Diabetes Monitoring Products & Therapy to 2008

SUMMARY

US market to grow 8% yearly through 2008

US demand for diabetes management therapies and supplies will increase 8.0 percent annually to $12.6 billion in 2008. Growth will reflect a rising number of diagnosed Type 1 and Type 2 conditions; the introduction of new, high value-added drugs and devices; and the promotion of greater patient testing activities and prescribed medication compliance by medical groups. Diabetes afflicts over 18.5 million individuals in the US and accounts for nearly $105 billion in direct health care expenditures.

Oral agents to remain dominant

Based on size and growth of Type 2 diabetes conditions and anticipated new product introductions, oral anti-diabetic agents will continue to comprise the top-selling class of diabetes therapies. Demand for these compounds will increase 6.6 percent annually to $5.4 billion in 2008. Thiazolidinedione combination therapies and new peptide agonists will provide the best growth opportunities due to advantages over alternative agents in controlling hyperglycemia. GLP-1 agonists, which are expected to reach the market in mid-2005, hold especially promising potential in Type 2 diabetes management due to multiple underlying anti-diabetic actions as well as the promotion of weight loss.

Insulin systems to grow the fastest

Demand for insulin delivery systems is projected to reach $3.8 billion in 2008, up 10.6 percent annually from 2003. An increasing number of diagnosed Type 1 diabetes conditions and expanding use in the management of Type 2 diabetes will promote growth. Insulin analogs, especially insulin lispro and insulin glargine, will see the fastest gains in demand among insulin formulations based on reduced dosing frequency, rapid onset of action and greater dosage scheduling flexibility. Buccal and inhalation delivery systems, now in development, will eventually replace injectable insulins as the principal therapies for Type 1 diabetes. Prefilled pen injectors that allow for needleless, subcutaneous administration will account for the fastest growth among insulin delivery devices. Combination insulin pumping and blood glucose monitoring systems will also fare well.

Less invasive monitors, supplies to lead gains

The US market for diabetes monitoring and diagnostic products will increase 7.7 percent annually to $3.4 billion in 2008. Less invasive monitors and supplies will generate the strongest growth opportunities in this product class due to convenience and ease-of-use advantages. The most significant new innovation among blood glucose monitoring devices will consist of probe-based systems that provide and record continuous measurements over a three-day period.

Study coverage

This new Freedonia industry study, Diabetes Monitoring & Therapy provides historical US demand data (1993, 1998, 2003) and forecasts to 2008 and 2013 for diabetes products by type and market. The study also profiles major industry participants and evaluates company market share.

TABLE OF CONTENTS

INTRODUCTION

I. EXECUTIVE SUMMARY

II. MARKET ENVIRONMENT

• General
• Economic Factors
  • Recent Economic Trends
  • Long-Term Economic Projections
• Demographic Patterns
• Trends in Health Care
  • Health Insurance
  • National Health Expenditures
  • Medical Providers
  • Patient Activity
• Diabetes Overview
  • Incidence
    • Type 1 Diabetes
    • Type 2 Diabetes
    • Gestational Diabetes
  • Treatment Costs
  • World Diabetes Conditions

III. TECHNOLOGY OVERVIEW

• General
• Biosensors
• Recombinant DNA
• Stem Cell Research
• Insulin Dosage Formulations
• Other Technologies
  • Chiral Chemistry
  • Combinatorial Chemistry
  • Monoclonal Antibodies
  • Nanotechnology

IV. PRODUCT OVERVIEW

• General
• Market Trends 1993-2003
• International Markets
  • US Trade
  • World Market Outlook

V. BLOOD GLUCOSE MONITORING & DIABETES DIAGNOSTIC PRODUCTS

• General
• Blood Glucose Monitoring Products
  • Blood Glucose Test Strips
    • Technologies
    • Producers
    • Electrochemical Test Strips
    • Photometer Reflectance Test Strips
  • Blood Glucose Monitors
    • Monitor Features & Capabilities
    • Point-In-Time Self-Testing Monitors
    • Professional Blood Glucose Monitoring Systems
    • Continuous Self-Testing Monitors
    • Blood Glucose Monitors in Development
  • Blood Glucose Testing Supplies
    • Lancets
    • Lancing Devices
    • Biosensors
• Diabetes Diagnostic Products
  • Hemoglobin A1c Testing Products
  • Blood Glucose Reagents & Test Kits
  • Microalbumin Testing Products
  • Ketone Testing Products
  • Other Diabetes Diagnostic Products

