The Global Revolution in Healthcare Driven by GLP-1 Drugs and the role of Lexaria Bioscience
Lexaria Bioscience (NASDAQ:LEXX) has outlined its triple-pronged strategy in the GLP-1 drug sector, focusing on its DehydraTECH technology. The strategy includes: collaborating with pharmaceutical companies through material transfer agreements; developing patented DehydraTECH-CBD products for GLP-1 applications; and investigating an oral version of liraglutide.
The company's DehydraTECH technology addresses two major challenges in GLP-1 drugs: injection administration and gastrointestinal side effects. Clinical testing has shown DehydraTECH's delivery superiority to Rybelsus, the only existing oral GLP-1 drug. The technology has demonstrated reduced side effects in both tirzepatide and semaglutide.
This development comes as the FDA recently approved Ozempic (semaglutide) for chronic kidney disease treatment in type 2 diabetes patients. The GLP-1 sector is expected to generate over $100 billion in annual revenue, with some forecasts reaching $471 billion.
Lexaria Bioscience (NASDAQ:LEXX) ha delineato la sua strategia a tre punte nel settore dei farmaci GLP-1, concentrandosi sulla sua tecnologia DehydraTECH. La strategia include: collaborare con aziende farmaceutiche attraverso accordi di trasferimento di materiali; sviluppare prodotti brevettati DehydraTECH-CBD per applicazioni GLP-1; e indagare una versione orale del liraglutide.
La tecnologia DehydraTECH dell'azienda affronta due sfide principali nei farmaci GLP-1: la somministrazione tramite iniezione e gli effetti collaterali gastrointestinali. I test clinici hanno dimostrato la superiorità della somministrazione di DehydraTECH rispetto a Rybelsus, l'unico farmaco GLP-1 orale esistente. La tecnologia ha dimostrato di ridurre gli effetti collaterali sia nel tirzepatide che nel semaglutide.
Questo sviluppo arriva dopo che la FDA ha recentemente approvato Ozempic (semaglutide) per il trattamento della malattia renale cronica nei pazienti affetti da diabete di tipo 2. Si prevede che il settore GLP-1 generi oltre 100 miliardi di dollari di entrate annuali, con alcune previsioni che raggiungono i 471 miliardi di dollari.
Lexaria Bioscience (NASDAQ:LEXX) ha delineado su estrategia de tres frentes en el sector de medicamentos GLP-1, centrándose en su tecnología DehydraTECH. La estrategia incluye: colaborar con empresas farmacéuticas a través de acuerdos de transferencia de materiales; desarrollar productos patentados DehydraTECH-CBD para aplicaciones GLP-1; e investigar una versión oral de liraglutida.
La tecnología DehydraTECH de la compañía aborda dos importantes desafíos en los medicamentos GLP-1: la administración mediante inyecciones y los efectos secundarios gastrointestinales. Las pruebas clínicas han demostrado la superioridad de la entrega de DehydraTECH sobre Rybelsus, el único medicamento GLP-1 oral existente. La tecnología ha demostrado reducir los efectos secundarios tanto en tirzepatide como en semaglutide.
Este desarrollo llega después de que la FDA aprobó recientemente Ozempic (semaglutide) para el tratamiento de la enfermedad renal crónica en pacientes con diabetes tipo 2. Se espera que el sector GLP-1 genere más de 100 mil millones de dólares en ingresos anuales, con algunas proyecciones que alcanzan los 471 mil millones de dólares.
Lexaria Bioscience (NASDAQ:LEXX)는 GLP-1 약물 분야에서 DehydraTECH 기술에 중점을 둔 세 가지 전략을 개략적으로 설명했습니다. 이 전략은 다음을 포함합니다: 물질 이전 계약을 통해 제약 회사와 협력; GLP-1 응용을 위한 특허받은 DehydraTECH-CBD 제품 개발; 그리고 리라글루타이드의 경구 버전 조사.
회사의 DehydraTECH 기술은 GLP-1 약물에서 두 가지 주요 문제를 해결합니다: 주사 투여 및 위장 부작용. 임상 시험 결과 DehydraTECH의 전달이 유일한 경구 GLP-1 약물인 Rybelsus보다 우수하다는 것이 입증되었습니다. 이 기술은 tirzepatide와 semaglutide 모두에서 부작용을 줄이는 것으로 나타났습니다.
