Amgen Supplier Summit 2026 · RFS Submission
Nielsen
Presented toAmgen

Competitive Action Planning for Repatha

Enlicitide is coming. Repatha needs real-time competitive intelligence across every channel — before launch day.

$3.0BRepatha market at stake
48–72hCompetitor detection
47%Streaming share of TV
2026Enlicitide launch window
02 — The Competitive Moment

Repatha Faces Its Most Critical 12 Quarters

A convergence of competitive threats, patent timelines, and market expansion creates an urgent need for real-time intelligence — starting now.

Q1 '26Q2 '26Q3 '26Q4 '26Q1 '27Q2 '27Q3 '27Q4 '27Q1 '28Q2 '28Q3 '28Q4 '28

Click any node to reveal intelligence

The Threat
MerckEnlicitide

The First Oral PCSK9 Inhibitor

  • Removes the injection barrier — the single biggest adoption friction for the entire PCSK9 class
  • FDA Commissioner's National Priority Voucher: 1–2 month review vs. standard 10–12 months
  • Full DTC and HCP campaign infrastructure ready to deploy at launch
The Stakes
Amgen
Repatha

A Market Worth Defending

$0.000B
Repatha FY2025 Revenue (+36% YoY)
$0.00B
PCSK9 Market by 2030 (20.6% CAGR)

Q4 alone: $870M (+44%). The battle is for an expanding pie — but the window to establish dominance is now.

"

Enlicitide was designed to deliver PCSK9 antibody-like efficacy in an easy-to-use pill.

Dr. Dean Y. Li, President, Merck Research Laboratories
03 — The Intelligence Gap

Today's CI Is Too Slow. Too Siloed.

Click each card to reveal how Nielsen closes the gap.

0–6weeks
Detection lag

Brand teams learn about competitor campaign shifts 4–6 weeks after they launch

Click to see Nielsen's answer →
NielsenSolution
48–72h
Detection lag — solved

Ad Intel detects new campaigns within 48–72 hours across 24 media categories

← Click to see the problem
0%
Fragmented data

95% of pharma organizations say siloed tools hamper competitive decision-making

Click to see Nielsen's answer →
NielsenSolution
1 Platform
Fragmented data — solved

One platform: Ad Intel + Gauge connects competitor spend to audience behavior

← Click to see the problem
0%–70%
Analyst time wasted

60–70% of CI analyst time spent on manual data collection, not strategic analysis

Click to see Nielsen's answer →
NielsenSolution
Automated
Analyst time wasted — solved

Automated alerts and dashboards free analysts to focus on strategy and response

← Click to see the problem
Nielsen

Nielsen already has the data Amgen needs. Ad Intel tracks every PCSK9 competitor across 24 media categories in 90+ markets — continuously.

04 — The Solution

Nielsen's Integrated Intelligence Platform

Click any capability to expand its full detail. Each builds on the last.

Monitor every PCSK9 competitor across 24 media categories within 48–72 hours of launch.

Coverage
24 media categories, 90+ markets
Detection speed
48–72 hours
Data depth
Spend, creative, channel mix, SOV
Alert types
Threshold-based, creative change, new entrant
Repatha Insight

When Merck launches Enlicitide, Ad Intel flags the first ad within 48–72 hours — giving Repatha's brand team a response window competitors can't match.

Overlay high-cholesterol audience viewership data on competitive ad spend to find the gaps.

Audience segments
High Cholesterol, HCP, Caregiver
Platform coverage
Streaming, Broadcast, Cable, Digital
Key finding
Disney: 17.3% audience, only 9.6% ad spend
Update frequency
Monthly with real-time alerts
Repatha Insight

Streaming now captures 47% of TV viewing time. Repatha's high-cholesterol audience is there — but ad dollars are still flowing to legacy broadcast.

CI, brand, and media agency all operating from the same competitive data — no more silos.

Teams served
CI, Brand, Media Agency, Leadership
Integration
No new infrastructure required
Delivery
Dashboard, API, scheduled reports
Customization
Custom segments, alerts, benchmarks
Repatha Insight

When Regeneron shifts spend to streaming, every team sees it simultaneously — CI, brand, and agency aligned on one response strategy.

Competitive intelligence that drives decisions in days, not the weeks your current tools require.

