Category Archives: Dual/triple agonist

CBO Hints at Medicare Coverage for Obesity Drugs; AZ Initiates Ph3 Balcinrenone/Dapa Trial

Two cardiometabolic-related news items have been observed: The CBO has hinted at potential Medicare coverage for obesity drugs, such as Wegovy and Zepbound (view article); and AZ initiated a Ph3 balcinrenone+dapa trial in HF and impaired kidney function (view CT.gov record). Below, FENIX provides highlights and insights from the respective news items.

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Ionis Ph2 MASH Results; New BI Ph3 Survodutide MASH Trial; Silence Ph2 Lp(a) Results; Lilly Partners with Amazon Pharmacy; Arecor Partners for Oral GLP-1RA; Ascensia Expands PSP

A series of cardiometabolic-related news items have been observed from Ionis Pharmaceuticals, Boehringer Ingelheim, Silence Therapeutics, Lilly, Arecor Therapeutics, and Ascensia Diabetes Care. Below, FENIX provides highlights and insights for the respective news items.

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Lexicon Sota T1DM Indication and CKM; Lilly Expands Redwire Collaboration; 89bio Initiates Ph3 ENLIGHTEN MASH Program; Fractyl Reports Preclinical Rejuva Findings; Welldoc Receives CE Mark for Bluestar

A series of cardiometabolic-related news items have been observed from Lexicon, Lilly/Redwire, 89bio, Fractyl Health, and Welldoc. Below, FENIX provides highlights and insights for the respective news items, including thoughts on how Lexicon’s sotagliflozin T1DM indication may be linked to the future continuous ketone monitor from Abbott.

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ATTD 2024 Key Press Releases Day 1 (March 6)

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.

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BI/Zealand Win with Positive Ph2 MASH Data; Novo Partners with Neomorph for Drug Discovery; Modular Medical Raises $10M

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. 

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Insulet Q4 ’23 Earnings; SELECT CHMP Decision in April?; Silence Achieves $10M Milestone Payment from AZ

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.

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