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NN-9487

Generic Name
NN-9487

Roche and Zealand Pharma Forge $5.3 Billion Partnership to Develop Novel Obesity Treatments

• Roche has entered into a $5.3 billion collaboration with Zealand Pharma to co-develop petrelintide, a promising amylin analog for obesity treatment, both as monotherapy and in combination with Roche's incretin asset CT-388. • The partnership includes upfront payments of $1.65 billion to Zealand Pharma, with profits and losses to be shared 50/50 in the US and Europe, while Roche gains exclusive commercialization rights for the rest of the world. • Clinical data suggests petrelintide could deliver weight loss comparable to GLP-1 receptor agonists but with improved tolerability, potentially addressing unmet needs in the obesity market that is projected to affect 4 billion people globally by 2035.

Novo Nordisk Launches Home Delivery Service for Wegovy at $499 Monthly for Cash-Paying Patients

• Novo Nordisk introduces NovoCare Pharmacy, a direct-to-patient delivery service offering all Wegovy dose strengths at $499 per month for cash-paying and eligible commercially insured patients without coverage. • The launch comes as Wegovy supply stabilizes, with FDA confirming Novo Nordisk can now meet market demand following previous shortages that limited new prescriptions since 2022. • Currently, over 55 million Americans have coverage for weight management medicines, with 90% of insured Wegovy patients paying $0-$25 monthly for their prescriptions.

AbbVie Enters Obesity Market with $350M Gubra Deal for Novel Amylin Analog

• AbbVie makes its strategic entry into the obesity therapeutics market through a $350 million upfront licensing agreement with Danish biotech Gubra for their amylin analog GUB014295. • The deal includes potential milestone payments up to $1.875 billion plus tiered royalties, positioning GUB014295 as a promising obesity treatment that targets appetite suppression through amylin receptor activation. • Phase 1 clinical trials for GUB014295 are underway, with completed single ascending dose studies showing promising initial data in addressing the growing global obesity crisis affecting nearly 900 million adults.

Novo Nordisk's Amycretin Shows Promising Results in Early-Stage Clinical Trial

• Novo Nordisk reported strong performance in Q4 2024, with Ozempic and Wegovy sales reaching DKK 53.7 billion, marking a 35.4% year-over-year growth despite market competition. • The company recently released encouraging data from a phase 1b/2a clinical trial of amycretin, demonstrating potential expansion of their therapeutic pipeline. • Despite a 40% stock decline over six months due to competitive pressures in the GLP-1 receptor agonist market, Novo Nordisk maintains strong market position.

Novo Nordisk CEO Expresses Confidence in Medicare Price Negotiations for GLP-1 Drugs

• Novo Nordisk CEO Lars Jørgensen indicates readiness for Medicare price negotiations on GLP-1 drugs Wegovy, Ozempic, and Rybelsus, citing experience from previous insulin negotiations. • The company reveals that Medicare represents only 30% of their US market share for GLP-1s, with commercial insurance covering 50% and maintaining broad access for 55 million people with obesity. • Despite significant rebates resulting in a 69% gross-to-net price adjustment, Novo Nordisk's GLP-1 portfolio drove 60% of their $40.5 billion revenue in 2023, with Wegovy showing 150% growth.

Novo Nordisk's Amycretin Shows Promising Weight Loss in Phase 1b/2a Trial

• Novo Nordisk's amycretin, a GLP-1 and amylin receptor agonist, demonstrated significant weight loss in a Phase 1b/2a trial. • Participants on the highest dose of subcutaneous amycretin (20mg) experienced an average 22% body weight loss over 36 weeks. • The safety profile of amycretin was consistent with incretin-based therapies, with mainly mild to moderate gastrointestinal adverse events. • Novo Nordisk plans further clinical development of amycretin for adults with overweight or obesity, based on these encouraging results.

Novo Nordisk's Amycretin Shows Promising Weight Loss in Early Trials

• Novo Nordisk's amycretin, a unimolecular GLP-1 and amylin receptor agonist, demonstrated a 22% average weight reduction in obese or overweight patients over 36 weeks. • The Phase 1b/2a trial of subcutaneous amycretin showed a favorable safety profile, with mainly mild to moderate gastrointestinal side effects reported. • These results have boosted investor confidence in Novo Nordisk's obesity drug pipeline, especially after previous disappointments with other candidates. • Amycretin combines GLP-1 and amylin receptor agonism in a single molecule, potentially offering a more effective approach to weight management.

Novo Nordisk's REDEFINE-1 Trial Results Lead to Mixed Analyst Outlook Despite Strong Financial Performance

• Guggenheim Securities maintains Buy rating on Novo Nordisk while slightly raising price target to DKK798.00, despite REDEFINE-1 study not meeting weight-loss expectations. • Novo Nordisk demonstrates robust financial health with 26% revenue growth and 84.66% gross profit margin, though Q4 2024 projections fall slightly below market consensus. • The company's future outlook hinges on upcoming REDEFINE-2 study results and phase 1 subcutaneous amycretin development, crucial for maintaining competitive edge in obesity treatment market.

