Novo Nordisks merger with Catalent will give Novo Nordisk unprecedented visibility into and control over its competitors production capacity, costs, and business practices, and the ability to preference its own products and obstruct its competitors use of Catalent to produce GLP-1 drugs. Indeed, in a Q2 earnings call in August Lilly CEO Dave Ricks said, We do rely on one of the Catalent sites for GLP-1 and other diabetes production
GSK is paying $500 million upfront to get the ball rolling on the alliance, claiming rights to the first programme, a PDE3/4 inhibitor codenamed HRS-9821 in clinical development for the treatment of chronic obstructive pulmonary disease (COPD), outside China and some of its territories
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