Category Archives: GLP-1RA

Novo Raises 2023 Guidance; Sana Biotechnology Appoints New R&D Leaders and Announces Publication of Pre-Clinical Data

Two cardiometabolic-related news items have been observed: Novo Nordisk announced its full-year sales and operating profit outlook has been raised for 2023 (view press release); and Sana Biotechnology announced the appointment of Douglas E. Williams, as President of R&D, and Gary Meininger, MD, as CMO, of its R&D organization (view press release). Separately, Sana announced the publication of pre-clinical data for its hypoimmune pancreatic islet cells in Science and Translational Medicine (view press release). Below, FENIX provides highlights and insights into the respective news items.

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FENIX Analysis: Lilly Oral GLP-1RA Pivotal Program

Lilly initiated the first Ph3 trial in its QD oral GLP-1RA (orforglipron; LY3502970) T2DM pivotal program, called “ACHIEVE.” The ACHIEVE-4 trial is comparing orforglipron vs. insulin glargine in patients with T2DM and obesity or overweight at increased CV risk (view CT.gov record). Below, FENIX provides insights into the orforglipron development program, including thoughts on why Lilly will forego a post-marketing T2DM CVOT in favor of an obesity CVOT.

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Wegovy and Entresto Receive Positive CHMP Opinions for Pediatric Indication Extensions

Two cardiometabolic-related news items have been observed: Novo’s Wegovy (semaglutide) received a positive CHMP opinion to extend the weight management indication to include treatment of adolescents aged 12-18 years (view March CHMP meeting highlights); and Novartis announced that CHMP has adopted a positive opinion recommending the approval of Entresto (sacubitril/valsartan) for the treatment of symptomatic HF with left ventricular systolic dysfunction in pediatric patients aged 1 to <18 years (view press release). Below, FENIX provides highlights and insights into the respective news items.

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FDA Releases Framework for Use of Digital Health Technology in Clinical Trials; New Ph2 Dapiglutide Obesity Trial

Two cardiometabolic-related news items have been observed: As part of FDA’s PDUFA VII commitments, the Agency published framework (view here) describing how it plans to address questions on the use of digital health technology (DHT) in clinical trials; and a Ph2 trial evaluating Zealand’s subcutaneous QW dapiglutide in obese participants with a BMI ≥ 30 kg/m² has been observed (DREAM; view CT.gov record). Below, FENIX provides highlights and insights into the respective news items.

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Viking Announces Positive Ph1 GLP-1/GIP Dual Agonist Topline Results and Initiates Oral Formulation Development; Zealand Ph1a Amylin Analog Results; Biomea Ph2 Menin Inhibitor Results

Four cardiometabolic-related news items have been observed: Viking Therapeutics announced positive topline results from the Ph1 SAD/MAD clinical trial evaluating its novel QW subcutaneous GLP-1+GIP dual agonist (VK2735; view press release) and initiated a new Ph1 study for an oral formulation of VK2735 (view press release); Zealand Pharma announced positive results from a Ph1a study of ZP8396, an amylin analog, assessing safety and PK/PD effects in healthy lean and overweight people (view CT.gov record; press release); and Biomea Fusion announced positive topline results for the first two cohorts enrolled in the Ph2 portion of its ongoing Ph1/2 COVALENT-111 study (view CT.gov record) evaluating BMF-219, a covalent menin inhibitor (view press release). Below, FENIX provides highlights and insights into the respective news items.

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Positive High-Dose Oral Semaglutide Topline Results

Novo Nordisk announced positive topline results from the PIONEER PLUS trial (view CT.gov record) evaluating high-dose oral semaglutide (25mg and 50mg). Interestingly, Novo stated it anticipates filing the 25mg and 50mg oral semaglutide doses for regulatory approval in the US and EU in 2023 although the “global roll-out of the 25mg and 50mg doses is contingent on portfolio prioritizations and manufacturing capacity.” Below, FENIX provides an overview of the high-dose Rybelsus data as well as insight into Novo’s decision for launching the additional doses.

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Altimmune Ph2 Obesity and Ph1b T2DM Pemvidutide Data

Altimmune announced topline results from a Week 24 interim analysis of pemvidutide (QW GLP-1/GCG dual agonist) in its 48-week MOMENTUM Ph2 obesity trial (view CT.gov record) along with full results from the 12-week Ph1b safety trial in subjects with obesity or overweight and T2DM (view CT.gov record). The company hosted an associated investor call to discuss the results (webcast; slides). Of note, Altimmune stated it is on track to initiate a Ph3 obesity trial in H1 2023. Following the news, Altimmune’s stock price decreased approximately -54%. Below, FENIX provides highlights and insights, including thoughts on whether Altimmune will be able to differentiate pemvidutide from semaglutide, tirzepatide, and other dual agonists in development.

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CMS Expands CGM Coverage; New Novo R&D Presence in Boston; Bigfoot Unity Android App Approval; Cytokinetic Receives Omecamtiv CRL; Galectin Finalizes Ph2b/3 NAVIGATE Randomization; Imcyse Completes Trial Enrollment; and Zealand, Intercept, and Amarin Q4 ’22 Earnings

A series of cardiometabolic-related news items has been observed from CMS, Novo Nordisk, Bigfoot, Zealand, Intercept, Cytokinetics, Amarin, Galectin, and Imcyse. Below, FENIX provides highlights and insights into the respective news items.

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Esperion Launches Website Featuring CLEAR Outcomes; Abbott Receives 510(k) Approval for APIs; Novartis Initiates Ph3 Inclisiran Primary Prevention Trial; Nemaura and Viatris Q4 ’22 Earnings Updates

Five cardiometabolic-related news items have been observed: Esperion announced it has launched a new website (esperionscience.com) featuring information about CLEAR Outcomes (view press release); Abbott received FDA 510(k) approval to add APIs to the FreeStyle Libre 2 and 3 CGM systems (view 510(k) decision letter); Novartis has initiated a Ph3 trial evaluating inclisiran vs. placebo in a primary prevention cohort (VICTORIAN-1 PREVENT; view CT.gov record); Nemaura Medical published its CY Q4 ‘22 (FY Q3 ‘23) business update (press release); and Viatris hosted its Q4 ’22 earnings call (press release; slides). Below, FENIX provides highlights and insights from the respective news items.

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