Investor Presentation: First Nine Months of 2020
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Investor presentation
First nine months of 2020
Novo NordiskⓇ
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
OZEMPİC
semaglutide injection
RYBELSUS®
semaglutide tablets m
Fiasp
fast-acting insulin aspart
esperoct
turoctocog alfa pegol
Xultophy
insulin degludaciraglutide
IrDNA origin injection
EU/US patent
protection1
20312
•
20312,3
20304
•
•
2034/322
Barriers to entry for biosimilar players
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
Partnerships and acquisitions support
future R&D
siRNA treatments
TM
Dicerna
Novel treatments
Combination
treatments for
NASH
GILEAD
Gene editing for
haemophilia
for CVD
2028/29
Commercialisation
TRESIBA
insulindegiudec DNA origin injection
•
Large and fragmented target audience
STATEN
2028/29
BIOTECHNOLOGY
CORVIDIA
Cost pressure from payers
on Carlosaarheezoutes
RYZODEG
70% insulindegudec and 30% insulinaspart
DNA annection
refixia®
VICTOZA
2028/29
On-going conversion to next-generation drugs and
slow market dynamics
2027/282
2023
bluebirdbio
recode for life"
1 List does not include all marketed products. 2 Current estimates; 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