Replies to post #203697 on Biotech Values

[DewDiligence]

NVO—FDA extends review of IdegLira by three months; PDUFA date now in Dec 2016:

http://www.novonordisk.com/media/news-details.2039453.html

So, both NVO’s IdegLira and SNY’s competing IGlarLixi (#msg-124682017) have their PDUFA dates extended by three months.

[mcbio]

SNY/ZEAL.CO/NVO—FDA delays decision on IGlarLixi (f/k/a Lixilan)

Circling back to Zealand as have not seen any discussion since this prior post from you. Soliqua (F/k/a IGlarLixi F/k/a Lixilan) is now on the market in the U.S. Slide 7 of the attached shows growth in prescriptions since launch: https://static1.squarespace.com/static/58983777d1758e28995640b4/t/59563d1659cc681e38917cce/1498823963540/170629+Zealand+Corp+presentation_MASTER.pdf . Any comment on this trajectory and ultimate likely sales for the drug? Zealand gets low double-digit royalty from SNY. Also, that slide 7 notes that Soliqua is one of SNY's six priority products, with projected combined revenues of USD 12-14 billion in 2020 (obviously it would be nice to know what specific percentage Soliqua comprises of this projection).