Aug. 10 at 3:14 PM
$LEXX Big Pharma is actively spending billions to secure oral GLP-1 delivery platforms:
Novo Nordisk & Vivtex: Signed an up to
$2.1B licensing deal to use Vivtex’s oral delivery tech for next-gen obesity pills.
Roche & Gasherbrum Bio: Paid
$100M upfront to secure non-exclusive patent rights for oral GLP-1 formulation IP.
Pfizer & Metsera: Closed a multi-billion-dollar transaction to acquire advanced oral metabolic therapies.
These transactions demonstrate that Big Pharma is actively deploying capital into oral delivery technologies.
Big Pharma owns the multi-billion-dollar GLP-1 molecules, but specialized small/micro-cap platform companies own the proprietary delivery mechanisms needed to solve stomach degradation, improve bioavailability, and reduce severe GI side effects.
Lexaria is next 🔥
$PFE $RHHBY $NVO $LLY