OK, Novo's very own Donald T, please share with us what the fake news is about. How about starting with the facts?
1. Empaglifozin (Jardiance) is the only treatment for T2D with an FDA approved label "to reduce the risk of cardiovascular death in adults with type 2 diabetes and established cardiovascular disease." Not even Ozempic could get that kind of label approved in the US!
2. Oral sema only narrowly beat Jardiance on HbA1c in the PIONEER 2 trial while there was no statistically significant difference in weight loss.
3. 11% of people treated with oral sema discontinued treatment due to nausea whereas only 4% dropped out in the Jardiance arm.
4. Ozempic and Trulicity are right now priced at least 35-40% higher than Jardiance.
Those were the facts. What is it we don't get here? That Novo is being carried away by the ability to put a protein into a tablet? Big deal. The patients - and importantly the payers - couldn't care less. Their only concern is price vs. efficacy vs. safety.
So come again: what do you think will be the price point for oral sema? Like Jardiance, like Ozempic, or "somewhere" in between? See, there is no really good answer from a Novo perspective. You lose one way or the other.
#inoveryourhead #getreal #emparules