Investor Presentation - First Six Months of 2021
31
Investor presentation First six months of 2021
Novo Nordisk holds solid patent protection, high barriers to
entry, and a collaborative approach to innovation
Novo Nordisk's position is protected
by patents and value chain setup
Barriers to entry for biosimilar players
Partnerships and acquisitions support
future R&D
OZEMPIC®
semaglutide injection
RYBELSUS
semaglutide tablets
Fiasp®
fast-acting insulin aspart
esperoct
turoctocog alfa pegol
Xultophy
insulin degludec/liraglutide
EU/US patent
protection1
20312
•
20312,3
20304
•
•
2034/322
2028/29
Novo NordiskⓇ
Research & Development
Need to show comparability in PK/PD trials
Strict regulatory requirements in the EU and the US
Requirement for both drug and device offering
Manufacturing
Economies of scale
Up-front CAPEX requirements with slow return on
investment
Commercialisation
siRNA treatments
Dicerna™
Oral formulations of
therapeutics
Emisphere
Combination
treatments for NASH
GILEAD
Gene editing for
haemophilia
bluebirdbio
recode for life"
[rDNA origin] injection
TRESIBA
•
Large and fragmented target audience
2028/29
insulin degludec [rDNA origin] injection
Cost pressure from payers
RYZODEG
2028/29
70% insulin degludec and 30% insulin aspart
[rDNA origin injection
refixia®
On-going conversion to next-generation drugs and
slow market dynamics
2027/282
VICTOZAⓇ
liraglutide injection
2023
Novel treatments for CVD
STATEN
BIOTECHNOLOGY CORVIDIA
Precision Cardiovascular Therapeutic
of prothena
Heartseed
1 List does not include all marketed products. 2 Current estimates. Wegovy TM patent identical to OzempicⓇ patent; 3 Tablet formulation and once-daily treatment regimen are protected by additional patents expiring in 2031-2034; 4 Formulation patent; active
ingredient patent has expired; SaxendaⓇ patent identical to VictozaⓇ patent. PK: Pharmacokinetic, PD: Pharmacodynamic; CAPEX: Capital expenditure; siRNA: Silencing ribonucleic acid; NASH: Non-alcoholic steatohepatitis; CVD: Cardiovascular diseaseView entire presentation