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Sandoz ahead of the market launch of its GLP-1 products

While it $HIMS (-6.34%) will certainly not make it onto the market with their cheap "Wegovy copies", they will soon be joining $NOVO B (+10.5%) and $LLY (+4.15%) another pharmaceutical heavyweight (nice pun) in the GLP-1 sector will soon be entering the market: generics specialist $SDZ (+0.39%) from Switzerland


From Gemini:


Sandoz's planned GLP-1 products are primarily based on the active ingredient semaglutide.


As Sandoz specializes in the development of biosimilars and generics, the company aims to launch more cost-effective versions of the well-known originator products (such as Novo Nordisk's Ozempic® and Wegovy® ) as soon as their patent protection expires.


Details of Sandoz's drug strategy:


  • Semaglutide: This is the most important active ingredient in the pipeline. Sandoz is preparing intensively for market entry, particularly in markets such as Canada, where patent protection for semaglutide expires in January 2026. Sandoz is expected to launch its own version there by mid-2026.


  • Liraglutide: In addition to semaglutide, Sandoz also has biosimilars for liraglutide (the original preparation is Saxenda® or Victoza®) in development, as the patents here have already expired or will expire shortly in many regions.


  • Technology: Sandoz uses both traditional chemical synthesis routes (for generics) and biotechnological processes (for biosimilars) for these complex molecules in order to ensure a high degree of conformity with the original product


Sandoz is a global leader in generics and biosimilars, now operating as an independent player in the market following its spin-off from Novartis in 2023. With a portfolio of around 1,500 products, the company covers almost all important therapeutic areas and relieves the burden on healthcare systems worldwide with low-cost generics. Its pioneering role in biosimilars (biotechnologically produced drugs) and its strong position as one of the last major vertically integrated antibiotics producers in Europe are particularly noteworthy.

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8 Comments

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The market is becoming increasingly competitive. I believe that the players who have other mainstays and don't just rely on GLP-1 will survive.
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@TradingHase I therefore see great opportunities, as they are already very large and, as an established generics specialist, have a large distribution network and long-standing customer relationships.
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@Olli68 In my opinion, however, we should not expect a particularly large jump in the share price, as the division is too small within the Group as a whole.
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@TradingHase Yes, of course. But they are big enough, so they will have stamina and already have their success factors. So it's just an extra leg to stand on.
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@Olli68 Absolut 👍🏼
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Unfortunately I have to say the probability that Hims will make it is very high, they use liposome technology which is meant for personalized drugs and compounders. It will be used for Semaglutide, testosterone and tirzepatide. So it's a completely different technology than what Novo uses. The other question is whether this technology is even legal to use in medication, because it changes certain things about how the body absorbs it, at what rate, by taking it orally and in which segment it penetrates first or the potency. It's difficult to judge, so really the question is not whether Hims can sell it or not, but whether this technology is legal. I am actually bullish for both companies atm more bullish for Hims but I see a lot of long term potential for Novo in the meantime the dividend is also becoming more and more worth a look with the valuation.
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@MEMO1993 The market is big and there will continue to be more and more players, Novo has now actually gone pretty much all in but I think that's the right thing to do because they will win many customers but in the long term they have to share it and that is 100% fixed. The good thing is that this area is their specialty and all the research developments synergize with each other, so even through patent losses, Novo will remain a big player whether it's number 1 or 2 doesn't really matter. Pharma is its own thing on the market
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Thanks for the info, I'm still betting on Novo and taking advantage of the price weakness to buy more. I have staying power and believe these are great opportunities right now.
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