Glucagon-like peptide-1 (GLP-1) receptor agonists, such as Novo Nordisk’s liraglutide and Eli Lilly’s dulaglutide, are among the most efficacious type 2 diabetes (T2D) therapies available in Europe. However, the use of these injectable agents is typically restricted to the later lines of therapy because they are also among the most expensive drugs available for T2D, resulting in higher levels of prescribing restrictions compared with other antidiabetic drugs. The GLP-1 receptor agonist class has attracted a great deal of interest from companies with a long-standing presence in the T2D landscape, as well as some new entrants attempting to establish a foothold in a lucrative and expanding market.
Given that this drug class has several agents already marketed and with very strong clinical trial data supporting them, new GLP-1 receptor agonists will face challenges establishing themselves. Recognizing the difficulty in gaining market share, manufacturers such as Novo Nordisk and Intarcia Therapeutics are hoping to capitalize on novel features that can differentiate their products from currently marketed agents to gain market traction.
What impact will subcutaneous semaglutide have on liraglutide and dulaglutide? How will an implantable device ITCA-650 and oral formulation of semaglutide change the T2D market? This executive briefing summarizes DRG’s view on how emerging GLP-1 receptor agonists will affect the dynamics of the T2D markets in Europe.