Facts from IQVIA M Copyright 2017 IQVIA. All rights reserved.

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1 Facts from IQVIA M Copyright 2017 IQVIA. All rights reserved.

2 Russia pharma market growth in January-October 2018 Market grew by 3, in value and decreased by 2,9% in volume VALUE, BLN RUB VOLUME, BLN PACKS , 913 4,4-2,9% 4, , 601-3,0% 151-7, M10/YTD 17 Retail Public (EXCL. DLO AND RLO) Reimbursement Regional Reimbursement 3.7-1,9% % , 0.5 M10/YTD 17 Indicator RUB USD EUR PACKS Value M10/YTD 2018, Bln ,7 12,4 4,3 Growth M10/YTD,% 3, -2,8% -8,7% -2,9% Source: IQVIA databases. Retail, Public, DLO, RLO (excluding food supplements and diagnostic agents), TRD Prices 1

3 Russia pharma market growth in January-October 2018 Retail Sell-Out: Market grew by 3, in value and deceased by 1, in volume VALUE, BLN RUB VOLUME, BLN PACKS , 719-1, YoY growth, % YoY growth, % 3,66 3,60 53% 5-1, 68% 67% -3,9% 47% 49% +7,9% 32% 33% +3, M10/YTD 17 M10/YTD 17 OTC RX Source: Pharmatrend (excluding food supplements and diagnostic agents), FIN Prices 2

4 Russia retail market structure in January-October 2018 Retail Sell-In: Share of Pharmacy chains is 87% in value and 82% in volume VALUE, BLN RUB VOLUME, BLN PACKS 601 3,6 526 (87%) 3,0 (82%) 75 (13%) 0,6 (18%) Pharmacy Chains Individual pharmacies Source: Retail Audit (excluding food supplements and diagnostic agents), TRD Prices Pharmacy chain 5 or more pharmacies operating under one brand or ownership 3

5 Mln packs Sell-In vs Sell-Out, OTC registered drugs Volume, mln packs / / / / / / / / / / / / /10 Sell-In Sell-Out Source: Retail Audit and Pharmatrend. OTC registered drugs 4

6 The 2017/18 cough & cold season was delayed with a peak in March, but this year s season start is the lowest in four years Sales in million units pharmacy sell-out based on OTC categories 1A, 1B, 1C, 1F, 1V and 5F Pack m ,0 77,6 76,8 79,7 89,5 66,7 72,9 69,7 S 2016/17 S 2015/16 S 2014/15 S 2017/ , ,3 46, ,3 0 Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Source: IQVIA PharmaTrend monthly sell-out in million units 2018 IQVIA Facts October

7 Though overall selling at higher prices, the current season start is also in value ( at final consumer price) the worst in four years Sales in billion pharmacy sell-out based on OTC categories 1A, 1B, 1C, 1F, 1V and 5F b ,5 15,3 15 S 2016/ ,6 12,6 13,4 13,2 12,4 S 2015/16 S 2014/ ,1 S 2017/ ,3 7,0 5,7 7,5 0 Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Source: IQVIA PharmaTrend monthly sell-out in billion RUB 2018 IQVIA Facts October

8 Sanofi performance When utilizing PharmaTrend weekly to look into November, the picture is hardly changing so the competition will get tougher Weekly development of the cough & cold market in Russia (covered regions) and Moscow in b 1,055 1,072 Peak of C&C season Tot FIN M RUB Pre May holidays boom J1 J2 J3 J4 JF5 F6 F7 F8 FM9 M10 M11 M12MA13 A14 A15 A16 A17AM18M19 M20 M21MJ22 J23 J24 J25 JL26 L27 L28 L29 L30 LA31 A32 A33 A34 AS35 S36 S37 S38 S39 O40 O41 O42 O43ON44N45 N46 N47ND Moscow J1 J2 J3 J4 JF5 F6 F7 F8 FM9 M10 M11 M12MA13 A14 A15 A16 A17AM18M19 M20 M21 MJ22 J23 J24 J25 JL26 L27 L28 L29 L30 LA31 A32 A33 A34 AS35 S36 S37 S38 S39 O40 O41 O42 O43ON44N45 N46 N47 ND48 Source: IQVIA PharmaTrend weekly (sell-out at final consumer price) 2018 IQVIA Consumer Health Market Review Russia for Sanofi 18 Dec 2018 Cough & Cold market definition: OTC categories 1A, 1B, 1C, 1F, 1V and 5F 7

