CLAIM #48427 · Pfizer Inc (PFE) · 2024Q2 earnings call · Jul 30, 2024
“And in terms of timing, right now with everything we know we are the only one with 2b data on an oral GLP-1 after, of course, Lilly. So right now for everything we know, we should be the second after Lilly if DANUBE progressed into registration enabling studies.”
Albert Bourla · CEO
How to check this claim
Look at: Company's relative pipeline position among oral GLP-1 competitors advancing to registration-enabling (Phase 3) studies, based on public disclosures of Phase 2b data and trial progression
It came true if: Company (danuglipron/DANUBE) is the second company after Lilly to have Phase 2b data and/or advance an oral GLP-1 into registration-enabling studies, i.e., no other competitor besides Lilly discloses Phase 2b data or initiates Phase 3 registration-enabling studies for an oral GLP-1 before the company does
Where: Company press releases, clinical trial registries (ClinicalTrials.gov), competitor earnings calls and pipeline disclosures
Knowable after: 2026-07-30
In context
“e a formulation that will allow us to take this product into Phase 3 registration enabling studies. We made an announcement because we feel that what we saw from the first round of testing multiple formulations, we felt encouraged that we have several that can deliver and one, but it was the preferred one and it is the one, but because it was the best of all, and now we are going to test it. Also we can speculate if tolerability will be better or not because of once a day compares to twice a day because we don't have the data. But as whis [ph], I said in my prepared remarks for DANUBE, the profile that the DANUBE right now has based on the 1400 patients that we have seen is very competitive both on tolerability and efficacy. With whatever we have seen from others in the oral space so far. And in terms of timing, right now with everything we know we are the only one with 2b data on an oral GLP-1 after, of course, Lilly. So right now for everything we know, we should be the second after Lilly if DANUBE progressed into registration enabling studies. Now let's go to RSV, Aamir. Aamir Malik: So Chris, what I would say is we are only in the second season now of a expanding market, right. So you had the first season last year, this year with the ACIP recommendation. As I mentioned earlier, we think that that provides clarity and it strengthens the need for those identified in the recommendation to get a vaccine. And we've had another six months plus of opportunity to educate HCPs as well as consumers, and we see growing relevancy and urgency of people to vaccinate. So we do think that the opportunity set expands. Albert Bourla: Thank you. Operator, next question. Operator: The next question comes from Tim Anderson with Wolfe Research. Tim Anderson: Thank you. Going back to IRA, so CMS is bound to make the disclosure of negotiated prices”
Verify independently
SEC filings for PFE ↗ · Quote is verbatim from the 2024Q2 earnings call.