Biotech Values

[mcbio]

The competition for LixiLan-L is NVO’s Xultophy*

hugin.info/2013/R/1952062/709971.pdf

Results of a prior phase-3b Xultophy trial are in #msg-114373115.

Treshiba is not yet approved in the US, but that will likely change soon.

Thanks DD. Really need to try and do a comparison of the Xultophy data to the LixiLan data to the extent possible. It's a massive market, though, and I assume both will be able to carve out meaningful sales (not sure if any skeletons in the closet related to approval, which is the first step of course). SNY has every incentive to make LixiLan work given fears over generic Lantus and otherwise size of the market I assume. I'm not sure if they have any potential competitive drugs to LixiLan of their own in their pipeline and I guess there could always be risk for Zealand that SNY could acquire such competitive drugs. Still, Zealand valuation would seem to allow some wiggle room for these risks as best I can tell. I want to listen to recent SNY calls to see what kind of buzz they give on LixiLan.