9 TOP-15 corporations on Russian market, January-October 2018 Market share, Value growth / decline Volume growth / decline In percent in Packs Total pharma market 100,0% 3% -3% 1 SANOFI-AVENTIS 4,7% 2% 0% 2 BAYER HEALTHCARE 3,9% 5% -9% 3 JOHNSON & JOHNSON 2,9% - 4 TEVA 2,7% PFIZER 2,5% 8% 0% 6 SERVIER 2,5% -3% 7 NOVARTIS 2,3% 22% 8 SANDOZ 2,3% 2% 9 OTCPHARM 2, 10 GLAXOSMITHKLINE 2, -3% 11 ABBOTT 2,0% 5% 12 NYCOMED/TAKEDA 1,9% 12% 3% 13 MENARINI 1,9% 2% -3% 14 ASTRAZENECA 1,9% 5% 8% 15 KRKA 1,8% 9% Source: IQVIA databases. Retail, Public, DLO, RLO (excluding food supplements and diagnostic agents), TRD Prices 8

10 TOP-15 brands on Russian market, January-October 2018 Market share, Value growth / decline Volume growth / decline In percent in Packs Total pharma market 100,0% 3% -3% 1 REVLIMIDE 0,8% -18% 39% 2 SOLIRIS 0,8% 10% 1 3 XARELTO 0, 38% 3 4 PREVENAR 13 0, -3% - 5 SOVIGRIPP 27% 10% 6 DETRALEX 7% -2% 7 NATRIUM CHLORIDUM -10% -3% 8 TOUJEO SOLOSTAR 23% 2 9 ACTOVEGIN - 10 MEXIDOL 0, 7% 7% 11 KALETRA 0, -3% 12 INGAVIRIN 0, 13% 7% 13 CARDIOMAGNYL 0, - 14 ACELLBIA 0, -29% KAGOCEL 0, -2% -1 Source: IQVIA databases. Retail, Public, DLO, RLO (excluding food supplements and diagnostic agents), TRD Prices 9

11 TOP-10 products by growth in advertisement investments in January-October 2018 Total sales Bln RUB Advertisement cost, Growth Y-to-Y Sales, Growth Y-to-Y RHINONORM-TEVA 1, % 4 SNUP 2, TRIMEDAT VALENTA 1, VIFERON 2,07 130% -8% MILDRONAT 1,82 112% 1 ELEVIT 1,16 98% NASIVIN 1,45 9-8% PHLEBODIA 1, % DOPPELHERZ 1,38 53% 15% WOBENZYM 0, % The rank in calculated among TOP-200 Brands by sales with advertising cost greater than 50 mln RUB Source: IQVIA databases. Pharmatrend, Mediascope data, FIN Prices 10

12 TOP-10 products by decline in advertisement investments in January-October 2018 Total sales Bln RUB Advertisement cost, Growth Y-to-Y Sales, Growth Y-to-Y IMUDON 0,99-75% -12% RINOSTOP 1, % XYMELIN 1,37-67% SUPRASTIN 0,96-6 OMEZ 1,18-50% 8% PHOSPHALUGEL 1,70-49% PANANGIN 0,88-47% -5% OCILLOCOCCINUM 1,18-47% -23% PIMAFUCIN 0,93-38% NUROFEN 0,88-37% 5% The rank in calculated among TOP-200 Brands by sales with advertising cost greater than 50 mln RUB Source: IQVIA databases. Pharmatrend, Mediascope data, FIN Prices 11

