Legit om noen hørte på?
Stemmer, var under første pause
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Det er jo legit uansett, og en helt fair observasjon, gitt at hele markedet forandrer seg under føttene på NVO og LLY akkurat nå: Det som var forutsetningene for 6 mnd siden var ikke forutsetningene for 12 mnd siden, eller 18 mnd siden. Og 6 mnd fram i tid? 12 mnd? 18 mnd? Umulig å spå, egentlig.
Hvis man ikke vil spå i Den Store Krystallkula, aka The Åtmin Stone da.
Så kan man jo diskutere om det var i denne konteksten ordene ble sagt, eller ikke.
Edit: Man kan jo bite seg merke i dette: Selv ikke sin egen CMD klarer Novo å gjennomføre uten at det blir hickups
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Jøsses. Trader enda som om det skulle vært en liten shitcoin 
Vanskelig å time, men kan kanskje være kursen forsatt skal enda litt lavere. Av det jeg har sett så har ikke Novo så mye å komme med på EASD, Eli Lilly og andre vil presentere mye data som er positivt for dem (og da negativt for Novo)
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Analytikerne sier det også: Oppkjøp må til.
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De må kjøpe opp best in class i såfall, det er jo ikke mange alternativer som har best in class potensiale. Dataen til Viking i dag ser litt hullete ut, har i prinsipp tatt vekk de som ikke klarte høyeste dose og de som blir igjen har jo da så klart gått ned mye.
Structure ser bra ut, men er det best in class? Skal Novo kjøpe opp en pille som er ca like bra? Det kan være et bra kjøp for å rett og slett fjerne konkurranse i pillesegmentet da
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Hva er fordelen med direktenotering kontra hvordan det fungerer idag?
Nå har Novo gjort noe riktig heldigvis! #Nanexa
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Novo and Hengrui Pharma enter exclusive license agreement for once-weekly oral GLP-1/GIP dual receptor agonist HRS-1596]
2026-09-29 06:35:26
- HRS-1596 is a phase 1-ready GLP-1/GIP dual receptor agonist for once-weekly oral dosing
- Total potential deal value is up to 2.6 billion US dollars, including 300 million dollars upfront, as well as potential sales royalties
Bagsværd, Denmark, 29 September 2026 – Novo Nordisk today announced that it has entered into a license agreement with Hengrui Pharma (600276.SH; 01276.HK) for HRS-1596, a phase 1-ready glucagon-like peptide-1 receptor (GLP-1R) and gastric inhibitory polypeptide receptor (GIPR) dual agonist, with potential for once-weekly oral dosing.
Under the terms of the agreement, Novo will obtain exclusive rights to develop, manufacture and commercialise HRS-1596 globally, excluding mainland China, Hong Kong, Macao and Taiwan. The potential total value of the agreement is up to 2.6 billion US dollars contingent on the achievement of applicable development, regulatory and commercial milestones. This includes a 300 million dollars upfront payment. In addition, Hengrui Pharma is eligible to receive royalties based on net sales of HRS-1596 within the licensed territory.
“Novo has pioneered the field of oral peptides and as leaders, we continuously look to advance our broad and deep oral pipeline across obesity, diabetes and other cardiometabolic diseases through our strong internal capabilities and leading external innovation,” said Martin Holst Lange, executive vice president, Research & Development and chief scientific officer at Novo. “Hengrui Pharma has a proven track record of discovering and advancing innovative therapies with the patients in the center, and we are excited to add HRS-1596 to our growing pipeline and to explore its potential to raise the bar for convenience in the field.”
“We are committed to continuous innovation, bringing better treatments to patients. HRS-1596 reflects this commitment in metabolic diseases, with the potential to offer the convenience of once-weekly oral administration,” said Frank Jiang, MD, Ph.D., Executive Vice President and Chief Strategy Officer of Hengrui Pharma. “This collaboration brings together Hengrui’s innovation strengths and Novo’s global leadership in GLP-1 therapies and obesity care. Together, we aim to advance this innovative therapy for patients worldwide.”
