Diskusjon Triggere Porteføljer Aksjonærlister

Fedmebehandling som investering

Samme vekttap som oral wegovy med en pille som koster brøkdelen å lage + at det ikke er noen restriksjoner på om man må ta den på tom mage. Kan bli en blockbuster det.

Solgte hele posisjonen min oppe på midten av $80-tallet. Da tenkte jeg at oppsiden begynte å bli liten. Vurderer å kjøpe tilbake nå, men makro / geopolitikk får meg til å sitte på gjerdet foreløpig.

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Lilly’s triple agonist, retatrutide, demonstrated significant reductions in A1C and weight in first Phase 3 trial for treatment of type 2 diabetes

March 19, 2026

For the primary endpoint, retatrutide lowered A1C by an average of 1.7% to 2.0% across doses at 40 weeks in TRANSCEND-T2D-1

Participants taking retatrutide 12 mg lost an average of 36.6 lbs (16.8%)

No weight loss plateau was observed with retatrutide, with participants continuing their weight loss trajectory through 40 weeks

INDIANAPOLIS, March 19, 2026 /PRNewswire/ – Eli Lilly and Company (NYSE: LLY) today announced positive topline results from TRANSCEND-T2D-1, a Phase 3 clinical trial evaluating the efficacy and safety of retatrutide, an investigational first-in-class GIP, GLP-1 and glucagon triple hormone receptor agonist, as an adjunct to diet and exercise. The trial enrolled adults diagnosed with type 2 diabetes with inadequate glycemic control with diet and exercise alone, and a mean duration of diabetes of 2.5 years. In the study, retatrutide met the primary and all key secondary endpoints, delivering superior A1C reduction and weight loss at 40 weeks compared to placebo, using both the efficacy and treatment-regimen estimands.1,2 For the primary endpoint, participants taking retatrutide achieved average A1C reductions of up to 2.0%, using the efficacy estimand. For a key secondary endpoint, participants taking retatrutide lost up to an average of 36.6 lbs (16.8%), using the efficacy estimand. Weight loss continued through the end of the treatment period.

“For many people with type 2 diabetes, it is a struggle to achieve both A1C control and weight loss, since obesity has historically been harder to treat for those with type 2 diabetes,” said Kenneth Custer, Ph.D., executive vice president and president, Lilly Cardiometabolic Health. “With triple agonist retatrutide, we set out to make a molecule that could help patients achieve substantial A1C reduction and weight loss. These results support the remarkable potential of this novel molecule for people living with type 2 diabetes, with up to 2% A1C improvement and nearly 17% weight loss in 40 weeks of treatment.”

Retatrutide also showed clinically meaningful improvements from baseline across key cardiovascular risk factors, including non-HDL cholesterol, triglycerides and systolic blood pressure.3

Consistent with the types of adverse events seen in clinical trials for other incretin-based therapies, the most common adverse events among participants treated with retatrutide (4 mg, 9 mg, 12 mg) were nausea (16.4%, 19.5%, 26.5%, respectively vs. 3.7% with placebo), diarrhea (18.7%, 26.3%, 22.8%, respectively vs. 4.5% with placebo) and vomiting (15.7%, 15.0%, 17.6%, respectively vs. 2.2% with placebo), and occurred primarily during dose escalation. Incidence of dysesthesia occurred in 4.5%, 2.3% and 4.4% (4 mg, 9 mg and 12 mg, respectively) of patients treated with retatrutide, compared to 0.0% with placebo. These dysesthesia events were generally mild, with a majority resolving during treatment. Discontinuation rates due to adverse events were 2.2%, 4.5% and 5.1% with retatrutide 4 mg, 9 mg and 12 mg, respectively, compared to 0.0% with placebo.

