OVERVIEW•Catalyst
•Summary
EXECUTIVE SUMMARY•Update details: May 2012
•Strategic scoping and focus
•Datamonitor key findings
•Related reports
•Published diabetes reports
MARKET DEFINITION •Market definition for key non-insulin antidiabetic drugs
•Forecast methodology and hypothesis s - Methodology flow
- Patent expiries
- New product launches
•Additional projection methodology
MARKET OVERVIEW AND CONTEXT•Current and future industry dynamics overview - DPP-IV inhibitors and GLP-1 agonists will dominate non-insulin antidiabetics sales
- US continues to dominate antidiabetic sales
- US industry declines with loss of Actos exclusivity before rising again
- Japanese industry provides key late-stage revenues for Actos franchise even with generic competition
- GLP-1 agonists will continue to see a high uptake in France
- Germany’s reimbursement regulations could raise industry entry barrier for pipeline products
- DPP-IV inhibitors will dominate key non-insulin antidiabetic sales in Italy
- Industry ed and pipeline products drive Spanish industry growth
- Strong growth in diagnosed diabetes population drives UK industry
PRODUCT FORECASTS•DPP-IV inhibitor product projections - Januvia franchise (sitagliptin; Merck & Co.)
- Galvus franchise (vildagliptin; Novartis)
- Onglyza franchise (saxagliptin; Bristol-Myers Squibb/AstraZeneca)
- Nesina franchise (alogliptin; Takeda)
- Tradjenta franchise (linagliptin; Boehringer Ingelheim/Eli Lilly)
- Teneligliptin (Mitsubishi Tanabe)
•GLP-1 agonist product projections - Byetta (exenatide twice daily; Amylin)
- Victoza (liraglutide; Novo Nordisk)
- Bydureon (exenatide once-weekly; Amylin/Alkermes)
- Lyxumia (lixisenatide; Sanofi/Zealand Pharma)
- Syncria (albiglutide; GlaxoSmithKline)
- LY2189265 (dulaglutide; Eli Lilly)
•Glitazone product projections - Actos franchise (pioglitazone; Takeda)
•SGLT-2 inhibitor product projections - Forxiga franchise (Bristol-Myers Squibb/AstraZeneca)
- Canagliflozin franchise (Johnson & Johnson/Mitsubishi Tanabe)
- Empagliflozin (BI-10773; Boehringer Ingelheim/Eli Lilly)
- Ipragliflozin franchise (ASP-1941; Astellas)
BIBLIOGRAPHY•General sources
•Datamonitor reports
APPENDIX •Forecast methodology - Volume and value projection methodology
- Price and compliance hypothesis s
•Report methodology
TABLES•Table: Industry ed non-insulin antidiabetics projection to brand/franchise level, 2011
•Table: Pipeline non-insulin antidiabetics projection to brand/franchise level, 2011
•Table: Estimated patent expiry dates/generic and biosimilar launches in the antidiabetics industry, 2011–20
•Table: Estimated launch dates for key late-stage pipeline products and industry ed brands in diabetes in the seven major industries, 2011–20
•Table: Key branded sales for non-insulin antidiabetics in the US, by brand ($m), 2011–20
•Table: Key branded sales for non-insulin antidiabetics in Japan, by brand ($m), 2011–20
•Table: Key branded sales for non-insulin antidiabetics in France, by brand ($m), 2011–20
•Table: Key branded sales for non-insulin antidiabetics in Germany, by brand ($m), 2011–20
•Table: Key branded sales for non-insulin antidiabetics in Italy, by brand ($m), 2011–20
•Table: Key branded sales for non-insulin antidiabetics in Spain, by brand ($m), 2011–20
•Table: Key branded sales for non-insulin antidiabetics in the UK, by brand ($m), 2011–20
•Table: Januvia franchise (Merck & Co.) sales for diabetes, by brand ( USD m ), 2011–20
•Table: Januvia (sitagliptin; Merck & Co.) sales for diabetes, by country ( USD m ), 2011–20
•Table: Janumet (sitagliptin + metformin; Merck & Co.) sales for diabetes, by country ( USD m ), 2011–20
•Table: Juvisync (sitagliptin + simvastatin; Merck & Co.) sales for diabetes, by country ( USD m ), 2011–20
•Table: Galvus franchise (Novartis) sales for diabetes, by brand ( USD m ), 2011–20
