Index 2008 Index 2010

# Companies Originators 18 20

# Companies Generic Manufacturers

2Same Index, adjusted

weights

7Separate Index, adjus

weights / KPIs

Diseases Scope*Includes Communicable & Non-Communicable Diseases

26Mortality-based

33Morbidity-based

Inc: NCD’s

Country Scope 88UN HDI 2006. Exclusions for WB’s ‘medium-high’ & ‘high’

Number of KPIs 28 106 (111)

Weight Adjustments Adjustments for single disease area co’s.

Based on Originator / Generic revenue streams

Products covered Predominantly Medicines Vaccines, diagnostics, new technologies & paediatrics

Access to Medicine Index Methodology Changes Between Index 2008 & Index 2010

Index 2008

Public Policy & Advocacy

R&D

Patents & Licensing

Capacity

Equitable Pricing

Donations

Philanthropy

ATM Management

3

Access to Medicine Index Methodology Structural Changes for Index 2010

Access to Medicine Index MethodologyEvolves in-line with Global Health Environment

Index 2008 Index 2010 2012

Stakeholder Review & Methodology Update Process

Significant Changes Incremental Changes

To adjust methods to changing global healthcare priorities To improve methodology based on learning from past indices

Data Collection ProcessWhere Does Our Data Come From?

Company Originated

Company Annual Report / SEC filings

Company CSR / Sustainability Docs

Company Websites / pages

Qualitative Questionnaire

Excel: R&D Pipeline

Excel: Product Portfolio

Third-Party Sources

Databases: Factiva/Lexis Nexus

Mulitlateral / G’ment Reports

Civil Society / NGO Reports

Academic Literature

Interviews with Partners

(iNGO’s, PDPs, patent pool, donation orgs etc)

Media Databases (Index Country media)

Index Database

Strategic Pillars

Commitments Transparency Performance Innovation

Technical Areas

General Access to Medicine Management

Public Policy and Market Influence

Research & Development

Equitable Pricing, Manufacturing & Distribution

Patents & Licensing

Capability Advancement Advancement in Product Development and Distribution

Product Donations & Philanthropic Activities

Index Structure: strategic driversCommitments

o Indicator of future performance o Robustness (detailed? with clear goals?

Supported by operational targets?)o Policy Stances – publicly available?

Strategic Pillars

Commitments Transparency Performance Innovation

Technical Areas

General Access to Medicine Management

Public Policy and Market Influence

Research & Development

Equitable Pricing, Manufacturing & Distribution

Patents & Licensing

Capability Advancement Advancement in Product Development and Distribution

Product Donations & Philanthropic Activities

Index Structure: strategic driversTransparency

o Improving accountability to stakeholders (focus on public disclosure and quality of disclosure)

o Facilitate learning – focus on process disclosureo Improve internal company (and sector-wide) reporting

Strategic Pillars

Commitments Transparency Performance Innovation

Technical Areas

General Access to Medicine Management

Public Policy and Market Influence

Research & Development

Equitable Pricing, Manufacturing & Distribution

Patents & Licensing

Capability Advancement Advancement in Product Development and Distribution

Product Donations & Philanthropic Activities

Index Structure: strategic driversPerformance

o “Ideally”, capturing the impact of companies on health burden “on the ground”.

o Remains to be the focus area of the Index for improvement & will gradually improve over time

Strategic Pillars

Commitments Transparency Performance Innovation

Technical Areas

General Access to Medicine Management

Public Policy and Market Influence

Research & Development

Equitable Pricing, Manufacturing & Distribution

Patents & Licensing

Capability Advancement Advancement in Product Development and Distribution

Product Donations & Philanthropic Activities

Index Structure: strategic driversBusiness Model Innovation

o Focus on business model Innovation (‘new approaches’)o Uniquenesso Promise of impact or realised impacto Key strategic pillar for learning

Strategic Pillars

Commitments Transparency Performance Innovation

Technical Areas

General Access to Medicine Management

Public Policy and Market Influence

Research & Development

Equitable Pricing, Manufacturing & Distribution

Patents & Licensing

Capability Advancement Advancement in Product Development and Distribution

Product Donations & Philanthropic Activities

Index Structure: Seven Technical AreasEach area has 2–3 sub-topics of focus

For example: 1. Advocacy and

Lobbying2. Competition

Behavior3. Marketing

Behavior

For example: 1. Innovative R&D2. Adaptive R&D3. Intellectual

Property Sharing

12

Tech

nical

Area

s

A. General Access to Medicine Management

ATM GovernanceATM Management System

Stakeholder Engagement

B. Public Policy and Market Influence

Advocacy and LobbyingCompetition BehaviorMarketing Behavior

C. Research and DevelopmentInnovative R&DAdaptive R&D

Intellectual Property Sharing

D. Equitable Pricing, Manufacturing and Distribution

Marketing Approval (Registration)Equitable Pricing

Manufacturing & Distribution

E. Patents & LicensingPatents

Non-Exclusive Voluntary Licensing

F. Capability Advancement in Product Development and Distribution

Capacity Building in Research and Development

Capacity Building in Quality Management and Distribution

G. Product Donations and Philanthropic Activities

Donations

Philanthropy

Access to Medicine Index Methodology Issue Focus of Technical Areas

13

For the analysis of all companies we always focus on the

depth and breadth of the companies ‘access’ initiatives:All approved products targeting Index Diseases – not just the flagship

programmes(portfolio analysis)All areas of R&D activity for eligible areas (pipeline analysis)

It is a relative index. Score of 5 indicates leading practice

compared with peers, score of zero indicates lagging

practice and 2.5 aims to reflect average practice.

Data Analysis ProcessThe bigger picture

14