vyvanse; 70 mg)

How does this compare to Adderall XR?

Adderall XR carries higher variability; influenced by stomach pH/food content

Significant improvement of SKAMP-DS at 3 hours**

Mean T-max=6 hours; Range of T-max=3.00-12 hours** (n=9 Adderall XR; 30 mg)

How might this compare to Concerta?

Mean T-max=6.8 hours***

Clinical Practice

Good. In the range of other ER formulations

Booster IR-amphetamine can be used in the am if an issue

Conclusions & Implications

Vyvanse works soon enough

May provide a more consistent T-max. More data needed

T-max may be between Adderall-IR and Adderall XR

*Krishnan S (2006): A multiple-dose single-arm pharmacokinetics study of oral lisdexamfetamine dimesylate (LDX; NRP-104) in healthy adult volunteers. Abstract presented at the New Clinical Drug Evaluation Unit 46 th Annual Meeting; June 12-15, 2006; Boca Raton, Florida.

**Biederman J, et al (2007). Lisdexamfetamine dimesylate and mixed amphetamine salts extended-release in children with ADHD: a double-blind, placebo-controlled, crossover analog classroom study. Biol Psychiatry 62:970-976.

***Concerta Package Insert. At: http://www.concerta.net/concerta/pages/full.jsp

.

29

VYVANSE: Distinguishing Clinical Features

What is Vyvanse’s duration of effect in a given day? How does this compare to other ER stimulants? Implications, Pros & Cons?

30

VYVANSE: Duration of Action

Duration of Action

Efficacy on attention and deportment at 12 hours*

Efficacy on inattention and hyperactivity at 6 pm (dosed b/w 7:30-8:00 am)**

Comparison to Adderall XR**

Small trial; not an active comparison trial

Vyvanse & Adderall XR both with significant effect on attention & deportment at 12 hours

Change in math scores (PERMP) most favorable for Vyvanse (49 for LDX;

22 for Adderall XR; -24 for placebo)

Clinical Practice

Conclusions & Implications

May offer greater efficacy in late afternoon/evening than other ER forms

Avoidance of booster doses

Mostly a positive

Possibly a negative some patients prefer flexibility of dosing with other formulations sleep

*Biederman J et al (2007). Lisdexamfetamine dimesylate and mixed amphetamine salts extended-release in children with ADHD: a double-blind, placebo-controlled, crossover analog classroom study. Biol Psychiatry 62:970-976.

**Biederman J et. al (2007). Efficacy and tolerability of lisdexamfetamine dimesylate (NRP-104) in children with attention-deficit/hyperactivity disorder: a Phase III, multi-center, randomized, double-blind, forced-dose, parallel-group study. Clin Therapeutics 29: 450-463.

31

VYVANSE: Distinguishing Clinical Features

Does Vyvanse offer more stable, consistent drug delivery than other (ER) stimulants? Implications for patients? Implications for clinicians?

32

VYVANSE: A More Consistent Drug Delivery System?

Phase II Trial with Vyvanse, Adderall XR, and placebo arms

(n=52)*

Coefficient of variance (%CV)

Measure of inter-patient variability of pharmacokinetic parameters

Lower numbers reflect less inter-patient variability

T-max (Time to max. concentration)

Vyvanse - 15.33

Adderall XR - 52.77

C-max (Max. observed concentration)

Vyvanse 20.34

Aderrall XR - 43.96

Clinical Practice

Implications

Patients

Clinicians

Marketing

*Biederman J et al (2007). Lisdexamfetamine dimesylate and mixed amphetamine salts extended-release in children with ADHD: a double-blind, placebo-controlled, crossover analog classroom study. Biol Psychiatry

62:970-976.

33

VYVANSE: Distinguishing Clinical Features

Does Vyvanse offer a better safety profile among stimulants? Better alternative for patients at risk, or with a prior history of substance abuse? Other safety or side effect issues? How significant?

34

VYVANSE: Safety Profile, Overdose Toxicity

1, 2

LD-50

Amount of drug expected to cause death of 50% of the animal population (ie, rats)

LD-50 of Vyvanse greater than 1000 mg/kg

LD-50 of amphetamine about 100 mg/kg

Vyvanse carries significantly reduced toxicity compared with amphetamine

Higher doses of Vyvanse lead to attenuated plasma concentrations (saturation kinetics) compared with amphetamine

1 Krishnan S, et al. Determination of the acute oral toxicity of lisdexamfetamine dimesylate in rats [poster]. Presented at the

2007 Society of Biological Psychiatry; May 17-19, 2007; San Diego, California.

2 Jasinski D, et al. Pharamacokinetics of oral lisdexamfetamine (LDXl NRP104) vs. d-amphetamine in healthy adults with a history of stimulant abuse [poster]. Presented at the 2006 U.S. Psychiatric & Mental Health Congress; November 17,

2006; New Orleans, LA.

