Biotech Values

[tinkershaw]

Exanitide is without question going to defeat liraglutide in a head to head comparison. Just as liraglutide, without question, defeated byetta (at least at the higher dosage. I am not real clear if at the 1.2 mg dosage liraglutide would still defeat byetta BID on all counts).

It just appears that even with the same drug, the longer acting drugs provide a more constant supply of the drug throughout the day, and this creates superior results.

Also, liraglutide has to be used at a higher dosage than byetta or exanitide need to.

But Novo was quite slick in comparing against byetta and by reflex most people will link that to exanitide LAR. LLY/AMLN really need to come up with a name and identity to differentiation exanitide LAR from exanitide BID. I think Byetta has a chance of gaining some very good branding given how much experience doctors will have had with it prior to any competitors coming on the scene, but it is susceptible to being confused with exanitide LAR, and the efficacy of the different drugs is just not the same. LAR is clearly superior. So a marketing decision needs to be made here in regard to weighing these factors. But something needs to be done.

Tinker