13 Kazakhstan pharma market growth in January-October 2018 Market grew by 0, in value and decreased by 1,3% in volume VALUE, BLN KZT VOLUME, BLN PACKS +0, -1,3% ,52 0, ,7% 226 0,43-0,43 Retail % +50% Hospital Free & Co-Payment 0,08-12% +43% 0,07 M10/YTD 17 M10/YTD 17 Indicator KZT USD EUR PACKS Value M10/YTD 2018, Bln ,13 0,95 0,51 Growth M10/YTD,% 0, -4, -10% -1,3% Source: IQVIA databases. Retail, Hospital (excluding food supplements and diagnostic agents), TRD Prices 12

14 TOP-15 corporations on Kazakhstan market, January-October 2018 Market share, Value growth / decline Volume growth / decline In percent in Packs Total pharma market 100,0% - 1 SANOFI-AVENTIS 6,9% - -3% 2 SANTO 5,9% 8% 3 NOBEL-AFF 4,3% 37% 38% 4 BAYER HEALTHCARE 3,3% -7% 0% 5 JOHNSON & JOHNSON 3, 18% 6 TEVA 3, 7% 7 PFIZER 2,8% 8% -2 8 GLAXOSMITHKLINE 2,7% - 9 NYCOMED/TAKEDA 2, 0% -9% 10 SANDOZ GROUP 2,3% 22% 0% 11 ABBOTT 2,2% 9% 12 ROCHE 2,2% -9% -18% 13 SERVIER 2,2% -2% -9% 14 GEDEON RICHTER 2, -12% -19% 15 MENARINI 2,0% 7% -1 Source: IQVIA databases. Retail, Hospital (excluding food supplements and diagnostic agents), TRD Prices 13

15 TOP-15 brands on Kazakhstan market, January-October 2018 Market share, Value growth / decline Volume growth / decline In percent in Packs Total pharma market 100,0% - 1 PREVENAR 13 2, 23% 1 2 HEXAXIM 2, 28% -7% 3 HERCEPTIN 1,0% 38% 5 4 IMMUTIN 0,8% 5% 7% 5 ACTOVEGIN 0, 3% - 6 PENTAXIM 0, -25% -3 7 AVASTIN 0, 43% 2 8 METOJECT 0, 1 22% 9 SPIRITUS AETHYLIC 82% 60% 10 CORONIM % 27% 11 CEFAZOLIN -13% OCTANATE 7% 7% 13 CANEPHRON N 37% 10% 14 BOOSTRIX -1-7% 15 VIFERON -10% -1 Source: IQVIA databases. Retail, Hospital (excluding food supplements and diagnostic agents), TRD Prices 14

16 Belarus pharma market growth in January-October 2018 Market grew by 10% in value and by 0, in volume VALUE, BLN BLR VOLUME, BLN PACKS +10% +0, 1,4 1,5 0,29 0,29 1,1 +6,7% 1,1 Retail 0,24-0,2% 0,24 Hospital 0,3 +23% 0,4 0,05 +1,9% 0,05 M10/YTD 17 M10/YTD 17 Indicator BLR USD EUR PACKS Value M10/YTD 2018, Bln. 1,52 0,75 0,63 0,29 Growth M10/YTD,% 10% 4,9% -1,7% 0, Source: IQVIA databases. Retail, Hospital (excluding food supplements and diagnostic agents), TRD Prices 15

17 TOP-15 corporations on Belarus market, January-October 2018 Market share, Value growth / decline Volume growth / decline In percent in Packs Total pharma market 100,0% 10% 0% 1 BELMEDPREPARATY RUE 9,9% 8% 0% 2 BORISOV ZMP 7, 8% -2% 3 LEKPHARM JLLC 5,0% -3% 3% 4 NOVARTIS 4, 20% 1 5 PHARMLAND JV LTD 3,2% 8% 1 6 BAYER HEALTHCARE 2,7% 23% -2% 7 PHARMTECHNOLOGY LTD 2,7% - 8 GSK 2, SANOFI 2, GEDEON RICHTER 2,5% 3% 11 BERLIN-CH/MENARINI 2,3% 1 12 NATIVITA JLLC 2,2% MINSKINTERCAPS MRUE 2,2% - 14 KRKA 2,0% 28% 33% 15 TAKEDA 1,7% 28% Source: IQVIA databases. Retail, Hospital (excluding food supplements and diagnostic agents), TRD Prices 16

