Category Archives: Glucagon

The ITCA 650 Story Lives on; i2o Therapeutics Appoints Kurt Graves as CEO; Biomea Appoints Juan Pablo Frias as CMO

Two cardiometabolic-related news items have been observed: i2o Therapeutics announced the appointment of Kurt Graves as CEO and disclosed ITCA 650 was granted an FDA adcom on September 21, 2023 (view press release); and Biomea Fusion announced the appointment of Juan Pablo Frias as CMO (view press release). Below, FENIX provides highlights and insights for the respective news items, including thoughts on why i2o may not actually be looking to commercialize the ITCA 650 drug/device combo.

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Insulet, Xeris, Madrigal, and Bayer Q2 ‘23 Earnings

Four cardiometabolic-related news items have been observed: Insulet (view press release; slides), Xeris Biopharma (press release), Madrigal Pharmaceuticals (press release), and Bayer (press release; slides) reported their respective Q2 ‘23 earnings. Below, FENIX provides highlights and insights into the respective news items.

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Lilly Up Big Following Q2 ’23 Results and SELECT Data Readout

Lilly hosted its Q2 ’23 earnings call (press release; slides) and provided updates across its CVRM portfolio. Of note, Mounjaro led Lilly’s new products category with WW Q2 ’23 sales reaching nearly $1B. Following the Q2 ’23 beat, increased FY 2023 guidance, and bolstered by Novo’s SELECT readout (previous FENIX insight), Lilly’s stock jumped +15% to an all-time high of ~$521/share. Unsurprisingly, Lilly also provided commentary surrounding the SELECT data readout. Below, FENIX provides highlights and insight from the call, including additional thoughts on the evolving obesity CVOT dynamic.

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Tandem, Lexicon, and Amgen Q2 ‘23 Earnings

Three cardiometabolic-related news items have been observed: Tandem Diabetes Care (view press release), Lexicon (view press release), and Amgen (press release; slides) hosted their respective Q2 ‘23 earnings calls. Below, FENIX provides highlights and insights into the respective news items.

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Alnylam and Regeneron Q2 ’23 Earnings; Ionis and Novartis Partner for New Lp(a) Therapy; NeuroBo Receives IRB Approval for Ph2a DA-1241 Study in NASH

Four cardiometabolic-related news items have been observed: Alnylam (press release; slides) and Regeneron (press release; slides) hosted their respective Q2 ’23 earning calls; Ionis announced it entered a collaboration and license agreement with Novartis for the discovery, development, and commercialization of a medicine for patients with Lp(a)-driven CVD (view press release); and NeuroBo Pharmaceuticals announced it received IRB approval for its first site to proceed with the Ph2a clinical trial of DA-1241 (GPR119 agonist) for the treatment of NASH (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Altimmune Initiates Ph2b Pemvidutide NASH Trial; Pfizer, Esperion, and Merck Q2 ‘23 Earnings

Four cardiometabolic-related news items have been observed: Altimmune announced enrollment of the first subject in its Ph2b IMPACT trial evaluating the efficacy and safety of pemvidutide (QW GLP-1/GCG dual agonist) in NASH (view press release); and Pfizer (press release; slides), Esperion (press release; slides), and Merck (press release; slides) hosted their respective Q2 ‘23 earnings calls. Below, FENIX provides highlights and insights into the respective news items.

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Lilly Completes Tirzepatide Obesity Trials; Teladoc, Viking, and Roche Q2 ‘23 Earnings

Four cardiometabolic-related news items have been observed: Lilly announced topline results from SURMOUNT-3 and SURMOUNT-4, demonstrating up to 26.6% mean weight loss (view press release); Teladoc Health (press release; slides), Viking Therapeutics (press release), and Roche (press release; slides) hosted their respective Q2 ‘23 earnings calls. Below, FENIX provides highlights and insights into the respective news items.

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NICE Requests Additional Tirzepatide T2DM Data; Insulet Initiates Omnipod 5 + Libre 2 Study; Esperion Files CLEAR Outcomes in EU; Nemaura Expands proBEAT Pilot; NeuroBo and Terns Announce Preclinical Obesity Data

A series of cardiometabolic news items have been observed from NICE, Insulet, Esperion, Nemaura, NeuroBo, and Terns. Below, FENIX provides highlights and insights for the respective news items.

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Lilly Poised to Own the Obesity Market; ADA 2023 Key Press Releases (June 26)

On the last day of ADA 2023, nine cardiometabolic-related news items were observed from Lilly, Pfizer, Fractyl Health, Zealand Pharma, Vertex, Sernova, Senseonics, Dario, and GSK. Below, FENIX provides context and analysis for the announcements.

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EMA Raises Thyroid Safety Concern Over GLP-1RAs; Madrigal Presents New MAESTRO-NASH Data; Expanded Libre 2 Coverage in France; Bayer Initiates Finerenone CKD + T1DM study; Bigfoot RWE Data Published; Mannkind Initiates INHALE-3 Switching Study

A series of cardiometabolic-related news items have been observed from EMA, Madrigal, Abbott, Bayer, Bigfoot, and Mannkind. Below, FENIX provides highlights and insights in the respective news items.

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