35

VYVANSE: Safety Profile, Misuse/Abuse Liabilities

Schedule II: High Abuse Potential, Severe Dependence Liability

Decreased Misuse/Abuse Liability?

IR formulations: greatest risk, recreational use/misuse on college campuses

ER formulations: less risk, can be crushed

Vyvanse oral ingestion required; no crushing, sniffing, etc….

Shire study: Vyvanse vs. amphetamine in patients with a history of drug abuse

Drug-liking events (DLE) significantly less than amphetamine

Implications

Clinical Practice

Marketing

36

VYVANSE: Safety Profile, Substance Abuse Comorbidities

Comorbidity of ADHD & Substance Use Disorders (SUD)

Complicated & Extremely Signficant Clinical Area

30% adults: ADHD-SUD comorbidity*

Stimulant treatment of ADHD reduces risk of SUD in adolescents**

(contrary to what many may think)

Clinical Practice

A role for Vyvanse? When?

“Wear-off” effects, drug re-enforcing behavior

Clinical Trials

Pilot study of Vyvanse in ADHD Adolescents at Risk for Substance

Abuse (at clinicaltrials.gov)

Sponsored by Columbia University; study start date January 2008

*Biederman J. Attention-deficit/hyperactivity disorder: a selective overview. Biol Psychiatry 2005; 57:1215-1220.\

**Biederman J, et al. Pharmacotherapy of attention-deficit/hyperactivity disorder reduces risk of substance abuse disorder. Pediatrics

1999; 104:e20.

37

VYVANSE: Safety Profile, Side Effects

Cardiovascular Profile/Side Effects

Historical Background

Canada, 2005: Adderall XR pulled from market ~ 6 mos based on 20 int’l reports of sudden death

US FDA, 2006: Drug Safety/Risk Mgmt Comt. rec’d black box on CV risk;

Pediatric Advisory Comt. against

Stimulants in General*

Retrospective cohort study (n=55,383; children/adolescents), Pediatrics, 12/07

20% increased hazard of cardiac ED/office visits, use v. non-use (low overall)

Rates of serious or fatal manifestations of heart disease small and comparable to national background rates

Vyvanse

FDA and Agency for Health Research and Quality (AHRQ) Study most comprehensive study to date of potential CV risks and ADHD medications

Completion ~2009/2010, n=500,000 children and adults

Other Side Effects/Issues

Distinctions from other ER stimulants

*Winterstein AD, el al. Cardiac safety of central nervous system stimulants in children and adolescents with attention-deficit/hyperactivity disorder. Pediatrics . 2007;

120; 1494-1501.

38

VYVANSE: Current Clinical Trials*

Clinicaltrials.gov (as of 1/2/08)

9 registered clinical trials mostly for trials completed, or nearing completion, as basis of Shire’s

FDA drug applications (children and adults)

Shire sponsored trials (at clinicaltrials.gov)

Classroom study to assess time of onset in children ages 6-12 with ADHD (study completed December 2007)

Dose-optimization study in children ages 6-12 with ADHD study estimated close to completion dosing beginning with 20 mg, and up to 70 mg

Columbia Study: Pilot Study of Vyvanse in ADHD Adolescents at Risk for

Substance Abuse

Open-label feasibility study, estimated start January 2008

Aim: develop method to approach and treat high risk youth before they develop substance abuse

Safety Studies Across ADHD Drug Treatments (AHRQ Study)

Implications

*A listing currently registered Vyvanse clinical trials can be found at:http://clinicaltrials.gov by searching the term “Vyvanse”

39

Practice Patterns: What Am I Doing? Colleagues?

History

IR Formulations

Concerta vs. Adderall XR, Canada

Vyvanse

Initiating Stimulant Treatments

Favoring ER formulations

When Vyvanse? When Concerta or Adderall XR?

Switching Stimulant Treatments

“if it ain’t broke, don’t fix it”, changing views?