18 TOP-15 brands on Belarus market, January-October 2018 Market share, Value growth / decline Volume growth / decline In percent in Packs Total pharma market 100,0% 10% 0% 1 T-MAB 1, 49% 52% 2 SODIUM CHLORIDE 1,0% 9% 3 LINEZOLID 0,9% 139% 47% 4 GRIPPOL PLUS 0,7% 38% -25% 5 R-MAB 0,7% 599% 858% 6 ADVAGRAF 0, 1 088% OCTANATE 0, 163% 145% 8 GLICLAZIDE MR 0, 9 PROTAMINE-INSULIN HS 0, 1 18% 10 METFORMIN 0, LISINOPRIL 0, 2% - 12 XARELTO % 13 CEREPRO 18% 18% 14 LOSARTAN 13% 13% 15 ATORVASTATIN 0, 15% 15% Source: IQVIA databases. Retail, Hospital (excluding food supplements and diagnostic agents), TRD Prices 17

19 Moldova pharma market growth in January-October 2018 Market decreased by 1,9% in value and grew by 2,8% in volume VALUE, MLN LEU -1,9% ,002-0, 1,995 Retail Reimbursement Public VOLUME, MLN PACKS +2,8% 59,3 61, , ,9% , 314 M10/YTD 17 +4, % M10/YTD 17 Indicator LEU USD EUR PACKS Value M10/YTD 2018, Mln Growth M10/YTD,% -1,9% 10% 2,8% 2,8% Source: IQVIA databases. Retail, Hospital, Reimbursement (excluding food supplements and diagnostic agents), TRD Prices 18

20 TOP-15 corporations on Moldova market, January-October 2018 Market share, Value growth / decline Volume growth / decline In percent in Packs Total pharma market 100,0% -2% 3% 1 KRKA 7, 3% 17% 2 GEDEON RICHTER 7,3% 0% 1 3 BERLIN-CH/MENARINI 6,2% -1-2% 4 GSK 4, 10% 20% 5 NOVARTIS 3,8% - 8% 6 TAKEDA 2,7% - 29% 7 NOVO NORDISK 2, 2% 7% 8 SANOFI 2, 13% 9 TEVA PHARMACEUTICAL 2,3% % 10 WORLD MEDICINE 2,2% -12% 11 EGIS 2,0% -10% 10% 12 BALKAN PHARMACEUT 2,0% 2 43% 13 ACINO PHARMA AG 2,0% - 13% 14 GRINDEX 1,7% 5% 1 15 BILIM PHARMACEUTICALS 1,7% -27% -5% Source: IQVIA databases. Retail, Hospital, Reimbursement (excluding food supplements and diagnostic agents), TRD Prices 19

21 TOP-15 brands on Moldova market, January-October 2018 Market share, Value growth / decline Volume growth / decline In percent in Packs Total pharma market 100,0% -2% 3% 1 LINEZOLID-TEVA 2,2% 2 CARDIOMAGNYL 1, 19% 28% 3 DIROTON 1,3% 2% 1 4 PROTAPHANE HM 1,3% -1 0% 5 AMPRIL 1,2% -2% 7% 6 RAWEL SR 1,0% -8% 18% 7 SODIUM CHLORIDE 0,9% -13% 8% 8 LORISTA 0,9% 40% 43% 9 CONCOR 0,8% GLUCOPHAGE 0,8% - 18% 11 VYLVIO 0,8% 12 GLIVEC 0,8% 13 REBIF 0,7% SENTOR 0,7% 20% 15 DIAPREL MR 0, -8% Source: IQVIA databases. Retail, Hospital, Reimbursement (excluding food supplements and diagnostic agents), TRD Prices 20

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