Category Archives: Dual/triple agonist

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.

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Novo Partners for Oral Obesity Asset; Scholar Rock Announces IND Clearance for Obesity; JNJ Q4 ’23 Earnings

Three cardiometabolic-related news items have been observed: Novo Nordisk entered a collaboration and licensing agreement with EraCal for its oral, small molecule asset for obesity (view press release); Scholar Rock announced IND clearance to initiate Ph2 PoC trial with its myostatin inhibitor for obesity (view press release); and J&J hosted its Q4 ’23 earnings call (press release; slides). Below, FENIX provides highlights and insights for the respective news items.

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SELECT up for CHMP Opinion?; January CHMP Agenda; Akero Initiates Ph3 EFX MASH Trial

Two cardiometabolic-related news items have been observed: the CHMP agenda (view here) for this month’s meeting (January 22-25) has been released and includes Novo’s SELECT; and Akero initiated the second Ph3 study evaluating EFX in participants with non-cirrhotic MASH and F2 or F3 fibrosis (SYNCHRONY Histology; view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.

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Lilly to Launch Mounjaro in EU; FDA Posts Libre 3 Android App Recall; Novo Initiates Ph1 Cagrisema Study in Weight Loss Mechanisms

Three cardiometabolic-related news items have been observed: Lilly has reportedly planned additional Mounjaro launches in 2024 once it receives EU approval for its pen injector (view article); FDA posted a Class 2 device recall for the Libre 3 Android App which was resolved in February 2023 (view recall); and Novo initiated a Ph1 cagrisema study (view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.

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JPM 2024 Day 3: TRNS, ESPR, IONS, AMRN, EMBC, and VTRS

On the third day of JPM 2024, FENIX has provided coverage of presentations by other CVRM companies, including Terns, Esperion, Ionis, Amarin, Embecta, and Viatris. Tomorrow is the final day of the JPM 2024 conference with presentations from Lexicon, Mannkind, and Xeris.

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JPM 2024 Day 1: DXCM, MDT, AMGN, AKERO, ARWR, CYTO, NVS, VRTX, ALN, REGN; Tandem X2 Control-IQ Integrated with Libre 2 Plus; Supersapiens Launches Diabetes Platform; Novo Ph3 Icosema Results

On the first day of JPM 2024, FENIX has provided coverage of presentations by major CVRM companies, including Dexcom, Medtronic, Amgen, Akero, Arrowhead, Cytokinetics, Novartis, Vertex, Alnylam, and Regeneron. Pfizer and Merck also presented at JPM 2024 but had no meaningful discussion relating to their respective CVRM portfolios. Additionally, three separate CVRM-related news items have been observed: Tandem and Abbott announced the Tandem X2 Control-IQ AID system now integrates with Abbott’s Libre 2 Plus CGM (view press release); Novo announced topline results from the COMBINE 3 study evaluating icosema vs. basal-bolus treatment in T2DM (view press release); and Supersapiens announced the launch of its Supersapiens Diabetes platform (view post).

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Roche Restructures Diabetes Business; Novo Partners for Obesity and MASH; BI Partners with Ribo for MASH; Lilly Issues Open Letter on Off-Label Mounjaro/Zepbound Use; Lilly Launches Diabetes/Obesity Digital Health Program; Evaluate Projects Novo and Lilly to Top 2024 Global New Sales

A series of cardiometabolic-related news items have been observed from Roche, Novo, Lilly, BI, and Evaluate. Below, FENIX provides highlights and insights for the respective news items.

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Holiday Hangover: FDA Issues Dasiglucagon CRL for CHI; Cytokinetics Ph3 Aficamten Results; NeuroBo Submits Obesity IND; New O5 Algorithm Trial Observed; Tirzepatide in T1DM Trial; Novo Warns Against Counterfeit Ozempic in US; Glucotrack Preclinical Implantable CGM Data

During the holiday break, a series of cardiometabolic-related news items were observed from Zealand, Cytokinetics, NeuroBo, Insulet, Royal North Shore Hospital, Novo Nordisk, and Glucotrack. Below, FENIX provides highlights and insights for the respective news items.

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