Investor Presentaiton
Investor Presentation
First six months of 2018
Slide 32
Solid patent protection of innovative drugs
Novo Nordisk's position is protected
by patents and value chain setup
EU patent protection¹ US patent protection¹
Barriers to entry for biosimilar players
Research & Development
·
Need to show comparability in PK/PD trials
•
Strict regulatory requirements in EU and the US
•
Requirement for both drug and device offering
Manufacturing
Economies of scale for incumbents
Up-front CAPEX requirements with slow return on investment
OZEMPIC
semaglutide injection
Fiasp
fast-acting insulin aspart
Xultophy
insulin degudec/laglutide
2031
2032
2030
2030
20282
20292
DNA originjection
TRESIBA
2028
2029
insulindegudec DNA origin injection
RYZODEG
2028
2029
70%sindedecand 30spart
DNA anjinjection
•
VICTOZA
Levemir®
(insulin detemir)
NovoMix
20223
20223
2019
2019
Expired4
Expired5
(biphasic insulin aspart)
Novo Rapid
Expired6
Expired7
(insulin aspart)
norditropin
Expired8
Expired8
1 List does not include all marketed products. 2 Protected by patents on the individual compounds insulin
degludec and liraglutide as listed. ³Excluding 6 months paediatric extension Expired in 2015. 5Expired in
2014. Expired in 2011. 'Expired in 2014. 8 Expired in 2017
Note: Saxenda patent identical to the VictozaⓇ patent.
changing
Commercialisation
Large and fragmented target audience
•
Cost pressure from payers
•
On-going conversion to next generation drugs and slow market
dynamics
PK: Pharmacokinetic, PD: Pharmacodynamic; CAPEX: Capital expenditure
diabetes
novo nordiskView entire presentation