Market Report Source

Overview

Diabetes has become the fifth leading cause of death across developed markets, and cases of the disease are forecast to grow by 7.1% across the globe by 2013. The market for innovative diabetes treatments will be driven by this projected rise in prevalence, together with the substantial unmet need for drugs that can effectively halt or reverse disease progression. Although extended lifecycle management for existing antidiabetic therapies may offer sales growth in the short term, the development of new drugs from novel classes will become increasingly important in the future. However, the potential introduction of stricter regulations for diabetes drug development and recent setbacks for novel products have increased speculation about the potential of innovative treatments.

‘Innovations in the Management of Diabetes: Next generation treatments and market dynamics’ is a new report published by Business Insights that analyzes the emerging drug classes, novel drug delivery technologies and future growth drivers of the diabetes market. This report explores the major trends and issues affecting the development of novel products and assesses the future potential of leading innovations. The major areas of unmet need in the market are identified and the currently marketed portfolios and developmental compounds of key companies operating within the sector are assessed.

This report also examines recent concerns about the safety profiles of marketed products and the possible implementation of stricter FDA regulations. Explore the latest trends and innovations in diabetes treatments, assess the currently marketed portfolios and pipelines of leading players and identify future market opportunities with this report.

Table of Contents

Executive Summary 8
Introduction 8
Currently marketed innovatives 9
Future drivers of growth and innovation 10
Key companies and pipelines 11
Future trends and implications 12

Chapter 1 Introduction 14
Summary 14
Introduction 15
Disease description 15
Type 1 diabetes 15
Type 2 diabetes 16
An increasing global health concern 17
Increasing patient population 17
Underdiagnosed and undertreated 17
Economic burden 18

Chapter 2 Currently marketed innovatives 20
Summary 20
Introduction 21
Current growth drivers 21

Insulins 23

• Leading marketed innovatives within insulin 23


• Exubera 26

Oral anti-diabetics (OADs) 28

• Leading marketed innovatives in OADs 29

Other diabetic drugs 31

• Leading marketed innovatives in other diabetic drugs 32

Chapter 3 Future drivers of growth and innovation 38
Summary 38
Introduction 39
Unmet need 39
Key events in the global diabetes market 41
ACCORD trial halted 18 months early 41
Inhaled insulins fail to impact market 42
FDA considers stricter rules for diabetes drugs 42
Toward the prevention and further treatment of diabetes 43
Non-invasive forms of insulin via new drug delivery technologies 43

Inhaled insulins 43

• Future potential of inhaled insulins 44

Oral insulins 47

• Future potential of oral insulins 47

Insulin patches 49

• Future potential of insulin patches 49

Emerging new drug classes: targeting underlying causes 50

Incretin mimetics: GLP-1 agonists and DDP-IV inhibitors 51

• GLP-1 agonists in development 52


• Novel GLP-1 agonists addressing unmet need 56


• DDP-IV inhibitors in development 57


• Novel DDP-IV inhibitors addressing unmet need 59

PPAR agonists 60

• PPAR agonists in development 62


• Novel PPAR agonists addressing unmet need 64

Sodium glucose co-transporter (SGLT) inhibitors 65

• SGLT inhibitors in development 66

Cannabinoid-1 (CB1) receptor antagonists 67

• CB-1 receptor antagonists in development 67

Glucokinase activators (GKA) 68

• Glucokinase activators in development 69

Other novel drugs in development 70

• Protein tyrosine phosphatase 1B (PT1B) inhibitors 70


• Glycogen synthase kinase-3 (GSK-3) inhibitors 71


• 11-beta-hydroxysteroid dehydrogenase (11beta-HSD1) inhibitors 71


• GPR119 agonists 72

Cell transplantation and innovative therapies 73

Chapter 4 Key companies and pipelines 76
Summary 76
Introduction 77
Leading competitive strategies 77
Lifecycle management 77
Diversification 78
Franchise development 78
New market entry 79
Leading players 79

Novo Nordisk 82

• Currently marketed innovatives profile 82


• R&D/innovatives profile 83

Takeda 85

• Currently marketed innovatives profile 85


• R&D/innovatives profile 86

Sanofi-Aventis 87

• Currently marketed innovatives profile 87


• R&D/innovatives profile 88

GSK 90

• Currently marketed innovatives profile 90


• R&D/innovatives profile 91

Lilly 93

• Currently marketed innovatives profile 93


• R&D/innovatives profile 94

Merck 96

• Currently marketed innovatives profile 96


• R&D/innovatives profile 97

Chapter 5 Future trends and implications 100
Summary 100
Introduction 101
Future market growth 101
Competitive strategy and future potential 104

Chapter 6 Appendix 108
IMS data 108

Index 109

List of Figures

Figure 3.1: Unmet needs in diabetes, 2008 40
Figure 3.2: Innovative diabetes pipeline, 2007 51
Figure 3.3: Addressing unmet need of novel GLP-1 agonists versus insulin 56
Figure 3.4: Addressing unmet need of novel DDP-IV inhibitors versus TZDs 59
Figure 3.5: Addressing unmet need of novel PPAR agonists* versus TZDs 64
Figure 4.6: Competitive dynamics of the leading players in the diabetes market, 2007 81
Figure 5.7: Drivers and resistors of growth in the innovative diabetes market, 2007 102
Figure 5.8: Forecast sales growth for the global diabetes market, 2007-12 103
Figure 5.9: Outlook for leading pharmaceutical companies in the innovative diabetes market 104

List of Tables

Table 2.1: Breakdown of the global diabetes market by drug class, 2003-07 22
Table 4.2: Leading diabetes companies*, 2006-07 79
Table 4.3: Novo Nordisk’s currently marketed innovative diabetes profile, 2003-07 82
Table 4.4: Novo Nordisk’s diabetes R&D/innovatives profile 83
Table 4.5: Takeda’s currently marketed innovative diabetes profile, 2003-07 85
Table 4.6: Takeda’s diabetes R&D/innovatives profile 86
Table 4.7: Sanofi-Aventis’ currently marketed innovative diabetes profile, 2003-07 87
Table 4.8: Sanofi-Aventis’ diabetes R&D/innovatives profile 88
Table 4.9: GSK’s currently marketed innovative diabetes profile, 2003-07 90
Table 4.10: GSK’s diabetes R&D/innovatives profile 91
Table 4.11: Lilly’s currently marketed diabetes innovative diabetes, 2003-07 93
Table 4.12: Lilly’s diabetes R&D/innovatives profile 95
Table 4.13: Merck’s currently marketed innovative diabetes profile, 2003-07 96
Table 4.14: Merck’s diabetes R&D/innovatives profile 97