HRS-1596 is designed to reduce weight and improve glycemic control through multiple mechanisms, including appetite suppression, stimulation of insulin secretion, and improved insulin sensitivity, supporting its potential use in obesity, type 2 diabetes, and other metabolic diseases. HRS-1596 has potential to be developed for once-weekly oral administration, which would substantially reduce dosing frequency and improve convenience compared with current offerings. Hengrui Pharma has received approval in China to initiate phase 1 clinical trials with HRS-1596 for weight management and type 2 diabetes.
The license agreement is subject to clearance under the U.S. Hart-Scott-Rodino Antitrust Improvements Act and the satisfaction of other customary closing conditions. The transaction is expected to close in the fourth quarter of 2026.
Novo’s Ozempic® (semaglutide) 2 mg associated with lower risk of major adverse cardiovascular events (death, heart attack, and stroke) in adults with type 2 diabetes compared to switching to Mounjaro® (tirzepatide), in real-world analysis
Novo’s Ozempic® (semaglutide) 2 mg associated with lower risk of major adverse cardiovascular events (death, heart attack, and stroke) in adults with type 2 diabetes compared to switching to Mounjaro® (tirzepatide), in real-world analysis at EASD
- Adults with type 2 diabetes on semaglutide injection 1 mg, whose dose was increased to 2 mg, were associated with a statistically significant 6% lower risk of major adverse cardiovascular events (MACE), compared to switching to tirzepatide (up to 15 mg)1
- Retrospective real-world analysis of claims data for 636,525 adults living with type 2 diabetes compared outcomes for those escalated to semaglutide 2 mg versus switching to tirzepatide1
- Results from the COMPETE SWITCH CV study provide insights into GLP-1 RA treatment adjustment in adults with type 2 diabetes
Plainsboro, New Jersey & Bagsværd, Denmark , 29 September 2026 - Novo Nordisk today announced new retrospective real-world evidence in adults with type 2 diabetes treated with once-weekly semaglutide injection 1 mg. In the analysis, adults who escalated to semaglutide injection 2 mg were associated with a statistically significant 6% lower risk of major adverse cardiovascular events (MACE), including all-cause death, myocardial infarction (heart attack), and stroke, than those who switched to tirzepatide up to 15 mg (Adjusted HR 1.06; 95% CI 1.04-1.08; P=0.005).1 These findings were presented at the European Association for the Study of Diabetes (EASD) Annual Meeting 2026 in Milan, Italy.
"For people with type 2 diabetes, switching therapies or adjusting dosages are often necessary to achieve glycemic control — still, cardiovascular risk should also remain an important consideration,” said Michael Radin, MD, executive medical director at Novo. “These data may help inform healthcare professionals facing a critical challenge: whether to increase the dosage or switch to another therapy for an adult with type 2 diabetes who is already treated with semaglutide. These real-world findings can help provide insights into how intensification strategies may affect cardiovascular outcomes as an important factor in patient care.”
In this analysis of 636,525 adults with type 2 diabetes receiving semaglutide 1 mg, 67.2% remained on semaglutide 1 mg, whereas 29.2% of patients had escalated their dose to semaglutide 2 mg, and 3.6% had switched to tirzepatide within 365 days after the index date (the date of the first prescription fill for semaglutide 1 mg). At the 720-day follow up, fewer patients remained on semaglutide 1 mg (57.4%), reflecting continued treatment intensification over time, with 36.9% escalating to semaglutide 2 mg and 5.7% switching to tirzepatide.1 After switching to an initial tirzepatide dose of either 2.5 mg or 5 mg, clinicians had the flexibility to titrate across the tirzepatide dosing regimen, where approximately 31% of patients who switched to tirzepatide reached ≥10 mg dose during follow-up.1 A subset of the study cohort evaluated patients with type 2 diabetes and more than one HbA1c and /or weight measurement at baseline and demonstrated consistent results (Adjusted HR, 1.07 [95% CI, 1.01-1.13], P<0.035).1 Safety outcomes were not assessed in this analysis.
