Which diabetes med is likely to be on top in 2020? According to FirstWord Pharma, that would be--surprise!--Lantus, albeit as a $5 billion shadow of its former self. Januvia should keep its hold on second prize with almost $4 billion, while Novo Nordisk's NovoRapid and Lilly's Humalog remain in the top 5 with $3.6 billion and $3.04 billion in sales.
Sanofi has news for all of the payers, providers and patients who thought the French drugmaker would discount its newly approved insulin Toujeo to get it established in the market. Think again.
Novo Nordisk says the FDA has accepted its reapplication of its long-acting insulin Tresiba, setting it up for an October decision and a launch yet this year if approved this time around. Execs at Sanofi will certainly be watching the calendar just as closely given that a Tresiba launch will complicate the French drugmaker's efforts to its new long-acting insulin Toujeo established as the clear successor to aging Lantus.
Sanofi has its second diabetes approval in as many months: Toujeo, its long-acting follow-up to the megablockbuster Lantus. It's a big moment for the French drugmaker and its diabetes franchise, which needs the new drugs to perform, and quickly, to cushion the blow from forthcoming Lantus biosimilars.
Eli Lilly's long-acting basal insulin peglispro is on the back burner now. Some analysts figure it's well on its way to being canned. But the news isn't quite as bad for Lilly as one might expect--nor quite as good for the drug peglispro was hoping to challenge, Sanofi's Lantus.
It was Sanofi's first public event without ex-CEO Chris Viehbacher. But the French drugmaker's investor day didn't bring much in the way of surprise. As expected, Sanofi Chairman Serge Weinberg talked up the launches expected for next year and beyond, all $38 billion worth.
Novo Nordisk has made diabetes-minded investors very happy today. Rather than following Sanofi's discouraging announcement of flat sales expectations in the field next year, the Danish drugmaker said it's expecting growth in the high single digits.
Eli Lilly took another big step toward filing its long-acting insulin peglispro for an approval, racking up some more positive HbA1c Phase III data in a head-to-head showdown with Sanofi's bestselling Lantus.
Eli Lilly won't be able to sell its Lantus copycat--dubbed Basaglar--for at least 30 months because of a patent fight with Sanofi.
Eli Lilly has won a "tentative" FDA approval for its knockoff of Sanofi's Lantus, but don't look for it at a pharmacy anytime soon. The insulin glargine injection--to be marketed as Basaglar eventually in the U.S.--faces an automatic 30-month stay after Sanofi filed a suit against Lilly and its partner Boehringer Ingelheim claiming patent infringement.