VI. INSULIN DELIVERY SYSTEMS

• General
• Insulin Injector Systems
  • Pen Injectors
    • Disposable Pen Injectors
    • Reusable Pen Injectors
  • Syringe & Needle Sets
  • Needleless Jet Injectors
  • Other Insulin Injection Supplies
    • Infectious Waste Disposal Supplies
    • Injection Aids
• Insulin Pumps & Accessories
  • External Pumps
    • Pump Advantages
    • Pump Disadvantages
    • Producers & Products
  • Implantable Pumps
  • Pump Accessories
• Insulin Dosage Formulations
  • Types of Insulin
  • Insulin Producers & Products
  • Insulin Vials
  • Insulin Cartridges
  • Inhalation Insulin
  • Oral Insulin
  • Transdermal Insulin
  • Stem Cell Therapies

VII. ORAL ANTI-DIABETIC AGENTS

• General
• Thiazolidinediones (TZDs)
  • Indications & Actions
  • Products & Producers
  • Troglitazone
  • Pioglitazone HCl & Rosiglitazone Maleate
• Biguanides
  • Indications & Actions
  • Products & Producers
• Sulfonylureas
  • Indications & Actions
  • Products & Producers
• Meglitinides
  • Indications & Actions
  • Products & Producers
• Enzyme Inhibitors
  • Indications & Actions
  • Products & Producers
• Peptide Agonists
  • GLP-1 Agonists
  • LAF237
  • MK0431
  • Other Peptide Agonists
• Non-TZD Peroxisome Proliferator-Activated Receptors
• Other Oral Anti-Diabetic Agents

VIII. MARKETS

• General
• Home Health Care Market
• Primary Health Care Market
• Other Markets

IX. INDUSTRY STRUCTURE

• General
• Market Share
• Competitive Strategies
• Mergers & Acquisitions
• Licensing & Related Agreements
• Regulatory Considerations
• Research & Development
• Marketing & Distribution
• Manufacturing
• Company Profiles
  • Abbott Laboratories
  • Alkermes Incorporated
  • Aradigm Corporation
  • Aventis SA, see Sanofi-Aventis
  • Bayer AG
  • Becton, Dickinson and Company
  • Bristol-Myers Squibb Company
  • Cygnus Incorporated
  • Disetronic Group, see Roche Holding Limited
  • Emisphere Technologies Incorporated
  • GlaxoSmithKline plc
  • IVAX Corporation
  • Johnson & Johnson
  • Kos Pharmaceuticals Incorporated
  • LifeScan Incorporated, see Johnson & Johnson
  • Lilly (Eli) and Company
  • MannKind Corporation
  • Medtronic Incorporated
  • Merck & Company Incorporated
  • Novartis International AG
  • Novo Nordisk A/S
  • OSI Pharmaceuticals Incorporated
  • Pfizer Incorporated
  • Prosidion Limited, see OSI Pharmaceuticals
  • Roche Holding Limited
  • Sandoz Generics, see Novartis International AG
  • Sanofi-Aventis
  • Takeda Pharmaceutical Company Limited
  • Terumo Corporation
  • TheraSense Incorporated, see Abbott Laboratories

LIST OF TABLES

SECTION I -- EXECUTIVE SUMMARY

• Summary Table

SECTION II -- MARKET ENVIRONMENT

• 1 Macroeconomic Indicators
• 2 Population & Age Distribution
• 3 National Health Expenditures by Type
• 4 Medical Providers
• 5 Patient Activity
• 6 Diabetes Conditions
• 7 Diabetes Expenditures
• 8 World Diabetes Conditions

SECTION IV -- PRODUCT OVERVIEW

• 1 Diabetes Monitoring Products & Therapies Demand by Product Group
• 2 Diabetes Monitoring Products & Therapies - Demand Patterns, 1993-2003
• 3 US Trade in Diabetes Monitoring Products & Therapies
• 4 World Diabetes Monitoring Products & Therapies Demand