Detailed TRANSCEND-T2D-1 results will be presented at the American Diabetes Association Scientific Sessions in June and published in a peer-reviewed journal. Additional results from the retatrutide clinical trial program are expected over the next year.

https://investor.lilly.com/news-releases/news-release-details/lillys-triple-agonist-retatrutide-demonstrated-significant

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Zealand Pharma Establishes U.S. Research Hub in Cambridge, Massachusetts to Expand Drug Discovery Capabilities and Accelerate Medicine Creation

2026-03-24 15:00:00

Press release – No. 6 / 2026

Zealand Pharma Establishes U.S. Research Hub in Cambridge, Massachusetts to Expand Drug Discovery Capabilities and Accelerate Medicine Creation

New research hub in Cambridge, Massachusetts, in the greater Boston area, expands global discovery capabilities, combining Zealand Pharma’s more than 25 years of expertise in peptides and metabolic health with Boston’s biotech innovation ecosystem.

Copenhagen, Denmark and Boston, Massachusetts, March 24, 2026 - Zealand Pharma A/S (Nasdaq: ZEAL) (CVR-no. 20045078), a biotechnology company transforming the future of metabolic health, today announced the establishment of a new research hub in Cambridge, Massachusetts, in the greater Boston area. The facility will serve as Zealand Pharma’s primary U.S. address and is expected to be operational from September 2026.

“The Cambridge hub is a tangible commitment and an important addition to our research footprint – complementing the strong and active research already taking place in Denmark and marking another important step in our ambition to become a leader in obesity and metabolic health,” said Adam Steensberg, President and Chief Executive Officer of Zealand Pharma.

Zealand Pharma’s Cambridge hub is designed to expand the Company’s global research capabilities and strengthen its ability to tap into world-class talent, technologies, and partnerships in one of the world’s leading life science ecosystems. The site will enhance the company’s research platform through AI-driven drug discovery, advanced automation, and next-generation molecule creation, accelerating the translation of scientific insight into innovative medicines.

Cambridge is a premier destination for startups, biotech, and life sciences with over 600 companies and is home to the world’s leading academia and research scholars. Located at 35 CambridgePark Drive, the site is a purpose-built lab property owned by Healthpeak (NYSE: DOC), supporting Zealand Pharma’s growth within the Cambridge innovation ecosystem. The research hub’s strategic location will enable close collaboration with local partners to develop artificial intelligence (AI), machine learning (ML), and automation models that enhance the quality and efficiency of drug design and expand the pharmacological reach of the Company’s research platform. This will expand Zealand Pharma’s research platform beyond its core peptide expertise, adding hybrid modalities for tissue-selective targeting such as antibody-peptide conjugates (APCs) and siRNAs, in support of the Company’s Metabolic Frontier 2030 strategy, and Zealand Pharma is actively recruiting to the site in Cambridge.

“Cambridge, Massachusetts is one of the world’s great engines of biotech innovation, and we are excited to build our research hub where the metabolic expertise of Denmark and multi-modal platform capabilities from Cambridge can come together,” said Utpal Singh, Chief Scientific Officer of Zealand Pharma. “This hub will deepen our discovery capabilities for medicine creation and help us move from idea to clinic faster.”

Founded in Denmark, with research hubs in Søborg, Copenhagen, and Cambridge, Massachusetts, Zealand Pharma is a global biotech built on nearly three decades of expertise in peptide discovery, design, and development, with a strong track record of stabilizing and advancing some of the most challenging peptide therapeutics.

In addition to the research laboratories, Zealand Pharma’s Cambridge site will include office space, meeting rooms, and collaborative areas for colleagues from across the organization, as the company expands its presence in the U.S.

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https://investor.lilly.com/news-releases/news-release-details/fda-approves-lillys-foundayotm-orforglipron-only-glp-1-pill

Foundayo is a prescription medicine available in 0.8 mg, 2.5 mg, 5.5 mg, 9 mg, 14.5 mg, or 17.2 mg oral tablets.

Ser ut som de også kuttet 36mg som de testet i fase 3

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Foundayo?

Er dette en slags 1. april-spøk fra LLY? I åpningstiden?

Rask ekstrapolering fra 17,2mg som maksdose blir da 10% vekttap på efficacy estimand og 9% på treatment. Over sammen tidsrom. Er vel 72 uker i ATTAIN-1

Au au au au au au au au

Not good

Edit: Se bort fra regnestykket her, 17,2 i tablettform er det samme som 36mg i kapselform, bare jeg som ikke skjønte hvordan dette hang sammen.

