Category Archives: Dual/triple agonist

Novo London, Zealand, MannKind, Xeris, and Viatris Q1 ‘25 Earnings; US Judge Supports FDA’s Removal of Lilly’s GLP-1RA From Shortage List; Lilly Makes Changes to Executive Leadership

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Zealand Pharma, FDA/OFA, Lilly, MannKind, Xeris, and Viatris. Below, FENIX provides highlights and insights for the respective news items.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Novo Q1 ‘25 Earnings

Novo Nordisk hosted its Q1 ’25 earnings call (press release; slides) and provided updates across its CVRM portfolio and Novo’s near-term obesity pipeline. Of note, Novo lowered its FY 2025 guidance due to reduced GLP-1RA market penetration as a result of compounding. Below, FENIX provides highlights and insights from the Q1 ’25 earnings call.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

AbbVie Q1 ‘25 Earnings; Madrigal Hires Ex-Novartis CVRM Development Lead

Two cardiometabolic-related news items have been observed: AbbVie hosted its Q1 ’25 earnings call (press release); and Madrigal Pharmaceuticals appointed former Novartis drug development lead, David Soergel, as its new CMO (press release). Below, FENIX provides highlights and insights for the respective news items.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Lilly Ph3 Orforglipron T2DM Topline Results

Lilly announced topline results from its first Ph3 pivotal orforglipron (oral QD GLP-1RA) trial (ACHIEVE-1; view CT.gov record) demonstrating -1.5% reduction in A1C and -7.9% weight loss at the highest dose (36mg) at Week 40. For context, ACHIEVE-1 (n=559) evaluated the safety and efficacy of orforglipron vs placebo in adults with T2DM and inadequate glycemic control with diet and exercise alone. Lilly’s stock increased ~15% following the announcement. Below, FENIX provides highlights and insights from the ACHIEVE-1 trial, including readthrough to other obesity assets in development.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Pfizer Discontinues Danuglipron in Obesity; Verve Shares Initial Ph1b HeFH/CAD Data; Novo Warns Against Counterfeit Ozempic; Syntis Announces Preliminary Data in Obesity 

A series of cardiometabolic-related news items has been observed from Pfizer, Verve Therapeutics, Novo Nordisk, and Syntis Bio. Below, FENIX provides highlights and insights for the respective news items.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Lilly Initiates New Ph1 Eloralintide + Tirzepatide Study and DTC TV Ad; Another Integration with LillyDirect; Biophytis Confirms Ph2 Obesity Study Plans 

A series of cardiometabolic-related news items has been observed from Lilly, Nurx, and Biophytis. Below, FENIX provides highlights and insights for the respective news items.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Obesity Spotlight: Roche’s Journey to Commercialization 

In the third installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Roche’s strategy to enter the obesity space. The analysis includes insights into Roche’s approach to external partnerships and acquisitions, including thoughts on how the Carmot acquisition may not be progressing as planned. Recall, Roche recently entered into a co-development and co-commercialization partnership with Zealand for petrelintide, which represents the largest deal across any therapy area and stage of development for a single asset (previous FENIX insight).

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Biomea Q4 ‘24 Earnings; Gubra Ph1 GUBamy Trial Updates; Sernova Ph1/2 Cell Pouch Study Updates; Updated SAB Q4 ’24 Earnings

A series of cardiometabolic-related news items has been observed from Biomea Fusion, Gubra, Sernova Biotherapeutics, and SAB BIO. Below, FENIX provides highlights and insights for the respective news items, including an updated topic from yesterday’s blast.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Novo, Lilly, and AZ Data at ACC 2025; Vertex T1DM Updates; Palatin Ph2 Obesity Results; Noom Integrates with LillyDirect; SAB Q4 ‘24 Earnings 

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Lilly, AstraZeneca, Vertex Pharmaceuticals, Palatin Technologies, Noom, and SAB BIO. Additionally, FENIX will cover Biomea Fusion’s FY 2024 earnings in tomorrow’s blast. Below, FENIX provides highlights and insights for the respective news items.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Novo Buys Oral Obesity Asset from Lexicon; Corbus Ph1 CB1 Trial Update 

Two cardiometabolic-related news items have been observed: Novo Nordisk entered an exclusive licensing agreement with Lexicon for LX9851 (ASCL5 inhibitor; view press release); and Corbus Pharmaceuticals announced the dosing of the first patient in its Ph1 SAD/MAD trial evaluating its CB1 inverse agonist (view press release). Below, FENIX provides highlights and insights for the respective news items, including thoughts on Novo’s second deal in one week.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.