이 개발은 FDA가 최근 2형 당뇨병 환자의 만성 신장 질환 치료를 위해 Ozempic(semaglutide)를 승인한 이후 이루어졌습니다. GLP-1 분야는 연간 1,000억 달러 이상의 수익을 창출할 것으로 예상되며, 일부 예측은 4,710억 달러에 이를 것으로 보입니다.
Lexaria Bioscience (NASDAQ:LEXX) a esquissé sa stratégie en trois volets dans le secteur des médicaments GLP-1, en se concentrant sur sa technologie DehydraTECH. La stratégie comprend : collaborer avec des entreprises pharmaceutiques par le biais d'accords de transfert de matériel ; développer des produits DehydraTECH-CBD brevetés pour des applications GLP-1 ; et enquêter sur une version orale du liraglutide.
La technologie DehydraTECH de l'entreprise répond à deux défis majeurs dans les médicaments GLP-1 : l'administration par injection et les effets secondaires gastro-intestinaux. Les tests cliniques ont montré la supériorité de la livraison DehydraTECH par rapport à Rybelsus, le seul médicament GLP-1 oral existant. La technologie a également démontré une réduction des effets secondaires tant pour le tirzepatide que pour le semaglutide.
Ce développement survient alors que la FDA a récemment approuvé Ozempic (semaglutide) pour le traitement de la maladie rénale chronique chez les patients diabétiques de type 2. Le secteur des GLP-1 devrait générer plus de 100 milliards de dollars de revenus annuels, certaines prévisions atteignant 471 milliards de dollars.
Lexaria Bioscience (NASDAQ:LEXX) hat ihre dreigleisige Strategie im Bereich der GLP-1-Arzneimittel skizziert, wobei der Schwerpunkt auf der DehydraTECH-Technologie liegt. Die Strategie umfasst: die Zusammenarbeit mit Pharmaunternehmen durch Materialübertragungsvereinbarungen; die Entwicklung patentierter DehydraTECH-CBD-Produkte für GLP-1-Anwendungen; und die Untersuchung einer oralen Version von Liraglutid.
Die DehydraTECH-Technologie des Unternehmens adressiert zwei große Herausforderungen bei GLP-1-Arzneimitteln: die Injektionsverabreichung und gastrointestinalen Nebenwirkungen. Klinische Tests haben die Überlegenheit der DehydraTECH-Verabreichung im Vergleich zu Rybelsus, dem einzigen bestehenden oralen GLP-1-Arzneimittel, gezeigt. Die Technologie hat auch die Nebenwirkungen sowohl bei Tirzepatid als auch bei Semaglutid verringert.
Diese Entwicklung erfolgt, nachdem die FDA kürzlich Ozempic (Semaglutid) zur Behandlung von chronischen Nierenerkrankungen bei Typ-2-Diabetes-Patienten genehmigt hat. Es wird erwartet, dass der GLP-1-Sektor jährlich über 100 Milliarden Dollar Umsatz generiert, wobei einige Prognosen bis zu 471 Milliarden Dollar erreichen.
- Material transfer agreement secured with pharmaceutical company
- DehydraTECH shows superior delivery compared to existing oral GLP-1 drug
- Technology demonstrates reduced side effects in major GLP-1 drugs
- Addressing $100B+ market opportunity
- No revenue generation from GLP-1 applications yet
- Still in development phase with uncertain timeline to market
- Faces competition from established pharmaceutical companies
Insights
Lexaria Bioscience is making an ambitious play in the booming GLP-1 market with its DehydraTECH drug delivery platform, though investors should approach the company's claims with measured optimism. The company has outlined a three-pronged strategy targeting the $100+ billion GLP-1 market that includes pharmaceutical partnerships (evidenced by a September 2024 material transfer agreement with an unnamed pharmaceutical company), development of DehydraTECH-CBD products, and potentially creating an oral version of liraglutide.
While Lexaria's approach addresses two critical market needs—alternatives to injectable delivery and reduction of gastrointestinal side effects that lead to high discontinuation rates—the company remains in early development stages with clinical validation. Their claim of demonstrated delivery superiority to Rybelsus (Novo Nordisk's oral semaglutide) represents a potentially significant breakthrough, but requires further substantiation through peer-reviewed studies and expanded clinical trials.
