Novo Nordisk hosted its Q4 ’24 earnings call (press release; slides) and provided updates across its CVRM portfolio, with the majority of questions revolving around the recent cagrisema readout (previous FENIX insight) and Novo’s near-term obesity pipeline. Below, FENIX provides highlights and insights from the Q4 ’24 earnings call.
A series of cardiometabolic-related news items have been observed by Amgen, Pfizer, Merck, Regeneron, and Abbott. Below, FENIX provides highlights and insights for the respective news items.
Two cardiometabolic-related news items have been observed: Bayer announced the MAA finerenone submission for adults with HF and an LVEF ≥40% (view press release); and D&D Pharmatech completed enrollment of its Ph2b MASH trial (view press release). Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items have been observed by Novartis, Metsera, Beta Bionics, Biocon, and Fractyl Health. Below, FENIX provides highlights and insights for the respective news items.
Three cardiometabolic-related news items have been observed: Roche (press release; slides) and Sanofi (press release; slides; infographic) hosted their respective Q4 ’24 earnings calls; and Tectonic Therapeutic announced positive interim data from its Ph1b trial evaluating TX45 (LA relaxin fusion protein; view press release). Below, FENIX provides highlights and insights for the respective news items.
Three cardiometabolic-related news items have been observed: FDA issued a warning letter to a compounding facility over issues with its GLP-1RA production (view letter); Lilly has reportedly discontinued the development of volenrelaxin for HF and CKD (view article); and Teva Pharmaceuticals hosted its Q4 ’24 earnings (press release; slides). Below, FENIX provides highlights and insights for the respective news items.
Three cardiometabolic-related news items have been observed: Novo Nordisk announced topline Ph1b/2a SC amycretin obesity results (view press release); Aardvark Therapeutics is seeking an IPO to advance its obesity pipeline (view document); and Allurion Technologies announced plans to initiate a study evaluating its gastric balloon in combination with GLP-1RA therapy (view press release). Below, FENIX provides highlights and insights for the respective news items, including thoughts on Novo’s potential move to bypass cagrisema in favor of amycretin.
A series of cardiometabolic-related news items has been observed by CMS, Novo Nordisk, and EMA. Below, FENIX provides highlights and insights for the respective news items, including thoughts on Novo’s high-dose semaglutide readout.
On the third day of JPM 2025, FENIX has provided coverage of presentations by major CVRM companies, including Insulet, Madrigal, Biomea Fusion, Ionis, and Sana Biotechnology. Separately, a series of CVRM-related news items has been observed:
On the second day of JPM 2025, FENIX has provided coverage of presentations by major CVRM companies, including Lilly, AstraZeneca, Sanofi, Novartis, Bayer, Akero, Scholar Rock, Sandoz, Merck, Teladoc, and Viatris. Of note, JPM experienced webcast issues during the 9:45 AM PT time slot. Separately, one CVRM-related news item has been observed: Dario partnered with MediOrbis for GLP-1RA solution expansion (view press release).