Category Archives: GLP-1RA

Novo Buys Oral Obesity Asset from Lexicon; Corbus Ph1 CB1 Trial Update 

Two cardiometabolic-related news items have been observed: Novo Nordisk entered an exclusive licensing agreement with Lexicon for LX9851 (ASCL5 inhibitor; view press release); and Corbus Pharmaceuticals announced the dosing of the first patient in its Ph1 SAD/MAD trial evaluating its CB1 inverse agonist (view press release). Below, FENIX provides highlights and insights for the respective news items, including thoughts on Novo’s second deal in one week.

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Metsera and Beta Bionics Q4 ’24 Earnings; Viking Oral GLP-1RA Ph2 Trial Update; Vivani Preclinical Data; Dexcom Appoints New CCO 

A series of cardiometabolic-related news items has been observed from Metsera, Beta Bionics, Viking Therapeutics, Vivani Medical, and Dexcom. Below, FENIX provides highlights and insights for the respective news items including the first-ever earnings calls from Metsera and Beta Bionics.

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ATTD 2025 Key Press Releases (March 21)  

On the third day of ATTD 2025, five cardiometabolic-related news items have been observed from Novo Nordisk, Skye Bioscience, Terns Pharmaceuticals, Allurion Technologies, and Alnylam Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items. 

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ATTD 2025 Key Press Releases (March 20) 

Three cardiometabolic-related news items have been observed from Insulet, MetaVia, and Ampersand Biomedicines. Below, FENIX provides highlights and insights for the respective news items.

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ATTD 2025 Key Press Releases (March 19)

On the first day of ATTD 2025, four cardiometabolic-related news items have been observed from Dexcom, Tandem Diabetes Care, Sequel Med Tech, and Welldoc. Below, FENIX provides highlights and insights for the respective news items.

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Obesity Spotlight: Can BI Step Outside of Lilly’s Shadow?

In the second installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Boehringer Ingelheim’s strategy in the CVRM space. The analysis includes insights and thoughts on BI’s journey to commercialize survodutide and establish itself as an independent player in the obesity market beyond the BI/Lilly alliance. It should be reminded that BI is a privately traded company, and publicly available information is limited.

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