On the second and third day of ATTD 2024, six cardiometabolic-related news items were observed from Lilly, Regeneron, Akero, Insulet, and Xeris. Below, FENIX provides highlights and insight for the respective news items.
Novo Nordisk hosted its 2024 Capital Markets Day and provided updates on the strategic direction of the company across key commercial and R&D activities. Below, FENIX provides details and insights from the event.
On the first day of ATTD 2024, seven cardiometabolic-related news items were observed from Roche, Dexcom, Abbott, Lilly, Know Labs, Akero, and Biomea Fusion. Below, FENIX provides highlights and insights for the respective news items.
Following the highly positive Viking Ph2 obesity data for its GLP-1+GIP dual agonist, the natural question becomes: who are the companies likely to be interested in a partnership/acquisition deal? Below, FENIX provides an analysis outlining potential suitors and their strategic rationale, including FENIX’s dark horse pick.
Four cardiometabolic-related news items have been observed from Viking, Zealand, Know Labs, and GlucoTrack. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items has been observed: BI and Zealand announced positive Ph2 survodutide MASH data; Neomorph announced it entered into a drug discovery partnership with Novo Nordisk for molecular glue degraders in cardiometabolic and rare diseases (view press release); and Modular Medical closed a $10M public offering (view press release). Below, FENIX provides highlights and insights into the respective news items, including thoughts on how BI/Zealand’s strategy in MASH may be different than Lilly (and Novo) due to their existing market positions in obesity.
Three cardiometabolic-related news items have been observed: Insulet hosted its Q4 ’23 earnings call (press release; slides); EMA reportedly intends to issue a decision for the potential use of Wegovy in treating heart disease by April (view article); and Silence Therapeutics announced it achieved a $10M milestone payment followed by the initiation of a Ph1 trial by AstraZeneca (view press release). Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items have been observed from Novo Nordisk, Eccogene, Ionis, and Teladoc. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items have been observed from Lilly, Medtronic, EMA, Inventiva, and Better Therapeutics. Below, FENIX provides highlights and insights for the respective news items, including thoughts on Lilly’s Ph3 T2DM pivotal program for retatrutide.
A series of cardiometabolic-related news items have been observed from Lilly, Mannkind, Diamyd, and Alnylam. Below, FENIX provides highlights and insights for the respective news items.