RE: Albiglutide Better deal than we think?
Well, the documents of Novozyme talking about Albupure used for Albiglutide in GSK diabete drug gave me an hint about the possible client of PLI.
However, I'm pretty sure GSK still the client, but also that it's not only albupure used in the product.
1. The collaboration with Novozyme on Albupure was announced in 2010.
2. In 2004, there was a NR about GSK and PLI regarding some specific ligands. About 1 year later, GSK716155, (if I'm not mistaken, it's albiglutide) strat his first clinical trial in phase I. It's highly possible that another ligand made by PLI is used in manufacturing.
So, if the clinical trial started before the collaborative agreement with Novozymes, we are dealing with something else. And this open more the door for a locked in ligand deal à la Celgene.
This will be a very interesting story to follow.