Category Archives: GLP-1RA

Amgen T2DM Ph3 MariTide H2H vs. Sema Study; Oral VK2735 Ph3 Obesity Program; Ascensia Enters Another CGM Partnership

Three cardiometabolic-related news items have been observed: Amgen registered its Ph3 MARITIME-T2D-3 study evaluating MariTide H2H vs. injectable sema (view CT.gov record); Viking posted its Ph3 SUNRISE obesity program of oral VK2735 (SUNRISE 1 CT.gov record; SUNRISE 2 CT.gov record); and Ascensia entered into a commercial distribution partnership with Sava (view press release). Below, FENIX provides highlights and insights for the respective news items.

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EASD 2026 Winners/Not Winners Analysis: Who Came Out on Top… and Who Didn’t?

Following EASD 2026 (Sep 28-Oct 2; Milan, Italy), FENIX has conducted a winners/not winners analysis, assessing which companies gained further momentum from the conference, remained static, or trended in the wrong direction. Spoiler alert: Lilly clearly came out on top, with EloraTZP setting a new efficacy benchmark for what may be achievable with an amylin + incretin combination. However, winning is not a zero-sum game…

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Viking Initiates Oral VK2735 Maintenance Study and the CCO Shares Departure

Two cardiometabolic-related news items have been observed: Viking Therapeutics initiated its Ph1 oral VK2735 maintenance study (view press release), and Viking’s CCO announced his departure via LinkedIn (view post). Below, FENIX provides highlights and insights for the respective news items.

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New Ph3b Survodutide Studies; Regeneron Ph3 Olatorepatide Obesity Program; Corsera Ph1 Angiotensinogen + PCSK9 Combo Study

Three cardiometabolic-related news items have been observed: Boehringer Ingelheim has registered three new Ph3b survodutide studies (SYNCHRONIZE-HERA; SYNCHRONIZE-START; ELEVATE-LIVER); Regeneron posted its Ph3 olatorepatide obesity program on EudraCT (RISE-1; RISE-2); and Corsera initiated a Ph1 FIH study evaluating its angiotensinogen siRNA alone and in combination with a PCSK9 siRNA (view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.

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EASD 2026 Key Press Releases (October 2)

On the fifth and final day of EASD 2026, Hansoh Pharma presented results from its Ph3 olatorepatide (QW SC GLP-1/GIP dual agonist) LIGHTEN study in Chinese adults with overweight or obesity and ≥1 weight-related comorbidity (view press release; view CT.gov record). Below, FENIX provides highlights and insights from the results.

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Seq’ing Clarity from the Horizon – EloraTZP vs. Zenagamtide

Just when you think Lilly has reached the ceiling, it breaks through again with a new high-efficacy AOM offering, EloraTZP. For context, Lilly shared data from its Ph2 EloraTZP (eloralintide + tirzepatide; QW SC SARA + GLP-1/GIP dual agonist) study at EASD 2026 yesterday, demonstrating robust weight loss and glycemic control among an obese + T2DM population (previous FENIX insight). This prompted FENIX to consider the potential future showdown between EloraTZP and Novo’s combination successors: cagrisema and zenagamtide. Further, it should be noted that while the EloraTZP data are largely seen as another win under Lilly’s belt, its stock dropped ~2% after the readout.

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EASD 2026 Key Press Releases (September 30 Part 2)

On the third day of EASD 2026, four key news items were observed in the afternoon from Lilly, AbbVie, Kailera Therapeutics, and Insilico Medicine. Below, FENIX provides context and analysis for the announcements.

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TRIUMPH-5 is All Triumph

With the full results presentation of TRIUMPH-2 for Lilly’s retatrutide today at EASD 2026 (previous FENIX insight), the FENIX team was debating the utility of conducting TRIUMPH-5. Recall, Lilly’s own H2H trial of retatrutide vs. tirzepatide in weight management popped up on CT.gov in Oct 2024 and has topline results projected in Q1 ’27, maybe around JPM week or earnings in late January. Interestingly, the FENIX team’s clarity at breakfast changed after the TRIUMPH-2 results presentation this morning. We pull back the curtain below.

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