SECTION V -- BLOOD GLUCOSE MONITORING & DIABETES DIAGNOSTIC PRODUCTS

• 1 Blood Glucose Monitoring & Diabetes Diagnostic Products Demand
• 2 Blood Glucose Monitoring Products Demand by Type
• 3 Blood Glucose Test Strips Demand by Type
• 4 Blood Glucose Test Strips - Selected Characteristics
• 5 Electrochemical (EC) Blood Glucose Test Strips Demand
• 6 Photometer Reflectance (PR) Test Strips Demand
• 7 Blood Glucose Monitors Demand by Type
• 8 Blood Glucose Monitors - Selected Characteristics
• 9 Point-In-Time Self-Testing Blood Glucose Monitors Demand
• 10 Professional Use Blood Glucose Monitors Demand
• 11 Continuous Blood Glucose Monitors Demand
• 12 Blood Glucose Testing Supplies Demand by Type
• 13 Lancets Demand
• 14 Lancing Devices Demand
• 15 Biosensors Demand
• 16 Diabetes Diagnostic Products Demand by Type
• 17 Hemoglobin A1c Testing Products Demand
• 18 Blood Glucose Reagents & Test Kits Demand
• 19 Microalbumin Testing Products Demand
• 20 Ketone Testing Products Demand
• 21 Other Diabetes Diagnostic Products Demand

SECTION VI -- INSULIN DELIVERY SYSTEMS

• 1 Insulin Delivery Systems Demand by Type
• 2 Insulin Injector Systems Demand
• 3 Insulin Pen Injector Demand
• 4 Disposable Insulin Pen Injector Demand
• 5 Reusable Insulin Pen Injector Demand
• 6 Insulin Syringe & Needle Set Demand
• 7 Needleless Insulin Jet Injector Demand
• 8 Other Insulin Injector Supply Demand
• 9 Insulin Pump & Accessory Demand
• 10 External Insulin Pump Demand
• 11 Implantable Insulin Pump Demand
• 12 Insulin Pump Accessory Demand
• 13 Insulin Demand by Dosage Formulation
• 14 Insulin Vial Demand
• 15 Insulin Cartridge Demand

SECTION VII -- ORAL ANTI-DIABETIC AGENTS

• 1 Oral Anti-Diabetic Agents Demand
• 2 Thiazolidinediones (TZDs) Demand
• 3 Biguanides Demand
• 4 Sulfonylureas Demand
• 5 Meglitinides Demand
• 6 Enzyme Inhibitors Demand
• 7 Peptide Agonist Demand
• 8 Non-TZD PPARs Demand
• 9 Other Oral Anti-Diabetic Agents Demand

SECTION VIII -- MARKETS

• 1 Diabetes Monitoring Products & Therapies Demand by Market
• 2 Home Health Care Market -- Diabetes Monitoring Products & Therapies
• 3 Primary Health Care Market -- Diabetes Monitoring Products & Therapies
• 4 Other Markets -- Diabetes Monitoring Products & Therapies

SECTION IX -- INDUSTRY STRUCTURE

• 1 Diabetes Monitoring Products & Therapies Sales by Company, 2003
• 2 Selected Acquisitions & Divestitures
• 3 Selected Cooperative Agreements

LIST OF CHARTS

SECTION IV -- PRODUCT OVERVIEW

• 1 Diabetes Monitoring Products & Therapies Demand by Product Group, 2003

SECTION V -- BLOOD GLUCOSE MONITORING & DIABETES DIAGNOSTIC PRODUCTS

• 1 Blood Glucose Monitoring & Diabetes Diagnostic Products Demand by Type, 2003

SECTION VI -- INSULIN DELIVERY SYSTEMS

• 1 Insulin Delivery Systems Demand by Type, 2003

SECTION VII -- ORAL ANTI-DIABETIC AGENTS

• 1 Oral Anti-Diabetic Agents Demand by Type, 2003

SECTION VIII -- MARKETS

• 1 Diabetes Monitoring Products & Therapies Demand by Market, 2003

SECTION IX -- INDUSTRY STRUCTURE

• 1 Diabetes Monitoring Products & Therapies Market Share, 2003