Novo Nordisk and other BP
posted on
Nov 13, 2016 06:28PM
I would agree with LED that Apabetalone is probably a complimentary rather than competitive drug to Novo Nordisk's Fiasp and I also agree that Apabetalone would also seem to be a good fit with NN's stated objectives. Where I think this could get interesting is if and when RVX succeeds in getting the interest of a big pharma other than AZ, PFE or perhaps ALXN. If RVX succeeds with BetOnMace I think Pascal Soriot (AZN) will look like a fool if AZN does not own RVX as AZN will likely lose most if not all Crestor revenue. I also think that PFE is probably still looking to regain dominance in this particular area and would act to protect the revenue contribution provided by Lipitor which would likely be seriously threatened by the rosuvastatin/Apabetalone combo. Rocketman has previously suggested that Alexion is aware of RVX as potential provider of much cheaper competition to Soliris for PNH and or aHUS and David Hallal (ALXN) has shown that he will put up big dollars to gain desired IP. If someone other than AZN, PFE or ALXN takes real interest in RVX I think it may bring one or all three to the table in a serious way. All JMO. Would like to know what others think.