Biotech Values

[RockRat]

>>A tidbit from NVO’s UBS webcast that may interest you: the presenter said that inhaled insulin is all but doomed to be a non-factor in the market due to the advent of GLP-1 drugs. The premise is that GLP-1 drugs will routinely be added to a regimen that includes long-acting, basal insulin.

What makes this admission remarkable is that NVO is one of the companies who has an inhaled-insulin program!<<

Remember that NVO bought their inhaled insulin platform and IP for peanuts from Aradigm. I don't think they ever intended to commercialize it after the P3 failure, rather it was a defensive play to hound to Nektar and Pfizer with patent suits. And indeed, one is ongoing. The idea being to try to keep Exubera off the market until they were ready with their own version, or with something else entirely, such as liraglutide. In the end, it may prove to have been an unnecessary defense; though it sounded plausible at the time, it was probably suggested by NVO's general counsel to keep himself busy.

Regards, RockRat