Thursday, March 22, 2012

Will there be a drug bigger than Lipitor?

I see one drug, that might culminate into another Lipitor or Plavix, it is Januvia/Janumet. The drug is generating a staggering $4.5b in global sales in a very short span after launch. Even at this base, the Januvia franchise continues to grow in high double digits and takes just about 7 percent market share of the diabetes market. I expect the market share for the drug to atleast double from current levels in the next five years, which should make it the next Lipitor or even bigger than that.