Category Archives: Dual/triple agonist

Zepbound OSA Label and Website Analysis

FDA recently approved the Zepbound label expansion to treat moderate-to-severe obstructive sleep apnea (OSA) in adults with obesity (view label; previous FENIX insight). The label expansion is based on Lilly’s Ph3 SURMOUNT-OSA trial evaluating tirzepatide in participants with OSA and obesity (view publication; previous FENIX insight). Below, FENIX has conducted an analysis of the updated Zepbound label and patient/HCP/employer websites.

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FENIX Analysis: How Will Amgen Price MariTide in Obesity?

With the recent Amgen MariTide Ph2 data readout (previous FENIX insight), a natural question becomes: how will it be priced in the context of the evolving US obesity market? For context, Amgen management highlighted it is in discussions with regulators to “rapidly advance” the initiation of its Ph3 MARITIME program (view website) following the topline Ph2 readout (view CT.gov record; previous FENIX insight).

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Lilly/Thrive Partnership for LillyDirect; Verdiva Lauches as Obesity Company; Senseonics Business Updates

Three cardiometabolic-related news items have been observed: Lilly and Thrive Global announced a partnership to implement healthy behaviors on LillyDirect (view press release); Verdiva Bio announced its launch as a cardiometabolic company (view press release); and Senseonics released its YE 2024 business update (view press release). Below, FENIX provides highlights and insights for the respective news items.

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FDA Draft AOM Guidance; Novo/Valo Expand Partnership; Viking Initiates Oral VK2735 Ph2 Trial; Glooko/Hedia Integration; Sana Islet Cell Therapy T1DM Success; Found Expands to Dissolvable Oral Semaglutide

A series of cardiometabolic-related news items have been observed from FDA, Novo Nordisk/Valo Health, Viking Therapeutics, Glooko/Hedia, Sana Biotechnology, and Found. Below, FENIX provides highlights and insights into the respective news items.

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Novo/Variant Partnership; Metsera Ph2a GLP-RA Data; Tandem/UVA Partnership; Biomea Icovamenib/Semaglutide Preclinical Data; Diamyd Publication; CeQur Financing Round

A series of cardiometabolic-related news items have been observed from Novo Nordisk/Variant Bio, Metsera, Tandem, Biomea Fusion, Diamyd Medical, and CeQur. FENIX will provide an overview of the updated FDA guidance (view here) on obesity and overweight medications in tomorrow’s blast. Below, FENIX provides highlights and insights for the respective news items.

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OFA Responds to Novo’s Petition on Semaglutide Compounding; PreEvnt Announces New Non-Invasive Glucose Monitor; Novo Holdings and Lilly Invest in Orbis Series A Financing

Three cardiometabolic-related news items have been observed: The Outsourcing Facilities Association (OFA) responded to Novo’s petition to add semaglutide to FDA’s Demonstrable Difficulties for Compounding Lists (DDC Lists; view document); PreEvnt announced a new non-invasive glucose monitor that uses the patient’s breath (view press release); and Novo Holdings and Lilly participated in Orbis Medicines’s €90M Series A financing for oral macrocycle drugs (view Orbis press release; view Novo Holdings press release). Below, FENIX provides highlights and insights for the respective news items.

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Lilly Requests to Join Compounding Lawsuit; 2026 Medicare/Medicaid Obesity Proposal; Novo Petitions FDA For Compounding

Three cardiometabolic-related news items have been observed: Lilly requested to join tirzepatide compounding lawsuit (view article); CMS and HHS released the 2026 policy and technical changes to the Medicare/Medicaid programs and included proposed guidance for anti-obesity medications (view document); and Novo Nordisk has continued to petition FDA to stop compounding of Victoza (view article). Below, FENIX provides highlights and insights for the respective news items.

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Holiday Hangover: FDA Approves Zepbound for OSA; NICE Finalizes Tirzepatide Guidelines; Abbott and Dexcom Reach Agreement; Arrowhead Ph1/2a ARO-INHBE Trial in Obesity; AZ Initiates Ph2 MASH Trial; Zealand Petrelintide Commentary; Generic Liraglutide Approvals; Lexicon Receives CRL for Zynquista

During the holiday break, a series of cardiometabolic-related news items were observed from Lilly, NICE, Dexcom/Abbott, Arrowhead Pharmaceuticals, AstraZeneca, Zealand Pharma, Biocon/Hakima, and Lexicon Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items.

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Cagrisema Misses Weight Loss Target

Novo Nordisk announced topline results from its first Ph3 pivotal cagrisema trial (REDEFINE 1; view CT.gov record) demonstrating -22.7% weight loss at Week 68, although Novo projected it would achieve 25%. For context, the trial evaluated cagrisema (a fixed-dose combination of cagrilintide 2.4mg and semaglutide 2.4mg) vs. cagrilintide 2.4mg, semaglutide 2.4mg, and placebo. Novo’s stock decreased by ~20% following the announcement. Below FENIX provides highlights and insights from the REDEFINE 1 trial, including readthrough to other obesity assets in development.

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FDA Releases Status on GLP-1RA Supply; AZ Initiates Baxdrostat/Dapa Trial in CKD and CV; TIXiMED Announces $2.65M Investment

Three cardiometabolic-related news items have been observed: FDA clarified the tirzepatide shortage resolution and impact on compounding pharmacies (view report); AstraZeneca initiated a Ph3 baxdrostat/dapagliflozin renal outcomes and CV mortality trial (view CT.gov record); and TIXiMED announced a $2.65M Helmsley Charitable Trust investment (view press release). Below, FENIX provides highlights and insights for the respective news items.

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