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DewDiligence

07/04/17 12:56 PM

#212250 RE: mcbio #212246

SNY/ZEAL.CO—Based on slides 7 and 8 from the deck you posted, Soliqua appears to have a bright future. I.e., the US commercial uptake (slide 7) is impressive given that there still is a lot of headroom with respect to reimbursement (slide 8).

In short, Soliqua looks like a well-executed lifecycle management answer to SNY’s loss of patent protection on Lantus.

p.s. MRK’s Januvia (including Janumet) is selling at a $5.3B annualized global run rate.