“Treatment intensification is a common challenge we face in clinical practice, particularly for adults with type 2 diabetes who have not yet met their treatment goals but are otherwise tolerating their current regimen well,” said Kathryn S. Tierney, MSN, APRN, FNP-BC, FAANP, Middlesex Health MultiSpecialty Group in Middletown, CT. "These real-world findings suggest that escalating to semaglutide 2 mg may be a meaningful option for appropriate patients, as intensification of treatment was associated with a lower risk of major adverse cardiovascular events than those who switched therapies. The analysis reinforces the importance of considering cardiovascular outcomes, alongside glycemic management, when making treatment decisions.”
These findings build upon an earlier analysis of these data, which examined HbA1c and weight loss.2
Real-world study data can provide valuable insights into how treatments work outside of controlled clinical trial settings. Real-world data analyses also have several limitations; results may reflect residual unmeasured confounding, while associations can be demonstrated, causal relationships cannot be definitively established. Additionally, use of retrospective claims data may exclude patients with intermittent coverage or underserved populations, potentially limiting generalizability.3
It is important to note that semaglutide injection contains a Boxed Warning for possible thyroid tumors, including cancer, and should not be used in those with a personal or family history of medullary thyroid carcinoma (MTC) or Multiple Endocrine Neoplasia syndrome type 2 (MEN 2). The most common side effects include nausea, vomiting, diarrhea, stomach (abdominal) pain, and constipation.
People switching from weight-loss injections to Novo’s Wegovy® pill lost 4.1% body weight on average after three months, according to real-world data presented at EASD2026
People switching from weight-loss injections to Novo’s Wegovy® pill lost 4.1% body weight on average after three months, according to real-world data presented at EASD2026
- People with overweight or obesity who switched from injectable GLP-1 based therapies for weight management to oral semaglutide (Wegovy® pill) lost an average of 4.0 kg (8.8 lb) in three months (p<0.001)¹
- At three months of switching to the pill, two in five participants (40.7%) achieved 5% or more weight loss, while the proportion of participants with BMI ≥30 kg/m² decreased by 21.6 percentage points (p<0.001)1
- Among participants with available data, most (82.4%) reported at least one treatment improvement, including better-fitting clothes (~69%) and healthier eating (~51%)1
Plainsboro, NJ and Bagsværd, Denmark, 30 September 2026 – Novo today announced new real-world data from the OCTANE study, an analysis of de-identified data from the Ro telehealth platform. In the study, adults with overweight or obesity who switched from an injectable GLP-1 based medicine for weight management - either tirzepatide or semaglutide - to once-daily oral semaglutide (Wegovy® pill) and stayed on treatment for 3 months lost an average of 4.1% or 8.8 lbs based on an average starting weight of 221.6 lbs (p <0.001).¹ OCTANE was presented during a short oral session at the 62nd Annual Meeting of the European Association for the Study of Diabetes (EASD) in Milan, Italy, on September 30, 2026.
This analysis represents the first in a previously announced collaboration between Ro and Novo to look at real-world outcomes of weight-loss medication users. It is among the first real-world evidence describing weight loss and other patient experience outcomes in people who switched from injectable weight loss therapy to oral semaglutide. The proportion of patients classified as living with obesity (BMI ≥30 kg/m²) fell from 87.1% at baseline to 65.5% at three months.¹
“We innovate to meet people with obesity where they are. Some people may choose to switch from injectable to pill — whether that is because of needle anxiety, lifestyle, or simply personal preference,” said Martin Holst Lange, executive vice president, head of Research & Development, and chief scientific officer at Novo. “The OCTANE data give us a unique and encouraging early look at what happened in a real-world analysis where patients switched from injectable therapies. After switching, patients experienced significant weight loss and reported treatment satisfaction and lifestyle improvements. That combination of results is promising for future research.”
