Frontier Pharma: Type 2 Diabetes Mellitus - GPCRs and Protein Kinases Dominate Pipeline, with Most Promising First-in-Class Targets Demonstrating Potential Disease-Modifying Effects
Type 2 diabetes mellitus (T2DM) is a chronic, progressive and serious metabolic disorder characterized by hyperglycemia (high blood glucose levels) and associated with numerous complications and co-morbidities, including cardiovascular, renal and neurodegenerative diseases.
Global prevalence of the disease has risen rapidly in the past several decades, primarily as a result of rising obesity, a major risk factor for T2DM. This has resulted in a large and competitive market landscape, with a number of drugs competing with one another for different market segments, across multiple lines of therapy.
The emergence over the past decade of glucagon-like peptide-1 (GLP-1) receptor agonists, dipeptidyl peptidase 4 (DPP-4) inhibitors and sodium-glucose cotransporter 2 (SGLT-2) inhibitors has intensified competition. These new drug classes have been highly commercially successful and are now well established within the treatment algorithm.0
In spite of these developments, there are still significant unmet needs for T2DM, and the rationale for investment in first-in-class innovation remains strong. First-in-class products account for a considerable proportion of the large T2DM pipeline, with a diverse range of first-in-class targets identified.
The escalating T2DM public healthcare need has resulted in a competitive market landscape
Type 2 diabetes mellitus market ripe with opportunities for potential investors, says GBI Research
The increasing demand for type 2 diabetes mellitus (T2DM) therapeutics, caused by rising prevalence of the disease, has resulted in a large and competitive market landscape. There are a number of drugs competing for different market segments, across multiple lines of therapy, according to business intelligence provider GBI Research.
The company’s latest report states that the emergence over the past decade of glucagon-like peptide-1 receptor agonists, dipeptidyl peptidase 4 inhibitors and sodium-glucose cotransporter 2 inhibitors has intensified competition. These new drug classes have been highly commercially successful and are now well established within the T2DM treatment algorithm.
The leading products within these drug classes are Novo Nordisk’s Victoza, Merck’s Januvia, and Janssen’s Invokana, respectively. In 2015, these drugs generated $2.7 billion, $4.3 billion, and $1.6 billion, respectively.
Fiona Chisholm, Analyst for GBI Research, notes: “In spite of recent developments, there are still significant unmet needs for T2DM. Treatment regimens are often complex, and many drugs have limited long-term efficacy and side effects that are particularly undesirable for the T2DM patient population, such as increased cardiovascular risk factors or weight gain.
“Alongside the rapidly expanding prevalence population, this ensures that sustained investment in T2DM product innovation continues to be an attractive commercial prospect. Indeed, with 591 products in development, T2DM pipeline activity is very high in comparison to other related indications within metabolic disorders such as obesity and type 1 diabetes mellitus, which have 254 and 244 active products in development, respectively.”
T2DM therapeutics can often attract high values in licensing or co-development strategic consolidations. GBI Research’s analysis of licensing and co-development deals relating to T2DM therapeutics since 2006 has identified aggregate deal values of $9.2 billion and $9.5 billion, respectively, for deals with disclosed deal values.
“Despite this, the majority of first-in-class products in development for T2DM have no disclosed involvement in previous licensing or co-development. Among these products, the range of molecular targets is relatively wide, providing ample and diverse opportunities for potential investors. Entering into a licensing or co-development deal can have significant benefits for both parties, including shared product development risks, financial and R&D resource support, and portfolio or geographical expansion, Chisholm concludes.
- Comments provided by Fiona Chisholm, Analyst for GBI Research.
- Information based on GBI Research’s report: “Frontier Pharma: Type 2 Diabetes Mellitus - GPCRs and Protein Kinases Dominate Pipeline, with Most Promising First-in-Class Targets Demonstrating Potential Disease-Modifying Effects”.
- This report was built using data and information sourced from proprietary databases, primary and secondary research, and in-house analysis conducted by GBI Research’s team of industry experts.
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