Category Archives: Dual/triple agonist

JPM 2026 Day 1: DXCM, ARWR, NVS, ALNY, PFE, SNY, CYTK, MDT, MDGL, REGN; Skye 2026 Corporate Outlook; BioAge NLRP3i Ph1 Data; Kailera Ph3 KaiNETIC Program Update

On the first day of JPM 2026, FENIX has provided coverage of presentations by major CVRM companies, including Dexcom, Arrowhead, Novartis, Alnylam, Pfizer, Sanofi, Cytokinetics, Medtronic, Madrigal, and Regeneron. Additionally, three cardiometabolic-related news items have been observed: Skye Biosciences released its 2026 corporate outlook (view press release); BioAge Labs announced updated Ph1 data of its NLRP3i for CV risk reduction (view press release); and Kailera announced it randomized the first patients in its Ph3 KaiNETIC program (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Madrigal Licenses MASH Assets from Pfizer; Wegovy Pill Available on Amazon; New BI MASH Asset; Alveus Launches as Clinical-Stage Biotech; Zealand Partners for AI Drug Discovery; Lilly Expands TuneLab

A series of cardiometabolic-related news items has been observed from Madrigal/Pfizer, Novo Nordisk, Boehringer Ingelheim, Alveus Therapeutics, Zealand Pharma, and Lilly. Below, FENIX provides highlights and insights into the respective news items, including speculation into BI’s new MASH asset MOA.

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Antag Ph1 Obesity Data; Lilly Zepbound+Taltz PsA Combination Data; Rani Initiates Ph1 Dual Agonist Study; Viking Completes Ph1 VK2735 Maintenance Study Enrollment; Gordian and Pfizer Partner for Obesity Drug Discovery; MannKind Provides 2026 Business Updates

A series of cardiometabolic-related news items has been observed from Antag Therapeutics, Lilly, Rani Therapeutics, Viking Therapeutics, Gordian Biotechnology/Pfizer, and MannKind. Below, FENIX provides highlights and insights for the respective news items.

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Arrowhead Ph1/2 RNAi-Based Obesity Results; MindRank Ph3 Oral GLP-1RA Program; Altimmune Receives Breakthrough Therapy Designation; Nimbus and Lilly Partner for Obesity; Roche and Structure Patent Agreement; Novo Debuts Report on America’s Obesity Epidemic

A series of cardiometabolic-related news items has been observed from Arrowhead Pharmaceuticals, MindRank, Altimmune, Nimbus Therapeutics/Lilly, Roche/Structure Therapeutics, and Novo Nordisk. Below, FENIX provides highlights and insights for the respective news items.

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Holiday Hangover: Novo Launches Wegovy Pill; Additional Companies Engage in MFN Deals; Pfizer Initiates Ph3 Obesity Program of MET097i; and More

Over the holiday period, a series of cardiometabolic news items were observed from Novo Nordisk, The White House, Pfizer, Cytokinetics, Resoundant, Sanofi, Skye Biosciences, MetaVia, Dexcom, Abbott, MannKind, BI/Rectify, Ascletis Pharma, Laekna Pharma, CMS, and Caliway Biopharmaceuticals. Below, FENIX provides highlights and insights for the respective news items.

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Altimmune Topline Ph2 Pemvidutide MASH Data

Altimmune announced topline 48-week results from its Ph2b IMPACT study investigating the safety and efficacy of pemvidutide (1.2/1.8mg; QW SC GLP-1/GCG dual receptor agonist), compared to placebo, in patients with F2-F3 MASH (view CT.gov record). An associated call was held (view slides). Of note, the company’s stock is down ~20% following the readout. Below, FENIX provides insights and highlights from the 48-week data.

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Lilly’s Ph3 ATTAIN-MAINTAIN Results; Orforglipron Filed; Novo Files Cagrisema and Receives FDA Warning Letter; Merck to Receive CNPV; SAB BIO Pivotal Ph2b T1DM Trial; Sagimet Enters Agreement for Resmetirom

A series of cardiometabolic-related news items has been observed from Lilly, Novo Nordisk, Merck, SAB Biotherapeutics, and Sagimet Biosciences. Below, FENIX provides highlights and insights for the respective news items, including what Sagimet could be thinking vs. Madrigal.

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Kailera Initiates H2H Study Vs. Semaglutide; Structure Initiates Ph1 Amylin Study; Rona Unveils Bivalent siRNA; Lilly Partners for Obesity Drug Discovery and Initiates Brenipatide Ph2 Bipolar Trial; Enveda Receives IND; ICER Obesity Report

A series of cardiometabolic-related news items has been observed from Kailera Therapeutics, Structure Therapeutics, Rona Therapeutics, Lilly, Enveda, and ICER. Below, FENIX provides highlights and insights for the respective news items.

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