•Table: Galvus (vildagliptin; Novartis) sales for diabetes, by country ( USD m ), 2011–20
•Table: Eucreas (vildagliptin + metformin; Novartis) sales for diabetes, by country ( USD m ), 2011–20
•Table: Onglyza franchise (Bristol-Myers Squibb/AstraZeneca) sales for diabetes, by brand ( USD m ), 2011–20
•Table: Onglyza (saxagliptin; Bristol-Myers Squibb/AstraZeneca) sales for diabetes, by country ( USD m ), 2011–20
•Table: Kombiglyze (saxagliptin + metformin; Bristol-Myers Squibb/AstraZeneca) sales for diabetes, by country ( USD m ), 2011–20
•Table: Nesina franchise (Takeda) sales for diabetes, by brand ( USD m ), 2011–20
•Table: Nesina (alogliptin; Takeda) sales for diabetes, by country ( USD m ), 2011–20
•Table: Alogliptin + metformin (alogliptin + metformin; Takeda) sales for diabetes, by country ( USD m ), 2011–20
•Table: Liovel (alogliptin + pioglitazone; Takeda) sales for diabetes, by country ( USD m ), 2011–20
•Table: Tradjenta franchise (Boehringer Ingelheim/Eli Lilly) sales for diabetes, by brand ( USD m ), 2011–20
•Table: Tradjenta (linagliptin; Boehringer Ingelheim/Eli Lilly) sales for diabetes, by country ( USD m ), 2011–20
•Table: Jentadueto (linagliptin + metformin; Boehringer Ingelheim/Eli Lilly) sales for diabetes, by country ( USD m ), 2011–20
•Table: Linagliptin + pioglitazone (linagliptin + pioglitazone; Boehringer Ingelheim/Eli Lilly) sales for diabetes, by country ( USD m ), 2011–20
•Table: Tenegliptin (Mitsubishi Tanabe) sales for diabetes ( USD m ), 2011–20
•Table: Byetta (exenatide twice daily; Amylin) sales for diabetes, by country ( USD m ), 2011–20
•Table: Victoza (liraglutide; Novo Nordisk) sales for diabetes, by country ( USD m ), 2011–20
•Table: Bydureon (exenatide once-weekly; Amylin/Alkermes) sales for diabetes, by country ( USD m ), 2011–20
•Table: Lyxumia (lixisenatide; Sanofi/Zealand Pharma) sales for diabetes, by country ( USD m ), 2011–20
•Table: Syncria (albiglutide; GlaxoSmithKline) sales for diabetes, by country ( USD m ), 2011–20
•Table: LY2189265 (dulaglutide; Eli Lilly) sales for diabetes, by country ( USD m ), 2011–20
•Table: Actos franchise (Takeda) sales for diabetes, by country ( USD m ), 2011–20
•Table: Forxiga franchise (Bristol-Myers Squibb/AstraZeneca) sales for diabetes, by country ( USD m ), 2011–20
•Table: Canagliflozin franchise (Johnson & Johnson/Mitsubishi Tanabe) sales for diabetes, by country ( USD m ), 2011–20
•Table: Empagliflozin franchise (BI-10773; Boehringer Ingelheim/Eli Lilly) sales for diabetes, by country ( USD m ), 2011–20
•Table: Ipragliflozin franchise (ASP-1941; Astellas) sales for diabetes, by country ( USD m ), 2011–20
•Table: Drug-treated patient proportion among diagnosed prevalent patients in the seven major industry s (%), 2011–20
•Table: Compliance rates for non-insulin use in the seven major industry s (%), 2011–20
•Table: Survey respondents in the seven major industries, by country and physician type, 2011
FIGURES•Figure: Patient-based projection methodology for type 2 diabetes, 2011
•Figure: Non-insulin antidiabetic sales in the seven major industries, by class ($m), 2011–20
•Figure: Key non-insulin antidiabetic sales in the seven major industries, by country ($m), 2011–20
•Figure: Non-insulin antidiabetic sales in the seven major industries, by country (patient treatment years), 2011–20
•Figure: Key product n on-insulin antidiabetic sales in the US, by class ($m), 2011–20
•Figure: Key product n on-insulin antidiabetic sales in Japan, by class ($m), 2011–20
•Figure: Key product n on-insulin antidiabetic sales in France, by class ($m), 2011–20
•Figure: Key product n on-insulin antidiabetic sales in Germany, by class ($m), 2011–20
•Figure: Key product n on-insulin antidiabetic sales in Italy, by class ($m), 2011–20
