Here, too, I remain invested. @Multibagger
The obesity market continues to be one of the hottest areas in the biopharma sector - not least due to the bidding war between Pfizer and Novo Nordisk for Metsera. Recently, the focus of development has shifted to other parameters in addition to absolute weight reduction over a certain period of time. The Swedish company Camurus could contribute to this.
The company, which has its roots in the Swedish University of Lund, has its innovative FluidCrystal technology. The Scandinavians have designed the platform's approach for a long-lasting release of active ingredients. This enables effective treatment over longer periods of time with a single injection.
Camurus has now demonstrated this potential with the administration of semaglutide (Novo Nordisk's active ingredient contained in Ozempic and Wegovy). The substance CAM2056 was designed in such a way that in the long term only one monthly administration of semaglutide is necessary. Otherwise, the much-cited "weight loss injection" must be administered weekly.
The study showed that semaglutide administered as two biweekly starting doses, followed by two monthly doses, was well tolerated until the highest starting dose was reached. Particularly exciting: the results of the phase 1b study show a weight reduction of 9.3 percent with CAM2056 compared to 5.2 percent with weekly semaglutide administered on day 85.
"We are very pleased with the Phase 1b data, which show that CAM2056 is well tolerated and produces a dose-dependent reduction in body weight and A1c that matches or exceeds that observed with weekly semaglutide," summarized Camurus CEO Fredrik Tiberg. "The study data suggest that CAM2056 enables rapid dose titration without compromising tolerability, while allowing convenient monthly dosing. Further evaluation of CAM2056 is planned in an upcoming Phase 2b study."
Conclusion
Camurus once again demonstrates the platform potential of its FluidCrystal technology. The Swedes are already working with Eli Lilly in this area, while Novo Nordisk is relying on the expertise of Danish company Ascendis Pharma. Irrespective of this, Camurus can help to extend dosing intervals and reduce the inconvenience of injections. In the opinion of the AKTIONÄR, the potential of the Swedes in this area is clearly underestimated. Courageous investors should buy (stop: 47 euros).
