As I mentioned last night, most Wall Street analysts are offering only moderately bullish estimates of Invokana®‘s peak 2017 sales, this early in the game. And I partially agree — it makes some sense to be conservative here, given the questions about other drug candidates in this new class.
On the other hand, it appears that Invokana will have a very clean FDA label (very few scary warnings — no black box warnings), and will be able to note the study results showing “off-target” weight-loss effects — in most patients on the drug. Given that obesity and this type of diabetis are closely associated, that may be a very powerful finding, for patient conversion — to this new class. It will be a once a day pill, and very convenient to take.
In addition, J&J’s Janssen unit is now saying that the wholesale price will be about…
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