Four cardiometabolic-related news items have been observed from Altimmune, Sagimet Biosciences, Ascletis Pharma, and Fauna Bio. Below, FENIX provides highlights and insights for the respective news items.
Zealand Pharma and Roche announced a licensing and collaboration deal to co-develop and co-commercialize petrelintide (amylin analog) monotherapy and in combination with CT-388 (GLP-1/GIP dual agonist; discussed below) in obesity. Of note, Zealand hosted an associated webcast (view slides). Zealand’s stock increased ~40% following the announcement. Below, FENIX provides highlights and insights for the partnership agreement, including thoughts on how Roche may have needed the petrelintide deal to save its Carmot acquisition.
In the first installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Zealand Pharma’s place in the obesity market, including a sit-down interview with Zealand’s CEO Adam Steensberg. The analysis includes insights and thoughts on Zealand’s partnership/M&A strategy as it looks to advance its obesity pipeline, particularly petrelintide.
Three cardiometabolic-related news items have been observed from Amgen, Lilly, and Arrowhead Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items have been observed from Tandem Diabetes Care, Altimmune, Zevra Therapeutics, TIXiMED, MannKind, Silence Therapeutics, and Viatris. Below, FENIX provides highlights and insights for the respective news items.
Zealand FY Q4 ‘24 Earnings; Steve Pacelli Leaves Dexcom
A series of cardiometabolic-related news items have been observed from Medtronic, Sanofi, Allurion Technologies, and Viking Therapeutics. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items have been observed from Lilly, Novo Nordisk, Alnylam, The New York Times, and Aardvark Therapeutics. Below, FENIX provides highlights and insights for the respective news items.
Lilly hosted its Q4 ’24 earnings call (press release; slides) and provided updates across its CVRM portfolio, with the majority of the commentary and questions revolving around its orforglipron data readouts and filing timeline. Below, FENIX provides highlights and insights from the Q4 ’24 earnings call.
Two cardiometabolic-related news items have been observed: AstraZeneca (view press release; view slides) and Viking Therapeutics (view press release) hosted their respective Q4 ’24 earnings calls. Below, FENIX provides highlights and insights for the respective news items.