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    Prakhar Verma

    Research Analyst at Stifel

    Prakhar Verma's questions to Innoviva (INVA) leadership

    Prakhar Verma's questions to Innoviva (INVA) leadership • Q4 2017

    Question

    Prakhar Verma, on behalf of Stifel, asked about the current levels of couponing and sampling for BREO and ANORO, whether this would change with TRELEGY's launch, and what initial physician feedback on TRELEGY has been.

    Answer

    Eric d'Esparbes, Interim Principal Executive Officer and CFO, stated that while couponing is an essential tool in the competitive respiratory market, its use has decreased as product coverage has improved. He noted it was too early for definitive physician feedback on TRELEGY, given its recent launch and low initial script volume, but highlighted the significant market opportunity, as approximately 40% of the relevant patient segment already uses triple therapy.

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    Prakhar Verma's questions to Innoviva (INVA) leadership • Q3 2017

    Question

    Prakhar Verma of Stifel, Nicolaus & Co., Inc. inquired about the expected formulary positions for BREO and ANORO in 2018 and the anticipated impact of the IMPACT trial data on TRELEGY's market uptake.

    Answer

    CEO Michael Aguiar stated that he expects Innoviva's products to remain very well-positioned from a payer perspective in 2018, with coverage as good as any competitor in the space. Regarding the IMPACT trial, he acknowledged the data was positive but suggested that the history of respiratory product launches, including ANORO, points to a slow uptake for TRELEGY, a view he believes GSK also holds, irrespective of the strong data.

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    Prakhar Verma's questions to Innoviva (INVA) leadership • Q1 2017

    Question

    Prakhar Verma from Stifel inquired about the potential market impact of Teva's newly approved AirDuo RespiClick on Advair and Innoviva's BREO, noting it is not an interchangeable generic.

    Answer

    CFO Eric d’Esparbes responded that while Innoviva is aware of the approval, the company is more focused on the potential impact of AB-rated generics. He explained that since AirDuo RespiClick is not a substitutable product, it will require its own sales and marketing efforts and is not considered a significant impediment compared to potential true generics from companies like Mylan and Hikma.

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