ADA-2012 – UPDATE on SGLT2/1 inhibitors - Canagliflozin Rocks!

June 2012 | 5 pages | ID: A87BE0C3C5AEN
MP Advisors

Abstracts

A relative assessment of new clinical data published on SGLT2 inhibitors at ADA 2012, suggests that JNJ/Mitsubishi Tanabe’s canagliflozin is all set to steal the market and we foresee mega blockbuster potential. From a regulatory perspective, we see a positive risk/reward profile for Canagliflozin as unlike dapagliflozin there has been no liver enzyme elevation observed. Other notable pipeline candidates with a differentiated clinical profile include Lexicon’s dual SGLT2/1 inhibitor – LX4211 - Superior post prandial glucose reduction, Boehringer Ingelheim’s Empagliflozin - Solid weight reduction, Taisho Luseogliflozin - Efficacious in patients with mild to moderate renal impairment together with a decent HbA1C reduction (no hypo’s observed).

Contents

COMPANIES MENTIONED

Bristole-Myers, Astrazeneca, Novo Nordisk, Astellas, Mitsubishi Tanabe, takeda, Johnson & johnson, Lexicon