Obesity Therapeutics - A $40bn Market With Sleeping Giants (16pgs)
Our Obesity market deep-dive highlights 4 new conclusions: 1) There are overlooked P2 assets that could be best-in-class, providing an attractive way to gain exposure to the obesity market (see today’s Altimmune initiation here), 2) The obesity market should hit $40bn globally, 3) Medicare reimbursement could be worth $10bn of the $40bn & 4) The ex-US opportunity is bigger than we had forecasted with even the UK’s NICE reimbursing Wegovy for 2 years’ use. We believe the drugs in development could take 30% of the market by co’s other than Novo & LLY; ALT is one of them.For access to the full note, please contact Naresh Chouhan ( )
Altimmune is a clinical stage immunotherapeutics company focused on the development of products to stimulate immune responses for the prevention and treatment of diseases. The company has two programs using the Respirvec recombinant adenovirus technology: NasoVAX, an intranasally administered recombinant influenza vaccine, uses an adenovector to achieve expression of the influenza antigen in the target cell, thereby stimulating an immune response than influenza vaccines; and NasoShield, an anthrax vaccine designed to provide protection after one intranasal administration. Based on the Densigen platform, HepTcell is an immunotherapy for patients chronically infected with the hepatitis B virus.
Eli Lilly and Company discovers, develops, manufactures, and markets products in a single business segment: human pharmaceutical products. The company's human pharmaceutical products include: diabetes and other endocrinology products, immunology products, neuroscience products, oncology products, and other products. The company's diabetes and other endocrinology products include: Baqsimi? and Basaglar?. The company's immunology products include: Olumiant? and Taltz?. The company's neuroscience products include: Cymbalta? and Emgality?. The company's oncology products include: Alimta?, Cyramza?, Erbitux? and Verzenio?. The company's other products include: Cialis?.
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