Biotech Values

[DewDiligence]

PFE +4% on JAMA publication_of Danuglipron phase-2b_data_in T2D—(corrected*):

https://jamanetwork.com/journals/jamanetworkopen/fullarticle/2805054

This phase-2b trial (https://clinicaltrials.gov/ct2/show/NCT03985293 ) for patients with T2D was completed in 2021, so the dataset was mostly in the public domain already. PFE is currently running a second (longer) phase-2b for Danuglipron as a treatment for obesity with completion expected in 2H23 (see slide #89 at https://investors.pfizer.com/files/doc_presentation/2022/12/B/Pfizer-Near-Term-Launches-High-Value-Pipeline-Day-Presentation_1245pm_v2.pdf ).

Danuglipron (a/k/a PF-06882961) is an oral, non-peptide GLP-1 agonist that is one of two similar oral drugs PFE is evaluating—the other one is PF-07081532 (#msg-170749309). Both compounds can be dosed without regard to food, which PFE sees as a material advantage compared to NVO's Rybelsus, which requires a strict fasting protocol (#msg-171530263).

*The previous version of this post had the wrong link to the Rybelsus post.