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Fedmebehandling som investering

Som en ekte linjalgnukker vil jeg nå ikke ha den på 40, men på 37,7

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Lurer på om vi skal ned og lukte på “lower lows” her, eller hva nå dere som kan lese strekene kaller det.

GPCR var nede på 35,8 her i vår, og så var den en runde til og svima rundt på 37-ish, før den tok turen opp mot 55 i sommer igjen, før ny nedtur nå.

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Lilly to present new data on Foundayo, retatrutide, and eloraTZP at EASD 2026, as it strives to change the course of cardiometabolic health

https://investor.lilly.com/news-releases/news-release-details/lilly-present-new-data-foundayo-retatrutide-and-eloratzp-easd

Elvinix Secures Exclusive License to Advance Novel Peptide Therapy Aimed at Restoring Insulin Production in Type 1 Diabetes

https://www.businesswire.com/news/home/20260915187568/en/Elvinix-Secures-Exclusive-License-to-Advance-Novel-Peptide-Therapy-Aimed-at-Restoring-Insulin-Production-in-Type-1-Diabetes

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Hull er det vel ikke akkurat, meeeeeeeen man kan jo bare merke zeg at danzkene i Sjællands Apotek stadig vekk får interesse, herfra og derfra. Kurzen er ned, og skal trolig mer ned på petrelintid i t2d (guida topline i q3 i år), fordi markedet nok har litt for luftige forhåpninger til hva en amylinagonist kan gjøre for t2d-populasjonen.

Men kan være det blir en fin købsandledning? Som de sier i DK: køb når dær er blod på sykelstien

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«Of up to 9,8%» er noe ganske annet enn å si hva snittet var

Kort duration, nesten bare menn i studien (mister mindre vekt enn kvinnfolk), lav utgangs-BMI (pleier å være rundt 37 i mange studier)

Jeg vil hevde at et utfall mellom 7,5% placebojustert til 9,2 eller 9,3 i gjennomsnittlig vekttap er ganske fine tall for en sånn gruppe. Står ikke så mye om toleransen, den som blir interessant her

11 dager half-life, også, ser ikke ut til at det er noen vits å dosere hyppigere enn annenhver uke / måned.

Ingen reaksjon på Gubra, btw. Men man kan jo fint hevde at Gubra kanskje har vært alt for høyt priset og begynner å nærme seg en mer riktig prising?

Edit: Når jeg skriver: “Menn mister mindre vekt enn kvinnfolk” så baserer jeg det på det vi vet fra inkretiner (som glp-1s), det kan være at menn og kvinner mister vekt mer jevnt på amylinanaloger, det vil kun tiden vise.

Var ikke reta, nei, men kjempedose med sema :grimacing:

Au

experienced uncontrollable vomiting, resulting in a torn oesophagus

amount of semaglutide detected was approximately 8 times higher than the level found in semaglutide products assessed by the TGA

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Genentech Announces Positive Phase II Results for Dual GLP-1/GIP Receptor Agonist Enicepatide in People Living With Type 2 Diabetes and Overweight or Obesity

Provided by Business Wire Sep 22, 2026, 7:05:00 AM

Genentech Announces Positive Phase II Results for Dual GLP-1/GIP Receptor Agonist Enicepatide in People Living With Type 2 Diabetes and Overweight or Obesity

At the highest dose (24 mg), enicepatide achieved a mean HbA1c reduction of 2.65% at 48 weeks, highlighting its potential for best-in-disease glycemic control

In patients with poor baseline glycemic control (HbA1c >8.5%), enicepatide 24 mg led to an HbA1c reduction of 4.13% at 48 weeks

By week 48, 90% of patients in the 24 mg enicepatide arm met the T2D glycemic target of ≤6.5% HbA1c, while 62% achieved normoglycemia (HbA1c < 5.7%)

At the highest 24 mg dose, enicepatide achieved a mean weight loss of 15.5% at 48 weeks, without a weight loss plateau

Enicepatide demonstrated a safety and tolerability profile consistent with the incretin class, with low discontinuation rates and no new safety signals identified

Genentech, a member of the Roche Group (SIX: RO, ROP; OTCQX: RHHBY), today announced positive topline results from CT-388-104, a Phase II clinical trial evaluating enicepatide (CT-388), an investigational, once-weekly dual GLP-1/GIP receptor agonist, in adults living with type 2 diabetes (T2D) and overweight or obesity. In the study, enicepatide met both primary endpoints, delivering dose-dependent and clinically meaningful reductions in blood glucose and body weight at 48 weeks. Patients receiving the highest titrated dose (24 mg) achieved an HbA1c reduction of 2.65% (from a baseline HbA1c of 8.1%). Furthermore, 90% of patients in the 24 mg cohort reached an HbA1c level of ≤6.5% (diagnostic threshold for T2D) and 62% achieved normoglycemia (HbA1c < 5.7%), restoring blood glucose levels to a non-diabetic range. The mean weight loss at 48 weeks in the 24 mg enicepatide arm was 15.5% without a demonstrable plateau.

The safety and tolerability profile of enicepatide was consistent with other established incretin-based therapies, with the most common adverse events being predominantly mild-to-moderate gastrointestinal effects. In addition, the treatment discontinuation rate due to adverse events was low (2.0% in enicepatide arms; 0.0% in placebo arm).