Real-world evidence gathered from actual patient experiences can complement randomized control trials, which are the gold standard for evaluating the safety and efficacy of a treatment.2 Real-world studies evaluate associations and cannot determine causality.3 Limitations of the OCTANE study include: variable timing and completeness of data being collected during routine telehealth care; self-reported data being subject to bias; requiring treatment persistence could result in selection bias; and results not being generalizable to the broader population.1
"In everyday clinical practice, we see patients who respond well to injectable GLP-1 based therapy but who, for personal or practical reasons, want to try an oral option,” said Louis J. Aronne, MD, Director of the Comprehensive Weight Control Center, Weill Cornell Medicine, and co-author of the study. “What the OCTANE data showed is that a switch to oral semaglutide may be a viable path for the right patient, with real weight loss and lifestyle improvements in the first three months. It also showed that oral semaglutide helped many participants achieve a BMI under the clinical threshold of obesity (BMI <30 kg/m²). These are exciting early insights on how the pill can individualize obesity care, and we look forward to seeing longer-term outcomes.”
The Wegovy® pill is launched in the US, United Arab Emirates, UK, and Germany. Novo will launch the Wegovy® pill in select markets in the coming quarters.
It is important to note that semaglutide injection 2.4 mg and semaglutide tablets 25 mg contain a Boxed Warning for possible thyroid tumors, including cancer, and should not be used in those with a personal or family history of medullary thyroid carcinoma (MTC) or Multiple Endocrine Neoplasia syndrome type 2 (MEN 2). The most common side effects include nausea, diarrhea, vomiting, constipation, stomach (abdomen) pain, changes in skin sensations, headache, tiredness (fatigue), upset stomach, dizziness, feeling bloated, belching, low blood sugar in people with type 2 diabetes, gas, stomach flu, heartburn, and hair loss.4
Novo’s investigational obesity and diabetes drug CagriSema reduces ‘food noise’ and shows benefits in organ and bone health – EASD 2026
- In a year-long functional magnetic resonance imaging (fMRI) study - a non-invasive method to measure brain activity during specific tasks - CagriSema changed how the brain reacted to tempting, high-calorie foods in areas linked to cravings, pleasure, and self-control in people living with overweight or obesity¹
- In adults with type 2 diabetes, CagriSema reduced harmful fat around abdominal organs, including the liver and pancreas. Early findings also suggest that bone health was maintained despite substantial weight loss2,3
- Together, these findings suggest CagriSema may address underlying factors of obesity and type 2 diabetes in the brain and multiple organs and tissues, including bones, not only weight and blood sugar levels1-3
Bagsværd, Denmark, 30 September 2026 – Novo Nordisk today announced new data on how CagriSema works inside both the brain and body, presented at the European Association for the Study of Diabetes (EASD) Annual Meeting 2026.
In a 52-week functional magnetic resonance imaging (fMRI) study, a brain scan technique that shows how the brain responds to cues, in adults with overweight or obesity, CagriSema modified brain responses to high-calorie food cues in regions linked to cravings, reward, sensory processing and behavioural control. Additionally, CagriSema substantially improved eating behaviour, reduced ‘food noise’, cravings, hunger, appetite, and food-related thoughts and improved craving control after both 22 and 52 weeks of treatment. In the study, also awarded a Best Abstract Award at EASD 2026, the improvements were also associated with a 22.4% reduction in body weight versus placebo at 52 weeks (estimated treatment difference at 52 weeks, p<0.0001).¹ Overall, the results suggest CagriSema may help address biological drivers that make sustained weight management difficult, including hunger, cravings and food preoccupation, not just calorie intake.
