Category Archives: Dual/triple agonist

Akero Becomes a Frontrunner in NASH; Lilly Initiates Tirzepatide Ph2 TREASURE-CKD Trial; Oramed’s Oral Insulin Ph2 NASH Topline Results

Three cardiometabolic-related news items have been observed: Akero announced positive topline results from its Ph2b HARMONY trial evaluating QW efruxifermin (EFX) in pre-cirrhotic NASH (view CT.gov record); Lilly’s Ph2 tirzepatide CKD trial (TREASURE-CKD) has been observed (view CT.gov record); and Oramed announced positive topline results from its Ph2 trial evaluating ORMD-0801 in T2DM and NASH. Below, FENIX provides highlights and insights from the respective news items.

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FENIX Analysis: Mounjaro Launch Update

Following approval of Lilly’s Mounjaro (tirzepatide) in T2DM in May 2022 (previous FENIX insight), FENIX has conducted an initial launch analysis, including early insights from prescription trends as well as a look into the Mounjaro promotional, sampling, and copay card tactics.

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Thoughts on SURMOUNT-MMO after SELECT Interim Analysis

At its Q2 ’22 earnings in August, Novo Nordisk disclosed that SELECT, the Wegovy CVOT, would not stop for overwhelming efficacy at a pre-specified interim analysis (previous FENIX insight). With all the hype now passed, the trial design lens turns to Lilly’s tirzepatide obesity CVOT, SURMOUNT-MMO. Below, FENIX provides thoughts on SURMOUNT-MMO, including Lilly’s potential strategy to get a broad metabolic indication, similar to what BI/Lilly did in HF with Jardiance by eliminating LVEF label language.

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DELIVER Filed in US? August 2022 CHMP Agenda

The CHMP agenda for this month’s meeting (August 16-19) has been released and includes several cardiometabolic-related agenda items. Of note, the August CHMP meeting only has written procedures, not oral explanations. Notably, AZ’s Forxiga (dapagliflozin) has been filed for an indication extension based on the DELIVER HFpEF trial results. Below, FENIX provides highlights from the August 2022 CHMP agenda.

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Xeris, Zealand, and MannKind Q2 ’22 Earnings Updates

Three cardiometabolic-related news items have been observed: Xeris Biopharma (press release), Zealand (press release; slides), and MannKind (press release; slides) hosted their Q2 ’22 earnings calls. Below, FENIX provides highlights and insights for the respective new items.

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Mounjaro Off to an Impressive Start; Lilly Q2 ’22 Earnings Update

Lilly hosted its Q2 ’22 earnings call (press release; slides) and provided updates across its CVRM portfolio. During the call, Lilly discussed the impressive Mounjaro launch trajectory, disclosed plans to initiate an H2H tirzepatide vs. Wegovy obesity trial (SURPASS 5), and reviewed other CVRM pipeline assets. Below, FENIX provides highlights and insights from the call, including a Mounjaro time-aligned launch analysis with Ozempic, Trulicity, Rybelsus, and Wegovy.

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Tirzepatide up for CHMP Opinion; July 18-21 CHMP Agenda; Lilly Initiates QW Insulin T2DM MDI Trial (QWINT-4); UHC Eliminates Insulin OOP Costs

A series of cardiometabolic-related news items have been observed: the CHMP agenda for this month’s meeting (July 18-21) has been released and it appears Lilly’s tirzepatide is up for an opinion; a third trial from Lilly’s Ph3 QW insulin program (BIF; LY3209590) has been observed (view CT.gov record); and UnitedHealthcare announced that starting January 1, 2023, it will eliminate out-of-pocket costs for certain preferred prescription drugs, including insulin and four medical emergency drugs. Below, FENIX provides highlights and insights for the respective new items.

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Lilly to Initiate GGG Ph1 DDI Study

A Lilly-sponsored Ph1 trial has been observed evaluating the effects of Lilly’s GGG tri-agonist (GLP/GCG/GIP) on drug-drug interactions with midazolam, warfarin, and caffeine (view CT.gov record). Below FENIX provides additional details from the trial record as well as insight into how Lilly’s GGG DDI trial is different from prior DDI studies with the incretin class.

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Thoughts after ATTD and ADA 2022

Now that we’re on the other side of ADA 2022, FENIX provides provocative thoughts below on various items in the cardiometabolic space. Included are thoughts about Lilly, Novo, Sanofi, Dexcom, Abbott, Medtronic, Bigfoot, and Beta Bionics.

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