Jardiance Vs Januvia
Will Jardiance dethrone
Januvia as a better treatment for Type 2 Diabetes? There are a lot of rumblings
in the medical community at this very minute that lean in that direction.
Yup! The medical world is on edge, awaiting results of an extended Jardiance study
to be released later this month at the European Association
for the Study of Diabetes annual meeting; that’s when we will all see if the benefits of the SGLT2 med (Jardiance)
will outweigh DPP-4 med (Januvia).
That is also when the investments in either stock will swing in
opposite directions. Get your dollars ready to make it rain …she’s bout to do a
sexy dance on the medical pole.
Stevie Mack
Actor/Comedian/Friend
About the blogger:
Stevie Mack is a blogger for many reasons, the main one being his love of entertainment.
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Check out this article below for more:
While the markets gyrate rather wildly on concerns about emerging market growth -- or the lack thereof, more precisely -- we will take a moment to look forward, into 2016-2017, and predict that (if this preliminary study result holds up, upon peer review) Jardiance®may eat into Merck's more than $5 billion franchise, here. The Boehringer Ingelheim/Lilly drug is an SGLT2 inhibitor, and Merck's only current bet in this space is in a venture shared with Pfizer. That venture effort is not likely to reach market before 2018, in my estimation.
All of which is to say I think Merck would be quite vulnerable to product switching -- away from Januvia® -- should Jardiance turn out to provide a reduced cardio-vascular risk to most diabetes patients. [As we've reported before, repeatedly, Merck's presently-available study data shows only that there is no increased cardiovascular risk with Januvia.] Speaking broadly, and oversimplifying, here -- longer term cardio-vascular events are generally the proximate cause of disability/death for people with advanced diabetes. So it stands to reason that a drug able to mitigate that risk would be welcomed with open arms, by prescribing doctors. Here is BioPharma Dive's quite cogent take on it all:
. . . .Merck's Januvia is often used as treatment for diabetes when metformin is not enough to control blood glucose. Diabetes is treated in a stepwise fashion, generally starting with metformin and adding on various classes of drugs over time. Given the new data published about Jardiance, Jardiance could become the go-to drug after metformin.
As mentioned in BioPharma Dive's coverage last week, the positive news about Jardiance, which is an SGLT-2 inhibitor could bode well for the entire class, including Johnson & Johnsons Invokana and Bristol-Myers Squibb's Farxiga. . . .
And so (from a larger, macro- perspective) -- in the longer run, the emerging markets will be a net positive for the solid counter cyclicals, like pharma and biotech. There may -- as ever -- be bumps along the way (as today is no doubt proving). . . Enjoy, one and all!
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