Gubra hosted its Q2 ‘25 earnings call and provided updates to its obesity pipeline (view press release; view slides). Of note, the company plans to initiate a Ph1 study of its lean mass-sparing obesity candidate, GUB-UCN2, in early 2026. Below, FENIX provides highlights and insights from the call.
In the eighth installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Amgen’s current position in the obesity market. The analysis includes insights into Amgen’s strategy for MariTide (GLP-1 agonist/GIP antagonist) as the first QM AOM to potentially reach the market, as well as its emerging obesity pipeline.
Two cardiometabolic-related news items have been observed: Novo Nordisk enacted a hiring freeze (view article); and NICE recommended SGLT2is as a first-line therapy for T2DM in UK (view press release). Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items has been observed from Viking Therapeutics, Medtronic, Novo Nordisk, Madrigal Pharmaceuticals, Sanofi, Luna Health, and NewAmsterdam Pharma. Below, FENIX provides highlights and insights for the respective news items.
FDA recently approved Wegovy (2.4mg semaglutide; QW SC GLP-1RA; view label) for the treatment of noncirrhotic MASH in adults with moderate to advanced liver fibrosis (F2-F3 MASH; view press release). The accelerated approval is based on results from Part 1 of the ongoing Ph3 ESSENCE study (view publication; previous FENIX insight). Additionally, Echosens and Novo Nordisk announced they are advancing their partnership to increase awareness and early diagnosis of MASH (view press release). Below, FENIX has conducted a Wegovy label analysis, including a comparison with Madrigal’s Rezdiffra (resmetirom), the only other approved treatment for MASH.
Two cardiometabolic-related news items have been observed: Lilly published a statement about global drug cost-sharing (view here); and BioAge Labs announced it dosed the first healthy participant in its Ph1 SAD/MAD study evaluating BGE-102 (QD oral NLRP3 inhibitor; view press release). Below, FENIX provides highlights and insights for the respective news items.
Three cardiometabolic-related items have been observed: Zealand hosted its Q2 ‘25 earnings call (press release; slides); Lilly is reportedly increasing Mounjaro pricing in the UK to match EU pricing (view article); and Superluminal announced it entered into a drug discovery agreement with Lilly (view press release). Below, FENIX provides highlights and insights for the respective news items.
Two cardiometabolic-related news items have been observed: Ascletis Pharma announced efficacy results from its preclinical study evaluating ASC47 (QM SC THR-β) in combination with tirzepatide and semaglutide (press release); and Sagimet Biosciences reported its Q2 ‘25 earnings (press release). Below, FENIX provides highlights and insights for the respective news items.
Three cardiometabolic-related news items have been observed: The UK government announced it has partnered with Lilly to pilot a program supporting people with obesity (view press release), Altimmune hosted its Q2 ‘25 earnings call (press release), and Veru hosted its Q2 ‘25 earnings call (press release). Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related events has been observed from Medtronic, Viking Therapeutics, Roche, and Veru. Below, FENIX provides highlights and insights for the respective news items.