Category Archives: Dual/triple agonist

Pfizer Acquires Oral GLP-1RA; FDA Grants AI Drug Development Tool in MASH; Lilly Discontinues Tempo; Novo Completes Akero Acquisition; Regeneron Registers siRNA Ph2 Study in DKD; December CHMP Agenda

A series of cardiometabolic-related news items has been observed from Pfizer, FDA, Lilly, Novo Nordisk/Akero, Regeneron Pharmaceuticals, and EMA. Below, FENIX provides highlights and insights for the respective news items.

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Structure’s Topline Ph2 Aleniglipron Data; Ascletis Reports Topline Data from Ph1 Oral GLP-1RA; BI Advances Triple Agonist for Obesity; Wave Announces Ph1 Data from Muscle-Sparing Asset; Lingo Now Available on Android; Medtronic Shifts Exec to MiniMed

A series of cardio-metabolic-related news items has been observed from Structure Therapeutics, Ascletis Pharma, Boehringer Ingelheim, Wave Life Sciences, Abbott, and Medtronic. Below, FENIX provides highlights and insights for the respective news items.

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Lilly Cuts Zepbound Prices; Cagrisema Ph3 Pediatric Obesity Trial; Ascletis Selects Obesity Candidate; Altimmune Replaces CEO; Olazarsen Breakthrough Therapy Designation; New Ph3 Bofanglutide Study; Ikaria Registers Study for Obesity Asset Monotherapy and Combination with Tirzepatide

A series of cardiometabolic-related news items has been observed from Lilly, Novo Nordisk, Ascletis Pharma, Altimmune, Ionis Pharmaceuticals, Gan & Lee Pharmaceuticals, and Ikaria Bioscience. Below, FENIX provides highlights and insights for the respective news items.

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Topline Amycretin Ph2 Data in T2DM; Abbott Libre 3/3+ CGM Issues

Two cardiometabolic-related news items have been observed: Novo announced topline Ph2 amycretin data in T2DM (view press release); and Abbott issued a medical correction for its Libre 3/3+ sensors in the US (view press release). Below, FENIX provides highlights and insights for the respective news items, including the potential readthrough from Novo’s amycretin data.

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Mazdutide Ph3 Topline Data; Novartis 2025 Investor Day 

Two cardiometabolic-related news items have been observed: Innovent announced topline data from a Ph3 mazdutide (oxyntomodulin) study in China (view press release); and Novartis hosted its “Meet Novartis Management” investor day 2025 (view webcast; view slides). Below, FENIX provides highlights and insights for the respective news items.

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Obesity CNPV Analysis: Novo Changes Strategy, but Lilly Set to Win

As part of Novo and Lilly’s recent MFN deals (previous FENIX insight), both received a Commissioner’s National Priority Voucher (CNPV), potentially accelerating the review time of a product to only 1-2 months. Novo and Lilly disclosed plans to use their CNPVs for 7.2mg semaglutide and orforglipron, respectively. Below, FENIX provides thoughts on each of the CNPVs, including why Lilly is positioned to benefit the most.

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Zealand to Receive PRV?; Zealand Q3 ’25 Earnings; Pfizer Completes Metsera Acquisition; WeightWatchers to Offer Oral Wegovy; Ascletis Preclinical Combination Data; MangoRx Partners with NovoCare and LillyDirect? 

A series of cardiometabolic-related news items has been observed from Pfizer/Metsera, Zealand Pharma, WeightWatchers, Ascletis Pharma, and Lilly/Mangoceuticals (MangoRx). Below, FENIX provides highlights and insights for the respective news items, including how Zealand can use a PRV to decrease the review time of petrelintide.

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Pfizer Wins Metsera Bidding War; Lilly Partners for RNAi Drug Discovery; AZ Acquires Obesity Start-Up; Tandem’s Mobi Cleared for Android Use; Merck, Amgen, AZ, Ionis Data at AHA 2025; November CHMP Agenda 

A series of cardiometabolic-related news items have been observed from Metsera/Pfizer, Lilly, AstraZeneca, Tandem Diabetes Care, Merck, Amgen, Bayer, Ionis Pharmaceuticals, Camurus, and EMA. Below, FENIX provides highlights and insights for the respective news items.

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