Russia-Ukraine War Possible Endgame _ Opportunities for Life Sciences Players

1. 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

2. What would this Report Cover? Impact on the Pharma Industry Response of Big Pharma Players Future Outlook for Pharma Companies Gaining Full Visibility into the Supply Chain Operational adjustments of big pharma Delay in Clinical Trials Disruption in Supply Chain Vulnerable Health IT Systems Cost Management Delayed Drug Production Effective Risk Mitigation and Building Resiliency Impact of Sanctions Levied on Healthcare Impact on Global Pharma Industry 2

3. 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

4. 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

5. 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 being impacted by the war, of these, almost half have sites in both Ukraine and Russia Cardiovascular 1 Genitourinary System and Sex Hormones 2 ▪ Infectious disease, central nervous system, and oncology trials with Ukraine and/or Russia sites were most interrupted Metabolic Disorders 2 ▪ Currently there are 22 foreign-sponsored, multi-country clinical trials with a site in Ukraine that are disrupted or potentially disrupted by the war Musculoskeletal Disorders 2 Gastrointestinal 2 Hormonal Disorders 3 ▪ Out of these studies, 19 are still listed as ongoing. For context, there are 678 ongoing foreign-sponsored, multi-country clinical trials listed with at least one site in Ukraine Respiratory 3 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 disease, and there are three trials each in the central nervous system, oncology, and respiratory disease. Central Nervous System 5 Infectious Disease 6 5

6. 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

7. 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

8. 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

9. 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

10. 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

11. 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 disruptions is to transition to a digital supply chain, given their poor data visibility and disconnected processes further supply chain Cost Management With a unified supply chain platform, pharma organizations can mitigate some of the impacts of Active Pharmaceutical Ingredient (API) and raw material costs as well as price and availability through capabilities, live market indices, and forecasts to spot and leverage prices and cost-reduction opportunities Effective Risk Mitigation and Building Resiliency demand sensing 02 03 This can be achieved by gaining access to key 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

12. 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 But sanctions that had cut off Russian banks from the international financial system, as well as decisions by major shipping companies to suspend service to the country, hindered the delivery of the raw materials for the drug production Imported medical products, including equipment, as well as consumables from distributors have increased in price by 20-70% since the start of a ‘special military operation’ in Ukraine and the introduction of economic sanctions against Russia European Union supplied Russia with USD 7.23 billion of pharmaceutical products in 2020, about 8.4% of the region's total exports to Russia, but these numbers were greatly hampered due to the conflict 3 1 5 4 2 Sanctions levied by Britain, Europe, and Canada, against Russia, do not apply to medicine and medical equipment, and the industry has a responsibility under international humanitarian law to continue supplying these products The production of many drugs prescribed in Russia have foreign components or production, and this is preventing them from being supplied to Russian pharmacies, also the cost of blood pressure monitors, thermometers, and inhalers had increased by 20% 12

13. Impact of Conflict on the Global Pharma Industry ▪ European companies such as Roche and Novartis earned more than USD 732 million from Russian sales from March to June 2022 ▪ In 2021, pharmaceuticals and medical equipment represented about 8% of all US goods exported to Russia ▪ India’s drug exports to Russia amount to 2.4% of total pharmaceutical exports, while exports to Ukraine have a share of 0.74% ▪ It sent USD 355 million worth of medicines and USD 157 million worth of medical equipment to Russia in 2021 ▪ The ongoing Russia-Ukraine war has hit the India’s pharmaceutical industry, with trade at least declining by 50% as many manufacturers who export drugs to Russia are claiming that they are yet to receive their payments ▪ Exports of medicines to Ukraine have declined in the first half of 2022, over 40% fewer medicines were exported to the war zone compared with the same period in 2021 ▪ 48 tons of medical aid is provided to Ukraine since the start of the conflict ▪ Total export sales to Ukraine, at around USD 93 million, were also 20% lowered in 2022 13

