Category Archives: GLP-1RA

Lilly Q3 ’24 Earnings Call

Lilly hosted its Q3 ’24 earnings call (press release; slides) and provided updates across its CVRM portfolio. Of note, Lilly decreased its FY2024 revenue guidance by $600M to $45.4B- $46B, primarily due to the acquired IPR&D charges incurred in Q3 as well as investments in increasing the supply of tirzepatide. Following the updated guidance, Lilly’s stock price decreased by ~8%.

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Abbott and Tidepool Partnership; New Retatrutide Obesity Trial; Apple Prediabetes App

Three cardiometabolic-related news items have been observed: Abbott and Tidepool announced a cloud-to-cloud integration partnership (view press release); Lilly initiated a retatrutide study in obesity (view CT.gov record); and Apple initiated development of a prediabetes app (view article). Below, FENIX provides highlights and insights for the respective news items.

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Dexcom and Sanofi Q3 ’24 Earnings; Zepbound Label Update

Three cardiometabolic-related news items have been observed: Dexcom hosted its Q3 ’24 earnings call (press release; slides); the Zepbound US label has been updated to include SURMOUNT-3 and -4 data (view label); and Sanofi hosted its Q3 ’24 earnings call (press release; slides; infographic). Below, FENIX provides highlights and insights for the respective news items.

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Noom Partners With Waltz for GLP-1RAs; Seraxis Initiates Islet Cell Trial; Madrigal Completes MASH Outcomes Trial Enrollment

Three cardiometabolic-related news items have been observed: Noom partners with Waltz Health for GLP-1RA cost savings (Noom press release; Waltz press release); Seraxis initiates SR-02 islet cell therapy trial in T1DM (view CT.gov record); Madrigal Pharmaceuticals announces MAESTRO-NASH OUTCOMES enrollment completion (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Lilly initiates Bimagrumab+Tirzepatide trial; Lexicon and Viatris Partner for Sotagliflozin Commercialization; Gan & Lee T2DM Assets Meet Primary Endpoints; Lipocine Virtual KOL Event; Noom Adds Body Composition to App

A series of cardiometabolic-related news items have been observed from Lilly, Lexicon Pharmaceuticals, Viatris, Gan & Lee Pharmaceuticals, Lipocine, and Noom. Below, FENIX provides highlights and insights for the respective news items.

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