Category Archives: Dual/triple agonist

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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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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Obesity Spotlight: Can BI Step Outside of Lilly’s Shadow?

In the second installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Boehringer Ingelheim’s strategy in the CVRM space. The analysis includes insights and thoughts on BI’s journey to commercialize survodutide and establish itself as an independent player in the obesity market beyond the BI/Lilly alliance. It should be reminded that BI is a privately traded company, and publicly available information is limited.

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Roche is a Zeal-ot for Petrelintide

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.

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Obesity Spotlight: Zealand’s Path to Find a Partner

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.

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