Replies to post #173464 on Biotech Values

[DewDiligence]

Are you now opining that insulin FoB’s won’t be a significant problem for NVO?

Thanks for posting the slide set.

[mcbio]

NVO's massive (more than 100 slides) presentation today

What do you make of NVO moving to Phase 2 with the oral GLP-1 using EMIS technology? You have a lot of confidence in the odds of success for this drug (and, relatedly, in EMIS)?

[jq1234]

NVO entered license agreement with Zosano to deliver once weekly GLP-1 Semaglutide via Microneedle Patch System

http://www.zosanopharma.com/index.php/20130514224/News/Press-Releases/Zosano-Pharma-Enters-into-a-License-Agreement-with-Novo-Nordisk-to-Deliver-Semaglutide-Using-Zosano.html

[DewDiligence]

LLY’s Dulaglutide non-inferior to NVO’s Victoza in 600-patient phase-3 study:

http://finance.yahoo.com/news/lilly-weekly-diabetes-drug-succeeds-130001249.html

"Dulaglutide is the only GLP-1 agonist to show non-inferiority against liraglutide's highest-approved dose in a Phase III trial," Enrique Conterno, president of Lilly Diabetes, said in a statement.

Victoza, which owns about 70 percent of the market for GLP-1 drugs, had sales of more than $590 million in the fourth quarter, putting it on track to exceed $2 billion this year.

The trial compared the two drugs after 26 weeks. Full details (including the size of the NI margin) will be presented at an unspecified medical conference.