Merrill Lynch comments on DPP-IV

Merrill Lynch analyst Tom McGahren reviewed the online abstracts from the American Diabetes Association annual meeting, with an eye to their potential impact on Amylin, OSI Pharma and Keryx. Initial takeaways are the oral DPP-IV inhibitors, Galvus (Novartis) and Januvia (Merck) are on track with comparable data, potentially complicating the competitive landscape for Byetta, but representing underappreciated potential royalties to OSI; phase 2 data for Liraglutide (1x/daily injectable) is relatively comparable to that for Exenatide LAR (1x/weekly) with the obvious dosing difference; Byetta could potentially be used in selected type 2 diabetics as an add-on to insulin or insulin replacement, but the data is early; and the incidence of diabetic nephropathy continues to grow with the diabetes epidemic, highlighting the need for newer therapies.

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