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Nei og nei:

Warnings – Foundayo may cause tumors in the thyroid, including thyroid cancer. Watch for possible symptoms, such as a lump or swelling in the neck, hoarseness, trouble swallowing, or shortness of breath. If you have any of these symptoms, tell your healthcare provider.

Do not use Foundayo if you or any of your family have ever had a type of thyroid cancer called medullary thyroid carcinoma (MTC).
Do not use Foundayo if you have Multiple Endocrine Neoplasia syndrome type 2 (MEN 2).
Do not use Foundayo if you have had a serious allergic reaction to orforglipron or any of the ingredients in Foundayo.

MTC er sjelden, men ikke noe kult å ha på label likevel, er det? Skyldes i en del tilfeller MEN-2 mutasjon ser det ut som.

Spm her er om LLY har gått ned på dosen selv, eller om FDA har tvunget dosen ned.

Bra nytt for Novo og kanskje alle med peptidbaserte piller i pipe.

For Structure? Kanskje bra. Men kanskje dårlig. Vanskelig å si hva som vektlegges mest.

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Jeg stusset også på denne advarselen, men oral wegovy har vel samme? Levers dog opp til 25mg

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Så Novo nevnte det i sin pressrelease

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Stemmer. Huh, så de brukte altså capsules i hele fase III’en, men switcha så til tablets for den godkjente medisinen. Altså, gir jo mening fra et produksjonsperspektiv. Og hvis virkestoffet er det samme, så betyr det vel lite for FDA. Bare stussa fordi Structure jo bytta fra capsules i fase I til tablets i i fase II, så tenkte det betød noe for godkjenning. Men greit å av og til bli minna på at man er en glad amatør! :sweat_smile:

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En potensiell rakett. Er dialog med BP om avtale. Blir spennende å følge.

Er opsjonspriset pdd.

Se fra ca 35.00 min hva ledelsen sier om avtale

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ACHIEVE-4, the longest Phase 3 study of Lilly’s Foundayo (orforglipron) to date, reaffirmed its cardiovascular and overall safety profile as well as consistent improvements across key measures of cardiometabolic health

April 16, 2026

In ACHIEVE-4, Foundayo met the primary objective of non-inferiority vs. insulin glargine with a 16% lower risk of MACE-4 events and a 23% lower risk of MACE-3 events

In a pre-planned analysis, the risk of all-cause death was 57% lower for Foundayo vs. insulin glargine, showing the potential for more comprehensive health benefits

With these data, Lilly plans to submit Foundayo for the treatment of type 2 diabetes to the U.S. Food and Drug Administration by the end of Q2

INDIANAPOLIS, April 16, 2026 /PRNewswire/ – Eli Lilly and Company (NYSE: LLY) today announced positive topline results from the Phase 3 ACHIEVE-4 trial evaluating the efficacy and safety of Foundayo (orforglipron), compared to insulin glargine in adults with type 2 diabetes and obesity or overweight at increased cardiovascular risk. ACHIEVE-4, the largest and longest study of Foundayo in type 2 diabetes to date, enrolled more than 2,700 participants across 15 countries. In the trial, Foundayo met the primary endpoint by demonstrating a non-inferior risk of major adverse cardiovascular events (MACE-4), including cardiovascular death, heart attack, stroke or hospitalization for unstable and sudden chest pain, compared to insulin glargine. In addition, Foundayo showed superior improvements in A1C and body weight at 52 weeks vs. insulin glargine, which persisted through 104 weeks of therapy. While not controlled for multiplicity, the risk of all-cause death was significantly lower for Foundayo vs. insulin glargine.

“Across seven Phase 3 studies enrolling more than 11,000 patients, Foundayo has demonstrated a consistent safety and efficacy profile,” said Thomas Seck, M.D., senior vice president of product development, Lilly Cardiometabolic Health. “ACHIEVE-4 adds a new dimension to that evidence — cardiovascular safety and a lower observed risk of all-cause death in patients who carry elevated cardiovascular risk. Together with the simplicity of a once-daily pill that requires no food or water restrictions, we believe Foundayo could be an important new treatment option for people with type 2 diabetes.”

