Category Archives: Topics

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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Novo Advances Amycretin to Ph3; Medtronic Diabetes Reclaims MiniMed Name; Vertex Layoffs After Failed T1DM Program 

Three cardiometabolic-related news items have been observed: Novo Nordisk advances amycretin into Ph3 development (view press release); Medtronic named its diabetes spinoff company “MiniMed” (view press release); and Vertex lays off employees due to its failed T1DM program (view article). Below, FENIX provides highlights and insights for the respective news items. 

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Tandem to Integrate with Abbott’s Glucose-Ketone Sensor; Insulet iOS App Integrates with Dexcom; Ypsomed and CamDiab Expand mylife Loop iOS; BI/Echosens Expand Partnership in MASH; Altimmune Initiates New Ph2 Study in ALD 

A series of cardiometabolic-related news items has been observed from Tandem Diabetes Care/Abbott, Insulet/Dexcom, Ypsomed/CamDiab, Boehringer Ingelheim/Echosens, and Altimmune. Below, FENIX provides highlights and insights for the respective news items.

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Omada Releases IPO Pricing; EMA Concludes New Semaglutide Side Effect 

Two cardiometabolic-related news items have been observed: Omada announced its IPO price offering (view press release); and EMA concluded that non-arteritic anterior ischemic optic neuropathy is only a “very rare” side effect associated with semaglutide (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Ascletis Initiates Ph2 Obesity Study; Bayer Ph2 Finerenone + Empagliflozin CKD Results 

Two cardiometabolic news items have been observed: Ascletis Pharma initiated a Ph2 study of ASC30 in obesity (view CT.gov record); and Bayer announced Ph2 CONFIDENCE results of finerenone and empagliflozin in patients with CKD and T2DM (view press release; view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.

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Welldoc Supports Launch of New Lilly Health App; NodThera Initiates Ph2 Study of NT-0796; Virta Claims Cost Savings for Obesity Programs 

Three cardiometabolic-related news items have been observed: Welldoc announced it will power Lilly’s new app for obesity  (view press release); NodThera initiated its Ph2 RESOLVE-1 study for NT-0796 in obesity (view press release); and Virta Health announced cost savings for health plans and employers utilizing its cardiometabolic programs (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Lilly Enters Licensing Agreement for Long-Acting Therapies in CVRM; Hims & Hers Reduces Workforce; AstraZeneca Initiates Ph3 Oral PCSK9i Program 

Three cardiometabolic-related news items have been observed: Lilly entered into a licensing agreement with Camurus for long-acting drug delivery technology (view press release); Hims & Hers plans to cut 4% of its workforce (view article); and AstraZeneca initiated its Ph3 AZURE program for AZD0780 (oral PCSK9i) in patients with HeFH (AZURE-HeFH; view CT.gov record), elevated LDL (AZURE-LDL; view CT.gov record), and a CVOT (AZURE-Outcomes; view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.

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