Glycemic control driving drug revenues

Research finds rising incidence of diabetes is behind changing market conditions for glycemic control drugs

The research, conducted by Greystone Associates, finds that the convergence of environmental factors, lifestyle choices and increased longevity are driving double-digit growth projections for the incidence of non-insulin dependent (Type 2) diabetes globally. Type 2 diabetes accounts for about 90% of all diagnosed cases of diabetes and is increasingly being diagnosed in children and adolescents. These factors are pushing the management of glucose levels in Type 2 patients to the forefront of public health challenges. Globally, revenues for glycemic control drugs will grow by 14% between 2015 and 2022.

Because of the size and business potential of this market, pipeline activity is high. In addition to derivative products and products that combine multiple APIs in a single dosage form, drugs based on newer chemistries and mechanisms that include amylin analogs, GLP-1 receptor agonists, DPP-4 inhibitors and SGLT-2 inhibitors have been introduced. New classes of drugs that have the potential to be effective in glycemic control are in development.

Despite these positives, enthusiasm among investors is being tempered by concerns regarding potential side effects, particularly in the area of cardiovascular health. Safety issues associated with post-launch-reported events will continue to be a major concern for market participants.