FDA sets LixiLan decision date for Sanofi-Novo diabetes showdown; Eylea could outshine Bayer's sales forecasts, analyst predicts

Sanofi's ($SNY) LixiLan combo candidate is now in the hands of the FDA with a decision deadline set for August. And that means it won't be long before the med--which pairs the French drugmaker's blockbuster basal insulin Lantus with new GLP-1 contender Lyxumia--takes on Novo Nordisk's ($NVO) Xultophy, a marriage between GLP-1 treatment Victoza and new insulin product Tresiba. More from FiercePharmaMarketing

Bayer has been reaping the benefits from hot launcher Eylea since the drug made its European debut in November 2012. But even with the eye med's success so far, Eylea's market potential may be a bit underestimated, one analyst believes. According to Bernstein's Ronny Gal, while the wet age-related macular degeneration market--Eylea's first--"appears to be saturating," there's plenty of room to grow in other indications. In particular, use of so-called VEG-F products such as Eylea in patients with diabetic macular edema is expanding, giving the treatment an opportunity to outshine Bayer's current sales forecasts. More from FiercePharmaMarketing

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