Current state
4–6 week detection lag
With Nielsen
48–72 hour detection
Time saved
30–40 days per competitive event
Analyst time freed
60–70% from manual collection
Repatha Insight

Enlicitide's launch will be the fastest-moving competitive event in PCSK9 history. The brand that acts first wins the prescriber conversation.

Amgen
Existing Relationship

Amgen already uses Ad Intel for ad hoc TV reporting. This proposal extends that foundation into a continuous, cross-channel competitive intelligence capability — no new vendor onboarding required.

Nielsen Ad Intel

Real-time competitive advertising intelligence across every paid media channel. Know what your competitors are spending — and where — before your next planning cycle.

48–72h
Detection Window
Industry average: 3–4 weeks
Competitor Detection Timeline — Enlicitide Launch
High Priority
Hour 0
⚡ Enlicitide Phase 3 Data Released
Merck · Press / Investor Relations

Merck publishes Phase 3 trial results showing 52% LDL reduction with Enlicitide. First oral PCSK9 inhibitor data enters public domain. Ad Intel detects the press release and begins scanning for paid media activation.

Detection progress1 / 5
48–72h
Detection window
vs. 3–4 week industry lag
24
Media categories
TV, digital, print, OOH, radio
500K+
Brands monitored
across all major markets
99%
Coverage accuracy
verified spend intelligence
05 — Audience Intelligence
Nielsen The Gauge

Your High-Cholesterol Audience Is Streaming.
Your Ad Dollars Aren't.

The Gauge maps exactly where Repatha's target audience watches — then overlays competitor ad spend to reveal where you're over-indexed and where the opportunity lies.

47%
of TV viewing is now streaming
14%
Repatha's current streaming allocation
+13.7pp
Netflix audience vs. spend gap
Praluent's streaming growth in Q4

High-Cholesterol Audience Share vs. Repatha Ad Spend Share

Streaming platforms are under-indexed in spend relative to where the audience actually watches.

Audience share (%)
Ad spend share (%)
NetflixDisney+HuluPeacockBroadcastCable0%10%20%30%40%
The Gauge Opportunity

Netflix and Disney+ together hold 39.4% of your high-cholesterol audience's viewing time — but receive only 18% of Repatha's DTC spend. The Gauge quantifies this gap monthly so media plans can close it before competitors do.

Nielsen The Gauge· Audience data: Q4 2025 · 47K+ panel households
05 — Proof of Concept

The Intelligence Already Exists. Here's What It Shows.

Q3–Q4 2025 · PCSK9 Category

PCSK9 DTC Ad Spend — Q1–Q4 2025

Quarterly spend in $M. Praluent surpassed Repatha in Q4.

Repatha
Praluent
Leqvio
Q1 '25Q2 '25Q3 '25Q4 '25$0M$25M$50M$75M$100M
Regeneron

Praluent overtook Repatha in Q4 2025 spend. Regeneron/Sanofi increased DTC investment by 34% in Q3–Q4, with streaming allocation jumping from 12% to 31% — directly targeting Repatha's audience.

Nielsen · Source: October 2025
06 — How It Works

Seamless Integration Across Teams and Tools

From competitive signal to strategic action in four steps. Click any step to explore, or watch the sequence unfold automatically.

Step 01 — DETECT

Competitor launches new campaign or shifts spend

Ad Intel flags the change within 48–72 hours. Automated alerts notify CI and brand teams the moment spend thresholds are crossed or new creative appears across any of 24 media categories.

Ad Intel integrates with existing CI workflows. No new infrastructure required. Amgen's CI function, brand teams, and media agency all operate from a single source of competitive truth.

07 — The Impact

Numbers That Define the Opportunity

NielsenClick any card to expand the insight
Amgen

Repatha is in the strongest revenue position in its history. The question isn't whether to invest in competitive intelligence — it's whether to do it before or after Enlicitide takes market share.

08 — Executive Summary

The Case for Action — In One View

Click any row to expand the full context. Every claim is backed by Nielsen data.

Nielsen What Nielsen enables for Repatha

Detect competitor campaign shifts in 48–72 hours, not 4–6 weeks

Align Repatha's media spend with where the high-cholesterol audience actually watches

Monitor Enlicitide's pre-launch advertising activity before it reaches patients

Gain a sustainable competitive intelligence advantage across 90+ markets

Confidential — Presented exclusively to Amgen / Repatha Brand Team