Separately, in a diabetes MRI sub-study, which evaluated whole body metabolic effects in the phase 3a REIMAGINE 1 trial in adults with early type 2 diabetes, CagriSema 2.4 mg/2.4 mg produced significant reductions in fat in the abdomen and around the liver and pancreas fat versus placebo, alongside a 14.3% body-weight reduction at week 40.² In addition, a post hoc analysis of bone markers of the phase 3 REIMAGINE 2 trial in adults with inadequately controlled type 2 diabetes showed signs of healthy balance in bone maintenance alongside a 14.2% body-weight reduction with CagriSema 2.4 mg/2.4 mg at week 68, providing what the study authors describe as “preliminary reassurance regarding bone changes with CagriSema in type 2 diabetes”.³
"For many people with overweight or obesity, we know that ‘food noise’ is an ongoing challenge to achieving health goals. Based on this brain scan (fMRI) data, we are encouraged by the potential of CagriSema to help reduce measurable ‘food noise’ coupled with a 22.4% reduction in body weight after 52 weeks,” said Martin Holst Lange, executive vice president, chief scientific officer and head of Research & Development at Novo. “At the same time, people living with overweight, obesity and type 2 diabetes are increasingly looking beyond the amount of weight lost to the quality of that weight loss. The data presented at EASD 2026 add to emerging evidence that the amylin component of CagriSema may influence disease biology across the brain and multiple organs beyond weight loss alone.”
Taken together, the three studies suggest investigational CagriSema may act on obesity and type 2 diabetes through coordinated effects on eating behaviour, fat levels in and around the organs, and bone remodelling – mechanisms that extend well beyond weight reduction itself.
"What is striking about this behavioural and brain fMRI data is that, after 52 weeks, across all measures of appetite and eating behaviour, people with overweight and obesity had substantially reduced food cravings and sustained changes in the brain response to viewing pictures of high-calorie foods,” said Professor Tony Goldstone, Clinical Professor in PsychoNeuroEndocrinology and Consultant Endocrinologist, Imperial College London. “This was coupled with reduced energy intake and body weight, showing the association between tackling ‘food noise’ and successful and sustained weight loss.”
CagriSema is Novo Nordisk’s next-generation investigational obesity and diabetes treatment. Novo Nordisk submitted an NDA for obesity to the US FDA and Health Canada in December 2025. In 2026, High-dose CagriSema 2.4 mg/7.2 mg, an efficacy and safety phase 3 trial, was initiated in adults with obesity.
Obesity and type 2 diabetes remain among the largest, most under-treated chronic disease burdens globally. According to the World Health Organization, more than one billion people worldwide are now living with obesity, and the International Diabetes Federation estimates that approximately 589 million adults are living with diabetes, the majority with type 2 diabetes.⁴,5
Beyond weight itself, obesity drives risk for cardiovascular disease, metabolic dysfunction-associated steatotic liver disease (MASLD), chronic kidney disease and multiple cancers.6 Many people describe persistent thoughts about food - sometimes called ‘food noise’ - as a barrier to sustained weight loss, and current therapies have historically been evaluated primarily on scale weight rather than on the underlying drivers of eating behaviour or on where fat is stored in the body. Ectopic fat — fat accumulated in the liver, pancreas and around abdominal organs — is a key contributor to insulin resistance and progression of type 2 diabetes.7
The CagriSema studies presented at EASD 2026 are designed to address these gaps by measuring how the therapy affects the brain, behaviour, and body — not weight alone.
Novo’s Wegovy® (semaglutide) reduced liver fat to normal levels in 9 out of 10 adults with obesity and excess liver fat – EASD2026
2026-10-01 12:45:00
Novo reports analysis from STEP UP trial sub-population in which most participants with elevated liver fat achieved improved liver health after 72 weeks of Wegovy® (injectable semaglutide 7.2 and 2.4 mg) treatment.
