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Looking For The New Lantus: Next-Gen Diabetes Hopefuls Defy Risks

 
• By Melanie Senior

The diabetes market presents competitive, commercial, and regulatory challenges, but its size and breadth spur emerging biotechs to develop an ever-wider range of treatments and technologies.

Type 2 diabetes isn’t an obvious spot for any aspiring biotech entrepreneur to invest hard-raised dollars. The highly competitive marketplace is dominated by Sanofi, desperate as $7 billion Lantus (insulin glargine) faces generic competition, Novo Nordisk AS, and Eli Lilly & Co., with AstraZeneca PLC chasing hard behind. The therapy mainstay remains insulin, discovered nearly 100 years ago, and now available in plenty of formats, including, most recently, inhaled. The newer glucagon-like-peptide-1 (GLP-1) agonists, including Novo’s leading $2 billion-a-year Victoza (liraglutide), are a valuable and expanding class: just this past January, Naia Ltd. launched with rights to a Phase I GLP-1 candidate for type 2 diabetes licensed from Amunix Operating Inc.[See Deal]

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