Category Archives: Dual/triple agonist

Glyscend Initiates Ph2 GLY-200 Obesity Trial; BioAge Raises $170M Series D; Brenzavvy Mark Cuban Cost Plus Drug Company Update

Three cardiometabolic-related news items have been observed: Glyscend Therapeutics initiated a Ph2 trial evaluating its oral BID GLY-200 in obesity (view CT.gov record); BioAge announced the completion of its Series D financing round at $170M led by Sofinnova Investments and participation from Lilly Ventures and Amgen Ventures (view press release); TheracosBio announced it is extending its collaboration with the Mark Cuban Cost Plus Drug Company for Brenzavvy (view press release). Below, FENIX provides highlights and insights into the respective news items. 

This content is for Read Less members only.
Register
Already a member? Log in here

AZ and Viking Q4 ‘23 Earnings; Madrigal Publishes MAESTRO-NASH Results

Three cardiometabolic-related news items have been observed: AstraZeneca (press release; slides) and Viking Therapeutics (press release) hosted their respective Q4 ’23 earning calls; and Madrigal published Ph3 MAESTRO-NASH results in the NEJM (view press release). Below, FENIX provides highlights and insights for the respective news items.

This content is for Read Less members only.
Register
Already a member? Log in here

Amgen, Arrowhead, and Vertex Q4 ‘23 Earnings; Dexcom Launches Dexcom ONE+; O5 Receives CE Mark for Libre 2 Plus Integration; Brian Hansen Appointed Ascensia CGM President; Scholar Rock Preclinical Data for Obesity

A series of cardiometabolic-related news items have been observed from Amgen, Arrowhead, Dexcom, Insulet, PHC Holdings and Senseonics/Ascensia, Vertex, and Scholar Rock. Below, FENIX provides highlights and insights for the respective news items.

This content is for Read Less members only.
Register
Already a member? Log in here

Mounjaro and Zepbound Launch Updates; Tirzepatide Ph2 MASH Data; Lilly’s Smart Insulin Enters Ph1; Lilly Q4 ’23 Earnings Update

Lilly hosted its Q4 ’23 earnings call (press release; slides) and provided updates across its CVRM portfolio. Of note, the company announced topline tirzepatide Ph2 SYNERGY-NASH data, discussed Zepbound launch updates, provided insight into manufacturing capacity increases, and disclosed its glucose-responsive insulin has entered clinical development, among other pipeline updates. Below, FENIX provides highlights and insights from the call.

This content is for Read Less members only.
Register
Already a member? Log in here

Novo Acquires Catalent for Manufacturing Capacity; Amgen Publishes MariTide Results; Beyond Type 1 Launches National Initiative for Diabetes

Three cardiometabolic-related news items have been observed: Novo Nordisk and Catalent announced Novo Holdings will acquire Catalent to boost manufacturing capacity; Amgen published animal and Ph1 SAD/MAD obesity data of its GLP-1RA/GIP antagonist (mariTide) in Nature Metabolism (view publication); and Beyond Type 1 announced the launch of a national outreach and education initiative, Huddle for Diabetes (view press release). Below, FENIX provides highlights and insights for the respective news items, including thoughts on Novo’s Catalent acquisition. 

This content is for Read Less members only.
Register
Already a member? Log in here

Trinity Biotech Acquires Waveform CGM Assets; Novartis Q4 ’23 Earnings; Abbott Launches Nutrition Drink for Weight Loss

Three cardiometabolic-related news items have been observed: Trinity Biotech acquired biosensor and CGM assets from Waveform Technologies (view press release); Novartis hosted its Q4 ’23 earnings call (press release; slides); and Abbott announced the launch of Protality, a nutritional drink created for people pursuing weight loss (view press release). Below, FENIX provides highlights and insights for the respective news items. 

This content is for Read Less members only.
Register
Already a member? Log in here

New Novo Once-Monthly Dual-Agonist; Icodec Delayed; Novo Q4 ’23 Earnings Updates

Novo Nordisk hosted its Q4 ’23 earnings call (press release; slides) and provided updates across its CVRM portfolio. The company made a number of important disclosures during the call, including a new QM GLP-1+GIP dual agonist in development, QW insulin icodec has been delayed in the US, STEP HFpEF has been filed in the US and EU, and more. Additionally, Novo reminded its 2024 CMD is being held on March 7, 2024. Of note, FENIX will also cover Novo’s London Q4 ’23 earnings call tomorrow, February 1, 2024. Below, FENIX provides highlights and insights from the call.

This content is for Read Less members only.
Register
Already a member? Log in here

New Insulin Patch Pump; Pfizer Q4 ‘23 Earnings; Lilly Initiates Ph2 LA Amylin Obesity Trial; Lilly Trying to Get Mounjaro Reimbursed in Germany

A series of cardiometabolic-related news items have been observed from Modular Medical, Pfizer, and Lilly. Below, FENIX provides highlights and insights for the respective news items, including thoughts on why the new patch pump from Modular Medical may be an acquisition/partnership target by Medtronic.

This content is for Read Less members only.
Register
Already a member? Log in here

Roche Completes Carmot Acquisition

Carmot Therapeutics announced its acquisition by Roche has been completed. Recall, Carmot and Roche entered into a definitive merger agreement for Roche to acquire Carmot for $2.7B upfront with the potential for $400M in milestone payments (previous FENIX insight). Below, FENIX provides brief highlights and insights on the acquisition.

This content is for Read Less members only.
Register
Already a member? Log in here