Post by
wexworth on Jan 26, 2021 2:27pm
Wanbang phase 1 results
Like Sernova, if/when they release their sglt2 results and provide hard facts in the release that point to how well/safe the inhibitor is, then I would expect a strong market reaction and newly established attention from more than just Johnson and Johnson.
Comment by
MirrorWorldMan on Jan 26, 2021 2:41pm
As long as no toes are lost from amputation in phase 3 and CV/Renal endpoint data matches Empa or Cana. That will take years, otherwise just another MeeToo SGLT2. Howie took waaaay too long to even get this into phase 1. The opportunity has passed for those that know the Diabetes space. Unless maybe if they combine it with a DPP4 and Metformin. Otherwise another sunken cost...
Comment by
wexworth on Jan 26, 2021 2:54pm
So outperforming a standard sglt2 inhibitor doesn't count?hmmm, and what about those billions of fat diabetics pets?
Comment by
MirrorWorldMan on Jan 26, 2021 3:14pm
SGLT2 efficacy is irrelevant without endpoint data. Look it up. Thats why so many big Pharma shelved theirs, even aftet FDA approval (like Merck etc). Too expensive to conduct mandatory FDA trials to prove end organ protection. Anyone from thr pharma industry can tell you that. Do you DD.
Comment by
MirrorWorldMan on Jan 26, 2021 3:19pm
Increased efficacy has also been associated with increased amputation in the SGLT2 CV/Renal trials. So, do your DD
Comment by
pointer on Jan 26, 2021 2:55pm
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Comment by
wexworth on Jan 26, 2021 3:03pm
And that is why I used it. If is part A of the question out there.