Category Archives: GLP-1RA

Insulet Q4 ’23 Earnings; SELECT CHMP Decision in April?; Silence Achieves $10M Milestone Payment from AZ

Three cardiometabolic-related news items have been observed: Insulet hosted its Q4 ’23 earnings call (press release; slides); EMA reportedly intends to issue a decision for the potential use of Wegovy in treating heart disease by April (view article); and Silence Therapeutics announced it achieved a $10M milestone payment followed by the initiation of a Ph1 trial by AstraZeneca (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Lilly Initiates Retatrutide T2DM Pivotal Program; Medtronic CY Q4 ’23 (FY Q3 ’24) Earnings; February CHMP Agenda; Inventiva Pauses Ph3 MASH Trial; Better Therapeutics Receives BDD for MASH

A series of cardiometabolic-related news items have been observed from Lilly, Medtronic, EMA, Inventiva, and Better Therapeutics. Below, FENIX provides highlights and insights for the respective news items, including thoughts on Lilly’s Ph3 T2DM pivotal program for retatrutide.

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Glyscend Initiates Ph2 GLY-200 Obesity Trial; BioAge Raises $170M Series D; Brenzavvy Mark Cuban Cost Plus Drug Company Update

Three cardiometabolic-related news items have been observed: Glyscend Therapeutics initiated a Ph2 trial evaluating its oral BID GLY-200 in obesity (view CT.gov record); BioAge announced the completion of its Series D financing round at $170M led by Sofinnova Investments and participation from Lilly Ventures and Amgen Ventures (view press release); TheracosBio announced it is extending its collaboration with the Mark Cuban Cost Plus Drug Company for Brenzavvy (view press release). Below, FENIX provides highlights and insights into the respective news items. 

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Novo Settles Counterfeit Semaglutide Lawsuits; New Ph2 Oral GLP-1RA Study from Jiangsu Hengrui Pharmaceuticals; CSL Fails CSL112 Pivotal Trial; Eversense E3 CGM Medicare Coverage; Biocon CY Q4 ’23 (FY Q3 ’24) Earnings

A series of cardiometabolic-related news items have been observed from Novo Nordisk, Jiangsu Hengrui Pharmaceuticals, CSL, Ascensia, and Biocon. Below, FENIX provides highlights and insights for the respective news items.

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AZ and Viking Q4 ‘23 Earnings; Madrigal Publishes MAESTRO-NASH Results

Three cardiometabolic-related news items have been observed: AstraZeneca (press release; slides) and Viking Therapeutics (press release) hosted their respective Q4 ’23 earning calls; and Madrigal published Ph3 MAESTRO-NASH results in the NEJM (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Amgen, Arrowhead, and Vertex Q4 ‘23 Earnings; Dexcom Launches Dexcom ONE+; O5 Receives CE Mark for Libre 2 Plus Integration; Brian Hansen Appointed Ascensia CGM President; Scholar Rock Preclinical Data for Obesity

A series of cardiometabolic-related news items have been observed from Amgen, Arrowhead, Dexcom, Insulet, PHC Holdings and Senseonics/Ascensia, Vertex, and Scholar Rock. Below, FENIX provides highlights and insights for the respective news items.

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Mounjaro and Zepbound Launch Updates; Tirzepatide Ph2 MASH Data; Lilly’s Smart Insulin Enters Ph1; Lilly Q4 ’23 Earnings Update

Lilly hosted its Q4 ’23 earnings call (press release; slides) and provided updates across its CVRM portfolio. Of note, the company announced topline tirzepatide Ph2 SYNERGY-NASH data, discussed Zepbound launch updates, provided insight into manufacturing capacity increases, and disclosed its glucose-responsive insulin has entered clinical development, among other pipeline updates. Below, FENIX provides highlights and insights from the call.

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