- 9 in 10 achieved normal liver fat levels : Among participants with liver fat above 5%, 88.5% in the pooled group of people taking Wegovy® (injectable semaglutide 7.2 and 2.4 mg) achieved normal liver fat levels below 5% by week 72
- Liver fat was reduced by nearly two-thirds : Measures showed liver fat declined from 8.8% to 3.1% at week 72 with Wegovy®
- Wegovy® showed benefits in liver despite low baseline disease burden : Even participants with low baseline liver fat saw improvements in liver health with Wegovy® treatment
Bagsværd, Denmark, 1 October 2026 – Novo Nordisk today presented post hoc analysis of data from a STEP UP trial sub-population with 55 participants, showing that Wegovy® (pooled semaglutide 7.2 and 2.4 mg) reduced liver fat in adults with obesity without diabetes.1 Change in percentage of liver fat, determined by magnetic resonance imaging (MRI), showed that mean liver fat in the group taking semaglutide declined from 8.8% at baseline to 3.1% at week 72. In addition, the analysis showed that 26 participants entered the trials with liver fat above 5% and 88.5% of them – 23 participants – reached the below-5% threshold by week 72, bringing their liver fat to normal levels. The findings are presented at the European Association for the Study of Diabetes (EASD) Annual Meeting 2026 in Milan, Italy.1
“This analysis showed that semaglutide reduced liver fat and was linked to better overall liver health in adults with obesity,” said Eric Lawitz, MD, Texas Liver Institute and University of Texas Health San Antonio. “These findings suggest semaglutide may help address liver disease early – before it becomes a serious health problem – that could harm the heart, kidney, liver and metabolic health in the long term. This is important because as many as three in four people with obesity may have excess liver fat.“
What was the STEP UP pooled analysis of liver health?
The post hoc explorative analysis pooled 1,919 adults across STEP UP and STEP UP T2D, of whom 1,312 received semaglutide 7.2 mg, 304 received semaglutide 2.4 mg, and 303 received placebo.2,3 At baseline, more than 94% of participants across all groups were classified as high risk for fatty liver by the Fatty Liver Index (FLI), while fewer than 1% met criteria for advanced fibrosis risk by the FIB-4 index. The population was therefore representative of individuals with obesity with high risk of metabolic dysfunction-associated steatohepatitis (MASH), but with low baseline burden of advanced liver disease.1A direct quantification of liver fat in the 55 participants with excess liver fat was determined by the non-invasive magnetic resonance imaging–proton density fat fraction (MRI-PDFF), which is the gold-standard imaging technique for quantifying hepatic steatosis.1
“These findings help us look beyond the number on the scale and better understand the quality of the weight loss seen with semaglutide”, said Filip Knop, senior vice president and chief medical officer at Novo. “Our dedicated ESSENCE MASH trial demonstrated reversal of damage in the liver in people with MASH on semaglutide treatment, and this analysis from our STEP UP obesity trial reinforces semaglutide’s beneficial impact on liver health in people with obesity.”
Novo is investigating semaglutide 2.4 mg in MASH, and today it is approved for the treatment of MASH, under the brand name Wegovy®, in the United States, Canada, the United Kingdom, China and several other markets. Semaglutide 7.2 mg is not being investigated for the treatment of MASH.
About the STEP UP trial programme
STEP UP and STEP UP T2D were phase 3b randomised, double-blind, placebo-controlled trials evaluating semaglutide 7.2 mg once weekly versus semaglutide 2.4 mg and placebo for weight management.2,3 STEP UP enrolled adults with obesity (BMI ≥30 kg/m²) without diabetes; STEP UP T2D enrolled adults with obesity and type 2 diabetes. The primary endpoints were change in body weight and proportion of participants achieving ≥5% weight loss at week 72.2,3 The pooled analysis presented at EASD 2026 is a post hoc, exploratory analysis of liver-related indices and metabolic measures and was not a pre-specified primary or secondary endpoint of the parent trials.About ESSENCE
ESSENCE is an ongoing phase 3 trial evaluating the effect of once-weekly injectable semaglutide 2.4 mg in people with MASH and moderate to advanced liver fibrosis (stage F2 or F3).
The trial randomised 1,197 participants 2:1 to receive semaglutide 2.4 mg or placebo, on top of standard of care, for a total of 240 weeks.4 In part 1, the objective was to demonstrate that treatment with semaglutide 2.4 mg improved liver histology at 72 weeks based on biopsy sampling from the first 800 randomised patients. Semaglutide 2.4 mg led to superior improvement in liver fibrosis with no worsening of steatohepatitis, as well as resolution of steatohepatitis (removing fat, inflammation in liver cells and improving structural integrity of liver cells) with no worsening of liver fibrosis compared to placebo.4 Results from part 2 are expected in 2029.
