Zealand Pharma — Juni 2023
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“With our long heritage in researching and developing new treatments for cardiovascular, renal, and metabolic conditions, we are extremely encouraged by these robust and compelling Phase II data,” said Carinne Brouillon, Head of Human Pharma, Boehringer Ingelheim. “Survodutide may become the first anti-obesity medication to reduce appetite while increasing energy expenditure through the liver. We look forward to furthering our discussions with health authorities to advance this dual receptor ago
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Jeg glemt vist nok at sige god morgen tidligere men så tager vi lige den nu - God morgen på endnu en flot solskins dag!
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Zealand Pharma: Data shows nearly 19% weight loss https://www.proinvestor.com/boards/113406
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SMADK - Det var aboslut interessante citater fra Carinne Brouillon.
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AstraZeneca har droppe udviklingen af AZD0186, som var en oral GLP-1. Det er anden GLP-1 kandidat, som AZ har droppe og de lukker nu GLP-1 programmet ned. https://www.fiercebiotech.com/biotech/astrazeneca-drops-another-glp-1-after-phase-1-data-busts-market-beating-diabetes-hopes
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Her er en artikel, hvor læge og Boehringer Ingelheim’s corporate vice president og chef for cardiometabolisk medicin, Waheed Jamal, udtaler sig om den læringskurve som BI har været igennem i tolkningen af studiet. https://www.fiercebiotech.com/biotech/boehringers-phase-2-obesity-prospect-sees-19-weight-loss-high-dose-patients
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“What we'll take forward into the phase 3 is that we will have a much lower titration—probably somewhere around every four weeks as opposed to every two weeks that we've had in phase 2,” he said. “We will allow plenty of flexible titration throughout the trial in phase 3.”
Boehringer is now in discussions with regulators about launching a phase 3 trial, Jamal said, though he didn’t reveal an anticipated timeline. https://www.fiercebiotech.com/biotech/boehringers-phase-2-obesity-prospect-sees-
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Tak ApS invest. Dette link duer. https://www.fiercebiotech.com/biotech/boehringers-phase-2-obesity-prospect-sees-19-weight-loss-high-dose-patients
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Lægger alle de relevant links ind her de kommende dage: https://www.proinvestor.com/boards/113406/
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Medwatch:
"Zealand Pharma og den tyske partner Boehringer Ingelheim har serveret yderligere data fra et fase 2-studie med fedmekandidaten Survodutid BI 456906.
De peger på endnu mere udtalte vægttab, når man bliver på behandlingen i længere tid, og de viser også, at Zealand og Boehringer Ingelheim ikke har set udviklingen stoppe efter de 46 uger, som studiet løb".
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YPE - Jeg kan godt følge din logik men skal jeg tage de strategisk briller på så ser jeg noget andet her som også er interessant. Hvis jeg var BI's topledelse så ville jeg seriøst se på at komme med et opkøbsbud på ZP. De vil pludselig kunne købe sig til en hel "fedme portefølje" her. Det som de kommer til at betale i milepæle og royalty i fremtiden ville kunne betale en god del af opkøbet. De vil også kun få en delvis finansiering ved frasalg af andre projekter.
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