Page 197 - CW E-Magazine (28-5-2024)

Special Report Special Report

The battle of the blockbusters: GLP-1 agonists Mounjaro generated $9.7-bn globally
in 2023, which represented a 239%
increase from the total revenue generated
LP-1 agonist drugs, in the form was fi rst approved in 2014 in the US for PATRICIA VAN ARNUM from all obesity drugs in 2022, accord-
Target Your Market More Effectively
of Novo Nordisk’s Wegvoy/ treating Type 2 diabetes. Mounjaro was Editorial Director ing to information from GlobalData.
GOzempic, and Lilly’s Mounjaro approved in the US for treating Type Drug, Chemical & Associated Starting in 2024, signifi cant increases
for weight management and treating 2 diabetes in 2022, and in 2023, the Technologies Association,Inc. (DCAT) in the number of launches of new obe- IndiaChemTrade
ChemImpex
Type II diabetes, were blockbuster same active ingredient, tirzepatide, was sity drugs are expected per year, cul-
winners in 2023, putting this thera- approved in the US for treating chronic for strong growth, with a compound minating in a peak of four launches in Free for subscribers of Chemical Weekly
For subscribers only
peutic sector into high focus. What has weight management under the brand annual growth rate (CAGR) of 19.2% both 2027 and 2028, according to esti- IndiaChemTrade provides consolidated trade statistics
ChemImpex, the trade database, tracks, on a daily
been the impact on manufacturing and name, Zepbound. from 2023 to 2029, reaching a market mates by GlobalData. Novo Nordisk
basis, exports and imports of chemicals and related
what are other contenders in this high- size of $105-bn in 2029, according is looking to cement its position as an of India. The information provided here is based on the
products through the major ports in India — a vital
growth sector? Novo Nordisk has several GLP- obesity front-runner, as it will account annual trade data published by the Directorate General
source of commercial intelligence. Find out on-line
1-based products for treating Type 2 to estimates (as of March 6, 2024) by for six of the 13 estimated launches. Its of Commercial Intelligence and Statistics, Government
how international markets are moving; where your
of India. The database can be searched by: Chemical
The battle of the GLP-1 agonists diabetes: Ozempic (semaglutide, injec- GlobalData, a market research and lead pipeline drug, CagriSema (sema- manufacturing capacity will become CDMO, Catalent, by Novo Holdings,
business intelligence fi rm.
Glucagon-like peptide 1 (GLP-1) tion), Rybelsus (semaglutide, tablets), glutide and cagrilintide), is currently in fully operational globally in the next the parent company of Novo Nordisk,
Name/Harmonised Code to obtain the consolidated
competitors are exporting and at what price; where
agonists, which can be used to treat and Victoza (liraglutide). Combined, It points to fi ve key drugs: Lilly’s Phase III development for obesity. This several years as part of its ongoing which upon closing of the acquisition
imports are coming from and how their prices are
trade (import or export) in that item; or by Country to
Type 2 diabetes and for weight manage- these drug posted 2023 sales of DKK Mounjaro and four drugs by Novo product is expected to launch in the US efforts to meet the signifi cant demand will net Novo threefi ll-fi nish sites and
moving. Download all this data, seamlessly, for a
obtain the trade (import or export) in all chemicals and
ment, are a rising class of blockbuster 123,132-mn ($17.7-bn), a 48% gain over Nordisk – Ozempic, Wegovy, CagriSema by the end of 2025, where it is forecast for its incretin medicines. For example, in related assets in Anagni, Italy; Bloom-
small fee — online, anytime, with no hassles.
related products between India and that country
drugs (defi ned as drugs with sales of 2022, as measured in Danish kroner, (semaglutide and cagrilintide) (now in to generate $7.4-bn by 2029, according 2023, the company began production at ington, Indiana; and Brussels, Belgium.
$1-bn or more). GLP-1 agonists work and by 52% at constant exchange late-stage development), and Rybelsus – to estimates from GlobalData. its Research Triangle Park site in North The Catalent acquisition is expected to
ChemXchange