The totality of data positions enicepatide, a unique dually biased GLP-1/GIP receptor agonist, as a differentiated molecule designed for potentially greater efficacy with a favorable safety profile.

“We are highly encouraged by the efficacy demonstrated by enicepatide in this Phase II study, including the meaningful proportion of patients reaching normalized glucose levels within less than a year of treatment,” said Levi Garraway, M.D., Ph.D., chief medical officer and head of Global Product Development. “Combined with sustained weight loss, enicepatide offers a potential best-in-disease profile capable of reducing and preventing complications as well as enhancing metabolic health for people living with type 2 diabetes.”

Genentech is advancing a broad late-stage development program for enicepatide, including two ongoing Phase III studies in chronic weight management (ENITH-1 and ENITH-2) and plans to initiate a Phase III glycemic-control program and cardiovascular outcomes trials in the first half of 2027.

“These results reinforce our confidence in enicepatide and our ambition to rapidly advance its development for people living with obesity, diabetes, and cardiovascular disease,” said Teresa Graham, chief executive officer, Pharma. “As we expand into late-stage clinical studies and explore novel combinations, we are leveraging our integrated diagnostic and therapeutic expertise to build a competitive cardiometabolic portfolio — aiming to protect people from early metabolic dysfunction to advanced organ damage, ultimately reducing the global disease burden.”

About the enicepatide 104 Phase II study [NCT06628362]

The CT-388-104 study is a randomized, double-blind, placebo-controlled, parallel-group, multi-center Phase II trial evaluating the efficacy, safety, and tolerability of once-weekly enicepatide administered subcutaneously for 48 weeks in 447 adults living with T2DM and overweight or obesity. The dual primary outcomes are changes from baseline in HbA1c and body weight at week 48.

About enicepatide

Enicepatide is an investigational once-weekly subcutaneous injectable, dually biased GLP-1/GIP receptor agonist in development for the treatment of obesity, type 2 diabetes, and additional cardiovascular indications. It aims to reduce appetite and regulate blood sugar by selectively targeting and activating both receptors which integrate nutrient-derived signals to control energy homeostasis. Enicepatide was designed to have potent activation of both GLP-1 and GIP receptors, but with minimal to no ß-arrestin recruitment on either receptor. This biased signalling significantly minimizes receptor internalization and consequent desensitization, which is expected to lead to prolonged pharmacological activity.

https://www.morningstar.com/news/business-wire/20260921428313/genentech-announces-positive-phase-ii-results-for-dual-glp-1gip-receptor-agonist-enicepatide-in-people-living-with-type-2-diabetes-and-overweight-or-obesity

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Foundayo lansert i 4-5 internasjonale markeder og mange flere forventes neste 6 mnd
1 av 3 nye pillepasienter på Foundayo
700000 nye seniorer på Medicare Bridge (hvor Lilly tar 7 av 10, hovedsaklig Zepbound)
Foundayo diabetes type 2 godkjenning forventet innen årsslutt
Fremhever nye data som kommer på EASD (Foundayo, Retatrutid og ikke minst Eloralintide)

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Det er selvfølgelig ikke akkurat overveldende at kun 1 av 3 nye pillepasienter er på orforglipron aka Foundayo, meeeen: Vi kan jo også observere at medikamentet har overlevd å bli lansert samt brukt av en relativt stor populasjon.

Frykten for at levertox skulle kunne bli en hindring for medikamentet IRL tror jeg man nå kan se bort fra.

Jeg tror dermed vi kan konkludere med at ikke-peptide oral small molecules er en klasse fedmedrugs som har kommet for å bli

Skikkelig fine tall på enicepatide, tilsynelatende bedre enn tirze, både på Hb1Ac-reduksjon og vekttap for t2d pasientene… sammenligner med surpass 2,3,4. Og toleransen også… relativt spent på hvordan dataene sammen med petrelintid i vanlig fedme blir… vil den kunne matche tirze/elora-komboen på efficacy og/eller toleranse?

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Konklusjon: Generisk semaglutide er ikke i nærheten av like bra kvalitet som Novo sin sema?

Tror ikke det er så mye kvalitet, men mengde, det går på her.

Stort sett det jeg har sett av tester på godkjent generisk semaglutide så skal det være relativt on par (selvom det nok ikke er godkjent produkt det er snakk om i dette her)

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" 22% Placebo-Adjusted Weight Loss Reported at Week 33 Following Weekly Dosing of VK2735 at 17.5 mg; No Plateau Observed

Results Demonstrate Viability of Monthly and Every Other Week Dosing Regimens for Maintaining Weight Loss; Increasing Options for Adherence to Treatment

Up to 97% of Weight Loss Maintained Following Transition to Every Other Week Dosing for Three Months

Up to 90% of Weight Loss Maintained Following Transition to Monthly Dosing for Three Months

Excellent Tolerability Observed During Maintenance Dosing with GI Adverse Event Rates Similar to Placebo

Conference Call Scheduled for 8:00 a.m. ET Today

duplo-varianten: 22% vekttap på 33 uker ikke platå, lav n, men åkkesom

Fine data fra vikingene i San Diego dette.

Betyr at den helt fint matcher tirze og trolig også enicepatide på vekttapsdelen.

Og det lange half-lifet til vk2735 kommer til sin rett her, går altså ganske fint å legge seg på dosering hver 14 dag eller hver måned og beholde mesteparten av vekttapet