Category Archives: GLP-1RA

Pfizer Q4 ’22 Earnings; Lilly Initiates Open-Label SURPASS-SWITCH-2 Study; Fractyl Health Announces Positive Week 24 REVITA-T2Di Data; Sciwind Initiates Dosing for Ph3 Ecnoglutide Trials in China; Lifescan Announces Publication of Connected BGM RWE

A series of cardiometabolic-related news items have been observed from Pfizer, Lilly, Fractyl Health, Sciwind, and Lifescan. Below, FENIX provides highlights and insights into the respective news items including thoughts on Pfizer’s oral GLP-1RA selection and and Lilly’s strategy for conducting SURPASS-SWITCH-2.

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Viatris’s Generic Dapagliflozin and Lilly’s Trulicity Pediatric Extension Receive Positive CHMP opinions; Medtronic’s Wearable Partner Files for Bankruptcy; Nemaura Looks to Raise Additional Capital

Four cardiometablic-related news items have been observed: Viatris’s generic dapagliflozin received a positive CHMP opinion for the treatment of T2DM, HF, and CKD (view opinion); Lilly’s Trulicity received a positive CHMP opinion for a label extension to include patients ages 10 years and older (view opinion); Medtronic’s wearable partner, Rockley Photonics Holdings Limited, has filed for bankruptcy (view Form 8-K); Nemaura announced it has entered into a definitive agreement of ~$8.4M registered direct offering and concurrent private placement with two healthcare-focused US institutional investors (view press release). Below, FENIX provides highlights and insights including thoughts on an acquisition opportunity for Medtronic.

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Abbott Q4 ’22 Earnings; Tidepool Loop Receives FDA Clearance; Lilly to Expand Incretin Manufacturing Capacity; Novo Receives Marketing Practices Complaint; AGC Biologics to Manufacture Tzield; Nemaura Reports Positive Miboko Data; J&J Q4 ’22 Earnings; and Embecta Opens New Headquarters

A series of cardiometabolic-related news items were observed from Tidepool, Lilly, Novo, Embecta, AGC Biologics, and Nemaura. Additionally, Abbott and J&J hosted Q4 ’22 earnings calls. Below, FENIX provides highlights and insights into the respective news items including commentary on why the claims against Novo’s marketing practices seem unfounded.

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Rybelsus Approved as First-Line Therapy for T2DM; Biocon Receives Another CRL; Tandem Initiates Control-IQ 2.0 Feasibility Study in T1DM

Three cardiometabolic-related news items have been observed: Novo Nordisk announced FDA approved an updated label for Rybelsus, allowing for first-line use (view press release); Biocon received a CRL from FDA for its biosimilar Insulin-R (view announcement); and Tandem initiated a T1DM feasibility study using an updated Control-IQ 2.0 algorithm (view CT.gov record). Below, FENIX provides highlights and insights for the respective news items, including thoughts on the impact of the updated Rybelsus label.

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JPM 2023 Day 2: LLY, ABT, PODD, SNY, AZN, MRK, and GSK; Sernova Advances T1DM Cell Pouch Technology; Pfizer Initiates New Ph1 Oral GLP-1RA Trial

On the second day of JPM 2023, FENIX has provided coverage of presentations by major CVRM companies including Lilly, Abbott, Insulet, AZ, and Merck. GSK and Sanofi also presented at JPM 2023, but neither had any meaningful discussion relating to their respective CVRM portfolios. Separately, two CVRM-related news items have been observed: Sernova announced it has made progress toward a first in-human study for its cell pouch system (view press release); and Pfizer initiated a new Ph1 trial (view CT.gov record) for one of its oral GLP-1RA assets (PF-07081532).

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Holiday Hangover: Novo’s Wegovy/Ozempic Featured on 60 Minutes; Intercept OCA NASH NDA Refiled; Amgen Initiates Ph2 AMG 133 Obesity Trial; Steven Russell Joins Beta Bionics; Novo’s Third Cagrisema Ph3 Trial Initiated; Wegovy Pediatric Indication; Lannett Bs-Insulin Updates; Equillium and Metacrine Terminate Merger; and More

During the holiday break, a series of cardiometabolic-related news items were observed from Novo Nordisk, Intercept, Amgen, Beta Bionics, Lannett, Equillium and Metacrine, MindRank, EOFlow, Medtronic, Adocia, and PeptiDream. Below, FENIX provides highlights and insights for the respective news items.

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Tandem Acquires Sigi Patch Pump; Novo Reports Ozempic Supply Shortages; Novo Initiates Second 7.2mg Sema Ph3 Trial in T2DM; Cytokinetics Host Post-adcom Investor Call

A series of cardiometabolic-related news items have been observed: Tandem announced it entered into a definitive agreement to acquire AMF Medical SA (view press release); it has been reported that Novo Nordisk is experiencing a shortage of Ozempic (view article); Novo Nordisk initiated a second 7.2mg QW SC semaglutide Ph3 trial (view CT.gov record) in T2DM; and Cytokinetics hosted an investor event to discuss the results of the omecamtiv adcom (view press release; webcast). Below, FENIX provides highlights and insights on the respective news items, including questions regarding Tandem’s acquisition decision.

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Lilly Green Lights Two Next-Gen Incretin Ph3 Programs; Lilly 2023 Guidance Call

Lilly hosted its 2023 guidance call (slides; webcast) and provided key pipeline updates and an overview of potential upcoming milestones. Importantly, Lilly announced plans to advance its GGG tri-agonist (retatrutide) and oral GLP-1R NPA (orfoglipron) into Ph3 development. Additionally, Lilly disclosed that the final pivotal QW insulin trial (QWINT-1) will evaluate a fixed dose using the same Mounjaro/Trulicity auto-injector. Below, FENIX provides highlights and insights from the event including a readthrough to new obesity development entrants, specifically Pfizer and Amgen.

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Pfizer Hosts 2022 R&D Day; Novo Initiates 7.2mg Sema Ph3 Obesity Trial; ADA 2023 Diabetes SoC Guidelines; December CHMP Agenda

A series of cardiometabolic-related news items have been observed: Pfizer hosted a Near-Term Launches and High-Value Pipeline investor event and discussed its two oral GLP-1RAs, PF-07081532 and danuglipron (slides; webcast); Novo Nordisk initiated a Ph3 semaglutide obesity trial evaluating up to a 7.2mg QW subcutaneous dose (STEP UP; view CT.gov record); ADA announced it published the 2023 SoC guidelines in Diabetes Care (view press release; view publication); and the CHMP agenda (view here) for this month’s meeting (December 12-15) has been released. Below, FENIX provides insight on the respective news items, including the impact of the updated ADA Standards of Care guidelines.

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Esperion’s CLEAR Outcomes CVOT Meets Primary Endpoint; Biocorp’s Mallya Receives FDA 510(k) Clearance; Jardiance Meets Primary Endpoint in Pediatric Trial; MediciNova MN-001 (tipelukast) T2DM and NAFLD Ph2 Data; Daewoong Looks to Commercialize Enavogliflozin Globally

A series of cardiometabolic-related news items have been observed from Esperion, Biocorp, BI/Lilly, MediciNova, and Daewoong Pharmaceutical. Below, FENIX provides highlights and insights for the respective news items, including thoughts on the positive clinical data.

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