Category Archives: Dual/triple agonist

Sirius Posts New Obesity Study; Amgen Expands US Manufacturing Investment; Insulet Initiates T2DM FCL Study

Three cardiometabolic-related news items have been observed: Sirius Therapeutics posted a new Ph1/2 obesity study on CT.gov (view CT.gov record); Amgen expanded its investment in US manufacturing by an additional $300M (view press release); and Insulet initiated its EVOLVE FCL study in T2DM (view press release). Below, FENIX provides highlights and insights on the respective news items.

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Topline SYNCHRONIZE-1 Data; Rocket Sells PRV; Novartis Q1 ’26 Earnings; Biomea COVALENT-112 Data

A series of cardiometabolic-related news items has been observed from Boehringer Ingelheim, Rocket Pharmaceuticals, Novartis, and Biomea Fusion. Below, FENIX provides highlights and insights for the respective news items, including thoughts on how BI’s Ph3 survodutide data may have meaningful implications on obesity market pricing dynamics.

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Ascletis Completes Ph2 Enrollment for ASC30 in T2DM; GSK’s Efimosfermin Breakthrough Therapy and PRIME Designations; Tandem Control-IQ+ Pregnancy Indication; Tandem Mobi Correction; Sagimet Business Updates and Stock Pricing

A series of cardiometabolic-related news items has been observed from Ascletis Pharma, GSK, Tandem Diabetes, and Sagimet Biosciences. Below, FENIX provides highlights and insights for the respective news items.

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New Foundayo DTC Ad; Roche Shares New INN for CT-388; April CHMP Agenda

Three cardiometabolic-related news items have been observed: Lilly aired a new Foundayo DTC ad on social media platforms (view Reddit post); Roche’s CT-388 has been given the INN of enicepatide, which is reflected in two Ph2 studies (view CT.gov record; view CT.gov record); and the CHMP agenda for this month’s meeting (April 20-23) has been released (view here). Below, FENIX provides highlights and insights on the respective news items.

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Early Foundayo Prescription Trends; Kailera Announces IPO Pricing; AZ’s Partner Initiates Ph1 FIH Study of Monthly Dual Agonist; ViCentra Eliminates Waiting Period for Kailedo Patch Pump in Select EU Countries

A series of cardiometabolic-related news items has been observed from Lilly, Kailera Therapeutics, AstraZeneca/CSPC Pharmaceuticals, and ViCentra. Below, FENIX provides highlights and insights for the respective news items.

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Obesity Spotlight Series: 2026 to Set AZ’s Trajectory

In the tenth installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of AstraZeneca’s current position in the obesity market. The analysis includes insights into AZ’s strategy to replace Farxiga revenue and how it is seemingly following Lilly’s obesity playbook.

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