Category Archives: Dual/triple agonist

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.

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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).

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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.

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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.

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Metsera and Beta Bionics Q4 ’24 Earnings; Viking Oral GLP-1RA Ph2 Trial Update; Vivani Preclinical Data; Dexcom Appoints New CCO 

A series of cardiometabolic-related news items has been observed from Metsera, Beta Bionics, Viking Therapeutics, Vivani Medical, and Dexcom. Below, FENIX provides highlights and insights for the respective news items including the first-ever earnings calls from Metsera and Beta Bionics.

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ATTD 2025 Key Press Releases (March 19)

On the first day of ATTD 2025, four cardiometabolic-related news items have been observed from Dexcom, Tandem Diabetes Care, Sequel Med Tech, and Welldoc. Below, FENIX provides highlights and insights for the respective news items.

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