Replies to post #122872 on Biotech Values

[jq1234]

I don't think it is class effect. Dapagliflozin seems ok. I wonder whether Roche is getting out of type II diabetes altogether.

[acgood]

LXRX's LX4211 is a dual SGLT2/SGLT1 inhibitor ( http://www.lexpharma.com/pipeline/lx4211.html ). I wonder if this news is bearish for their program as well, or maybe their drug is differentiated being a dual SGLT2/SGLT1 inhibitor.

LXRX is the only one who thinks hitting SGLT1 is a good idea. Everyone else is trying to avoid. Isis even made SGLT2 their only pipeline candidate that is competing directly against more advanced small molecules because SGLT2 is such a difficult drug target. Time will tell who is right (if anyone).