Category Archives: Dual/triple agonist

Lilly Partners for Obesity Drug Discovery; Embecta GLP-1RA Commentary

Two cardiometabolic-related news items have been observed: Fauna Bio and Lilly enter into a multi-year agreement to discover obesity targets using Fauna’s AI platform (view press release); and Embecta’s CEO, Dev Kurdiar, provided updates to the company’s patch pump development and the impact of GLP-1RAs (view article). Below, FENIX provides highlights and insights for the respective news items. 

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Structure Tx Oral GLP-1RA Ph2a Results; Akero Doses First Patients in EFX Ph3 Program

Two cardiometabolic-related news items have been observed: Structure Therapeutics announced Ph2a study results and program updates for its oral GLP-1RA (GSBR-1290) and hosted an associated webcast (view webcast; slides); and Akero Therapeutics announced the first patients have been dosed in the SYNCHRONY Ph3 program evaluating efruxifermin (EFX) in MASH (view press release). Below, FENIX provides highlights and insights for the respective news items.

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SURMOUNT-4 Results Published in JAMA; December CHMP Agenda; Fractyl Health Presents GLP-1RA PGTx Findings at WCIRDC 2023

Three cardiometabolic-related news items have been observed: Lilly announced detailed results from SURMOUNT-4 have been published in JAMA (view press release; view publication); the CHMP agenda (view here) for this month’s meeting (December 11-14) has been released; and Fractyl Health presented findings from its Rejuva GLP-1RA-based gene therapy candidate (GLP-1RA PGTx) vs. semaglutide at WCIRDC 2023 in Los Angeles, CA on December 7-9, 2023 (view press release). Below, FENIX provides highlights and insights into the respective news items.

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Roche to Acquire Carmot; 89bio Ph3 MASH Program

Two cardiometabolic-related news items have been observed: Roche and Carmot Therapeutics announced a definitive merger agreement for Roche to acquire Carmot for $2.7B; and 89bio announced an end-of-Ph2 meeting with FDA for pegozafermin in MASH and disclosed details of the upcoming Ph3 MASH program (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Pfizer Loses and Altimmune Wins with New Ph2 Obesity Data

Two cardiometabolic-related news items have been observed: Pfizer announced topline results from the danuglipron (BID oral GLP-1RA) Ph2b clinical trial and disclosed it will not be advancing the formulation into Ph3 (view press release); and Altimmune announced positive topline results from the Ph2 MOMENTUM study evaluating pemvidutide for the treatment of obesity (view press release). Following the results, Altimmune’s stock increased ~18%. Below, FENIX provides highlights and insights for the respective news items, including thoughts on how the Ph2b danuglipron data may impact Pfizer’s decision not to advance BID danuglipron.

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Arrowhead CY Q3 ’23 (FY Q4 ’23) Earnings; Zealand Appoints Enrique Conterno and Elaine Sullivan as Board Observers

Two cardiometabolic-related news items have been observed: Arrowhead Pharmaceuticals hosted its CY Q3 ’23 (FY Q4 ’23) earnings call (view press release); and Zealand Pharma announced the appointment of Enrique Conterno and Elaine Sullivan as observers to the company’s board of directors (view press release). Below, FENIX provides highlights and insights for the respective news items.

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