Replies to post #97426 on Biotech Values

[stockbettor]

Novo is also developing oral versions of its GLP-1 analogues, using carriers from Merrion Pharma and Emisphere. Novo is in a P1 trial with each carrier. Its my understanding that Novo is not simply pairing Victoza with the agents but has designed new analogues that will better withstand delivery through the G/I tract, which means that Novo probably can't use an accelerated approval path.

[rkrw]

Novo is also #1 in diabetes, not to be underestimated.

[DewDiligence]

2Q10 Victoza sales were $52M (296M DKK):

http://www.reuters.com/article/idCNLDE67407E20100805