TAKEDA - TAK-875 Data in ‘The Lancet’ - First GPR-40 Can Potentially Alter Diabetes Therapy Paradigm, Though a Few Questions Remain Unanswered!
TAK-875 met its primary endpoint of statistically significantly reducing HbA1c levels over a 12-week period vs. placebo at doses ranging from 6.25 to 200mg/day. What most excites us is its side effects profile that appears to be at par with placebo including for hypoglycemic events! If TAK-875 continues to demonstrate similar outcomes, the implications could be manifold in impacting the current practice in diabetes - our current understanding suggests that, if successful, it can replace the use of sulfonylureas initially and then can also be used concomitantly with DPPIV inhibitors or even as substitute to them. TAK-875 is also positioned well for first line therapy to metformin refractory patients– each of these segments carries ~$1b opportunity to Takeda.
In this report, we have analyze TAK-875 market positioning and model, target segments, therapy paradigm fit and caveats.
In this report, we have analyze TAK-875 market positioning and model, target segments, therapy paradigm fit and caveats.
COMPANIES MENTIONED
TAKEDA
TAKEDA
