Replies to post #249624 on Biotech Values

[Biowatch]

Fastest weight loss is not always the best.

https://www.activesgcircle.gov.sg/activehealth/read/nutrition/5-alarming-dangers-of-extreme-weight-loss-you-cant-afford-to-ignore

I’m told by an overweight (obese) woman that when she was pregnant, she was told by her doctor not to go on a crash diet as any toxins lingering in her fat cells that were released as a consequence could harm her future child.

Plus, if you dump too many protein products in a short period, it is hard on your kidneys.

Or so I’ve read.

[DewDiligence]

Re: PF-06954522, a new oral GLP-1 from PFE

PFE has another oral GLP-1R agonist, PF-06954522, that recently entered phase-1. (PF-06954522 should not be confused with Danuglipron, a/k/a PF-06882961, which is in phase-2 and has been much discussed in the investment community.)

PFE disclosed the existence of PF-06882961 for the first time in the slide set accompanying the 3Q23 CC on 10/31/21—see the bottommost line of slide #7 at https://cdn.pfizer.com/pfizercom/product-pipeline/Pipeline_Update_31OCT2023_0.pdf .

The listing for the phase-1 trial of PF-06882961 is at: https://www.clinicaltrials.gov/study/NCT06003777 .

PF-06882961 is one of the compounds that came out of the 2015 drug-discovery collaboration between PFE and Sosei Heptares (#msg-118817193).

[DewDiligence]

AZN (re)enters the oral-GLP-1 arena:

https://www.astrazeneca.com/media-centre/press-releases/2023/agreement-with-eccogene-for-clinical-stage-glp-1ra.html

AstraZeneca and Eccogene have entered into an exclusive licence agreement for ECC5004, an investigational oral once-daily glucagon-like peptide 1 receptor agonist (GLP-1RA) for the treatment of obesity, type-2 diabetes and other cardiometabolic conditions.

… ECC5004 is a once daily, low dose, small molecule GLP-1RA which is currently in a US Phase I clinical trial in healthy participants and patients with type-2 diabetes.

…Under the terms of the agreement, Eccogene will receive an initial upfront payment of $185m. In addition, Eccogene will also receive up to an additional $1.825bn in future clinical, regulatory, and commercial milestones and tiered royalties on product net sales.

Under the agreement AstraZeneca is granted exclusive global rights for the development and commercialisation of Eccogene’s ECC5004 small molecule GLP-1RA for any indication in all territories except China, where Eccogene has the right to co-develop and co-commercialise in China alongside AstraZeneca.