Hi all ... PromarkerD...a highly sensitive test for ckd...can pick up changes in medication from one test to the next..... in this case were talking about... SGLT2 inhibitors...J&J has Canagliflozin ...however there are two others ...
Currently there are three SGLT2 selective inhibitors approved by the Food and Drug Administration (FDA) for mono, dual, and triple therapy:canagliflozin (Invokana®),dapagliflozin (Farxiga®) andempagliflozin(Jardiance®) (5, 11, 12).
I can see no reason why PkD would not be applicable for the other SGLT2 inhibitors...Surely the BOD's of the other two Companies or owners of the other two SGLT2 inhibitors would be feeling slightly uncomfortable considering the likely advantage to J&J by using PKD.... and ...imo...could enter the fray... J&J are targeting to pick up a new group of patients early in their diagnosis previously not identified and therefore has first mover advantage to prescribe their drug...the advantage to J&J would accelerate over time....
My musings only ...but what would J&J be thinking here....what's in the collaboration agreement with PIQ and does it have a clause in case PkD is a success.....are we tied to J&J ....Surely some arrangements have been made so that they don't find themselves on the outer..... I know we are all basically in the dark in regards to these questions.... just interested in J&J strategy here....
glta.... any comments ....cheers
PIQ Price at posting:
76.0¢ Sentiment: Buy Disclosure: Held
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