Zealand Pharma og partner til fedme
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Som laaaang investor er jeg bekymret for den ro og tilfredshed Adam Steensberg har omkring partnerkontrakt til fase 3 med Petrelintide. Jeg har en fornemmelse af, at dette udskyder igangsættelsen unødigt af fase 3, hvor vi i forvejen ikke kan forvente en potentiel godkendelse før i 2029. Modsat ser vi aktuelt at Viking i USA tilsyneladende meget hurtigt har opnået godkendelse til opstart af fase 2, ligeledes i fedme. Set i det tidslys skulle jeg mene, at Zealand burde være i gang med fase 3.
Jeg er selvfølgelig også påvirket af, at man pt står med 2 afvisninger af godkendelser, nemlig for Dasiglucagon, hvor kontraktproducenten ikke levede op til FDA's krav, og den anden Glepaglutide, hvor Adam er meget skuffet over afslaget, og straks vil starte nyt fase 3 forsøg.
Jeg synes ikke at Zealand har "råd" til at være alt for krævende i udvælgelse af partner til det, som for mig står som Zealands endelige gennembrud efter mere end 25 års forskning, med kun 2 godkendte produkter, som ikke genererer salg af betydning. Lige nu er det mest positive i pipelinen vel Boehringers fase 3 forsøg med et andet fedmeprojekt, indliciteret fra Zealand Pharma, som Adam venteer sig meget af. Jeg har stadig aktier i Zealand, men har reduceret noget gennem 2024. Den er dog stadig i top-3 i min poretfølje. -
2024-12-19
U.S. Food and Drug Administration issues Complete Response Letter for the glepaglutide New Drug Application for the treatment of short bowel syndrome
https://www.globenewswire.com/news-release/2024/12/19/3000220/0/en/U-S-Food-and-Drug-Administration-issues-Complete-Response-Letter-for-the-glepaglutide-New-Drug-Application-for-the-treatment-of-short-bowel-syndrome.html2023-07-19
9 Meters calls it quits after measuring options, reports just $150K in cash
https://www.fiercebiotech.com/biotech/9-meters-calls-it-quits-after-measuring-options-reports-just-150k-cash
"The irony is that the company currently has a mid-stage GLP-1 inhibitor, a potentially hot-ticket item given the class's budding use in weight loss management. But 9 Meters was aiming vurolenatide at short bowel syndrome."
"But there was no explicit indication in 9 Meters' most recent earnings report that the biotech was on the precipice of dissolving. In fact, the company said at the time that it had positive interactions with the FDA regarding the potential launch of NM-136-an anti-GIP antibody to treat obesity-into the clinic and was planning on doing so."2013-03-18
Neurosearch med en fod i graven
https://borsen.dk/nyheder/virksomheder/neurosearch-med-en-fod-i-graven
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