Category Archives: Dual/triple agonist

Novo H2H Cagrisema vs. Tirzepatide Trial; Terns and Nemaura Q3 ’23 Earnings; Viking Ph2b MASH Data at AASLD; SAB Therapeutics Raises $67.1M for T1DM Treatment; Dexcom Launches #SeeDiabetes Campaign

A series of cardiometabolic-related news items have been observed from Novo Nordisk, Terns Pharmaceuticals, Nemaura, Viking, SAB Therapeutics, and Dexcom. Below, FENIX provides highlights and insights into the respective news items.

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SELECT Lives Up to the Hype; Full SELECT Results at AHA 2023

Novo Nordisk announced positive full results from the SELECT CVOT (view CT.gov record) demonstrating a -20% RRR in 3P-MACE for non-T2DM people with established CVD who were treated with QW 2.4mg semaglutide (Wegovy). The full results were presented at AHA 2023 and simultaneously published in the NEJM (view publication). Recall, SELECT was filed with US and EU regulators in September and October 2023, respectively, and FDA has granted priority review with a PDUFA date projected in March 2024 (previous FENIX insight). Below, FENIX provides thoughts on the SELECT results, including potential readthrough to Lilly and other manufacturers looking to enter the obesity market.

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Lilly’s Mounjaro Receives Positive CHMP Opinion for Obesity; Lilly at UBS 2023; Novo Expands Existing Manufacturing Facilities; Madrigal Appoints Carole Huntsman as CCO; Madrigal, Akero, and Boston Present MASH Data at AASLD 2023; Diabetes Care Survey Results

A series of cardiometabolic-related news items have been observed from Lilly, Novo Nordisk, Madrigal, Akero, Boston Pharmaceuticals, and Smart Meter. Below, FENIX provides highlights and insights into the respective news items.

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AZ Buys Oral GLP-1RA; Q3 ’23 Earnings Update

AstraZeneca hosted its Q3 ’23 earnings call (press release; slides) and provided updates to its CVRM business, including insight on its newly acquired oral GLP-1RA. Just prior to the earnings release, AZ announced it entered into an exclusive licensing agreement for ECC5004, a QD oral GLP-1RA, from Eccogene (view press release). Below, FENIX provides highlights and insights from the call, including thoughts on AZ’s decision to acquire the new oral GLP-1RA.

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Lilly Q3 ’23 Earnings Update

Lilly hosted its Q3 ’23 earnings call (press release; slides) and provided updates across its CVRM portfolio. Management noted the 2024 guidance call will be held in January which is new as the company traditionally hosted these calls in December of the preceding year. Below, FENIX provides highlights and insights from the call.

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SELECT Receives Priority Review; High-dose Oral Sema Delayed; Novo Q3 ’23 Earnings

Novo Nordisk hosted its Q3 ’23 earnings call (press release; slides) and provided updates across its CVRM portfolio. Novo provided important new disclosures including SELECT’s priority review, a high-dose oral sema regulatory filing delay, and a new subcutaneous amycretin asset in Ph1 development. Below, FENIX provides highlights and insights from the call, including thoughts on why SC amycretin makes sense from a strategic standpoint.

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Lilly Acquires Rights to Gene Editing Programs for CVD; Know Labs to Present at Bernstein CGM Disruptors Conference; Pharmacies Struggle to Afford GLP-1RAs; Sigrid Secures Funding for Diabetes/Obesity; Porosome Announces New T1DM/T2DM Treatment Approach; Pfizer and Amgen Q3 ’23 Earnings

A series of cardiometabolic-related news items have been observed from Lilly/Verve, Know Labs, Endpoints News, Sigrid Therapeutics, Porosome Therapeutics, Pfizer, and Amgen. Below, FENIX provides highlights and insights into the respective news items.

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