Switching to Vyvanse

Switching off Vyvanse

Future

40

Other (Clinical & Non-Clinical) Factors that May Affect Stimulant Prescribing

Patterns

41

Generic Incursion: The Landscape Ahead

Adderall XR*

Shire Pharmaceuticals/Barr Laboratories patent litigation settled

Deal to allow Barr’s launch of generic Adderall XR as early as April

1, 2009, followed by 180 days market exclusivity of the generic

Time delays?

Concerta**

Concerta patent expired 2004

Two parties have filed generic ANDAs, pending approval

Ritalin LA***

November 2007, Barr Pharmaceuticals filed ANDA with Paragraph

IV certifications for generic Ritalin LA

Celgene & Novartis filed suit

30 month stay before FDA will accept ANDA

*Shire/Barr: excitement levels rise on Adderall deal. At http://www.pharmaceutical-businessreview.com/article_feature.asp?guid=28EC938C-683A-4E5F-90BC-770D38F4D471

**Johnson & Johnson 10-Q quarterly report, August 2007. At http://64.233.169.104/search?q=cache:-

Q_PMr2NaFcJ:biz.yahoo.com/e/070808/jnj10-q.html+10-

+and+Johnson+and+anda+and+concerta&hl=en&ct=clnk&cd=1&gl=us&ie=UTF-8

***Barr sued over Ritalin LA patent challenge. FDA-News. At http://fdanews.com/newsletter/article?issueId=10988&articleId=100965

42

How Will the Use of Vyvanse Be Affected by a Generic Adderall XR?

Adderall XR & its generic equivalent(s) will NOT be the generic equivalent of Vyvanse

Continuing Vyvanse Prescriptions.

Clinically (and in my view, from a managed care quality of care standpoint) it will be problematic for patients taking Vyvanse to be pressured to take a “non-generic ‘generic’ alternative” of Vyvanse

Initiating or Switching to Vyvanse Prescriptions.

Formularies may revise their step-therapy protocols for initiating or switching to new Vyvanse prescriptions once a generic version of Adderall

XR or Concerta is out

Step-therapy may be bypassed by pre-certification

How willing would clinicians be to take on pre-certs, other advocacy roles?

Will Vyvanse be compelling enough clinically if such measures are required?

When could a generic form of Vyvanse be available?

43

VYVANSE: Insurance Coverage,

Pricing Structure, & Positioning for Formulary Coverage

44

3-Tiered Formulary Models

Three Tiers

Tier 1 - Generics, least expensive co-pay

Tier 2 - Preferred brand, middle co-pay

Tier 3 - Non-preferred brand or generic, highest co-pay

(Tiers 4, 5) – For self-injectables

Step-Therapy Model

If step-therapy is not followed, then the drug claim may be rejected

Physician may bypass or override step-therapy by acquiring precertification (“medical exception”) for the drug

Assessed on a case-by-case basis

Typically can be done prior to or after the prescription is filled

Formularies are dynamically evolving based on economic and medical factors

45

2008 Aetna Preferred Drug Guide,

3,4, & 5 Tier Open Formulary Plans*

DRUG

ADDERALL mixed amph salts

ADDERALL XR

VYVANSE

CONCERTA

FOCALIN, FOCALIN XR

RITALIN, RITALIN LA,

RITALIN SR methylphenidate, methylphenidate SR

DAYTRANA

Co-Pay Tier Pre-Certification Step-Therapy

3

1

2

3

3

2

3 YES

YES

YES

1

2

* 2008 Aetna Preferred Drug Guide, 3,4 & 5 Tier Open Formulary Plans. At http://www.aetna.com/FSE/planType.do

46

VYVANSE: Insurance, Price Structure & Positioning

Where does Vyvanse stand in other prescription formularies/plans?

Anthem

Medco

Others

How will Shire’s pricing structure of Vyvanse (vs.

Adderall XR, Concerta) position it for inclusion and coverage?

Assumptions (wholesale, retail pricing)

Selected retail data

47

PRICING: Vyvanse, Adderall XR, and Concerta

Chain Pharmacy in CT, December 2007

Vyvanse (#30 capsules/1 month supply)

30 mg daily dose - $134.99

50 mg daily dose - $134.99

70 mg daily dose - $134.99

Adderall XR (#30 capsules/1 month supply)

10 mg daily dose - $167.99

20 mg daily dose - $167.99

30 mg daily dose - $167.99

Concerta (#30/1 month supply)

18 mg daily dose - $132.99

27 mg daily dose - $140.99

36 mg daily dose - $138.99

54 mg daily dose - $157.99

48

PRICING: Adderall, Branded & Generic

Chain Pharmacy in CT, December 2007 ( con’d )

