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市場調查報告書
商品編碼
980116

疾病分析:2型糖尿病

Disease Analysis: Type 2 Diabetes

出版日期: | 出版商: Datamonitor Healthcare | 英文 131 Pages | 商品交期: 最快1-2個工作天內

價格
  • 全貌
  • 簡介
  • 目錄
簡介

2型糖尿病市場是動態且複雜的。在非胰島素領域,較舊的非專利藥,尤其是一線藥物二甲雙胍在美國和歐盟得到廣泛使用,而新品牌藥物則在少數患者中使用,2019年的銷售額超過260億美元。

該報告分析了全球2型糖尿病治療藥物的臨床試驗情況和市場趨勢前景,並概述了該疾病,流行病學預測,當前的主要治療藥物(市場/銷售產品)和臨床試驗。我們將為您提供有關計劃進度,當前未滿足的需求和未來市場機會的信息,以及有關臨床試驗/市場前景的專家意見。

目錄

目錄

概述

  • 最新要點

疾病背景

  • 定義
  • 患者分類

治療

  • 主要治療準則
  • 準則治療目標:根據患者特點量身定制
  • 治療指南:基於結果的方法改變(來自最近的臨床結果)
  • 心血管學會參加

流行病學

非處方藥

管道醫學

主要監管活動

  • Bayer的Finerenone可能面臨高鉀血症風險的複查問題
  • 大熊製藥準備在2011年投放市場的糖尿病候選藥物恩格列淨
  • Trulicity達到標籤擴展
  • Excalibur在患有COVID-19的糖尿病患者中測試AZ化合物
  • Sanofi已獲得歐盟Insult Aspart等公司的Biosimulator批准。

成功的可能性

許可協議/資產收購交易

  • Abbott成為美國糖尿病學會 "健康當下" 倡議的第一位主要贊助商
  • Exec Chat:Glooko如何駕馭
  • 醫療保健的浪潮來提高盈利能力
  • Novo Nordisk以18億美元收購Emisphere
  • Bayer與Hua合作在中國的糖尿病候選人
  • 美敦力(Medtronic)通過收購Companion Medical添加智能胰島素筆
  • 數位醫療的興起:Teladoc以185億美元收購Livongo,以創建虛擬醫療巨頭
  • Biocon與志願者合作為糖尿病患者提供數字治療
  • Medtronic/Tandem專利協議為糖尿病產品開發鋪平了道路
  • Boehringer與Cipla合作研發口服抗糖尿病藥
  • Blackstone投資3.37億美元用於Medtronic的糖尿病研究與開發等。

臨床試驗情況

  • 贊助商:按狀態
  • 贊助商:分階段
  • 最新趨勢

藥物評估模型

  • 常用口服藥物
  • 非胰島素品牌藥
  • 胰島素
  • 其他管道機制

SWOT分析

市場動態

趨勢

共識預測

最近的市場趨勢和分析師的觀點

  • 替西帕□:用於2型糖尿病(2020年12月9日)
  • 肥胖症:適用於2型糖尿病(2020年11月17日)
  • Zynquista:用於2型糖尿病(2020年11月16日)
  • 胰島素編解碼器:用於2型糖尿病(2020年9月22日)
  • Zynquista:用於2型糖尿病(2020年7月21日)
  • CS02:用於2型糖尿病(2020年7月10日)
  • Steglatro:用於2型糖尿病(2020年6月16日)
  • Cotadutide:用於2型糖尿病(2020年6月15日)
  • 胰島素編解碼器:用於2型糖尿病(2020年6月15日)
  • PF-06882961:用於2型糖尿病(2020年6月15日)
  • 真實性:針對2型糖尿病(2020年6月15日)
  • 真實性:適用於2型糖尿病(2020年6月15日)
  • Cotadutide:用於2型糖尿病(2020年6月13日)
  • Zynquista:用於2型糖尿病(2020年6月13日)
  • Bexagliflozin:用於2型糖尿病(2020年6月12日)

即將發生的重大事件

對關鍵意見KOL的見識

  • 在ADA大會上對醫生的採訪(2019)(2019)

