这个药如成功。就力害了

CrisisInvesting

PF-07081532 and Danuglipron (GLP-1 pipeline drugs): PFE reported top line Ph1 data for PF-07081532 in adults with T2D, showing reduction in both mean daily glucose (79mg/dL on a placebo adjusted basis) and body weight (3kg on a placebo adjusted basis) after 6 weeks. We note that the commonly reported HbA1c is a measure to estimate three-month average glycemic control, while daily glucose is a measure of short-term changes. The 2Q slides noted that similar changes in body weight were observed in participants with non-diabetic obesity and the safety and tolerability profile consistent with GLP-1 RA class. See PF-07081532 Ph1 data in Exhibit 1 vs PFE's Danu and Novo’s (covered by Mark Purcell) Rybelsus. We expect additional data for both PFE drugs at EASD conference (Sept 19-23), which will provide further insights into the relative efficacy/tolerability profiles. PFE plans to move PF-07081532 into a Ph2b study and select the best asset to advance into Ph3 studies. We model Danuglipron 2030 unadjusted sales of $4.1bn which we risk adjust by 50% POS.

PFE EASD abstracts:
#114: Once-daily oral small molecule GLP-1R agonist PF-07081532 robustly reduces glucose and body weight within 4-6 weeks in adults with type 2 diabetes and non-diabetic adults with obesity
#588: Efficacy, safety and tolerability of danuglipron (PF-06882961) over 12 weeks in adults with type 2 diabetes
#589: Oral small molecule GLP-1 receptor agonist danuglipron (PF06882961) results in glucose lowering and body weight loss over 16 weeks in adults with type 2 diabetes

CrisisInvesting

现在二型糖尿病人的比例非常高……辉瑞公司这药意义重大。

Maylin

CrisisInvesting 发表于 2022-7-31 09:09 AM
现在二型糖尿病人的比例非常高……辉瑞公司这药意义重大。

我一直喜欢辉瑞和lly 这两家医药公司。

CrisisInvesting

Maylin 发表于 2022-7-31 11:24 AM
我一直喜欢辉瑞和lly 这两家医药公司。

LLY也不错。辉瑞公司蓄势待发，有几个药近期很可能成为”印钞机”

而且能在短时间里同德国公司合作开发销售新冠疫苗，在短时间内搞出Covid-19 pills 决不仅仅是运气，技术实力摆在那里。
现在算是价值股，PE少于10