New Novo Ph1 Combo Study of QW Insulin 287 + Ozempic

Last week, Novo Nordisk initiated a new Ph1 trial evaluating its QW basal insulin analog, Insulin 287, as a fixed-ratio combination with Ozempic in T2DM patients. Below, FENIX provides additional thoughts on the new Novo combo study and the potential for Lilly and Sanofi to develop next-gen fixed-ratio products in the GLP-1RA+basal insulin class. The initiation of this Ph1 trial indicates that Novo is considering developing the QW fixed-ratio GLP-1RA+basal combination. The market opportunity for a QW basal insulin seems a bit unclear due to hypo concerns; thus it may not be practical in T1DM. Presumably, as part of its franchise market forecast for the QW basal insulin, a GLP-1RA+basal fixed-ratio combo……

About The Author

Matthew Maryniak

President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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