Replies to post #4577 on GTC Biotherapeutics (fka GTCB)

[ThomasS]

Doesn't that ignore the fact that GTCB's version should be much cheaper, even if the analogue's are both better and gain approval?

[DewDiligence]

How is Novo Nordisk preparing for NovoSeven patent expiration?

[Updated for NN7128 presentation at ASH.]


NVO’s blockbuster rFVIIa drug, NovoSeven, goes off-patent in the US—its largest market—in 2011. NVO has a two-pronged approach to deal with this predicament:

1. A fast-acting FVIIa analogue called NN1731, which is in phase-2:
http://seloken.com/secNewsItem/Variant-rFVIIa-more-active-than-NovoSeven.aspx

2. A long-acting FVIIa analogue called NN7128 based on pegylation technology from NTEC, which is in phase-1 (#msg-25251508).

Clearly, both of these programs warrant close attention by GTC investors. However, these two drug candidates are FVIIa analogues, not FVIIa per se. Thus, they would seem to incur a higher regulatory risk than the FVIIa program from GTC and partner, LFB.