Pharmaceuticals: Positive phase III results for Lilly's SGLT-2 inhibitor, Jardiance. Implications for our stock universe
Eli Lilly and Boehringer announced that their SGLT-2 inhibitor, Jardiance (in combination with a DPP-4 inhibitor), reduced the CV risks in patients suffering from Type 2 Diabetes. We think this is good news for the whole therapeutic class. If we should retain a winner then this would be AstraZeneca given its leading position outside the US. On the other hand, companies that only have GLP-1 analogues or DPP-4 in their portfolio, like Novo Nordisk, Novartis, and, to a lesser extent, Sanofi, may suffer from this evolving paradigm.
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