The timing is opportune, given the FDA's recent approval of semaglutide for chronic kidney disease treatment, further expanding GLP-1's therapeutic applications beyond diabetes and obesity. However, the stark valuation gap between Lexaria (
Investors should recognize several critical factors: 1) the pharmaceutical development timeline is typically measured in years, not quarters; 2) material transfer agreements frequently don't progress to commercial partnerships; and 3) larger competitors are undoubtedly working on their own oral delivery solutions. While Lexaria's technology could potentially address significant market needs, the path to commercialization and meaningful revenue remains long and uncertain.
Lexaria's DehydraTECH technology represents an intriguing approach to addressing fundamental limitations in GLP-1 therapy, though significant scientific and regulatory hurdles remain before commercial viability. The technology employs fatty acid compounds to create lipophilic molecular associations that potentially enhance drug bioavailability through improved intestinal absorption and lymphatic system transport, bypassing first-pass liver metabolism.
Their human testing data showing superiority to Rybelsus, while promising, appears preliminary rather than from comprehensive clinical trials. This distinction is crucial, as preliminary bioavailability studies don't necessarily translate to therapeutic equivalence or superiority in larger clinical trials. The company's claims regarding reduced gastrointestinal side effects with DehydraTECH-processed semaglutide and tirzepatide appear based on animal studies, which often don't fully predict human outcomes.
The scientific challenge of creating effective oral peptide formulations cannot be overstated. Peptides like liraglutide (Lexaria's third strategic target) are particularly vulnerable to enzymatic degradation in the digestive tract and have poor intestinal permeability. While DehydraTECH might improve absorption, achieving therapeutic plasma concentrations consistently remains challenging.
From a competitive standpoint, pharmaceutical giants are investing heavily in next-generation oral GLP-1 formulations. Novo Nordisk continues improving Rybelsus, while companies like Oramed and Emisphere (now part of Novo) have developed competing oral peptide delivery technologies.
The regulatory pathway also presents significant complexity. Even with an existing approved drug like liraglutide, a new delivery system would likely require extensive clinical trials demonstrating bioequivalence, safety, and efficacy. This process typically requires substantial capital resources and expertise that extend beyond Lexaria's current capabilities without significant partnership support.
Lexaria executing a triple-pronged strategy in obesity and diabetes
Semaglutide recently approved to treat chronic kidney disease
KELOWNA, BC / ACCESS Newswire / February 27, 2025 / Lexaria Bioscience Corp. (Nasdaq:LEXX)(Nasdaq:LEXXW) (the "Company" or "Lexaria"), a global innovator in drug delivery platforms, provides the following glucagon-like peptide-1 ("GLP-1") strategic update.
Lexaria is rapidly executing its multi-faceted strategy centered around its proprietary DehydraTECH processing technology. Our main goal is to attract pharmaceutical companies seeking the benefits of adopting Lexaria's technology for use with their own existing drug products. This first prong of our strategy has been evidenced and validated by the Company's entry in a material transfer agreement with a pharmaceutical company which was announced in September of 2024. Lexaria continues to collaborate with its pharmaceutical partner on examining the impact of DehydraTECH processing.
In the second prong of our strategy, the Company is examining the potential to develop and launch a patented DehydraTECH-CBD product within GLP-1. This could come in the form of a partnership with an existing player or Lexaria could potentially launch its own internally developed product(s). Lastly, in the third prong of our strategy, the Company is investigating the possibility of developing and selling the world's first oral version of a leading injectable GLP-1 drug, liraglutide, using DehydraTECH. As such, GLP-1 industry developments have the potential to dramatically affect Lexaria's strategy and future.
The GLP-1 industry is experiencing revolutionary advancements across multiple healthcare sectors. If there has ever been a class of drugs that could change the world - or is perhaps already changing the world - it would be GLP-1. As tens of millions of people around the world utilize these drugs in their pursuit of better health outcomes, there will of course be unwanted side effects and even negative health outcomes in some fraction of GLP-1 drug users. With that said, the benefits of these drugs overwhelmingly outweigh all of the currently known negative outcomes.
As we noted on November 26, 2024, GLP-1 drugs are either approved for use, or are being investigated for use, in all of the following healthcare sectors:
Most recently, the Food and Drug Administration ("FDA") approved Ozempic® (semaglutide) owned by Novo Nordisk®, to "reduce the risk of kidney disease worsening, kidney failure (end-stage kidney disease), and death due to cardiovascular disease in adults with type 2 diabetes and chronic kidney disease ("CKD"). This has the potential to literally be a life-saver for some of the 37 million adults in America struggling with CKD, which, until now, often had NO CURE.
