Replies to post #181659 on Biotech Values

[iwfal]

Lilly's peglispo - safety profile. The T1D safety results you highlighted look similar to those seem in the T2D trial. Somewhat worse lipid profile, increased liver fat and ALT. But there were also some differences. In T1D there was weight loss (vs weight gain for lantus) and more total hypoglycemia albeit while reducing nocturnal hypo.

In toto the peglispo looks more like another option than a real improvement over lantus. But need to see the complete data.

[north40000]

jq1234, the side effects you pointed out illustrate very well why I would not want to take LLY's new insulin over a lifetime. I also found it odd that LLY did not report the range of HbA1c below 7 that was achieved.

My own HbA1c has been 6.4--6.7 for a number of years,longer than I can remember, taking neither of those insulins. My lipids are fine, as is blood pressure as medicated. Been a T1-D for 58 years, longer than most.
Good diet and exercise certainly help, as does avoiding desserts, eating low weight of carbs but ingesting increased fats like olive oil and nuts. Fish has become more of a staple than meats as I age.

[DewDiligence]

SNY -8% PM* on forecast of flat diabetes sales in 2015:

http://www.thestreet.com/story/12929731/1/sanofi-sny-stock-drops-today-as-diabetes-sales-expected-to-be-flat-in-2015.html

Chief Executive Officer Chris Viehbacher said the drugmaker cut prices for its best-selling product, Lantus, last quarter to get on U.S. drug benefit managers' reimbursement lists in the face of competition from companies including Novo Nordisk…

Lantus has become the “next Advair” wrt pushback from payers.

*Trading lower in European home market.

[DewDiligence]

LLY’s Peglispro delayed due to liver tox—perhaps dead:

http://www.fiercebiotech.com/story/lillys-new-insulin-likely-doa-after-latest-delay-analyst-says/2015-02-23