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2011 Credit Suisse Annual Healthcare Conference

2011 Credit Suisse Annual Healthcare Conference. Phoenix, AZ. November 9, 2011. Forward-Looking Statement.

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2011 Credit Suisse Annual Healthcare Conference

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  1. 2011 Credit Suisse Annual Healthcare Conference Phoenix, AZ November 9, 2011

  2. Forward-Looking Statement This presentation contains forward-looking statements within the meaning of the federal securities laws. This includes all statements concerning or relating to our new product development goals and our estimated and projected revenues and earnings. Such forward-looking statements are estimates reflecting management’s best judgment based upon current information and involve a number of risks and uncertainties. Actual results and the timing of certain events could differ materially from those projected or contemplated by the forward-looking statements due to numerous factors, including without limitation, our ability to successfully integrate our acquisitions and to recognize the expected benefits of restructuring and new business activities; the impact of the recent crises in the global financial markets, including the credit markets, on our plans and operations and those of our suppliers and customers; our exposure to changes in interest rates and foreign currency exchange rates; our ability to successfully develop and commercialize products; the market acceptance of our products; continued acceptance of health management services by payors, providers and patients; our ability to develop enhanced health management programs through the integrated use of innovative diagnostic and monitoring devices and to recognize the expected benefits of this strategy; the effects of legislative changes, including US healthcare reform legislation, and the content and timing of decisions by regulatory authorities both in the United States and abroad; the effect of pending and future legal proceedings on our financial performance and the risks and uncertainties described in our periodic reports filed with the Securities and Exchange Commission, including our Form 10-K for the year ended December 31, 2010, as well as in our Quarterly Reports on Form 10-Q. Projections, guidance and other forward-looking statements included in this presentation were issued on, and as of, November 9, 2011.  We are not reaffirming or confirming the continued validity of any of these projections, guidance or other statements by inclusion in this presentation. The Company undertakes no obligation to update forwarding-looking statements, including projections or guidance, included herein.

  3. Our Company Mission • To empower individuals with the freedom to gain greater control over their own health. To enable healthcare providers to improve clinical outcomes and lower costs. To deliver to our investors significant annual earnings growth for the next several years.

  4. Alere Today • Global leader in near-patient diagnostics and related patient management services, with annual revenues in excess of $2B. • Five strategic business units: • Cardiology • Infectious Disease • Women’s & Children’s Health • Drugs of Abuse • Oncology Revenue by Strategic Business Unit 1 • Management team comprised of proven innovators with significant equity stake. • Strong record of value creation for investors. • Revenues primarily from consumable sales in an acute or event-driven setting. • Multiple novel monitoring systems currently being launched around the world, with several more expected over the next 3 years. Notes: (1) – Non-SBU related

  5. Current View of Our Business 2010 Revenue by Geography 2010 Breakout by Segment • Direct sales and distribution capabilities in all major markets worldwide. • Above-average diagnostics growth rates outside the US as demand for point-of-care testing continues to increase in emerging economies. • Expanding patient management capabilities outside the US to meet increasing demand. • Approximately 30% of Health Management revenues include devices in the home. • Significant organic revenue and earnings growth based on a portfolio of opportunities. • Well-positioned to help shape the future of chronic disease management in the home.

  6. Long-Term Global Healthcare Trends • Chronic disease: • Accounts for more than 60% of deaths worldwide. • Costs 1% to 3% of GDP on a country-by-country basis. • Affects approximately 1/3 of the world’s population, and incidence is increasing at a pace of 1% each year. • Is avoidable in 75% of cases. • Increasing rates of obesity will drive growth in cardiovascular disease and diabetes worldwide. • Effective management and prevention programs for chronic disease will become a global priority. • Home patient management for chronic conditions will become a progressively more attractive option. • This trend will be accelerated by increased use of biomarkers, personalized medicine, software and telecommunication devices that will support a “care-anywhere” approach.

  7. Focus Disease Areas Complete Offering Future Offering Targeted Offering

  8. Our Development Approach • We develop Platforms rather than single products. • We expect rapid innovation from the original design, creating a road map of new products and new generations that will extend our differentiation and obsolete our own products. • We Design for Home Use rather than the Lab. • We develop platforms that must have the potential to deliver lab performance in the home, rather than try to convert the scale and complexity of lab technologies to point of care. • We focus on“World’s Firsts” not “me-toos.” • Though it takes longer to develop a world first, a significantly higher payback is usually the reward for success. We prioritize investment in game-changing products and solving challenging technical issues. • We Connect Health Solutions. • All of our new platforms have wireless data connectivity and information exchange built in. We develop the markers, diagnostics, clinical data, network, infrastructure and human service components to transform health management practices into diagnostic-led health solutions.

