Roche, Zealand Pharma’s $ 5.3 billion obesity drug betting

Copenhagen, Denmark – Balloning obesity drug market can be a new bidder Roche Denmark has signed a $ 5.3 billion contract to develop biotech Zealand PharmaNext generation’s weightlifting candidate.

Stating the announced in March and closed in the second quarter, the transaction notes the latest proposal to compete with SWISS Pharma’s weight loss Novo Nordisk and Eli lilliIn recent years, the obesity is after setting up a treatment portfolio.

An analogue of the Zealand Pharelintide factor, which separates it can be activated. The factor’s analogues are a form of weight loss, which is excreted by insulin with insulin with insulin with insulin with insulin in the pancreas. It differs from obesity medications such as zepbound and wegovy, which imitates hormones that imitate the hormones produced in the intestine to suppress the appetite.

But the analysts insisted in Roche as an early opponent for Petrelintide, both companies insisted that it was not something that was done in any way.

“It was a very competitive process with a number of parties to the end,” David Kendall told CNBC.

Early clinical data is the factor’s analogues and weight loss between the GLP-1S, but potentially superior tolerance and potentially superior tolerance and lean muscle protection.

It is possible to Petrelinditide Zealand “Future spine therapy” For the weight management, BOFA called this “the best in the fact” aimed at 15-20% phase loss as a monotherapy.

“Roche was not the only company to see this appeal,” Manu Chakravarthy, Roche’s global therapy region, kidney and metabocolmist (CVRM) product development facility, via video calls to CNBC.

“These things are never done until the pen is hit on paper.”

Roche-Zealand deals will see two companies develop together and unite Petrelintide is a combine-therapy active CT-388 such as a standalone treatment, but also a combo-therapy with Roche’s presenter. Under the conditions, Zealand will receive $ 1.65 billion to $ 1.65 billion, depending on $ 1.65 billion, depending on 3 trials and sales development of the stage.

He won for Zealand, analysts showed a strong deals for smaller biotechnics. Zealand Pharma Shares He jumped 38% During the deal, Roche added about 4%

“We see this according to the best work scenario,” he said. The Bank also described the factor as a “positive” for Roche, which brings the broader obesity portfolio.

Zealand’s Kendall told CNBC that the combination of joint cooperation between CNBC, joint cooperation of the partnership was part of the “necessary” Seriously started in September.

“I was tough in this co-co,” said Kendall. “Others can say, but when you hit the pen paper, he did not fully read this way. Petrelintide brings experience, they bring the commercial side.”

After Zealand’s target profit share, the doubt was born to reach the share of the target Abbvie Gubra obesity drug License Deal I noticed the last to take a certain royalty on global net sales. However, both Roche and Zealand were a two-way victory.

“It was a victory he won Zealand. He was not bent in their way or our way. He is a real partnership,” said Chakravarthy. “When there is a real cooperation in the game and with equal skin, the magic is the place.”

The company was one of the most experimental weight loss pills sentenced last year, CT-996 related to the temporary side effects. But Roche insisted that he was in the spotlight for a long time Build a weight loss setwith the factor’s analogues between the main goals.

“Although we have a good profile on the Internet, it was clear that there was heterogeneity in this regard,” he said. “We asked, what can we do for people who want to lose weight? The factor’s coming above. Then we asked what companies working in this place. This assessment took us to Zealand.”

Two companies, including seven-month talks, including other major pharma players, wanted a strong scientific and cultural fit between the main causes of the contract.

“It came to see how the science happened. We can see it clearly about science. I saw it exactly how I described what we are in Zeans said,” Chakravarravthy said, “said Chakravarravthy, he said he wanted to target the needs of the currently customizable disease.

“Roche was the most loved one of the prospects of culture,” said Christina Sonnenborg Bredal, the Main Folk Officer Zealand Pharma.

The race continues to develop the medicine now. Zealand last week Following the results that will end in the summer of 2026, it declared the initiative of 2B Petrelindi Court in people with more than overweight or obesity and obesity and obesity and obesity and diabetes.

Novo Nordisk struggles to shake a negative feeling after watching a number Disappointing test results CAGRITTIDI is an active ingredient in Wegovy, an analog candidate candidate Cagrisema – combining the signature semaglutide.

Zealand’s CEO Aden Steensberg Spoke to CNBC In October, in the 2030s, Petrelintide expects to be brought to the market. This would be good behind the target schedule for the settlement of the CAGRISEMA regulation of the Novo Nordiski in 2026. But now along with Roche, Zealand said that Zealand could come forward.

“Do we do our best to speed up?” Kendall asked. “Yes.”

The competition continues to warm the growing obesity in the drug market. Lilly Eli Lilly said last month Daily obesity pill orforglipron In the first of several-stage tests, he opened his goals and opened the door to the treatment of indoor weight loss to produce potentially more comfortable and easier. Abbvie’s gossip agreement, as well as another amille brings the opponent to the table, although his development remains behind Petrelinid.

Meanwhile, analysts noted the obstacles at the entrance of new applicants in need of high-development costs and additional benefits related to such drugs.

“It doesn’t have a luxury of time to take this forward forward,” said Chakravarthy. “We definitely aspire to a shorter horizon.”