Biotech Values

[poorgradstudent]

SGYP:

Definitely too early to presume first in class. The competition between plecanatide and linaclotide may be a prescriber's preference type situation. If we're being generous to both sides, right now linaclotide may have a small hint of an efficacy edge while plecanatide has an edge in side effect / AE profile. That may leave it to the patient and prescriber to choose the trade-off they prefer.

Jq noted on twitter that there is a trial testing linaclotide at half the current dose. That may signal the diarrhea / AE profile to be meaningful enough that the company is willing to spend money to address it. In turn, it suggests there is a real place for plecanatide on the market.