•Figure: Key product n on-insulin antidiabetic sales in Spain, by class ($m), 2011–20
•Figure: Key product n on-insulin antidiabetic sales in the UK, by class ($m), 2011–20
•Figure: DPP-IV inhibitor sales in the seven major industries, by product ($m), 2011–20
•Figure: Januvia franchise (Merck & Co.) sales for diabetes, by brand ( USD m ), 2011–20
•Figure: Januvia (sitagliptin; Merck & Co.) sales for diabetes, by country ( USD m ), 2011–20
•Figure: Janumet (sitagliptin + metformin; Merck & Co.) sales for diabetes, by country ( USD m ), 2011–20
•Figure: Juvisync (sitagliptin + simvastatin; Merck & Co.) sales for diabetes, by country ( USD m ), 2011–20
•Figure: Galvus franchise (Novartis) sales for diabetes, by brand ( USD m ), 2011–20
•Figure: Galvus (vildagliptin; Novartis) sales for diabetes, by country ( USD m ), 2011–20
•Figure: Eucreas (vildagliptin + metformin; Novartis) sales for diabetes, by country ( USD m ), 2011–20
•Figure: Onglyza franchise (Bristol-Myers Squibb/AstraZeneca) sales for diabetes, by brand ( USD m ), 2011–20
•Figure: Onglyza (saxagliptin; Bristol-Myers Squibb/AstraZeneca) sales for diabetes, by country ( USD m ), 2011–20
•Figure: Kombiglyze (saxagliptin + metformin; Bristol-Myers Squibb/AstraZeneca) sales for diabetes, by country ( USD m ), 2011–20
•Figure: Nesina franchise (Takeda) sales for diabetes, by brand ( USD m ), 2011–20
•Figure: Nesina (alogliptin; Takeda) sales for diabetes, by country ( USD m ), 2011–20
•Figure: Alogliptin + metformin (alogliptin + metformin; Takeda) sales for diabetes, by country ( USD m ), 2011–20
•Figure: Liovel (alogliptin + pioglitazone; Takeda) sales for diabetes, by country ( USD m ), 2011–20
•Figure: Tradjenta franchise (Boehringer Ingelheim/Eli Lilly) sales for diabetes, by brand ( USD m ), 2011–20
•Figure: Tradjenta (linagliptin; Boehringer Ingelheim/Eli Lilly) sales for diabetes, by country ( USD m ), 2011–20
•Figure: Jentadueto (linagliptin + metformin; Boehringer Ingelheim/Eli Lilly) sales for diabetes, by country ( USD m ), 2011–20
•Figure: Linagliptin + pioglitazone (linagliptin + pioglitazone; Boehringer Ingelheim/Eli Lilly) sales for diabetes, by country ( USD m ), 2011–20
•Figure: Tenegliptin (Mitsubishi Tanabe) sales for diabetes ( USD m ), 2011–20
•Figure: GLP-1 agonist sales in the seven major industries, by product ($m), 2011–20
•Figure: Byetta (exenatide twice daily; Amylin) sales for diabetes, by country ( USD m ), 2011–20
•Figure: Victoza (liraglutide; Novo Nordisk) sales for diabetes, by country ( USD m ), 2011–20
•Figure: Bydureon (exenatide once-weekly; Amylin/Alkermes) sales for diabetes, by country ( USD m ), 2011–20
•Figure: Lyxumia (lixisenatide; Sanofi/Zealand Pharma) sales for diabetes, by country ( USD m ), 2011–20
•Figure: Syncria (albiglutide; GlaxoSmithKline) sales for diabetes, by country ( USD m ), 2011–20
•Figure: LY2189265 (dulaglutide; Eli Lilly) sales for diabetes, by country ( USD m ), 2011–20
•Figure: Sales of branded and generic pioglitazone (and combinations), seven major industry s ($m), 2011–20
•Figure: Actos franchise (Takeda) sales for diabetes, by country ( USD m ), 2011–20
•Figure: SGLT-2 inhibitor sales in the seven major industries, by product ($m), 2011–20
•Figure: Forxiga franchise (Bristol-Myers Squibb/AstraZeneca) sales for diabetes, by country ( USD m ), 2011–20
•Figure: Canagliflozin franchise (Johnson & Johnson/Mitsubishi Tanabe) sales for diabetes, by country ( USD m ), 2011–20
•Figure: Empagliflozin franchise (BI-10773; Boehringer Ingelheim/Eli Lilly) sales for diabetes, by country ( USD m ), 2011–20
•Figure: Ipragliflozin franchise (ASP-1941; Astellas) sales for diabetes, by country ( USD m ), 2011–20
Companies mentioned
GlaxoSmithKline Plc, Hutchison 3G UK Limited, Janssen Pharmaceuticals, Inc.