Diabetes Early Stage Outlook: Update Bulletin # 2 [March 2019]

This edition presents the views and insights from three key opinion leaders (KOLs) from North America and Europe on a variety of recent events in the diabetes mellitus (DM) market. Within this update, KOLs provided their views on the following key events: Sanofi/Lexicon announcing that the European Medicines Agency's Committee for Medicinal Products for Human Use (CHMP) had adopted a positive opinion on the approval of sotagliflozin (Zynquista); vTv Therapeutics publishing data on the discovery and development of TTP399 as a potential treatment for diabetes; and Zafgen announcing positive data from the second cohort of its Phase II clinical trial of ZGN-1061 in type 2 diabetic patients.

Business Questions:

• How do KOLs view the potential of Sanofi/Lexicon's Zynquista for type 1 diabetics?
• What role do KOLs expect Zynquista to play in the treatment strategy for T1D?
• How do KOLs view the risk of diabetic ketoacidosis with SGLT1/2 inhibitors?
• Do KOLs expect Zynquista to reach the US market?
• How do KOLs view vTv Therapeutics' TTP399 AGATA study and is the liver-selective glucokinase (GK) activator likely to reach the market?
• What safety concerns do experts have with GK activator and how will they impact the development of TTP399?
• How do KOLs rate the chances of TTP399 reaching the T2D market?
• How do KOLs think injectable TTP399, if approved, will impact the market?
• Where do experts see TTP399 being used in the treatment paradigm?
• How do opinion leaders view Zafgen's injectable MetAP2 inhibitor, ZGN-1061?
• What do KOLs think of ZGN-1061's novel mechanism of action? Can it be effective in diabetes?
• Do experts have safety concerns with ZGN-1061 and if so how are they likely to affect its uptake in the market?