Category Archives: Other

Alnylam and Regeneron to Advance NASH ALN-HSD Asset

Alnylam and Regeneron announced initial Part B data from the ALN-HSD Ph1 NASH study (view CT.gov record) and disclosed plans to initiate Ph2 development in late 2022. Recall, during its November 2021 R&D webinar, Alnylam highlighted 14-week HSD17B13 knockdown results from Part A of the ALN-HSD Ph1 study (previous FENIX insight). Below, FENIX provides context and insight on the latest ALN-HSD data readout.

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Akero Becomes a Frontrunner in NASH; Lilly Initiates Tirzepatide Ph2 TREASURE-CKD Trial; Oramed’s Oral Insulin Ph2 NASH Topline Results

Three cardiometabolic-related news items have been observed: Akero announced positive topline results from its Ph2b HARMONY trial evaluating QW efruxifermin (EFX) in pre-cirrhotic NASH (view CT.gov record); Lilly’s Ph2 tirzepatide CKD trial (TREASURE-CKD) has been observed (view CT.gov record); and Oramed announced positive topline results from its Ph2 trial evaluating ORMD-0801 in T2DM and NASH. Below, FENIX provides highlights and insights from the respective news items.

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Novo Partners with Microsoft for Drug Development; Novo Launches Unbranded Degludec; AZ Partners with Gatehouse Bio for HFpEF RNAi Therapeutic Development; September 2022 CHMP Agenda

Four cardiometabolic-related news items have been observed: Novo announced a partnership with Microsoft for drug development (view press release); Novo announced plans to launch an unbranded version of Tresiba (view press release); AZ partners with Gatehouse for HFpEF RNA-based drug development (view press release); the CHMP agenda for this month’s meeting (September 12-15) has been released and includes multiple cardiometabolic-related agenda items. Below, FENIX provides context and insight on the respective news items.

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Novo Licenses Zealand’s Zegalogue; Adocia Announces Preclinical PoC Data for its Islet Transplant; First Patient Dosed in G&L’s QW Insulin Ph1 Trial

Three cardiometabolic-related news items have been observed: Zealand announced the licensing of Zegalogue (dasiglucagon) to Novo; Adocia announced the first preclinical PoC data for AdoShell Islets in T1DM; and Gan & Lee announced the first patient has been dosed in its QW insulin (GZR4) Ph1 trial. Below, FENIX provides context and insight on the respective news items.

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Daprodustat FDA Adcom Scheduled for October 26, 2022

FDA has requested an advisory committee on October 26, 2022, to discuss the use of GSK’s daprodustat for the treatment of anemia due to CKD in non-dialysis dependent (NDD) and dialysis-dependent (DD) adults (view FDA document here). Recall, in April 2022, FDA accepted the daprodustat NDA and set a PDUFA date for February 1, 2023, suggesting a standard review of 12 months total for an NME (previous FENIX insight). The NDA was based on positive results from five Ph3 studies in the ASCEND program which were reported in July 2021 (previous FENIX insight). Below, FENIX provides brief thoughts on the dapro adcom in the context of roxadustat and vadadustat.

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Kerendia Label Updated to Include FIGARO-DKD Data

Bayer announced Kerendia received FDA approval for an updated label to include findings from the FIGARO-DKD CVOT (view updated label). Recall, FIGARO demonstrated a 13% RRR in the primary composite endpoint (CV death, non-fatal MI, non-fatal stroke, or hHF) in patients with CKD and T2DM (previous FENIX insight). For context, Kerendia was approved with data from the FIDELIO-DKD trial, a sister study to FIGARO. Below, FENIX provides thoughts on the new Kerendia CKD label extension, including read-through to the SGLT2i class.

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Dexcom Promotes Jake Leach to COO; Biocon Receives More Form 483 Observations; Seraxis Appoints Paul Strumph as CMO; Intarcia ITCA-650 CRL Chronicle Concludes

A series of cardiometabolic-related updates have been observed: Dexcom announced Jake Leach (view LinkedIn) has been promoted to COO; Biocon announced it received more Form 483 observations; Seraxis announced the appointment of Paul Strumph (view LinkedIn) to CMO; and Intarcia Therapeutics received a letter from FDA (view here) denying a hearing for ITCA-650. Below, FENIX provides context and insight on the respective news items.

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Ypsomed Launches Remote Bolus Feature; Lannett Completes Bs-glargine Pivotal Trial; Madrigal Initiates MAESTRO-NASH Outcomes Study for Resmetirom

Three cardiometabolic-related news items have been observed: Ypsomed announced the launch of a smartphone bolus delivery feature for its mylife YpsoPump using the mylife App; Lannett announced it completed subject dosing in its Ph1 bs-glargine pivotal trial (view CT.gov record); and Madrigal announced the initiation of a Ph3 MAESTRO-NASH Outcomes study evaluating the effect of QD oral 80mg resmetirom compared to placebo in patients with compensated NASH cirrhosis (view CT.gov record). Below, FENIX provides context and insight on the respective news items.

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Repatha CVOT OLE Shows Long-term RRR; Poxel Announces Positive Results for PXL065 Ph2 Trial in NASH

Two cardiometabolic-related news items have been observed: Amgen presented Ph3 positive data for Repatha (Evolocumab) in adults with ASCVD at ESC 2022; and Poxel announced positive topline results for the Ph2 DESTINY-1 trial in NASH (view CT.gov record). Below, FENIX provides context and insight on the respective news items.

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Thoughts on SURMOUNT-MMO after SELECT Interim Analysis

At its Q2 ’22 earnings in August, Novo Nordisk disclosed that SELECT, the Wegovy CVOT, would not stop for overwhelming efficacy at a pre-specified interim analysis (previous FENIX insight). With all the hype now passed, the trial design lens turns to Lilly’s tirzepatide obesity CVOT, SURMOUNT-MMO. Below, FENIX provides thoughts on SURMOUNT-MMO, including Lilly’s potential strategy to get a broad metabolic indication, similar to what BI/Lilly did in HF with Jardiance by eliminating LVEF label language.

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