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    Charlie Haywood • Bank of America

    Charlie Haywood's questions to Zealand Pharma A/S (ZLDPF) leadership

    Charlie Haywood's questions to Zealand Pharma A/S (ZLDPF) leadership • Q1 2025

    Question

    Charlie Haywood of Bank of America inquired about the target patient stay time for petrelintide monotherapy compared to current GLP-1s and asked about the company's future R&D ambitions in the cardiometabolic space.

    Answer

    President and CEO Adam Steensberg stated a much higher ambition for patient stay time with petrelintide, attributing current GLP-1 drop-offs to poor long-term tolerability. He believes petrelintide's profile can significantly improve adherence. Regarding the future pipeline, he confirmed increased investment, with a full vision to be shared at the December 11 Capital Markets Day, highlighting existing opportunities like the Kv1.3 program.

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    Charlie Haywood's questions to Zealand Pharma A/S (ZLDPF) leadership • Q3 2024

    Question

    Charlie Haywood from Bank of America asked for an update on petrelintide partnering discussions, including any key debates and whether a co-commercialization agreement remains the goal. He also asked for a comparison of petrelintide to Novo Nordisk's cagrilintide, particularly regarding potential dosing levels.

    Answer

    President and CEO Adam Steensberg reported being 'extremely pleased' with partnership discussions, confirming that the goal remains a co-development and co-commercialization deal, which has not faced significant pushback. Chief Medical Officer David Kendall contrasted petrelintide with cagrilintide, suggesting petrelintide can be dosed significantly higher (up to 4x) due to a more favorable formulation, better tolerability, and lack of immunogenicity, which he believes could lead to superior efficacy.

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    Charlie Haywood's questions to Zealand Pharma A/S (ZLDPF) leadership • Q3 2024

    Question

    Charlie Haywood asked for an update on petrelintide partnering discussions, including the nature of the talks and if co-commercialization remains the goal. He also requested a comparison of petrelintide to Novo Nordisk's cagrilintide, focusing on dosing potential.

    Answer

    CEO Adam Steensberg and Chief Medical Officer David Kendall replied. Mr. Steensberg expressed high satisfaction with partnership talks, confirming that a co-development and co-commercialization deal remains the ambition and has been met with positive feedback. Dr. Kendall detailed petrelintide's potential advantages over cagrilintide, including a formulation allowing for up to 4x higher dose exposure, no observed immunogenicity, and independence from GLP-1 tolerability issues that could limit a fixed-dose combination.

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