Category Archives: Dual/triple agonist

Topline Petrelintide Ph2 Results; Potential Brand Name for Orforglipron?; New Novo Ph1 Obesity Asset; Altimmune and Lexicon Q4 ’25 Earnings; Lilly Launches New DTE Platform; Tandem Mobi Now Available on Android

A series of cardiometabolic-related news items has been observed from Zealand/Roche, Lilly, Novo Nordisk, Altimmune, Lexicon, and Tandem Diabetes Care. Below, FENIX provides highlights and insights on the respective news items.

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Ionis, Wave, and MannKind Q4 ’25 Earnings; New Ph2 Olatorepatide Study; ACHIEVE-3 Full Results; MindRank Doses First Patient in Ph3 Oral GLP-1RA Study; Fractyl Completes Pivotal Enrollment

A series of cardiometabolic-related news items has been observed from Ionis Pharmaceuticals, Wave Life Sciences, Regeneron, Lilly, MannKind, MindRank, and Fractyl Health. Below, FENIX provides highlights and insights for the respective news items.

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FDA Approves Biocon’s Generic Saxenda; Novo Partners for Oral Peptide Development; Medtronic Launches MiniMed Go in EU; Bloom Doses First Patient in Ph1 Obesity Trial; BreezeBio Raises $60M in Series B; Verdiva Completes Ph2b Obesity Enrollment; MHRA Raids Illegal Manufacturing Facilities in UK

A series of cardiometabolic-related news items has been observed from Biocon, Novo Nordisk, Medtronic, Bloom Science, Verdiva Bio, and MHRA. Below, FENIX provides highlights and insights for the respective news items.

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Novo Reduces Semaglutide WAC Prices; Pfizer To Commercialize Ecnoglutide in China; Novo Ph2 GGG data; AbbVie Builds Out Obesity Manufacturing; Fortress Sells PRV; Alveus Closes $197M Series A; Beta Bionics FDA Warning Letter; Hims & Hers Q4 ’25 Earnings

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Sciwind Biosciences/Pfizer, AbbVie, Fortress Biotech, Alveus Therapeutics, Beta Bionics, and Hims & Hers. Below, FENIX provides highlights and insights for the respective news items.

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Cagrisema Gets Redefined

Novo Nordisk announced topline results from the open-label Ph3 REDEFINE-4 study evaluating 2.4mg cagrisema (QW SC GLP-1/amylin dual agonist) H2H vs. 15mg tirzepatide (QW SC GLP-1/GIP dual agonist) in patients with obesity (view CT.gov record). An associated call was held (view slides). Of note, the trial did not achieve its primary endpoint of demonstrating non-inferiority on weight loss for cagrisema compared to tirzepatide after 84 weeks. As a result, Novo’s stock is down ~15%. Additional details from the press release and call are outlined below, including FENIX’s thoughts if commercializing cagrisema still makes sense and what BD cravings may remain.

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Lilly Retatrutide Risk Mitigation; Medtronic CY Q4 ’25 Earnings; 7.2mg Wegovy EU Approval; Lilly Targets India for Manufacturing Hub; EC Approval of Myqorzo; Esperion and Alkem Reach Generic BA Agreement

A series of cardiometabolic-related news items has been observed from Lilly, Medtronic, Novo Nordisk, Cytokinetics, and Esperion Therapeutics. Below, FENIX provides highlights and insights for the respective news items.

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Viking’s Oral VK2735 Progresses to Ph3; Novo to Sell Wegovy Vials; Alnylam Q4 ’25 Earnings; Sanofi Appoints New CEO

A series of cardiometabolic-related news items has been observed from Viking Therapeutics, Novo Nordisk, Alnylam Pharmaceuticals, and Sanofi. Below, FENIX provides highlights and insights for the respective news items, including thoughts on how Viking and Kailera have become competing M&A targets.

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