Category Archives: Other

ATTD 2025 Key Press Releases (March 21)  

On the third day of ATTD 2025, five cardiometabolic-related news items have been observed from Novo Nordisk, Skye Bioscience, Terns Pharmaceuticals, Allurion Technologies, and Alnylam Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items. 

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ATTD 2025 Key Press Releases (March 20) 

Three cardiometabolic-related news items have been observed from Insulet, MetaVia, and Ampersand Biomedicines. Below, FENIX provides highlights and insights for the respective news items.

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ATTD 2025 Key Press Releases (March 19)

On the first day of ATTD 2025, four cardiometabolic-related news items have been observed from Dexcom, Tandem Diabetes Care, Sequel Med Tech, and Welldoc. Below, FENIX provides highlights and insights for the respective news items.

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Obesity Spotlight: Can BI Step Outside of Lilly’s Shadow?

In the second installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Boehringer Ingelheim’s strategy in the CVRM space. The analysis includes insights and thoughts on BI’s journey to commercialize survodutide and establish itself as an independent player in the obesity market beyond the BI/Lilly alliance. It should be reminded that BI is a privately traded company, and publicly available information is limited.

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Roche is a Zeal-ot for Petrelintide

Zealand Pharma and Roche announced a licensing and collaboration deal to co-develop and co-commercialize petrelintide (amylin analog) monotherapy and in combination with CT-388 (GLP-1/GIP dual agonist; discussed below) in obesity. Of note, Zealand hosted an associated webcast (view slides). Zealand’s stock increased ~40% following the announcement. Below, FENIX provides highlights and insights for the partnership agreement, including thoughts on how Roche may have needed the petrelintide deal to save its Carmot acquisition.

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