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4

A Diabetes Drug Delivery Deal

When deciding whether to approve a drug, the FDA only cares whether it's safe and effective. But once the drug hits the market, a third characteristic -- how the drug is taken -- helps determine whether it obtains blockbuster status.

Most type 2 diabetes patients have started out on oral medications like Bristol-Myers Squibb's (NYSE: BMY  ) Glucophage -- available as generic metformin -- then progressed to injectable insulin. Newer medications like Merck's (NYSE: MRK  ) Januvia sought to put off the inevitable needle pokes by giving patients another oral therapy before heading on to insulin.

Then there's Amylin Pharmaceuticals' (Nasdaq: AMLN  ) Byetta. An analog of the hormone GLP-1, this wonder drug improves glucose levels and helps diabetics shed pounds -- but it has one big problem. Byetta aims to help patients avoid using insulin, but still results in two needle pokes a day, which has put a damper on its sales. Novo Nordisk (NYSE: NVO  ) has tried to best Byetta by developing a competing GLP-1 analog that only needs to be injected once a day.

If one injection a day is better than two, then one injection per week should be seven times better. That's what Amylin and marketing partner Eli Lilly (NYSE: LLY  ) are doing with Byetta. Using Alkermes' (Nasdaq: ALKS  ) microsphere technology, the once-weekly Byetta looked good in trials, although it's still more than a year away from being on the market.

Novo Nordisk isn't waiting idly by to be outdone by once-weekly Byetta, though. The diabetes expert announced yesterday that it's taking drug delivery full circle by attempting to make an oral version of GLP-1-like drugs. It won't be easy; if it were, Amylin, Novo Nordisk, and others would have started there in the first place. But Novo Nordisk thinks it can use Emisphere Technologies' (Nasdaq: EMIS  ) eligen technology to carry GLP-1 drugs across the membranes of the gut and into the bloodstream.

Hold on to your seat, Fools. The GLP-1 drug wars are going to deliver one bumpy ride.

Motley Fool Rule Breakers is always on the hunt for hot drug stocks and other cutting-edge picks. See all of our latest discoveries with a free 30-day trial subscription.

Fool contributor Brian Orelli, Ph.D., doesn't own shares of any company mentioned in this article. Eli Lilly is a Motley Fool Income Investor recommendation. The Fool has a disclosure policy.


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Help us keep this a respectfully Foolish area! This is a place for our readers to discuss, debate, and learn more about the Foolish investing topic you read about above. Help us keep it clean and safe. If you believe a comment is abusive or otherwise violates our Fool's Rules, please report it via the Report this Comment Report this Comment icon found on every comment.

  • Report this Comment On June 25, 2008, at 7:11 AM, dorfmeister wrote:

    If oral is superior and there is only one oral technology left (offered by ugne.ob). Shouln't that start a bidding war for that one ????? Sanofi, Roche, Merck and who else has something to loose in diabeticss ?

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Brian Orelli
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Dr. Orelli is a Senior Biotech Specialist. He has written about biotech, pharmaceutical, and medical device companies for The Motley Fool since 2007.

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