SGLT2 Domestic new drug/combined drug market

Daewoong Pharmaceutical to launch new drug Envlo next month

LG Chem predicts box office success with Zemidapa, a combination drug

Forxiga, Jardiance, Suglat, and Steglatro have been market-leading SGLT-2 inhibitors as weight-loss diabetes drugs.

 

Domestic pharmaceutical companies are also fighting back.

 

Domestic pharmaceutical companies that have relaxed with Generic for Forxiga are anticipating a full-fledged offensive from next month with Daewoong Pharmaceutical's new domestic drug and LG Chem's DPP4+SGLT2 complex.

 

◆ Daewoong Pharmaceutical's Envlo= SGLT-2 inhibitor, which appears at an amazing timing, selectively inhibits sodium-glucose cotransporter 2 (SGLT2), which plays a major role in glucose reabsorption and discharges excessive glucose in the blood to lower blood sugar.

 

Weight loss can also be seen in this process.

 

Envlo is the only SGLT-2 inhibitor developed by a domestic pharmaceutical company.

 

It was approved on November 30th and will be on the market in almost 5 months.

 

The timing of the release is amazing.

 

Envlo passed HIRA on March 2nd under the condition of accepting less than the appraisal amount.

 

The evaluation amount is the weighted average price of commercially available SGLT-2 inhibitors.

 

If Forxiga had passed the committee after April, after the patent expired, the weighted average price would have been much lower.

 

Daewoong Pharmaceutical agreed to negotiate with NHIS on the 10th, skipping upper limit negotiations by accepting 90% of the weighted average price.

 

It is expected to be on the payroll list on the 1st of next month.

 

The benefit standard changed in April is also applied.

 

Envlo has proven its combined effect with a DPP-4 inhibitor through clinical trials, so a combination of met + Envlo + DPP-4 is possible.

 

However, since there is no verification data for TZD combination use, combination use of 3 drugs including met+TZD is not possible.

 

It can be seen that pharmaceutical companies with other SGLT-2 inhibitors and DPP-4 inhibitors were registered for reimbursement at an amazing time in that they had to lower their drug prices on their own in accordance with the expansion of the standard for concurrent use.

 

Generic for Forxiga has also been released less than a month, so Envlo's promotion is expected.

 

◆133 billion won performance LG Chem's Zemidapa = LG Chem, which first introduced a domestically produced DPP-4 inhibitor, is not a new SGLT-2 drug, but Forsyga is expanding its market area with a combination drug in line with the patent expiration.

 

LG Chem is recording 133 billion won (Uvist 2022 standard) of outpatient prescriptions in the 1 trillion won diabetes treatment market only with the Zemiglo product line.

 

LG Chem went further than Zemiglo and released Zemidapa with Forxiga's Dapagliflozin attached.

 

On the 4th of this month, the non-payroll was released, and the payroll will be applied next month.

 

LG Chem verified the effectiveness of met + Zemiglo + Dapagliflozin through a clinical trial in which more than 20 billion won was invested.

 

The three-drug combination therapy showed a greater improvement in blood glucose than met+Dapagliflozin or met+Zemiglo.

 

Since the benefits of the met+ddp4i+sglt2i 3 system will be applied from April, Zemidapa, a ddp4i+sglt2i combination drug, is also expected to benefit.

 

◆Dong-A ST, the first player in the Generic for Forxiga market, has a diverse lineup = Dong-A ST has been approved for 9 SGLT-2 drugs.

 

Dong-A ST, which launched Dapapro, a prodrug of Forxiga through a patent strategy, as the first late-breaking drug in December of last year, received reimbursement for six late-breaking drugs of Forxiga and Jardiance this month.

 

In addition to eight products, Sugadapa, a combination of Suganon and Dapagliflozin, an in-house developed drug, is expected to be released as reimbursements in June.

 

With only nine dapagliflozin, the lineup is the most solid among pharmaceutical companies.

 

Dong-A ST recently announced that it had applied for permission for 'Sugadapa met', a combination of metformin and Sugadapa.

 

The product is planned for release next year.

 

Dong-A seems to have established itself in the diabetes treatment market with Suganon, a domestically developed DPP-4 drug.

 

However, although it is sluggish compared to competing drugs, it seems to be trying to expand its market share with dapagliflozin.