Category Archives: GLP-1RA

Roche in Damage Control Mode After EASD Obesity Data Readout

Roche hosted a post-EASD investor event (view slides) where management reviewed its obesity data presentations and provided additional insight into the company’s obesity development strategy and pipeline. Of note, Roche spent a significant portion of the call discussing the emerging AE profile for its obesity assets and the company’s future plans to remain a player in the obesity market. Below, FENIX provides highlights and insights into the Roche event, including thoughts on whether Roche overpaid for Carmot.

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EASD 2024 Key Press Releases (Sep 12)

On the fourth day of EASD 2024, three key new items were observed from Noom, Lilly, and Sernova. The following topics are covered below (hyperlinks to external items):

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EASD 2024 Key Press Releases (Sep 11)

On the third day of EASD 2024, two key news items were observed from Novo Nordisk. Below, FENIX provides highlights and insights into the respective news items, including thoughts on how the icodec CRL from FDA could impact Awiqli uptake in Europe. The following topics are covered below (hyperlink to external items):

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EASD 2024 Key Press Releases (Sep 10)

On the second day of EASD 2024, 8 key news items were observed from Lilly, Novo Nordisk, Abvance Therapeutics, Scholar Rock, Altimmune, Arrowhead Pharmaceuticals, Bayer, and Lexicon. The following topics are covered below (hyperlinks to external items):

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EASD 2024 Key Press Releases (Sep 09)

On the first day of EASD 2024, six key news items were observed from Terns Pharmaceuticals, Zealand Pharma, Diamyd Medical, Cytokinetics, Lilly/Superluminal Medical, and Akero Therapeutics. The following topics are covered below (hyperlinks to external items):

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Lilly QW Insulin QWINT-1 and -3 Topline Results; Lilly Initiates Ph3 Orforglipron Maintenance Study; Lilly-Backed OrsoBio Raises $67M in Series B for Obesity Development

Three cardiometabolic-related news items have been observed: Lilly announced positive topline results from its Ph3 QW insulin efsitora alfa trials, QWINT-1 and QWINT-3 (view press release); Lilly initiated a Ph3 study (ATTAIN-MAINTAIN; view CT.gov record) evaluating QD orforglipron in adults with overweight or obesity with weight-related comorbidities who have completed SURMOUNT-5 (tirzepatide vs. semaglutide); and OrsoBio raised $67M in a Series B financing round for the development of its mitochondrial protonophores for obesity (view article). Below FENIX, provides highlights and insights for the respective news items.

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Abbott Partners with Beta Bionics; Dexcom at Wells Fargo; Lilly Partners for Drug Discovery; AZ Initiates Oral GLP-1RA Ph2b Trial in T2DM; BioAge Files for IPO; Bayer, Arrowhead, and Lexicon Data at ESC 2024; Esperion Secures Additional Nexletol/Nexlizet Coverage; Skye Appoints New CMO; Scholar Rock Appoints New CBO

A series of cardiometabolic-related news items have been observed from Beta Bionics/Abbott, Dexcom, Lilly/HAYA, AstraZeneca, BioAge Labs, Bayer, Arrowhead Pharmaceuticals, Lexicon Pharmaceuticals, Esperion Therapeutics, Skye Biosciences, and Scholar Rock. Below, FENIX provides highlights and insights for the respective news items.

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