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Zealand Pharma (ZEAL) investor relations material
Zealand Pharma Bank of America Global Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Key partnerships and R&D focus
Entered a partnership with Roche, advancing petrelintide towards phase 3 and collaborating on GLP-1/GIP agonist 388, with phase 2 readouts expected in the first half of next year.
Refocused on R&D in 2022, emphasizing rare disease assets and establishing a presence in obesity and metabolism beyond previous franchises.
Industry interest in amylin therapies has grown, with major players acquiring or licensing assets, validating the strategic direction.
Obesity market dynamics and trial design
Obesity market is rapidly evolving, with patient-driven demand and a significant global population expected to be overweight or obese in the next decade.
Trials are designed for speed to market, focusing on overweight/obese populations, with cardiovascular safety trials required in the EU.
Petrelintide aims for GLP-1-like weight loss, with phase 3A focusing on broad populations and phase 3B targeting specific comorbidities.
Combination therapies and dosing strategies
Exploring fixed-dose combinations, aiming to maximize petrelintide's tolerability and optimize the GLP-1 component, rather than simply maximizing both.
Most patients seek 10–20% weight loss, with higher targets reserved for those with severe obesity and complications.
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