Category Archives: GLP-1RA

Innovent QW Oral Small Molecule GLP-1RA Study; Mounjaro CVRR Label Expansion; Pfizer China-Based Berobenatide Obesity Study

Three cardiometabolic-related news items have been observed: Innovent Biologics initiated a Ph1 FIH study of its QW oral small-molecule GLP-1RA (view CT.gov record); Lilly received FDA approval for Mounjaro’s CVRR label expansion based on the SURPASS-CVOT study (view press release); and Pfizer initiated a Ph3 berobenatide study in an obese Chinese population (view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.

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CureGene Ph1 THR-β Agonist Study; Compounded Reta Real World Study

Two cardiometabolic-related news items have been observed: CureGene Pharmaceutical dosed the first patient in its FIH THR-β agonist study (view press release; view CT.gov record), and a study was conducted comparing compounded retatrutide to non-compounded retatrutide, tirzepatide, and semaglutide (view article). Below, FENIX provides highlights and insights for the respective news items.

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Obesity Spotlight Series: Who is the Next Sanofi?

In the twelfth installment of FENIX’s Obesity Spotlight Series, FENIX asks a provocative question: In today’s obesity market, who will be the next Sanofi? Once a diabetes powerhouse, Sanofi missed both the SGLT2i and GLP-1RA waves, and with the modern-day obesity market projected to exceed $150B by 2035 (view article), the company now finds itself on the sidelines of arguably the biggest growth opportunity in the industry’s history. This Spotlight examines how Sanofi’s past strategic mishaps transformed a potential contender into an observer and which other major pharmas may now be drifting toward the same fate.

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Amylyx’s GLP-1 Antagonist Wins in Ph3 Post-Bariatric Surgery Hypoglycemia Study

Amylyx Pharmaceuticals announced positive topline results from the Ph3 LUCIDITY trial (view CT.gov record) evaluating the efficacy and safety of 90mg avexitide (QD SC GLP-1R antagonist) in participants with post-bariatric hypoglycemia (PBH) following Roux-en-Y gastric bypass (RYGB) surgery (a common type of bariatric surgery). Below, FENIX provides highlights and insights from the results.

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Kailera and Zealand Q2 ’26 Earnings; Biomea Doses First Patient in Icovamenib + Sema Obesity Study

Three cardiometabolic-related news items have been observed: Kailera Therapeutics released its Q2 ’26 earnings report (view press release) and appointed a new CTO (view press release); Zealand Pharma hosted its Q2 ’26 earnings call (press release; slides); and Biomea Fusion dosed the first patient in its OPAL study evaluating icovamenib in combination with semaglutide for obesity (view press release). Below, FENIX provides highlights and insights for the respective news items.

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