by promoting insulin secretion, which rates. Ozempic accounted for the which collectively are forecast to Carolina and says it expects to continue gradually increase Novo Nordisk’s fi ll-
Open to all registered users — no subscription required
helps maintain blood sugar levels in majority of these sales with 2023 sales capture 83% of the GLP-1 agonist mar- The rise of GLP-1 drugs: manufac- signifi cant capacity expansion over ing capacity from 2026 and onwards.
ChemXchange — the chemical exchange with a difference — is where you can identify your buyers and sup-
patients with Type 2 diabetes. These of DKK 95,718-mn ($13.8-bn), and ket by 2029. Eli Lilly’s Mounjaro is ex- turing implications time as the company increases produc- The merger is expected to close toward
class of drugs also may promote weight Rybelsus accounted for sales of DKK pected to lead in sales, with projected plyers on-line, any time. This unique platform is free to all advertisers in the print version of Chemical Weekly.
The strong demand for GLP-1 drugs tion at this site and others.
the end of 2024, subject to customary
loss by reducing appetite and delay 18,750-mn ($2.7-bn). 2029 sales of $33.4-bn, according to has had impact on supply as companies closing conditions, including approval
For more information contact: 022-24044477. Fax: 022-24044450
gastric emptying, thereby leading to estimates by GlobalData.With a large seek to meet the rising demand. Lilly Novo Nordisk also is investing by Catalent stockholders and receipt
Email: corporate@chemicalweekly.com or log on to chemicalweekly.com
reduced food intake. Combined 2023 sales of two obesity- has noted supply pressures for its in- in internal and external capacity to of required regulatory approvals. After
care GLP-1 products by Novo Nordisk, portfolio of products of GLP-1 drugs, cretin products. In its annual fi ling in increase supply both short and long closing, Novo Holdings plans to sell the
Leading the charge in the GLP-1 Wegovy (semaglutide) and Saxenda Novo Nordisk is expected to capture December 31, 2023, Lilly says it ex- term. The most notable example is the three fi ll–fi nish sites to Novo Nordisk
market are Eli Lilly and Company and (liraglutide), were DKK 41,632-mn 55% of the market share in 2029. pects additional internal and contracted pending $16.5-bn acquisition of the for $11-bn.
Novo Nordisk, each with blockbusters ($6.0-bn). Wegovy has the same active These strong growth projections
in this drug class. In 2023, Lilly had ingredient, semaglutide, as Ozempic for GLP-1 drugs are noteworthy when
seven blockbuster drugs, led by its two and Rybelsus, and Saxenda, the same comparing growth rates of other block-
top-selling products, Trulicity (dulaglu- active ingredient as Victoza. buster drug classes. For example, im-
tide) with revenues of $7.13-bn, and
Mounjaro (tirzepatide) with sales of Market outlook for GLP-1 drugs muno-oncology drugs, in the form of
$5.16-bn, both GLP-1 drugs. Trulicity The GLP-1 agonist market is poised programmed cell death protein-1 (PD- Missed a copy !!!
1) antagonists, have a slower growth
GLP-1 Agonists PD-1 Antagonist rate, with projections of a CAGR of For Digital Edition of this month’s issue & all other past issues
4.7% and a market size of $51-bn in
110 2029, nearly half of the GLP-1 agonist
100 Visit www.hpicindia.com
90 market (see Figure 1),according to esti-
mates from GlobalData. Key PD-1
80
Sales ($B) 70 drugs include Merck & Co.’s Keytruda PDF copies available for download
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(pembrolizumab) and Bristol-Myers
50
Mrs. Usha S. - usha@hpicindia.com
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30 Squibb’s Opdivo (nivolumab). Register Now

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10 The rise of Lilly’s and Novo Nor-
0 disk’s GLP-1 drugs has given new life Contact: For Subscription : Mrs. Usha S. - usha@hpicindia.com
2023 2024 2025 2026 2027 2028 2029 to the market for obesity drugs overall. For Advertising : Mr. Vijay Raghavan - vijay@hpicindia.com
Fig. 1 Blockbuster Trends Analysis: GLP-1 Agonists Versus PD-1 Agonists, Sales Over Time Novo Nordisk’s Wegovy and Eli Lilly’s
196 Chemical Weekly May 28, 2024 Chemical Weekly May 28, 2024 197
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