  9. Transformational New Products Entering the Market

  10. The Alere CD4 Analyzer • The world’s first fully portable platform for the measurement of CD4. • CD4 count in less than 20 minutes, with no manual sample handling or processing. • Single-use, disposable cartridge which requires only a fingerstick sample. • On-board data archive; can store, retrieve, export, and print data easily. • The Introduction of POC CD4 to the Matola ART clinic resulted in: • Reduction in complexity of patients’ flow. • Decrease in total time to ART initiation (from 44 days to 21 days). • Improvement in access to initial CD4 result (from 57% to 93%). Data from Matola ART Clinic Published in AIDS (2010)

  11. The Alere Heart Check • The world’s first fingerstick, home-testing BNP meter. • In clinical trials, performance was substantially equivalent to a lab instrument. • Built-in wireless connectivity. • Developed using home blood glucose monitoring design principles. • HCP-equivalent performance in users’ hands. • Easy-to-follow steps, results in 10 minutes.

  12. The epoc® Blood Analysis System • The first and only wireless POC solution for testing blood gases, electrolytes, and metabolites. • Lab-quality results transmitted to PDA just 30 seconds after blood is applied to test card. • Wireless-enabled; can easily transmit test data and inventory information to the hospital LIS. • epoc® test cards are single-use, barcode-identified units that contain a biosensor array, calibration solution, and fluidics. • Broad test panel; rapidly growing menu. • Non-refrigerated storage.

  13. The Alere INRatio®2 System • Alere Home Monitoring is the market leader in enabling individuals to monitor their coagulation level at home under medical supervision. • This comprehensive service includes: • Patient training. • Result reporting. • Patient health management. • Testing compliance management. • Meter and strip testing supply. • The Alere Home Monitoring platform can be applied to other chronic conditions.

  14. The Alere Triage NGAL Assay • Quantitative biomarker used for the rapid detection of acute kidney injury (AKI). • Today, the early diagnosis of AKI is measured as a function of the rise in serum creatinine. • Increases in serum creatinine take several days to occur, making it an unreliable measure of AKI in the acute-care setting. • Increased levels of NGAL, however, can be detected within two hours of injury. • The Alere Triage NGAL assay is the world’s first point-of-care testing solution available outside of the US. • US launch is expected in early 2013, pending FDA clearance.

  15. The Alere Triage PLGF Assay • Pre-eclampsia (PE) occurs in 5% of pregnancies and is the leading cause of maternal and perinatal mortality. • There is currently no recognized gold-standard method for diagnosing PE. • The Alere Triage PLGF assay is a transformative new biomarker that aids in the diagnosis of early onset PE. • The test provides a quantitative reading of PLGF levels, enabling physicians to assess the risk of an adverse pregnancy outcome. • Unlike other placental biomarkers, this assay can be run at the point of care, a world first. • In clinical trials, the Alere Triage PLGF assay considerably outperformed the competition.

  16. Near-Term Product Launch Objectives • Continued expansion of our current products and services throughout the world, supporting a strong core organic growth rate. • Efficient launch of our recently introduced platforms into the professional setting in all key global markets. • Effective conversion from the professional setting to a home-monitoring application for several of our most important new products. • Expansion of our core organic growth rate based on contributions from new products. • Significant increases in profitability.

  17. Chronic Disease Management Platforms Congestive Heart Failure Franchise Example We offer a variety of services and diagnostics that enable healthcare professionals to assess an individual’s risk for heart failure. HIV CAD Many of our wellness programs, such as tobacco cessation and weight management, are designed to minimize behaviors that could lead to heart failure. Our POC platforms are used in the diagnosis of heart failure and the initiation of personalized therapy. Our novel biomarker-based and biometric devices connect clinicians to heart failure patients, enabling reduced hospital admissions, improved therapy compliance and achievement of better outcomes at a lower cost.

  18. Proprietary Content • We will continue to differentiate ourselves from other, potentially larger competitors in this area with: • Proprietary biomarkers. • Proprietary devices. • Proprietary software. • Proprietary applications. • Uniform branding. • Uniform interfaces.

  19. Smart, Connected & Empowering • The only company that combines advanced diagnostic tools with integrated health management solutions to deliver outcome-driven healthcare on a daily basis. • Combined strength of more than 40 integrated diagnostics and health management companies with expertise in over 100 disease categories. • Market leadership in high-value areas, including: • Health Information Technology (Apollo) • Women’s & Children’s Health • Home Coagulation Monitoring • Congestive Heart Failure • Smoking Cessation • Real-time health data analytics • Increasing organic growth rates for the next several years. • Large, direct global footprint in rapid diagnostics will enable efficient geographic expansion of services.

  20. Smart. Connected. Empowering.

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