Rezdiffra Patient and HCP Websites Observed; Terns Q4 ‘23 Earnings
Rezdiffra Patient and HCP Websites Observed; Terns Q4 ‘23 Earnings
Rezdiffra Patient and HCP Websites Observed; Terns Q4 ‘23 Earnings
Two cardiometabolic-related news items have been observed: The CBO has hinted at potential Medicare coverage for obesity drugs, such as Wegovy and Zepbound (view article); and AZ initiated a Ph3 balcinrenone+dapa trial in HF and impaired kidney function (view CT.gov record). Below, FENIX provides highlights and insights from the respective news items.
A series of cardiometabolic-related news items have been observed from Ionis Pharmaceuticals, Boehringer Ingelheim, Silence Therapeutics, Lilly, Arecor Therapeutics, and Ascensia Diabetes Care. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items have been observed from Lexicon, Lilly/Redwire, 89bio, Fractyl Health, and Welldoc. Below, FENIX provides highlights and insights for the respective news items, including thoughts on how Lexicon’s sotagliflozin T1DM indication may be linked to the future continuous ketone monitor from Abbott.
On the second and third day of ATTD 2024, six cardiometabolic-related news items were observed from Lilly, Regeneron, Akero, Insulet, and Xeris. Below, FENIX provides highlights and insight for the respective news items.
Novo Nordisk announced FDA approved the Wegovy label expansion to reduce the risk of MACE including CV death, non-fatal MI, or non-fatal stroke in adults with either overweight or obesity and established CVD. The approval is based on the SELECT CVOT which demonstrated -20% RRR in 3P-MACE for non-T2DM people with established CVD who were treated with QW 2.4mg semaglutide (previous FENIX insight). FENIX will conduct a full label analysis of the SELECT label in the coming days. In case you missed it, FENIX conducted a full SELECT results analysis in November 2023 (previous FENIX insight).
Novo Nordisk hosted its 2024 Capital Markets Day and provided updates on the strategic direction of the company across key commercial and R&D activities. Below, FENIX provides details and insights from the event.
On the first day of ATTD 2024, seven cardiometabolic-related news items were observed from Roche, Dexcom, Abbott, Lilly, Know Labs, Akero, and Biomea Fusion. Below, FENIX provides highlights and insights for the respective news items.
Following the highly positive Viking Ph2 obesity data for its GLP-1+GIP dual agonist, the natural question becomes: who are the companies likely to be interested in a partnership/acquisition deal? Below, FENIX provides an analysis outlining potential suitors and their strategic rationale, including FENIX’s dark horse pick.
A series of cardiometabolic-related news items have been observed from Novo Nordisk, Madrigal, Lilly, Alnylam/Roche, Dexcom, Insulet, and MannKind. Below, FENIX provides highlights and insights on the respective news items.