未滿足的需求

參考

  • 處方藥信息

附錄

目錄
Product Code: DMKC0211587

Latest key takeaways

The type 2 diabetes market is dynamic and complex. In the non-insulin segment, while older generic drugs are widely used, especially first-line metformin in the US and EU, the more novel branded drugs are used in a sizable minority of patients, generating over $30bn in sales in 2020. The DPP-IV inhibitors have been the most commonly used of these, due to their safety and tolerability, albeit with intermediate efficacy, but in the important US market, GLP-1 receptor agonists have overtaken them in usage, and SGLT-2 inhibitors are catching up. The increased usage of GLP-1 receptor agonists and SGLT-2 inhibitors has been spurred by recommendations starting in a 2018 ADA/EASD consensus report for patients with relevant co-morbidities due to benefits on major adverse cardiovascular events (MACE) and, for the SGLT-2 inhibitors in particular, heart failure (HF) and renal impairment. This is expected to continue to grow these classes, though clinical inertia still needs to be overcome among a number of physicians, and intense pricing competition, with increasing rebates in the US, is typical across the indication. However, loss of exclusivity will start to take a toll on all of these classes over the next 10 years, particularly starting with patent expirations for the leading DPP-IV inhibitor, Januvia, in 2022.

The SGLT-2 inhibitors are hoping to bolster their growth with data and label additions for pivotal HF and chronic kidney disease (CKD) trials, including in non-diabetics. Jardiance has taken the lead, with a strong reduction in cardiovascular death in its diabetes cardiovascular outcomes trial (CVOT), after Invokana faltered due to concerns about an increased risk of amputations. However, in pivotal HF trials, Farxiga showed a benefit on CV death, whereas Jardiance, whose study included more severe patients, did not. This could bolster the view that outcomes differences seen between the drugs are just due to differences in the studies. Side effects, including increased risk of genitourinary infections, and safety concerns have generally held the class back somewhat. Patent expirations starting in 2025 will also impact the class.

Sales of the injectable GLP-1 receptor agonists have grown substantially with the addition of a more convenient weekly formulation, Eli Lilly's Trulicity, which expanded usage of the segment rather than displacing Novo Nordisk's daily Victoza, which was the first in the class to show a CV benefit. However, Novo Nordisk's weekly Ozempic, introduced in 2018, is more effective, and has helped the franchise stay ahead in sales. It should also help to defend against loss of patent protection for Victoza in 2022-23 in major markets. The battle is continuing with higher doses of both drugs (Trulicity's have been approved in the US), new CV indications, and Eli Lilly's GIP co-agonist, tirzepatide, which will be important for the company as Trulicity loses patent protection in 2027-29 in major markets. Phase III results for tirzepatide showed better glycemic control and weight loss than the approved dose of Ozempic, albeit with some tradeoff in side effects, and suggest the high doses may still have modest advantages over Ozempic 2mg. Comparisons with Ozempic's 2.4mg dose in obesity are complex, given different weight loss in obese diabetics versus non-obese, and that dose of Ozempic also had fairly high rates of GI side effects. While the GLP-1 receptor agonists cause weight loss, their main side effect is nausea, and as injectables they tend to be used after oral drugs have failed. However, an oral formulation of Ozempic - Rybelsus - approved in 2019, appears to be the most effective branded oral drug and is poised to disrupt the segment, though so far it is mostly expanding usage earlier on in competition with other oral classes. Interestingly, a Phase III study of an even higher dose of the drug started in early 2021.

In Japan, DPP-IV inhibitors are used more commonly at first line, and guidelines are somewhat equivocal about the implications of the CV findings of the other classes for Japanese patients. Nevertheless, SGLT-2 inhibitors have grown substantially, with a lesser increase for GLP-1 receptor agonists, due to a strong preference for oral drugs.

