Novo falters while Lilly has a kick-a$$ new diabetes drug coming

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anonymous said:
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
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1. Novo Nordisk has not finished CVOT studies for an CV indication yet. In a 2 year CVOT study to prove CV safety Ozempic reduced the number of events by 26% vs. standard of care. That dominates Jardiance numbers 14% vs standard of care.

2. A1C reductions oral semaglutide dominated 1.4% at 26 weeks 1.3% at 52 weeks vs .9% and .8 respectively for empa, patients to goal (72% on sema 47% empa) in the same study. Patients also lost about 2lbs more on semaglutide.

3. GI side effects are well known with any GLP-1.

4. Oral will be priced right and take the market.

5. There is a place for empa but it will be second line after the new gold standard oral glp-1 oral semaglutide.

6. Checkmate, we all win.
 




anonymous said:
Former Lilly Rep, now Novo Rep.
So along the lines of being misinformed & brainwashed at Lilly is 100% spot on!
The Lilly trolls will be able to read the above sentence and know immediately that I am what I say I am by the choice of words I used. Novo Reps will not see it, but yes my former colleagues, you see it and know it.
My advice to you all back at Lilly is to remember who you are working for.
Yep, Dave Ricks. He absolutely despises sales and will take every dollar your division can generate and funnel it into the new Migrane drug that your fearless leader is now going to give away for free until Lilly can bribe offices into using it instead of Amgen’s. Any minor advantage will be blown into some huge deal where you will have to get on a CC and fake roll play bull in the ring over every little detail that no customer would every stick around long enough to listen to. Also, you know the way Lilly screws up every FDA process, it will take twice along as what they tell you over there. Also, good luck making any $. Ops will just jack up the quotas and make the metrics on product weighting work against you.
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You are right Megan.
 




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