Replies to post #195006 on Biotech Values

[DewDiligence]

…Zealand gets I believe low double-digit royalties on net sales of the full LixiLan drug (not just the Lyxumia component).

This is worth double-checking since you seem to be unsure. If true, it’s quite a coup for Zealand.

[DewDiligence]

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

http://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.

*Treshiba + Victoza.

[DewDiligence]

SNY downgrades internal view on Lyxumia:

*SANOFI SAYS IT'S DOWNGRADING ITS VIEW ON AFREZZA, LYXUMIA $MNKD $SNY

— zach (@zbiotech) October 29, 2015

I didn’t listen to SNY’s CC, but the above source is pretty reliable.

[DewDiligence]

SNY submits NDA for LixiLan-L:

http://www.reuters.com/article/us-sanofi-diabetes-us-idUSKBN0U60I920151223

[DewDiligence]

SNY/ZEAL.CO—FDA briefing docs for LixiLan panel on 5/25/16:

http://www.fda.gov/downloads/AdvisoryCommittees/CommitteesMeetingMaterials/Drugs/EndocrinologicandMetabolicDrugsAdvisoryCommittee/UCM502558.pdf