In the basal insulin segment, with the advent of biosimilars/follow-on copies to segment leader Sanofi's Lantus, Sanofi and Novo Nordisk have introduced next-generation, longer-acting products - Toujeo and Tresiba, respectively. However, due to continued pricing pressures, especially in the US, these have not prevented overall sales declines, which have been particularly harsh for Sanofi's basal insulin franchises, with a 60% drop in combined worldwide sales over the past few years despite some growth/stability ex-US. As a result, Sanofi has stopped investing in diabetes research. Prescriptions of Lantus and Toujeo have stabilized somewhat over the past few years in the US, but the introduction of another follow-on copy, Semglee, in 2020 could introduce further pricing pressures. Novo Nordisk's earlier basal analog, Levemir, was not as popular as Lantus, as it is not as long-lasting and so requires twice-daily dosing in more patients. However, its successor product, Tresiba, has an even longer-acting duration than Toujeo, allowing a broader flexible dosing window, where it can be administered at different times each day. While both Toujeo and Tresiba have shown some evidence for a hypoglycemia benefit over Lantus, the data have been somewhat stronger for Tresiba, which also showed a reduction in severe hypoglycemia in a large outcomes study in type 2 diabetes, with data appearing on its US label. Nevertheless, while Tresiba appears more differentiated than Toujeo, it has been difficult to discern whether there are substantial differences in clinical benefits between the two, because each sponsor has conducted head-to-head PK/PD and longer-term hypoglycemia studies, but those studies have either shown equivalence or an advantage for the sponsor's drug. While Tresiba has helped to increase combined usage of the Novo Nordisk franchises, it has come at the expense of increasing rebates in the US, so in recent years, despite combined sales growth ex-US, worldwide sales have declined moderately.

Novo Nordisk's insulin icodec, the most advanced weekly insulin in development, started Phase III trials in late 2020. Phase II results suggest it could be a useful alternative to daily basal insulin, and while initial data did show higher rates of hypoglycemia, other studies indicate that this can be mitigated with a less aggressive titration schedule. However, there is still a question as to whether hypoglycemia may be an issue for some patients, especially outside of the clinical trial setting. Concerns about hypoglycemia have prevented some manufacturers from entering the space, though weekly insulins could be especially useful in fixed-ratio combinations (FRCs) with weekly GLP-1 receptor agonists.

Fast-acting/bolus insulins for mealtime administration are not as routinely used in type 2 diabetes as they are in type 1, and dynamics are somewhat different in general in the fast-acting/bolus segment of the market due to more exclusive contracting in the US which has made it more difficult for biosimilar/follow-on copies to gain a foothold, though they still contribute to pricing pressure. It has also been more difficult to differentiate next-generation, faster-acting products, though they can be injected up to 20 minutes after the start of a meal rather than just around the start. In response to the introduction of Sanofi's Admelog, a biosimilar/follow-on copy to Eli Lilly's Humalog, which along with Novo Nordisk's NovoLog leads the segment, both Eli Lilly and Novo Nordisk launched their own "authorized follow-ons/generics" with 50% lower list prices in 2019-20, in order to increase competitiveness in plans where patients can end up having to pay a portion of a drug's gross cost. Net price decreases have driven appreciable US sales declines for NovoLog and Humalog, leading to modest declines worldwide. Admelog has not been able to penetrate the US market much outside of Medicaid, but Viatris (Mylan) and Sanofi are pursuing US approvals as interchangeable insulins for their biosimilars of NovoLog, so it will be interesting to see whether that makes a difference. The more recent ultra-rapid-acting formulations have relatively marginal benefits over their predecessors, and Novo Nordisk's Fiasp only has moderate sales, though it is still early in its ramp. Eli Lilly's Lyumjev launched in mid-2020 in major markets, though its data are somewhat weaker than Fiasp's, and expectations are limited.

For the insulins space in general, while companies are looking into glucose-sensitive insulins with a lower risk of hypoglycemia, it is still uncertain how promising these will be.

Improving insulin sensitivity is a mechanistic unmet need, but pipeline candidates so far have not appeared very compelling, though imeglimin has shown intermediate efficacy in Japanese patients.

Given limited budgets for many patients, there could be indirect competition with novel dyslipidemia drugs.

The overall likelihood of approval of a Phase I type 2 diabetes asset is 6.8%, and the average probability a drug advances from Phase III is 66.7%. Type 2 diabetes drugs, on average, take 9.0 years from Phase I to approval, compared to 9.7 years in the overall endocrine space.

