Insulin icodec

[anonymous]

Have any rumors started circling about insulin icodec? Internet says file with the FDA h1 2023, launch h2 2023, I'm just wondering if y'all had heard any rumors about launch plans? Ie will you be hiring?

 

[anonymous]

Have any rumors started circling about insulin icodec? Internet says file with the FDA h1 2023, launch h2 2023, I'm just wondering if y'all had heard any rumors about launch plans? Ie will you be hiring?

Nothing has been mentioned beyond possible FDA activity, best bet is to keep an active search alert for FDA and other news updates.

 

[anonymous]

Have any rumors started circling about insulin icodec? Internet says file with the FDA h1 2023, launch h2 2023, I'm just wondering if y'all had heard any rumors about launch plans? Ie will you be hiring?

CP is a great place to come for information like this. Most companies really love it when they’re employees speculate on FDA approval and discuss large plans on a public forum.

 

[anonymous]

CP is a great place to come for information like this. Most companies really love it when they’re employees speculate on FDA approval and discuss large plans on a public forum.

So you have nothing useful to add... Got it.

 

[anonymous]

So you have nothing useful to add... Got it.

Correct, which is my point. You’ve come to absolutely the wrong place to find out “useful” information. I’m hoping your network is stronger than the anonymous folks on CP. But, I’m guessing not.

 

[anonymous]

Correct, which is my point. You’ve come to absolutely the wrong place to find out “useful” information. I’m hoping your network is stronger than the anonymous folks on CP. But, I’m guessing not.

Actually I think I'm in the right place... I'm just talking to the wrong guy.

Wheel of fortune and Jeopardy are over... So take your centrum silver and hit the hay papaw... So the non boomers can talk K?

 

[anonymous]

Correct, which is my point. You’ve come to absolutely the wrong place to find out “useful” information. I’m hoping your network is stronger than the anonymous folks on CP. But, I’m guessing not.

Your point is you have no point... Got it.

You can move along now.

 

[anonymous]

Actually I think I'm in the right place... I'm just talking to the wrong guy.

Wheel of fortune and Jeopardy are over... So take your centrum silver and hit the hay papaw... So the non boomers can talk K?

Ok, that is pretty damn funny and I am in the age group you are making fun of.

 

[anonymous]

Actually I think I'm in the right place... I'm just talking to the wrong guy.

Wheel of fortune and Jeopardy are over... So take your centrum silver and hit the hay papaw... So the non boomers can talk K?

How’s it coming along so far? You getting all the answers you want?

 

[anonymous]

Have any rumors started circling about insulin icodec? Internet says file with the FDA h1 2023, launch h2 2023, I'm just wondering if y'all had heard any rumors about launch plans? Ie will you be hiring?

Guessing you’re an analyst looking for inside info? There are no rumors about an expansion, no.

I’m not an executive, but there are thousands of diabetes reps. My guess is that they will use what they already have to promote it or else contract it out. They won’t expand a sales force that’s already bloated.

That’s just a guess, though.

 

[anonymous]

x2. Can't imagine there would be an expansion, more likely a shift in priority for certain reps. If you are truly looking for a career here, go ahead and apply before any of that happens!

 

[anonymous]

Guessing you’re an analyst looking for inside info? There are no rumors about an expansion, no.

I’m not an executive, but there are thousands of diabetes reps. My guess is that they will use what they already have to promote it or else contract it out. They won’t expand a sales force that’s already bloated.

That’s just a guess, though.

Not an analyst... But if I was I know the last place to look for reliable insider info to base a trade off of would be sales reps.

I just assumed this was a pretty important launch and people would be talking. I sold apidra lantus and then toujeo for a while and selling insulin was just a fun gig. A once weekly insulin seemed like it would be a fun product to sell.


But it seems like I know more about the product than most of the commenters.

 

[anonymous]

It will be a good product. With insulin pricing now not sure how good for the company. Reality is, majority of type 2s don’t need insulin and type 1 market novo has all but abandoned anyway.

Look for icosema to potentially have more of an impact. But that will yet to be determined. Look what happened with Xultophy.

 

[anonymous]

Not an analyst... But if I was I know the last place to look for reliable insider info to base a trade off of would be sales reps.

I just assumed this was a pretty important launch and people would be talking. I sold apidra lantus and then toujeo for a while and selling insulin was just a fun gig. A once weekly insulin seemed like it would be a fun product to sell.


But it seems like I know more about the product than most of the commenters.

Sold. Past tense. The insulin market (and really entire diabetes market) is highly commoditized now and companies are rebating upwards of 70-80% on insulins. Even a novel insulin like this is going to have to be priced aggressively in order to secure coverage and thus the profitability calculus is not there to support an expansion. It’s likely E reps would carry it in their bag along with all the other newer insulins that are no longer promotes (like fiasp).

But please do pop off some more about how you know so much.

 

[anonymous]

It will be a good product. With insulin pricing now not sure how good for the company. Reality is, majority of type 2s don’t need insulin and type 1 market novo has all but abandoned anyway.

Look for icosema to potentially have more of an impact. But that will yet to be determined. Look what happened with Xultophy.

There are too many generic options and novo would never price it right anyway. Don’t count on this saving the company or creating a job. It will flop like tresiba and xultophy did. I’m not really sure why they are wanting to stay in the branded insulin business. I guess they have enough money to waste.

 

[anonymous]

Not an analyst... But if I was I know the last place to look for reliable insider info to base a trade off of would be sales reps.

I just assumed this was a pretty important launch and people would be talking. I sold apidra lantus and then toujeo for a while and selling insulin was just a fun gig. A once weekly insulin seemed like it would be a fun product to sell.


But it seems like I know more about the product than most of the commenters.

Maybe it is because some don't want to disclose internal company info to you. Insulin sales might have been a fun gig before glp1s came on the market, I would not want to be in that space.

 

[anonymous]

Not an analyst... But if I was I know the last place to look for reliable insider info to base a trade off of would be sales reps.

I just assumed this was a pretty important launch and people would be talking. I sold apidra lantus and then toujeo for a while and selling insulin was just a fun gig. A once weekly insulin seemed like it would be a fun product to sell.


But it seems like I know more about the product than most of the commenters.

Actually, you don’t seem to know anything, so you’re on CP, of all places, begging for information.

 

[anonymous]

Talk to your ram or MSL. They tell you what they not telling us yet.
no better A1c than lantus or tresiba. same hypo. weekly convenience but payers don't pay for that. Competing with 2 generic basals. Insulins are a money pit since they're rebated so much compared to GLP1 or obesity

 

[anonymous]

Talk to your ram or MSL. They tell you what they not telling us yet.
no better A1c than lantus or tresiba. same hypo. weekly convenience but payers don't pay for that. Competing with 2 generic basals. Insulins are a money pit since they're rebated so much compared to GLP1 or obesity

You may/may not realize that most insulin trials are treat to target, so glycemic control should generally be similar, particularly with the analog basals. We look at secondary outcomes, hypo, TIR. ... This is like going back some years and arguing against the QW glp1RAs vs lira. I agree with you about US payors, and the main reason we pulled back on Xult which is a fantastic product.

 

[anonymous]

You may/may not realize that most insulin trials are treat to target, so glycemic control should generally be similar, particularly with the analog basals. We look at secondary outcomes, hypo, TIR. ... This is like going back some years and arguing against the QW glp1RAs vs lira. I agree with you about US payors, and the main reason we pulled back on Xult which is a fantastic product.

Yes, you learn that in the first 2 weeks of initial sales training. That’s why the poster mentioned both A1c and hypos. What point are you trying to make? Was this another attempt to show us how brilliant you are? It didn’t work.