发布于: 雪球转发:32回复:71喜欢:11

$诺和诺德(NVO)$ 看来企业界已经把攻克1型糖尿病放在日程上了。

I have to make the comment that the Semma Therapeutics company that was acquired by Vertex in the not-too-distant past, they have announced that they are deploying initially a nonencapsulated raw injection of stem cell-derived beta cells that will call for the use of an immunosuppressive cocktail. So this kind of approach is nice for them to show proof of principle, you might argue, but it's highly unlikely to deliver a product to the market, which is also why they themselves are stating that their next-generation product is using encapsulation.

And I may remind you Pete that we did a development -- a research agreement with Professor Papas and the Procyon company for having the most elegant encapsulation device available for our beta cells, and they are the ones that are now taking into toxicology trials aiming at the second indication being type 1 diabetes for the company. And we hope that maybe celebrate that at the 100-year anniversary, not of insulin in Toronto, but of the Novo Nordisk company.

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$诺和诺德(NVO)$ 这家公司的创始人,以及现在持有其控股股份的慈善基金会,为诺和诺德公司设定的终极目标,就是消灭糖尿病。
所以这家公司的新药研发路径,与其他同行相比总是比较另类大胆。
还有没有其他公司有类似情况,是以消灭自己主营产品的市场为努力目标的?

从一个长视角来看,胰岛素是很悲催的。目前一直被GLP1快速挤压市场空间,远期还有可能1型糖尿病被治愈。 整体市场是很难增长的,属于存量搏杀市场份额。。。

2021-02-05 08:52

希望再快一点 我们已经等了很久了[跪了]

2021-02-05 08:52

胰岛素已退至糖尿病治疗三线选择。一线:二甲双胍、SLTG-2i、DPP-4i;二线:GLp-1;三线:德谷、甘精

2021-08-06 16:18

伟大的企业,致敬

2021-02-05 09:36

加油

2021-02-05 08:59

患者福音

2021-02-05 08:41

semma不是被福泰受够了吗,又和诺和诺德合作了?