Replies to post #243899 on Biotech Values

[jbog]

From what I've seen Lilly is the drug to beat. This group of companies need to run massive long term trials looking for a proven health benefit for the insurance companies to jump in.

[DewDiligence]

PFE starts phase-2 trial of PF-07081532, one of the two oral GLP-1 candidates PFE is testing for treatment of obesity and T2D:

https://www.globenewswire.com/news-release/2022/12/21/2577552/0/en/Sosei-Heptares-Partner-Pfizer-Progresses-its-Oral-GLP-1-Receptor-Agonist-PF-07081532-into-Phase-2-Clinical-Trials-for-Treating-Type-2-Diabetes-and-Obesity.html

Please see #msg-170009357 and #msg-170010898 for background.

[DewDiligence]

NVO—Rybelsus 25mg/50mg doses show statsig superiority to 14mg dose in HbA1c reduction and weight loss:

https://www.globenewswire.com/news-release/2023/03/24/2634147/0/en/Oral-semaglutide-25-mg-and-50-mg-demonstrate-superior-reductions-in-HbA1c-and-body-weight-versus-14-mg-in-people-with-type-2-diabetes-in-the-PIONEER-PLUS-phase-3-trial.html

This phase-3b trial tested much higher Rybelsus doses—25mg and 50mg qD—than the currently approved doses of 3mg, 7mg, and 14mg qD. It’s not surprising that the higher doses produced better efficacy, but the incremental efficacy came with a higher rate of GI side effects, according to the above PR.

Rybelsus is a daily oral med with the same active ingredient (semaglutide) as NVO’s (weekly) injected drugs, Ozempic and Wegovy. Rybelsius and Ozempic are approved for T2D only, while Wegovy is approved for weight loss. All three drugs have boxed warnings for thyroid cancer.

Additionally, a major drawback of Rybelsus is that patients must use a tightly specified fasting protocol for the drug to work properly without undue side effects.

Please see #msg-170010898 and #msg-170009357 for related info re PFE’s oral GLP-1 program.