Oliver Burrow's questions to Zealand Pharma A/S (ZLDPF) leadership • Q1 2025
Question
Oliver Burrow from Goldman Sachs asked for Zealand's perspective on the competitive amylin landscape, including assets from Lilly and AbbVie, and for details on the R&D cost-sharing structure of the Roche partnership.
Answer
President and CEO Adam Steensberg described the Roche deal as a true 50-50 R&D cost-sharing agreement, with Roche covering manufacturing and supply chain investments. He affirmed Zealand has ample capital to cover its share. On the competitive landscape, he expressed confidence in petrelintide's best-in-class potential and timeline, noting Novo Nordisk is leading with CagriSema, while competitors are either behind or have shown less consistent data.