Category Archives: Other

Thoughts on MariTide Ph2 Data; Amgen ADA 2025 Investor Event

Following the Ph2 MariTide (QM/Q2M SC GLP-1RA/GIP antagonist) data readout (previous FENIX insight), Amgen hosted its ADA 2025 investor event (view slides; view webcast) and provided additional context on the results as well as the Ph3 MARITIME program. Management highlighted that the Ph3 MARITIME program will employ a three-step dose escalation scheme, with lower initial starting doses, as an effort to mitigate the tolerability concerns observed during Ph2 development. Below, FENIX provides updates and insights from the call, including thoughts on the benefits/risks of conducting a H2H trial vs. tirzepatide.

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ADA 2025 Key Press Releases (June 23) 

On the final day of the ADA 2025 conference, six cardiometabolic-related news items have been observed from Amgen, Novo Nordisk, Lilly, Lexicon Pharmaceuticals, and Terns Pharmaceuticals. Of note, Amgen is hosting an investor call discussing the MariTide Ph2 results, and FENIX will provide updated thoughts after the team heads back from Chicago, including a benefit/risk analysis of conducting a H2H trial vs. tirzepatide. Below, FENIX provides context and analysis for the announcements.

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Lilly ADA 2025 Investor Event; Efsitora Alfa QW Insulin Ph3 Data

Lilly hosted its ADA 2025 investor call and provided updates across its obesity portfolio, including orforglipron, retatrutide, and other early pipeline assets (view webcast). Lilly separately announced the presentation of Ph3 QW insulin efsitora alfa data (view press release). Of note, Ken Custer, Lilly’s new BU head for Cardiometabolic Health (previous FENIX insight), presented to investors for the first time. Below, FENIX provides an overview of the Lilly ADA investor event.

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Novo ADA 2025 Investor Event and Full REDEFINE 1 and 2 Results

Novo Nordisk presented results from the REDEFINE 1 and 2 cagrisema Ph3 trials at ADA 2025 (view press release); and the REDEFINE 1 (view publication) and REDEFINE 2 (view publication) results were simultaneously published in the NEJM. Following the readout, Novo hosted its ADA 2025 Investor Event and provided updates across its pipeline, including cagrisema, 7.2mg semaglutide, and amycretin. Below, FENIX provides highlights and insights from the REDEFINE presentation and investor webcast.

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Beta Bionics Investor Event at ADA 2025

Beta Bionics (BB) hosted an investor event and associated webcast at ADA 2025 (view slides). As seen by FENIX, in-room attendance was convincingly robust. Below, FENIX provides a summary and insights from the event, including BB’s new patch pump named “Mint.”

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ADA 2025 Key Press Releases (June 21) 

On the second day of the ADA 2025 conference, six cardiometabolic-related news items have been observed from Lilly, Novo Nordisk, Vertex Pharmaceuticals, Senseonics, Medtronic, and Corxel Pharmaceuticals. Below, FENIX provides context and analysis for the announcements.

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Zealand Topline Dapiglutide Data; Scholar Rock Ph2 Combination Trial Results; Mineralys Ph2 Topline Data in CKD; Biomea Preclinical Oral GLP-1RA Data

A series of cardiometabolic-related news items has been observed from Zealand Pharma, Scholar Rock, Mineralys Therapeutics, and Biomea Fusion. Below, FENIX provides highlights and insights for the respective news items.

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FDA Commissioner Comments on T1DM at BIO Conference; Lilly Acquires Verve Therapeutics; Metsera Ph1/2 Amylin Trial; Medtronic Invests in India; Allurion Shares Data at ASMBS

A series of cardiometabolic-related news has been observed from FDA, Lilly/Verve, Metsera, Medtronic/MiniMed, and Allurion Technologies. Below, FENIX provides highlights and insights for the respective news items.

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Lilly Expands Zepbound SDVs; Ph1 Lilly Amylin Results; D&D Ph2 Obesity Data; MBX Submits IND for Obesity Asset; June CHMP Agenda

A series of cardiometabolic-related news items have been observed from Lilly, D&D Pharmatech, MBX Biosciences, and EMA. Below, FENIX provides highlights and insights for the respective news items.

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Obesity Spotlight: Regeneron’s Obesity Strategy Continues to Evolve

In the sixth installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Regeneron’s current position in the obesity market. Recall, Regeneron recently announced it entered into an in-licensing agreement with Hansoh for a QW SC GLP-1/GIP RA (previous FENIX insight), which may signal a fundamental shift in the company’s strategy.

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