In the trial, the risk of cardiovascular death, heart attack, stroke, or hospitalization for unstable sudden chest pain was 16% lower for Foundayo vs. insulin glargine (hazard ratio: 0.84; 95.0% CI: 0.59 to 1.20), meeting the prespecified criteria for demonstrating non-inferiority (upper limit of 95.0% CI of the hazard ratio < 1.8).1 The risk of all-cause death was 57% lower with Foundayo vs. insulin glargine (hazard ratio: 0.43; 95.0% CI: 0.25 to 0.75; nominal p = 0.002).2 Foundayo also showed clinically meaningful improvements from baseline across several cardiovascular risk factors, including non-HDL cholesterol, systolic blood pressure, triglycerides, and hsCRP.2

The overall safety and tolerability profile of Foundayo in ACHIEVE-4 was generally consistent with previous trials and with the GLP-1 class. The most common adverse events for patients taking Foundayo were nausea, vomiting, diarrhea, decreased appetite, and constipation. During the 52-week minimum treatment period, 10.6% of patients taking Foundayo discontinued treatment due to adverse events. ACHIEVE-4 included a thorough analysis of potential drug-induced liver injury (DILI), and these analyses confirmed there was no hepatic safety signal, consistent with all prior studies in the ACHIEVE and ATTAIN programs.

Lilly will submit Foundayo for the treatment of type 2 diabetes to the U.S. FDA by the end of the second quarter under the Commissioner’s National Priority Review Voucher.

https://investor.lilly.com/news-releases/news-release-details/achieve-4-longest-phase-3-study-lillys-foundayo-orforglipron

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Zealand Pharma announces Boehringer Ingelheim’s novel glucagon/GLP-1 dual agonist survodutide achieved significant weight loss of 16.6% delivering meaningful metabolic improvement in people with obesity or overweight in Phase 3 trial

Company announcement – No. 10 / 2026

Zealand Pharma announces Boehringer Ingelheim’s novel glucagon/GLP-1 dual agonist survodutide achieved significant weight loss of 16.6% delivering meaningful metabolic improvement in people living with obesity or overweight in Phase 3 trial

  • In SYNCHRONIZE-1, participants lost up to an average of 39.2 lb (17.8 kg) from baseline after 76 weeks of treatment with survodutide, a glucagon/GLP-1 receptor dual agonist1
  • The trial met both weight loss primary endpoints and its key secondary endpoint evaluating waist circumference, a predictor of cardiometabolic risk, together demonstrating survodutide’s potential to broadly improve metabolic health1
  • In addition to these positive results, Boehringer is advancing its broad metabolic health R&D program, exploring multiple pharmaceutical approaches to weight management including oral treatments.
  • Survodutide is licensed to Boehringer Ingelheim from Zealand Pharma, with Boehringer Ingelheim solely responsible for the global development and commercialization of survodutide.

Copenhagen, Denmark, April 28, 2026 – Zealand Pharma A/S (Nasdaq: ZEAL) (CVR-no. 20045078), a biotechnology company transforming the future of metabolic health, today announced that Boehringer Ingelheim has reported positive topline results from the Phase III SYNCHRONIZE-1 trial, in which survodutide (BI 456906) met the co-primary endpoints using both the efficacy and treatment-regimen estimands.*† Adults living with obesity or overweight, without type 2 diabetes, who were treated with survodutide experienced sustained weight loss of up to an average of 16.6% after 76 weeks using the efficacy estimand, a statistically significant decrease versus 3.2% in the placebo arm (p<0.0001).1 This level of weight loss supports survodutide’s potential as a clinically meaningful treatment option for people living with obesity or overweight.1 Full data from the Phase III trial will be presented at the upcoming American Diabetes Association’s (ADA) 2026 Scientific Sessions in June.

Zealand Pharma is eligible for high single to low double-digit percentage royalties on global sales of survodutide and EUR 315 million in potential outstanding milestone payments.

