Roche hosted its 2025 Pharma Day (view slides) and provided updates on its CVRM development programs. Recall, earlier this month, Roche entered into a definitive merger agreement to acquire 89bio, thereby securing full rights to its Ph3 MASH asset, pegozafermin (FGF21 analog; previous FENIX insight). Below, FENIX provides highlights and insights from the call.
Pfizer announced it entered into a definitive agreement to acquire Metsera, providing the company access to Metsera’s obesity portfolio, including MET-097i (QW/QM SC GLP-1RA), MET-233i (QM SC amylin analog), MET-224o (oral GLP-1RA), and MET-097o (oral GLP-1RA). An associated call was held (view slides). The deal comes following a series of setbacks to Pfizer’s own obesity development program, including the danuglipron discontinuation earlier this year (previous FENIX insight). Below, FENIX provides an overview of the acquisition, commentary from Pfizer, and insight into how this move transforms the future obesity landscape.
On the final day of EASD 2025, four key news items were observed from Novo Nordisk, Skye Bioscience, Ionis/Sobi, and Innovent. Below, FENIX provides context and analysis for the announcements.
On the fourth day of EASD 2025, four key news items were observed from Roche, Novo Nordisk, and Lilly. Below, FENIX provides context and analysis for the announcements.
Novo Nordisk hosted a fireside chat with Martin Holst Lange at the EASD 2025 conference and provided updates to its pipeline and strategy. Below, FENIX provides highlights and insights from the call.
On the third day of EASD 2025, four key news items were observed from Lilly, FDA, and Regeneron Pharmaceuticals. Below, FENIX provides context and analysis for the announcements, including thoughts on how orforglipron could potentially be approved as early as YE 2025.
On the second day of EASD 2025, five key news items were observed from Novo Nordisk, Roche, Tandem Diabetes Care, and Cantoni Therapeutics. Below, FENIX provides context and analysis for the announcements.
On the first day of EASD 2025, four key news items were observed from Novo Nordisk, Dexcom, Takeda, and EMA. Below, FENIX provides context and analysis for the announcements.
Two cardiometabolic-related news items have been observed: MIRA Pharmaceuticals acquired SKNY Pharmaceuticals, including its lead CB1 inhibitor for obesity and addiction (view press release); and Structure Therapeutics initiated its Ph2 study evaluating aleniglipron on body composition in participants with obesity (view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.
Three cardiometabolic-related events have been observed: Novo Nordisk announced a restructuring plan including ~9,000 layoffs (view press release); Lilly registered its Ph3 SYNERGY-Outcomes study of tirzepatide or retatrutide in MASLD (view CT.gov record); and Sanofi announced Tzield has been approved in China (view press release). Below, FENIX provides highlights and insights for the respective news items.