As we noted on November 7, 2024, growth expectations for the GLP-1 industry - prior to the FDA's approval of semaglutide for treatment of CKD - supported a growing consensus that revenue in the GLP-1 drug sector will soon be over
Initial skepticism related to the sector's staying power has dissipated as positive healthcare results continue to build, and the industry continues its unprecedented expansion into additional use categories. With all this positivity, it seems that "nothing could go wrong". And yet, there are two inescapable challenges that continues to plague the industry: disliked injections and gastrointestinal adverse events.
Lexaria's DehydraTECH technology is designed to allow for effective oral dosing as opposed to the intensely disliked injected administration:
In addition, between
As we reported on August 28, 2024 and January 14, 2025, DehydraTECH-GLP-1 processing has repeatedly shown its propensity to reduce side effects, including but not limited to gastrointestinal adverse events, in both of the major GLP-1 drugs currently available in the world today, being Eli Lilly's tirzepatide, and Novo Nordisk's® semaglutide. One of the only other GLP-1 drugs on the market today, liraglutide, will soon also be tested by Lexaria in humans utilizing DehydraTECH processing.
By enabling oral dosing choices to replace injections; and by reducing adverse events that seem to the be #1 reason that patients stop using GLP-1 drugs, Lexaria's DehydraTECH technology could be of vital importance to the future health of this burgeoning healthcare sector.
"Lexaria is the only company in the world that has demonstrated an ability to improve the drug delivery characteristics of the dominant GLP-1 drugs prescribed today, which are expected to generate over
About Lexaria Bioscience Corp. & DehydraTECH
DehydraTECH™ is Lexaria's patented drug delivery formulation and processing platform technology which improves the way a wide variety of drugs enter the bloodstream, always through oral delivery. DehydraTECH has repeatedly evidenced the ability to increase bio-absorption, reduce side-effects, and deliver some drugs more effectively across the blood brain barrier. Lexaria operates a licensed in-house research laboratory and holds a robust intellectual property portfolio with 48 patents granted and additional patents pending worldwide. For more information, please visit www.lexariabioscience.com.
CAUTION REGARDING FORWARD-LOOKING STATEMENTS
This press release includes forward-looking statements. Statements as such term is defined under applicable securities laws. These statements may be identified by words such as "anticipate," "if," "believe," "plan," "estimate," "expect," "intend," "may," "could," "should," "will," and other similar expressions. Such forward-looking statements in this press release include, but are not limited to, statements by the Company relating to the Company's ability to carry out research initiatives, receive regulatory approvals or grants or experience positive effects or results from any research or study. Such forward-looking statements are estimates reflecting the Company's best judgment based upon current information and involve a number of risks and uncertainties, and there can be no assurance that the Company will actually achieve the plans, intentions, or expectations disclosed in these forward-looking statements. As such, you should not place undue reliance on these forward-looking statements. Factors which could cause actual results to differ materially from those estimated by the Company include, but are not limited to, government regulation and regulatory approvals, managing and maintaining growth, the effect of adverse publicity, litigation, competition, scientific discovery, the patent application and approval process, potential adverse effects arising from the testing or use of products utilizing the DehydraTECH technology, the Company's ability to maintain existing collaborations and realize the benefits thereof, delays or cancellations of planned R&D that could occur related to pandemics or for other reasons, and other factors which may be identified from time to time in the Company's public announcements and periodic filings with the US Securities and Exchange Commission on EDGAR. The Company provides links to third-party websites only as a courtesy to readers and disclaims any responsibility for the thoroughness, accuracy or timeliness of information at third-party websites. There is no assurance that any of Lexaria's postulated uses, benefits, or advantages for the patented and patent-pending technology will in fact be realized in any manner or in any part. No statement herein has been evaluated by the Food and Drug Administration (FDA). Lexaria-associated products are not intended to diagnose, treat, cure or prevent any disease. Any forward-looking statements contained in this release speak only as of the date hereof, and the Company expressly disclaims any obligation to update any forward-looking statements or links to third-party websites contained herein, whether as a result of any new information, future events, changed circumstances or otherwise, except as otherwise required by law.
INVESTOR CONTACT:
George Jurcic - Head of Investor Relations
ir@lexariabioscience.com
Phone: 250-765-6424, ext 202
SOURCE: Lexaria Bioscience Corp.
View the original press release on ACCESS Newswire
FAQ
What are the three strategic approaches Lexaria (LEXX) is taking in the GLP-1 market?
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