TABLE OF CONTENTS

CONTENTS

OVERVIEW

  • Latest key takeaways

DISEASE BACKGROUND

  • Definition
  • Patient segmentation

TREATMENT

  • Major treatment guidelines
  • Guideline treatment targets are individualized according to patient characteristics
  • Treatment guidelines are shifting their approach based on results from recent clinical outcomes studies
  • Cardiology societies are joining in

EPIDEMIOLOGY

MARKETED DRUGS

PIPELINE DRUGS

KEY REGULATORY EVENTS

  • FDA Grants Priority Review To Bayer's Finerenone And AstraZeneca's Farxiga
  • Amphastar Has First US Glucagon Rival
  • Xeris Picks Up European Nod
  • Bayer Finerenone Could Face Review Issue In Hyperkalemia Risk
  • Daewoong Readies Diabetes Contender Enavogliflozin, Aiming For '23 Launch
  • Label Expansion For Trulicity
  • Excalibur To Test AZ Compound In Diabetics With COVID-19
  • Sanofi Has EU Insulin Aspart Biosimilar Approval
  • EC Approves Extended Invokana Indication On Renal Outcomes In DKD
  • Japan Nods Include Rybelsus For Type 2 Diabetes
  • Lilly Lyumjev Took BLA Path To Approval
  • Mylan And Biocon's Semglee Insulin Glargine Approved In US
  • Sanofi's Insulin Aspart Biosimilar Gets European Nod
  • Type 2 Diabetes Drugs Can Skip Cardiovascular Outcome Trials, But Phase III Must Be Longer, Broader

PROBABILITY OF SUCCESS

LICENSING AND ASSET ACQUISITION DEALS

  • Biocon And International Diabetes Federation Promote Insulin Access
  • Philips Extends Leadership In Patient Monitoring By Buying BioTelemetry For $2.8Bn
  • Abbott Becomes First Anchor Sponsor For American Diabetes Association Health Equity Now Initiative
  • Exec Chat: How Glooko Plans To Ride Digital Health Care Wave To Profitability
  • Novo Nordisk Pays $1.80bn To Buy Emisphere
  • Bayer, Hua Partner On Diabetes Candidate In China
  • Medtronic Adds Smart Insulin Pen By Acquiring Companion Medical
  • Rise Of Digital Health: Teladoc Acquires Livongo In $18.5Bn Deal, Creating Virtual Care Giant
  • Biocon Partners With Voluntis On Digital Therapeutics For Diabetics
  • Medtronic/Tandem Patent Agreement Paves Way For Diabetes Product Development
  • Boehringer, Cipla Ally For Oral Anti-Diabetic Drugs
  • Blackstone Invests $337M In Medtronic's Diabetes R&D
  • Hanmi In Tough Spot After Sanofi Efpeglenatide U-Turn
  • Ildong To Speed Drug Development Using Evotec's Indigo Platform
  • Genprex Licenses Diabetes Gene Therapy From Pitt
  • Deals Shaping The Medical Industry, March 2020

CLINICAL TRIAL LANDSCAPE

  • Sponsors by status
  • Sponsors by phase
  • Recent events

DRUG ASSESSMENT MODEL

  • Generically available oral drugs
  • Branded non-insulin drugs
  • Insulins
  • Other pipeline mechanisms

SWOT ANALYSIS

MARKET DYNAMICS

FUTURE TRENDS

CONSENSUS FORECASTS

RECENT EVENTS AND ANALYST OPINION

  • Tirzepatide for Diabetes Mellitus, Type 2 (March 4, 2021)
  • Tirzepatide for Diabetes Mellitus, Type 2 (February 17, 2021)
  • Tirzepatide for Diabetes Mellitus, Type 2 (December 9, 2020)
  • Ozempic for Diabetes Mellitus, Type 2 (November 17, 2020)
  • Zynquista for Diabetes Mellitus, Type 2 (November 16, 2020)
  • Insulin Icodec for Diabetes Mellitus, Type 2 (September 22, 2020)

KEY UPCOMING EVENTS

KEY OPINION LEADER INSIGHTS

  • Interviews with physicians at the ADA conference (2019)

