Replies to post #247119 on Biotech Values

[DewDiligence]

PFE GLP-1 addendum:

Danuglipron is an oral, non-peptide GLP-1 agonist that is one of two similar oral drugs PFE is evaluating—the other one is PF-07081532 (#msg-170749309). Both compounds can be dosed without regard to food, which PFE sees as a material advantage compared to NVO's Rybelsus, which requires a strict fasting protocol (#msg-171530263).

PFE intends to advance only one of these two similar GLP-1 compounds to phase-3; the determination of which one to advance will be made after the completion of the two phase-2b trials for obese patients now in progress.

[DewDiligence]

(PFE)—LLY’s oral GLP-1 data come_up_a_bit_short:

https://www.evaluate.com/vantage/articles/events/conferences/ada-2023-preview-lillys-oral-obesity-data-leave-room-pfizer

New data, which were apparently released accidentally yesterday, gave investors the first look at ]LLY’s] oral GLP-1 contender orforglipron, which is in phase 3 development.

…Mid-stage data revealed in an American Diabetes Association abstract showed 12.6% weight loss with the oral at 26 weeks – lower than the 14-15% Lilly had previously estimated. At the same time point, Mounjaro had produced weight loss of around 15%.

…The results could leave the door open for a new entrant, Pfizer, which is expected to unveil phase 2 obesity data on two oral GLP-1s, danuglipron and lotiglipron (PF-07081532), this year.

Please see #msg-171964881 for related info.