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17. Research Methodology Insights 10’s research methodology delves deeper into the market, covering the macro and micro aspects of the industry. We identify the key growth drivers, opportunities, and restraints that might promote or hinder the future industry growth along with an expansive overview of the competitive landscape to help our clients make informed strategic decisions We implement a mix of primary and secondary research for our market estimate and forecast. The secondary research forms the initial phase of our study where we conduct extensive data mining, referring to verified data sources such as independent studies, government and regulatory published material, technical journals, trade magazines, and paid data sources For forecasting, the following parameters are considered: ❑ Market drivers and restraints along with their current and expected impacts ❑ Technological scenario and expected developments ❑ End use industry trends and dynamics ❑ Trends in the consumer behavior ❑ Regulatory scenario and expected developments ❑ Current capacity and expected capacity additions up to 2030 We assign weights to these parameters and quantify their market impacts using the weighted average analysis to derive the expected market growth rate We appoint data triangulation strategies to explore different areas of the market. Our qualitative and quantitative assessments are time- sensitive, reflecting the most recent value and volume of the market across regions All our estimates and forecasts are verified through exhaustive primary research with the Key Industry Participants (KIPs) Currency used in the report is the US dollar (USD), with the market size indicated in USD million/billion (Mn/Bn) ▪ ▪ ▪ ▪ ▪ ▪ ▪ 17 A Sample Report on Singapore Physiotherapy Market Analysis I Confidential

18. Analysis Methodology Our Analysis Methodology involves three critical stages: Market Data Analysis & Statistical Model Interpretation & Presentation Data Collection Analysis & Interpretation Market Trends Secondary Research Market Sizing & Analysis Insights Primary Research Presentation & Reporting Data Triangulation & Validation 18 A Sample Report on Singapore Physiotherapy Market Analysis I Confidential

19. Data Triangulation & Data Validation Top Down Approach Final Market Size Final Market size break up to rest of segmentation Validation from Primary Interview Arriving at market size of each segment Summarization of revenue generated from companies to arrive at total market size Validation from Primary Interview Revenue generated by products & services offered by companies Final Summary Bottom Up Approach 19 A Sample Report on Singapore Physiotherapy Market Analysis I Confidential

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31. Project Leadership Team Dr. Purav Gandhi Founder & CEO Mukesh Nayak Head - Marketing Ritu Baliya Engagement Manager Atharva Bahad Consultant Purav is a physician and an entrepreneur with 12+ years of experience in Healthcare & Life Sciences industry spanning across strategy, market access, health informatics and RWE, digital health, analytics and data science. Purav studied medicine from Gujarat University and also completed his MBA from IIM-Kozhikode. Purav started his career with Deloitte working on strategy consulting engagements and also co- founded ConvergeHealth by Deloitte. Mukesh is an engineering graduate with an MBA in Marketing. He is a seasoned healthcare market research & marketing professional with a progressive experience of over 20 years in Life Sciences, Pharma and Medical Device sectors. With an in-depth understanding of primary research, he has conducted hundreds of interviews of various stakeholders in pharma & healthcare & completed several research projects across life sciences industry. Ritu has over 6 years of experience in strategy building, market assessments, market sizing, and RWE for global MNC healthcare & biopharma clients across diff. markets (America, Europe, Africa, APAC and Middle East). Her areas of expertise include: Indentifying emerging trends in life sciences industry, Competitor landscape assessment, Disease opportunity assessments etc. She is a pro in secondary and primary research with a deep domain expertise in healthcare sector. Atharva is a B.Tech (Biotechnology) and MBA in Hospital and Health Management with 2 years of experience working in consulting and project management in healthcare and Non-Government organizations. Conducted comprehensive research and market sizing exercise to understand the business potential for modern digital trends. Conducted comprehensive secondary research for the subjects including the UK Mobility Aids market, Brazil’s Ophthalmology market, etc.

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