“We are highly encouraged by the SYNCHRONIZE-1 topline results announced today by Boehringer Ingelheim, supporting the promise of survodutide as a differentiated therapy for people living with overweight or obesity and associated metabolic dysfunction,” said David Kendall, MD, Chief Medical Officer of Zealand Pharma. “We look forward to the planned disclosure of the full data from SYNCHRONIZE-1 and SYNCHRONIZE-MASLD trials at the upcoming ADA 2026 Scientific Congress.”

The trial met its other co-primary endpoint, with up to 85.1% of adults treated with survodutide achieving a body weight reduction of ≥5% after 76 weeks of treatment, using the efficacy estimand, versus 38.8% in the placebo arm (p<0.0001).1 Initial analysis indicates that body weight reduction with survodutide was driven predominantly by loss of fat tissue, with lean mass contributing only a small proportion of total weight.1

In a key secondary endpoint, adults treated with survodutide experienced a statistically significant reduction in waist circumference – a clinical marker closely linked to visceral fat and cardiometabolic risk2 – after 76 weeks versus placebo.1 Excess visceral fat, particularly around the abdomen, is a known contributor to metabolic dysfunction and is closely connected to impaired liver function.3 As a dual glucagon/GLP‑1 receptor agonist,4 survodutide has the potential to address obesity while also supporting liver function, a key regulator of metabolic health.1

“I am encouraged by the data emerging from SYNCHRONIZE-1, which continue to demonstrate survodutide’s potential as a clinically meaningful treatment option for people with the disease of obesity,” said Professor Carel le Roux, M.D., Ph.D., Professor at University College in Dublin, Ireland, and Global Coordinating Investigator of the trial. “There is an urgent need for new therapies that go beyond weight reduction alone to support meaningful improvements in metabolic health. Survodutide’s dual agonism is particularly exciting, as it offers a promising approach to addressing this significant unmet need in care.”

Obesity is a chronic, complex metabolic disease that impacts more than 1 in 8 people worldwide in many different ways, and can have serious long-term consequences.5,6 It is closely linked to serious conditions including liver disease, type 2 diabetes and cardiovascular disease.7,8 Notably, up to 1 in 3 people living with obesity develop a serious liver condition called metabolic dysfunction-associated steatohepatitis (MASH), characterized by inflammation and liver damage.9

“Today’s SYNCHRONIZE-1 topline results strengthen our confidence in survodutide as a treatment candidate capable of addressing obesity and potentially offering targeted weight loss to help address connected conditions including liver disease,” said Shashank Deshpande, Chairman of the Board of Managing Directors and Head of Human Pharma, Boehringer Ingelheim. “Survodutide has the potential to be the first global glucagon/GLP-1 dual agonist to help the more than 1 billion people living with obesity and MASH.”

Survodutide’s GLP‑1 agonism decreases appetite while increasing fullness and satiety,10 while its glucagon agonism is thought to directly act on the liver to reduce hepatic fat, regulate metabolic function, resolve inflammation, and improve fibrosis.11,12,13

As expected with GLP-1 based therapies, participants in the trial experienced gastrointestinal events, with discontinuations happening more frequently during the dose escalation phase.1 These events were both mild to moderate in severity and temporary, with no new safety concerns observed outside of what is expected for the GLP-1 class.

Survodutide is an investigational agent and has not been approved for use; its efficacy and safety has not been established. SYNCHRONIZE-1 is part of a comprehensive global Phase III obesity program, evaluating survodutide in people living with overweight and obesity, among key sub-populations.14 Additional trial results are expected to read out during 2026. Survodutide is also being studied in two global Phase III clinical trials LIVERAGE and LIVERAGE-Cirrhosis investigating the efficacy and safety of survodutide in adults with MASH and fibrosis stages 2 or 3 and in those with compensated MASH cirrhosis (fibrosis stage 4).15,16

Survodutide is the first in a broader portfolio of therapies being developed for people living with obesity or obesity and connected metabolic health conditions, with multiple approaches under investigation. This includes an investigational, potential first-in-class triple GLP-1, GIP, NPY2 receptor agonist peptide (BI 3034701), which will be entering Phase II in the middle of 2026, as well as additional experimental approaches including oral treatment options.

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