Category Archives: Dual/triple agonist

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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Sernova Announces Conformal Coating Technology Advancements; Lilly and BioAge to Initiate Ph2 Tirzepatide Combo Trial; Lilly Partners with Redwire for Cardiometabolic Space Research; EMA Finds No Link Between GLP-1RAs and Thyroid Cancers; Sanofi Invests in MeiraGTx for Gene Regulation Technology

A series of cardiometabolic-related news items have been observed from Sernova, Lilly/BioAge, Lilly/Redwire, EMA, and Sanofi. Below, FENIX provides highlights and insights into the respective news items.

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Altimmune’s Pemvidutide Receives Fast Track Designation in NASH; New Diamyd T1DM Results; Viking and Merck Q3 ’23 Earnings

Four cardiometabolic-related news items have been observed: FDA granted Fast Track Designation to Altimmune’s pemvidutide for the treatment of NASH (view press release); Diamyd announced results from a retrospective follow-up study of two prior trials, DiAPREV-IT and DiAPREV-IT2 (view press release); Viking (press release) and Merck (press release; slides) hosted their respective Q3 ’23 earnings call. Below, FENIX provides highlights and insights for the respective news items.

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Novartis Q3 ’23 Earnings; Counterfeit Ozempic Hospitalizes Patients in Austria; NexImmune Extends Partnership with Yale and JDRF

Three cardiometabolic-related news items have been observed: Novartis hosted its Q3 ‘23 earnings call (press release; slides); several people have been reportedly hospitalized in Austria after using suspected fake versions of Novo’s Ozempic (view article); and NexImmune announced its research partnership with Yale and JDRF has been extended (view press release). Below, FENIX provides highlights and insights into the respective news items.

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Insulet Receives 510(k) Clearance for O5 iPhone App; Viking Completes Enrollment for Ph2 GLP-1/GIP RA Studyin Obesity

Two cardiometabolic-related news items have been observed: Insulet announced the Omnipod 5 iPhone app received FDA 510(k) clearance (view press release); and Viking Therapeutics announced enrollment completion for its Ph2 study of VK2735 (GLP-1/GIP RA) in patients with obesity (view press release). Below, FENIX provides highlights and insights into the respective news items.

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