Amphetamine Line/Immediate Release Drugs

Adderall (Branded Version) - #60 tabs

5 mg tabs - $86.99

10 mg tabs - $77.99

20 mg tabs - $77.99

Generic mixed amphetamine combo - #60 tabs

5 mg tabs - $25.39

10 mg tabs - $32.39

20 mg tabs - $39.59

49

PRICING: Vyvanse, Adderall XR, & Concerta

HMO Pharmacy in CT, December 2007

Vyvanse (#30 capsules/1 month supply)

30 mg daily dose - $125.63

50 mg daily dose "

70 mg daily dose "

Adderall XR (#30 capsules/1 month supply)

5 mg daily dose - $125.63

10 mg daily dose - $ "

15 mg daily dose - $ "

20 mg daily dose - $ "

25 mg daily dose - $ "

30 mg daily dose - $ "

Concerta (#30/1 month supply)

18 mg daily dose - $119.33

27 mg daily dose - $121.68

36 mg daily dose - $124.69

54 mg daily dose - $142.38

50

PRICING: Adderall & Ritalin, Branded & Generics

HMO Pharmacy in CT, December 2007 (con’d)

Amphetamine

Adderall (Branded Version)

5 mg tabs (#30 - $90.27; #60 - $163.53)

10 mg tabs (#30 -

20 mg tabs (#30 -

" ; #60 - $ " )

" ; #60 - $ " )

Generic mixed amphetamine combo

5 mg tabs (#30 - $19.93; #60 - $24.41)

10 mg tabs (#30 - $24.69; #60 - $31.59)

20 mg tabs (#30 - $19.93; #60 - $24.21)

Methylphenidate

Ritalin

#30 10 mg tabs - $33.88

#30 20 mg tabs - $47.33

Generic methylphenidate

#30 10 mg tabs - $10.99

#30 20 mg tabs - $14.83

51

Yet Other Factors that May Influence Rx Patterns….

Clinician Factors

New clinical data, observable benefit, and tolerability

The New-Drug-On-The-Market Phenomenon

Who’s treating the ADHD?

Patient Factors

Perception of the drug

Marketing & Public Awareness (ADHD, Vyvanse, Rx treatments)

Adult ADHD Indication

Greater Dosing Flexibility

Will Novartis chose to market Focalin XR?

New ADHD Drugs on the Market

52

OVERVIEW: ADHD Drugs in The Pipeline

The Problem with New Treatments

Emerging Non-Stimulant Classes

Alpha-2 agonists

Neuronal Nicotinic Acetylcholine Receptor (NNR) agonists

CV Safety

The Adult ADHD Market

Failures

53

ADHD Drugs in the Pipeline

“APPROVABLE”, now awaiting final FDA decisions

SPD-465 (Shire)

“ Extended-release Adderall XR”, up to 16 hr effect

Shire’s plans

INTUNIV (Shire)

Extended release guanfacine

Non-stimulant, alpha-2 agonist

Efficacy data & side effect profile

Phase III

CLONICEL (Sciele Pharma/Addrenex)

First Phase III Trial, Children & Adolescents, initiated October 2007

Extended release clonidine

Non-stimulant, alpha-2 agonist

54

ADHD Drugs in the Pipeline

Phase II

ABT-089 (Abbott Labs)

Children & Adults, ADHD

Neuronal Nicotinic Acetylcholine Receptor (NNR) partial agonist (alpha4beta2)

Published clinical data (n=11)

ABT-894 (Abbott Labs/Neurosearch)

Adult ADHD, initiated March 2007

Neuronal Nicotinic Acetylcholine Receptor (NNR) agonist (alpha4beta2)

MK0249 (Merck)

Adult ADHD, study start date July 2007

GTS21 (CoMentis)

Adult ADHD

? Status (per CoMentis website, Phase II expected Q4 2007; per clinicaltrials.gov,

Phase II/I “not yet open”, last updated January 2007)

Neuronal Nicotinic Acetylcholine Receptor (NNR) agonist (alpha7)

PF-03654746 (Pfizer)

Adult ADHD (not yet enrolling, clinicaltrials.gov)

? Novel Mechanism of Action (in a decongestant study)

JNJ-31001074 (Alza)

Adult ADHD (not yet open for recruitment)

Info last updated Dec 2007, clinicaltrials.gov

Phase I & Pre-Clinical

55