Category Archives: Other

Regeneron Q4 ’23 Earnings; Supersapiens Launches Funding Campaign

Two cardiometabolic-related news items have been observed: Regeneron hosted its Q4 ’23 earnings call (press release; slides); and Supersapiens launched a crowdfunding campaign in December 2023 to raise pre-series A round funds (view campaign). Below, FENIX provides highlights and insights for the respective news items.

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Trinity Biotech Acquires Waveform CGM Assets; Novartis Q4 ’23 Earnings; Abbott Launches Nutrition Drink for Weight Loss

Three cardiometabolic-related news items have been observed: Trinity Biotech acquired biosensor and CGM assets from Waveform Technologies (view press release); Novartis hosted its Q4 ’23 earnings call (press release; slides); and Abbott announced the launch of Protality, a nutritional drink created for people pursuing weight loss (view press release). Below, FENIX provides highlights and insights for the respective news items. 

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New Novo Once-Monthly Dual-Agonist; Icodec Delayed; Novo Q4 ’23 Earnings Updates

Novo Nordisk hosted its Q4 ’23 earnings call (press release; slides) and provided updates across its CVRM portfolio. The company made a number of important disclosures during the call, including a new QM GLP-1+GIP dual agonist in development, QW insulin icodec has been delayed in the US, STEP HFpEF has been filed in the US and EU, and more. Additionally, Novo reminded its 2024 CMD is being held on March 7, 2024. Of note, FENIX will also cover Novo’s London Q4 ’23 earnings call tomorrow, February 1, 2024. Below, FENIX provides highlights and insights from the call.

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New Insulin Patch Pump; Pfizer Q4 ‘23 Earnings; Lilly Initiates Ph2 LA Amylin Obesity Trial; Lilly Trying to Get Mounjaro Reimbursed in Germany

A series of cardiometabolic-related news items have been observed from Modular Medical, Pfizer, and Lilly. Below, FENIX provides highlights and insights for the respective news items, including thoughts on why the new patch pump from Modular Medical may be an acquisition/partnership target by Medtronic.

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Novo Partners for Oral Obesity Asset; Scholar Rock Announces IND Clearance for Obesity; JNJ Q4 ’23 Earnings

Three cardiometabolic-related news items have been observed: Novo Nordisk entered a collaboration and licensing agreement with EraCal for its oral, small molecule asset for obesity (view press release); Scholar Rock announced IND clearance to initiate Ph2 PoC trial with its myostatin inhibitor for obesity (view press release); and J&J hosted its Q4 ’23 earnings call (press release; slides). Below, FENIX provides highlights and insights for the respective news items.

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SELECT up for CHMP Opinion?; January CHMP Agenda; Akero Initiates Ph3 EFX MASH Trial

Two cardiometabolic-related news items have been observed: the CHMP agenda (view here) for this month’s meeting (January 22-25) has been released and includes Novo’s SELECT; and Akero initiated the second Ph3 study evaluating EFX in participants with non-cirrhotic MASH and F2 or F3 fibrosis (SYNCHRONY Histology; view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.

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