Category Archives: Other

Lexicon Zynquista Adcom; Sesame to Offer Compounded Semaglutide

Two cardiometabolic-related news items have been observed: Lexicon announced an FDA adcom for Zynquista in T1DM with CKD has been set for October 31, 2024 (view press release); and Sesame announced it will offer compounded Wegovy through Success by Sesame, its new weight-loss program (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Medicare Price Negotiations; Lilly Targets HCPs Promoting Compounded GLP-1RAs; Arrowhead to Advance Obesity Pipeline; New AZ Ph2 Oral GLP-1RA Obesity Trial; Rivus Ph2 HFpEF Topline Results; Zealand and Fractyl Q2 ’24 Earnings Updates

A series of cardiometabolic-related news items have been observed from CMS, Lilly, Zealand, AstraZeneca, Fractyl Health, and Rivus Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items.

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FENIX Analysis: CGM Promotional Materials Post-ADA 2024

In this second installment of the post-ADA promotional materials analysis, FENIX is evaluating CGMs from Dexcom, Abbott, and Ascensia/Senseonics. Medtronic did not have any leave-behind promotional materials for its CGM portfolio. The final installment will focus on insulin pumps/AID systems. Of note, neither Dexcom nor Abbott promoted their respective OTC CGM products (Stelo, Rio, and Lingo), although the launches are anticipated in the near future (previous FENIX insight; previous FENIX insight).

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Esperion and Skye Bioscience Q2 ’24 Earnings; Sernova Appoints New CEO

Three cardiometabolic-related news items have been observed: Esperion (press release; slides) and Skye Bioscience (view press release) reported their respective Q2 ’24 earnings; and Sernova announced the appointment of a new CEO (view press release). Below, FENIX provides highlights and insights for the respective news items.

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STEP HFpEF Withdrawn; QM GLP/GIP Withdrawn; Novo Q2 ’24 Earnings

Novo Nordisk hosted its Q2 ’24 earnings call (press release; slides) and provided updates across its CVRM portfolio. Importantly, Novo disclosed it has withdrawn the STEP HFpEF sNDA and it discontinued development of its QM GLP/GIP dual agonist, among other updates. FENIX will cover Novo’s London Q2 ’24 earnings call tomorrow, August 8, 2024. Below, FENIX provides highlights and insights from the Q2 ’24 earnings call.

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