This article does not shed a positive light on Toujeo. The PI killed Toujeo. Read the last sentence of the article. It says Toujeo does not have a chance. Look at the stock price. It keeps dropping.
Here are a couple paragraphs from the article:
The label “surprisingly contained no mention of clinical benefits,” writes Sanford Bernstein analyst Ronny Gal in an investor note. “The lower rates of [blood sugar levels at night] do not seem to be mentioned in the label anywhere and even in terms of efficacy, all the label shows is non-inferiority of Toujeo to Lantus. Toujeo now seems simply a more concentrated form of Lantus – a modest convenience benefit for patients requiring a high dosage of the drug.”
This robs Sanofi of a selling point with physicians and payers. After all, if the clinical profile of both insulin products is similar, the drug maker may have a difficult time convincing doctors to switch patients to the newer treatment. “No physician wants to change a patient who is already doing well on a therapy,” David Kliff of Diabetic Investor tells us.
This suggests that Sanofi will have to focus on a more select group of patients – those who are not yet being treated with Lantus, according to analysts. “The primary battle ground will be with ‘new patient starts’ and this is only a smaller bucket of patients that grows over time,” Tim Anderson, another Sanford Bernstein analyst, writes in his own investor note.
Here are a couple paragraphs from the article:
The label “surprisingly contained no mention of clinical benefits,” writes Sanford Bernstein analyst Ronny Gal in an investor note. “The lower rates of [blood sugar levels at night] do not seem to be mentioned in the label anywhere and even in terms of efficacy, all the label shows is non-inferiority of Toujeo to Lantus. Toujeo now seems simply a more concentrated form of Lantus – a modest convenience benefit for patients requiring a high dosage of the drug.”
This robs Sanofi of a selling point with physicians and payers. After all, if the clinical profile of both insulin products is similar, the drug maker may have a difficult time convincing doctors to switch patients to the newer treatment. “No physician wants to change a patient who is already doing well on a therapy,” David Kliff of Diabetic Investor tells us.
This suggests that Sanofi will have to focus on a more select group of patients – those who are not yet being treated with Lantus, according to analysts. “The primary battle ground will be with ‘new patient starts’ and this is only a smaller bucket of patients that grows over time,” Tim Anderson, another Sanford Bernstein analyst, writes in his own investor note.
Wallstreet Journal article says Toujeo does not have a chance.
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