White Guide and Orange Guide Formatting Project - Pfizer

Orange Guide – Chapter 5: Interactions with Health Systems and Medical Groups
Do not discuss the formulary status of a Pfizer product or ask for increased product
utilization as part of a collaboration.
When offering or providing approved tools or resources, do so without any expectation of
financial return to Pfizer. Do not condition the offer or provision of a program on increased
prescribing or improved formulary status.
To avoid implicating pricing concerns, avoid combining types of transactions. Do not
discuss grants, service agreements, CGC tools and resources, or other items of value in
connection with formulary discussions. Do not link or reference the terms of Pfizer's
commercial rebate agreement when negotiating a collaboration.
Do not attempt to leverage any additional (e.g., non-formulary) arrangements in order to
secure preferential formulary status.
Do not engage in medical activities that MOS or RMRS Colleagues typically engage in, such
as performing a pharmacoeconomic analysis for a customer.
Ensure that collaboration proposals and other projects are aligned with public health
objectives that are of interest to Pfizer by consulting with the relevant internal stakeholders
including Medical, the relevant brand team, the Channel Strategies and Solutions Group
and Legal.
Approved Materials
The Orange Guide policies requiring that you only use approved materials with customers also apply to
interactions with Health Systems. Although interactions with more senior personnel at these
customers tend to be more “high-level,” the risks related to the materials colleagues use with those
customers are no less than the risks inherent in interactions with doctors. Any materials used with
Health System customers – including, for example, slide decks mentioning products or therapeutic
areas, or summary or pitch documents – must be approved through the appropriate Pfizer channels.
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