Category Archives: GLP-1RA

Roche to Acquire Carmot; 89bio Ph3 MASH Program

Two cardiometabolic-related news items have been observed: Roche and Carmot Therapeutics announced a definitive merger agreement for Roche to acquire Carmot for $2.7B; and 89bio announced an end-of-Ph2 meeting with FDA for pegozafermin in MASH and disclosed details of the upcoming Ph3 MASH program (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Pfizer Loses and Altimmune Wins with New Ph2 Obesity Data

Two cardiometabolic-related news items have been observed: Pfizer announced topline results from the danuglipron (BID oral GLP-1RA) Ph2b clinical trial and disclosed it will not be advancing the formulation into Ph3 (view press release); and Altimmune announced positive topline results from the Ph2 MOMENTUM study evaluating pemvidutide for the treatment of obesity (view press release). Following the results, Altimmune’s stock increased ~18%. Below, FENIX provides highlights and insights for the respective news items, including thoughts on how the Ph2b danuglipron data may impact Pfizer’s decision not to advance BID danuglipron.

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Arrowhead CY Q3 ’23 (FY Q4 ’23) Earnings; Zealand Appoints Enrique Conterno and Elaine Sullivan as Board Observers

Two cardiometabolic-related news items have been observed: Arrowhead Pharmaceuticals hosted its CY Q3 ’23 (FY Q4 ’23) earnings call (view press release); and Zealand Pharma announced the appointment of Enrique Conterno and Elaine Sullivan as observers to the company’s board of directors (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Novartis 2023 Investor Day Pipeline Updates; New Lilly Obesity Asset

Two cardiometabolic-related news items have been observed: Novartis hosted its 2023 R&D day (press release; webcast; slides); and Lilly initiated a Ph1 SAD/MAD study evaluating a new asset with an unknown MOA (LY3971297) in healthy participants with obesity and hypertension (view CT.gov record). Below, FENIX provides highlights and insights into the respective new items.

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Novo Expands Production Facilities in France; Novo to Reduce Production of Victoza for Ozempic Supply; Mounjaro vs. Ozempic in Real-World Study; Kaleido Launches AID System; Biodexa Acquires T1DM Asset; 89bio Long-term MASH Data; Dario Contracts for Cardiometabolic Solution

A series of cardiometabolic-related news items have been observed from Novo Nordisk, Truveta, ViCentra, Biodexa, 89bio, and Dario. Below, FENIX provides highlights and insights for the respective news items.

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Medtronic CY Q3 ’23 (FY Q2 ’24) Earnings; Lilly to Build Production Plant in Germany; Lilly Initiates Ph1 T2DM Study; Carmot Files for IPO

Four cardiometabolic-related news items have been observed: Medtronic hosted its CY Q3 ’23 (FY Q2 ’24) earnings call (press release; slides); Lilly announced plans to build a $2.5B production plant in western Germany to support diabetes/obesity supply (view press release); Lilly initiated a Ph1 study evaluating an unknown compound (LY3938577) vs. insulin degludec (view CT.gov record); and Carmot Therapeutics has filed for an IPO (view SEC filing). Below, FENIX provides highlights and insights for the respective items.

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Zepbound (tirzepatide) Label and Website Analysis

FDA recently approved Lilly’s tirzepatide, branded as Zepbound, for the treatment of adults who are obese or overweight with weight-related comorbidities such as hypertension, T2DM, OSA, or CVD (view label; previous FENIX insight). Below, FENIX has conducted a Zepbound label, website, and pricing analysis, including thoughts on Lilly’s innovative targeting of employers.

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Novo Initiates Ph2 Cagrisema Trial in CKD and T2DM; Carmot Initiates Ph2 GLP-1/GIP RA Study in Obesity and T1DM; OptumRx Lowers Insulin Costs; Beta Bionics Gains Coverage for iLet Bionic Pancreas; Mark Estes Joins Biolinq; Belgium and Britain Ban Ozempic for Weight Loss

A series of cardiometabolic-related news items have been observed from Novo, Carmot Therapeutics, OptumRx, Beta Bionics, and Biolinq. Below, FENIX provides highlights and insights into the respective news items.

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Novo H2H Cagrisema vs. Tirzepatide Trial; Terns and Nemaura Q3 ’23 Earnings; Viking Ph2b MASH Data at AASLD; SAB Therapeutics Raises $67.1M for T1DM Treatment; Dexcom Launches #SeeDiabetes Campaign

A series of cardiometabolic-related news items have been observed from Novo Nordisk, Terns Pharmaceuticals, Nemaura, Viking, SAB Therapeutics, and Dexcom. Below, FENIX provides highlights and insights into the respective news items.

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