UNMET NEEDS

BIBLIOGRAPHY

  • Prescription information

APPENDIX

LIST OF FIGURES

  • Figure 1: Guideline diagnostic criteria for type 2 diabetes
  • Figure 2: Line of therapy for primary care for type 2 diabetes, in major markets
  • Figure 3: ADA treatment algorithm (updated from the ADA/EASD original)
  • Figure 4: AACE treatment algorithm
  • Figure 5: Trends in prevalent cases of type 2 diabetes in adults (20-85+ years), 2018-27
  • Figure 6: Overview of pipeline drugs for type 2 diabetes in the US
  • Figure 7: Pipeline drugs for type 2 diabetes, by company
  • Figure 8: Pipeline drugs for type 2 diabetes, by drug type
  • Figure 9: Pipeline drugs for type 2 diabetes, by classification
  • Figure 10: Probability of success in the type 2 diabetes pipeline
  • Figure 11: Clinical trials in type 2 diabetes
  • Figure 12: Top 10 drugs for clinical trials in type 2 diabetes
  • Figure 13: Top 10 companies for clinical trials in type 2 diabetes
  • Figure 14: Trial locations in type 2 diabetes
  • Figure 15: Type 2 diabetes trials status
  • Figure 16: Type 2 diabetes trials sponsors, by phase
  • Figure 17: Datamonitor Healthcare's drug assessment summary for non-insulins for type 2 diabetes
  • Figure 18: Datamonitor Healthcare's drug assessment summary for insulins for type 2 diabetes
  • Figure 19: DPP-IV inhibitors SWOT analysis
  • Figure 20: SGLT-2 inhibitors SWOT analysis
  • Figure 21: GLP-1 receptor agonists SWOT analysis
  • Figure 22: Insulins SWOT analysis
  • Figure 23: Generically available older drugs market dynamics
  • Figure 24: DPP-IV inhibitors market dynamics
  • Figure 25: SGLT-2 inhibitors market dynamics
  • Figure 26: GLP-1 receptor agonists market dynamics
  • Figure 27: Insulins market dynamics
  • Figure 28: Future trends in type 2 diabetes
  • Figure 29: Tirzepatide for Diabetes Mellitus, Type 2 (March 4, 2021): Phase III - SURPASS-2 (vs. Semaglutide)
  • Figure 30: Tirzepatide for Diabetes Mellitus, Type 2 (February 17, 2021): Phase III - SURPASS-3 (vs. Degludec)
  • Figure 31: Tirzepatide for Diabetes Mellitus, Type 2 (February 17, 2021): Phase III - SURPASS-5 (w/Basal Insulin)
  • Figure 32: Tirzepatide for Diabetes Mellitus, Type 2 (December 9, 2020): Phase III - SURPASS-1 (Monotherapy)
  • Figure 33: Ozempic for Diabetes Mellitus, Type 2 (November 17, 2020): Phase III - SUSTAIN FORTE (1.0mg, 2.0mg doses)
  • Figure 34: Zynquista for Diabetes Mellitus, Type 2 (November 16, 2020): Phase III - SCORED
  • Figure 35: Insulin Icodec for Diabetes Mellitus, Type 2 (September 22, 2020): Phase II - vs. Insulin Glargine U100 (basal insulin switching)
  • Figure 36: Insulin Icodec for Diabetes Mellitus, Type 2 (September 22, 2020): Phase II - 3 titration regimens vs. Insulin Glargine U100 (Insulin-naive Subjects)
  • Figure 37: Insulin Icodec for Diabetes Mellitus, Type 2 (September 22, 2020): Phase II - w/Metformin +/- DPP-4 Inhibitors (Insulin naive)
  • Figure 38: Key upcoming events in type 2 diabetes

LIST OF TABLES

  • Table 1: Prevalent cases of type 2 diabetes in adults (20-85+ years), 2018-27
  • Table 2: Marketed drugs for type 2 diabetes
  • Table 3: Pipeline drugs for type 2 diabetes in the US
  • Table 4: Historical global sales, by drug ($m), 2015-19
  • Table 5: Forecasted global sales, by drug ($m), 2021-25
  • Table 6: Tirzepatide for Diabetes Mellitus, Type 2 (March 4, 2021)
  • Table 7: Tirzepatide for Diabetes Mellitus, Type 2 (February 17, 2021)
  • Table 8: Tirzepatide for Diabetes Mellitus, Type 2 (December 9, 2020)
  • Table 9: Ozempic for Diabetes Mellitus, Type 2 (November 17, 2020)
  • Table 10: Zynquista for Diabetes Mellitus, Type 2 (November 16, 2020)
  • Table 11: Insulin Icodec for Diabetes Mellitus, Type 2 (September 22, 2020)