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Mange veier til rom for å få til månedlig (eller mer) dosering av glp1s, så spør du meg, så er det en game changer for Nanexa, mens det er et lite (men viktig) skritt i riktig retning for Novo. Man kan jo ha i bakhodet hvilket beløp Novo var villig til å by for Metseras pipe i fjor, kontra hva dealen med Nanexa koster / innebærer av risiko, da kan vi kanskje snakke om “steal”, ja.
Dette kan jeg like. God move av Novo. Igjen: Lenger fram, men jeg liker posisjoneringen.
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Hvis man trodde Novo kursen var lav nå, så kan man prise seg lykkelig for at Pfizer endte opp med dette kjøpet, for ellers hadde det nok virkelig sett ille ut nå vil jeg tro
Ref:
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Tenk det, 100 milliarder i dass. Ikke vært en solskinnshistorie å være Novo aksjonær, men milde måne tenk om den dealen hadde gått til Novo. Hadde lett vært langt under 200 i kurs
Er metsera dead in the water??
Nja, Pfizer kjører på med hovedasseten met 097i, nå også kjent som Berobenatide (som altså er injectableformen av den oral drugen de ax’et), som er en glp1/gip som er ultra-long acting, som i praksis bare betyr at det går an å kjøre monthly dosing. Har heller ikke hørt noe om at Pfizer har ax’et amylin-injectablen met-233i? de kjøpte fra Metsera. Men den vesentlige er berobenatide – som PFE skal kjøre x antall fase III’er i i alt fra søvnapné, plattfot og whatever man kan få en label for en glp1/gip på.
I praksis vil nok ikke berabenotide skille seg voldsomt fra f.eks tirzepatide eller Roches enicepatide (med unntak av månedlig doseringsmulighet da), men vi ser jo at f.eks vk2735 har så lang halveringstid at den trolig kan doseres månedlig etter oppnådd vekttap og pas. beholder vekta mer eller mindre + at andre løsninger for å få til månedlig dosering (Nanaxa feks) kommer.
Gjentar meg selv til det kjedsommelige her, men “alle” BPs som vil ha skin in the fat game ser ut til å gå for en ukentlig injectable glp1/gip som basisbehandling, foruten NVO, som shelva sin egen for et par år siden, uten å skaffe seg en erstatning.
Jeg tolker axingen slik: Pfizer har ikke lyst til å skalere peptidproduksjon for oral peptides, det krever en helt egen skaleringsevne. Foreløbig er det bare Novo som kjører på med det, inkludert den ukentlige oral peptiden de gjorde en avtale på med Hengrui nevnt for et par innlegg siden + amycretin, nå kjent som zenagamtide, som ut i fra det man kan gjette fra dataene tilgjengelig bør være best in class for pille/vekttap.
Jeg er usikker på om oral peptides vil være en dead end, eller om det vil være en marked som ligger “over” ikke-peptide orals (som LLYs foundayo, eller GPCRs aleniglipron). Det er potensielt en fordel for Novo om det blir, fordi peptide orals er vanskelig å produsere, og krever know how, mens ikke peptide orals er oblat-presse opplegg.
Man kan bite seg merke i at PFE nå knapt har en oral pipe igjen, etter at danuglipron og lotiglipron + gipr’en ble putta på hylla. Jeg gjetter at Pfizer skal på kjøpern, men hvem? Når? Kan vi få en rematch PFE / NVO over (min nå passe billige darling) Structure?
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Enig med mye av det Werner skriver over her.
Grunnen til at jeg tenkte Novo ville vært straffet ekstra er nettopp fordi de orale assetene til Metesera faktisk kunne vært nyttige for Novo( av grunner som Werner skriver over her) og at Pfizer har større nytte av Berobenatide (ettersom de ikke har noe fot i fedmemarkeded) enn det Novo ville hatt.
Pfizer falt 5% når Vesper-3 dataene kom, Novo hadde sikkert falt over 20% på de samme dataene
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