Viking Therapeutics Initiates Phase 2 Trial of Oral VK2735 for Obesity

• Viking Therapeutics has commenced a Phase 2 clinical trial for oral VK2735, a dual GLP-1/GIP agonist, to treat obesity. • The VENTURE-Oral Dosing Trial will evaluate the safety, tolerability, pharmacokinetics, and weight loss efficacy over 13 weeks in approximately 280 adults. • Prior Phase 1 data showed promising weight reductions up to 8.2% and encouraging tolerability with the oral tablet formulation of VK2735. • Viking plans to initiate Phase 3 development for the subcutaneous formulation of VK2735 in the first half of 2025, following positive Phase 2 results.

Novo Nordisk's Ozempic Shows Promise in Alzheimer's Disease Trials

• Two clinical trials investigating semaglutide, the active ingredient in Ozempic and Wegovy, for early Alzheimer's disease are expected to conclude in 2025. • Semaglutide may prevent brain shrinkage associated with Alzheimer's, potentially marking a breakthrough in treating the disease. • Novo Nordisk's strategic focus extends beyond diabetes and obesity, with collaborations and investments aimed at addressing cardiometabolic and rare diseases. • Positive trial outcomes could significantly diversify Novo Nordisk's therapeutic reach and solidify its position in the pharmaceutical market.

Hengrui Pharma's HRS9531 Shows Promising Weight Loss in Phase 2 Obesity Trial

• Hengrui Pharmaceuticals and Kailera Therapeutics reported positive Phase 2 results for HRS9531, a GLP-1/GIP receptor dual agonist, in overweight or obese adults. • Participants receiving the 8 mg dose of HRS9531 achieved a statistically significant 21.1% placebo-adjusted mean weight loss at 36 weeks. • The trial demonstrated a favorable safety profile, with most adverse events being mild and gastrointestinal-related during dose titration. • Hengrui is advancing HRS9531 into Phase 3 clinical trials for obesity and type 2 diabetes in China, with Kailera developing it globally as KAI-9531.

Eli Lilly's Zepbound Demonstrates Superior Weight Loss Compared to Novo Nordisk's Wegovy in Head-to-Head Trial

• Eli Lilly's Zepbound (tirzepatide) led to a 20.2% average weight loss, significantly outperforming Wegovy (semaglutide) at 13.7% in a 72-week clinical trial. • The SURMOUNT-5 trial included overweight or obese adults without diabetes, showing Zepbound users experienced 47% more relative weight loss than Wegovy users. • Zepbound, a dual GIP and GLP-1 receptor agonist, helped 31.6% of participants achieve at least 25% body weight loss, compared to 16.1% with Wegovy. • The study's findings may influence treatment choices, with Zepbound potentially becoming a preferred option for greater weight loss outcomes, pending further data on tolerability.

Viking Therapeutics' Oral Weight-Loss Pill Shows Promising Results, Outperforming Novo Nordisk's Amycretin in Early Trials

• Viking Therapeutics' oral weight-loss pill, VK2735, demonstrated a 6.8% average body weight loss over 28 days in a Phase 1 study, surpassing placebo-adjusted results. • An injectable version of VK2735 showed a 14.7% average weight loss over 13 weeks in a Phase 2 trial, indicating potential for significant weight management. • These results position Viking Therapeutics as a strong contender in the competitive weight-loss drug market, challenging current leaders like Wegovy and Zepbound. • The promising data has led to increased investor interest in Viking Therapeutics, highlighting the growing demand for effective and convenient weight-loss treatments.

Viking Therapeutics' VK2735 Shows Promise in Obesity Treatment, Faces Manufacturing Concerns

• Viking Therapeutics' VK2735 demonstrated a placebo-adjusted weight loss of 6.8% in the high-dose cohort after four weeks in a Phase I trial. • The oral drug, a dual GLP-1R/GIP receptor agonist, is set to begin a 13-week Phase II study in Q4 2024, with potential to compete with Eli Lilly's Mounjaro. • Despite positive data, Viking's stock experienced volatility due to analyst concerns about the costly manufacturing requirements for VK2735. • A subcutaneous version of VK2735 showed a mean weight loss of 14.7% in a Phase II study, progressing to Phase III after FDA green light.

FDA Accepts UroGen's NDA for UGN-102 in Low-Grade Non-Muscle Invasive Bladder Cancer

• The FDA has accepted UroGen Pharma's NDA for UGN-102 (mitomycin) intravesical solution for treating low-grade, intermediate-risk non-muscle invasive bladder cancer (LG-IR-NMIBC). • UGN-102, if approved, would be the first FDA-approved treatment for LG-IR-NMIBC, offering a novel non-surgical approach. • The NDA is supported by Phase 3 ENVISION trial data, demonstrating a 79.6% complete response rate at 3 months and an 82.3% duration of response at 12 months. • The FDA has set a PDUFA target action date of June 13, 2025, for the decision on UGN-102.

Novo Nordisk's Oral Amycretin Shows Promising Weight Loss in Early Trials

• Amycretin, an oral drug developed by Novo Nordisk, led to significant weight loss in overweight or obese individuals during a Phase 1 trial. • Participants taking amycretin experienced up to 13% body weight reduction over 12 weeks, surpassing the effects of a placebo. • The drug combines GLP-1 and amylin receptor agonism, offering a convenient pill form for obesity management. • Further trials are underway to assess the long-term safety and efficacy of amycretin for weight management.
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