Category Archives: Dual/triple agonist

ESC 2025: Novo, Roche/Alnylam, and AstraZeneca Present New Data; Medtronic Closes in on Abbott CGM Launch; Ionis Topline Ph3 Olezarsen Results; NMPA Accepts Hengrui’s Obesity Application; Ypsomed’s SmartPilot Receives 510(k) Clearance; Biophytis Ph2 BIO101 Obesity Study; Skye Completes Ph2 Nimacimab Dosing 

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Medtronic, Roche/Alnylam, AstraZeneca, Ionis Pharmaceuticals, Jiangsu Hengrui, Ypsomed, Biophytis, and Skye Bioscience. Below, FENIX provides highlights and insights for the respective news items.

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Lilly Terminates Two Naperiglipron Studies; Lingo Advertisement on Reddit; Serena Williams Becomes Ro Ambassador; Another Novo Executive Steps Down; Esperion Embraces EU Recommendations for Bempedoic Acid; Daiichi Unveils Development of Fixed-Triple Combination Tablet for Lowering LDL-C

A series of cardiometabolic-related news items has been observed from Lilly, Abbott, Ro, Novo Nordisk, Esperion, and Daiichi Sankyo. Below, FENIX provides highlights and insight for the respective news items.

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Gubra Q2 ‘25 Earnings; Advances New Obesity Asset

Gubra hosted its Q2 ‘25 earnings call and provided updates to its obesity pipeline (view press release; view slides). Of note, the company plans to initiate a Ph1 study of its lean mass-sparing obesity candidate, GUB-UCN2, in early 2026. Below, FENIX provides highlights and insights from the call.

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Obesity Spotlight: Is Amgen’s QM MariTide Dosing Enough?

In the eighth installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Amgen’s current position in the obesity market. The analysis includes insights into Amgen’s strategy for MariTide (GLP-1 agonist/GIP antagonist) as the first QM AOM to potentially reach the market, as well as its emerging obesity pipeline.

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Viking’s Topline AE Data Scares the Street; Medtronic Q2 ‘25 Earnings; Novo Partners for Oral Peptide Research; Rezdiffra Gains EU Marketing Authorization; UK Approves Tzield; Luna Closes Series A Funding Round; Health Canada Approves FLOW; EMA Accepts NewAmsterdam’s Obicetrapib MAA 

A series of cardiometabolic-related news items has been observed from Viking Therapeutics, Medtronic, Novo Nordisk, Madrigal Pharmaceuticals, Sanofi, Luna Health, and NewAmsterdam Pharma. Below, FENIX provides highlights and insights for the respective news items.

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Wegovy MASH Label Analysis; Ozempic Offered Through NovoCare

FDA recently approved Wegovy (2.4mg semaglutide; QW SC GLP-1RA; view label) for the treatment of noncirrhotic MASH in adults with moderate to advanced liver fibrosis (F2-F3 MASH; view press release). The accelerated approval is based on results from Part 1 of the ongoing Ph3 ESSENCE study (view publication; previous FENIX insight). Additionally, Echosens and Novo Nordisk announced they are advancing their partnership to increase awareness and early diagnosis of MASH (view press release). Below, FENIX has conducted a Wegovy label analysis, including a comparison with Madrigal’s Rezdiffra (resmetirom), the only other approved treatment for MASH.

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Zealand Q2 ‘25 Earnings; Lilly Raises Mounjaro Prices in UK; Lilly Partners with Superluminal for Obesity Drug Discovery 

Three cardiometabolic-related items have been observed: Zealand hosted its Q2 ‘25 earnings call (press release; slides); Lilly is reportedly increasing Mounjaro pricing in the UK to match EU pricing (view article); and Superluminal announced it entered into a drug discovery agreement with Lilly (view press release). Below, FENIX provides highlights and insights for the respective news items.

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UK Partners with Lilly for Obesity Program; Altimmune and Veru Q2 ‘25 Earnings  

Three cardiometabolic-related news items have been observed: The UK government announced it has partnered with Lilly to pilot a program supporting people with obesity (view press release), Altimmune hosted its Q2 ‘25 earnings call (press release), and Veru hosted its Q2 ‘25 earnings call (press release). Below, FENIX provides highlights and insights for the respective news items.

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