Zealand Pharma — September 2025
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Tak BS. Har du set på Novo fornyligt?
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Roche har CMD idag -Kan have effekt på ZP
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Røgter om Pfizer opkøber Metsera. De har den mest interessante amylin der endnu ikke er partneret. Og den er fra start udvikling som en once monthly. Altså kun én injektion per mdr.... Jeg har nævnt dem før i forhold til særligt deres orale teknologi, som de siger kan øge bioavability (optagelse af API) med 5x vs novos SNAC/Rybelsus
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HVIS det står til troende, så er det en game changer der muliggøre orale peptider skaleret BIG
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Jeg har af samme årsag derfor gerne set novo sætte sig på det. Men ser ud til det bliver pfizer der betaler $7,3B upfront og 50% mere i milestones
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Roche foretager stort sats på vægttabsmiddel - aktien stiger https://proinvestor.com/investornyt/1363826/roche-foretager-stort-sats-pa-vaegttabsmiddel-aktien-stiger
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Hvis Roche stiger på at CT-388 tages i fase 3, burde Zealand så ikke følge med. Det er da en super nyhed! De jo er 50/50 partner med på dette, eller vejer betalingen til Roche på de op til 350 mio. USD højere? Virker mærkeligt at Zealand skal ned oven på dette og også med Pfizer handlen....
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LONDON, Sept 22 (Reuters) - Zealand Pharma ZELA.CO is considering a direct-to-patient sales model for the experimental
weight-loss drug it is developing with Roche ROG.S alongside traditional insurer channels, its CEO told Reuters on Monday. -
The company is expecting results from its mid-stage clinical trial of the drug, petrelintide, in the first half of 2026, and
plans to begin a late-stage trial in the second half. It announced an up to $5.3 billion deal with Roche to co-develop
the drug in March. -
In an interview, Zealand CEO Adam Steensberg said the company is mulling a direct-to-consumer strategy from the outset
because of how the market has evolved since Novo Nordisk NOVOb.CO and Eli Lilly LLY.N launched their GLP-1 therapies
from 2021 onwards. -
After encountering patient access hurdles and struggling to secure broad insurance coverage in the U.S., both drugmakers
later launched direct-to-consumer online platforms. "We expect this (direct-to-consumer) market will continue to grow,"
Steensberg said. -
UBS initiates coverage of Zealand Pharma with Buy
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tak så den lige
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target 760
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