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Figure 1 Forecasts to 2031 from the portfolio analysis model 70–90 new drug approvals by 2031 410-550K patients treated by 2031 • 350-450K in oncology (40-50K in 2031) • 60-100K in therapy (6-11K in 2031) $20-30 bn total reimbursement in 2031 • $15-21bn in oncology • $5-9bn gene theraphies Projected Therapeutic Reimbusements - 2019-2031 50 45 40 35 30 25 20 15 10 Projected Treatable Patient Populatin - 2019-2031 Oncology Gene Therapy - Incident Gene Therapy - Prevalent 20 Oncology 18 Gene Therapy - Incident 16 Gene Therapy - Prevalent 14 12 10 8 6 4 52 00 Halpern SD, Ubel PA, Caplan AL. Solid-organ transplantation in HIV-infected patients. N Engl J Med. 2002;347:284-7. CONFIDENTIAL - FOR INTERNAL USE ONLY: DO NOT DISTRIBUTE 10 Number of Patients Treated Reimbursement ($bn) 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031