Category Archives: GLP-1RA

Lilly’s Ph3 ATTAIN-2 Results Set the Stage for Obesity Global Regulatory Filings 

Lilly announced topline results from the Ph3 ATTAIN-2 study evaluating orforglipron (QD oral GLP-1RA) in patients with obesity or overweight with T2DM, demonstrating mean body reductions of up to -10.5% after 72 weeks of treatment (view CT.gov record). Recall, earlier this month, Lilly shared topline results from the Ph3 ATTAIN-1 study, which evaluated orforglipron in non-T2DM participants with overweight or obesity (previous FENIX insight). Of note, Lilly’s stock is up ~5% today following the readout. Below, FENIX provides highlights and insights from the ATTAIN-2 topline results.

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Obesity Spotlight: Is Amgen’s QM MariTide Dosing Enough?

In the eighth installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Amgen’s current position in the obesity market. The analysis includes insights into Amgen’s strategy for MariTide (GLP-1 agonist/GIP antagonist) as the first QM AOM to potentially reach the market, as well as its emerging obesity pipeline.

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Viking’s Topline AE Data Scares the Street; Medtronic Q2 ‘25 Earnings; Novo Partners for Oral Peptide Research; Rezdiffra Gains EU Marketing Authorization; UK Approves Tzield; Luna Closes Series A Funding Round; Health Canada Approves FLOW; EMA Accepts NewAmsterdam’s Obicetrapib MAA 

A series of cardiometabolic-related news items has been observed from Viking Therapeutics, Medtronic, Novo Nordisk, Madrigal Pharmaceuticals, Sanofi, Luna Health, and NewAmsterdam Pharma. Below, FENIX provides highlights and insights for the respective news items.

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Wegovy MASH Label Analysis; Ozempic Offered Through NovoCare

FDA recently approved Wegovy (2.4mg semaglutide; QW SC GLP-1RA; view label) for the treatment of noncirrhotic MASH in adults with moderate to advanced liver fibrosis (F2-F3 MASH; view press release). The accelerated approval is based on results from Part 1 of the ongoing Ph3 ESSENCE study (view publication; previous FENIX insight). Additionally, Echosens and Novo Nordisk announced they are advancing their partnership to increase awareness and early diagnosis of MASH (view press release). Below, FENIX has conducted a Wegovy label analysis, including a comparison with Madrigal’s Rezdiffra (resmetirom), the only other approved treatment for MASH.

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Lilly Addresses Global Drug Cost Changes; BioAge Ph1 NLRP3i Trial Update

Two cardiometabolic-related news items have been observed: Lilly published a statement about global drug cost-sharing (view here); and BioAge Labs announced it dosed the first healthy participant in its Ph1 SAD/MAD study evaluating BGE-102 (QD oral NLRP3 inhibitor; view press release). Below, FENIX provides highlights and insights for the respective news items.

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Zealand Q2 ‘25 Earnings; Lilly Raises Mounjaro Prices in UK; Lilly Partners with Superluminal for Obesity Drug Discovery 

Three cardiometabolic-related items have been observed: Zealand hosted its Q2 ‘25 earnings call (press release; slides); Lilly is reportedly increasing Mounjaro pricing in the UK to match EU pricing (view article); and Superluminal announced it entered into a drug discovery agreement with Lilly (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Ascletis Preclinical Obesity Data; Sagimet Q2 ‘25 Earnings

Two cardiometabolic-related news items have been observed: Ascletis Pharma announced efficacy results from its preclinical study evaluating ASC47 (QM SC THR-β) in combination with tirzepatide and semaglutide (press release); and Sagimet Biosciences reported its Q2 ‘25 earnings (press release). Below, FENIX provides highlights and insights for the respective news items.

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