Category Archives: Topics

Abbott/Medtronic Strategic Partnership; Simplera Updates; Madrigal and MannKind Q2 ’24 Earnings

Three cardiometabolic-related news items have been observed: Abbott announced a partnership with Medtronic for the development of a new CGM that is exclusively compatible with Medtronic’s AID and smart insulin pens (press release); Medtronic announced the FDA approval of its Simplera CGM (press release); Madrigal (press release; slides) and MannKind (press release; slides) hosted their respective Q2 ’24 earnings. Below, FENIX provides highlights and insights for the respective news items, along with an analysis of the Abbott/Medtronic partnership.

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STEP HFpEF Withdrawn; QM GLP/GIP Withdrawn; Novo Q2 ’24 Earnings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 Importantly, Novo disclosed it has withdrawn the STEP HFpEF sNDA and it discontinued development of its QM GLP/GIP dual agonist, among other updates.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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Tirzepatide SUMMIT HFpEF Topline Results; Regeneron, Alnylam, Ionis, Teladoc, Amarin, and Biomea Q2 ’24 Earnings; Antag Increases Series A Funding for GIP Antagonism; Sanofi Expands Insulin Manufacturing in Germany; Boston Pharmaceuticals MASH Updates

A series of cardiometabolic-related news items have been observed from Lilly, Regeneron, Alnylam, Antag Therapeutics, Sanofi, Boston Pharmaceuticals, Ionis, Teladoc, Amarin, and Biomea Fusion. Below, FENIX provides highlights and insights for the respective news items, including initial thoughts on Lilly’s tirzepatide HFpEF results in the context of Novo’s STEP HFpEF and apparent regulatory delay.

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FENIX Analysis: GLP-1RA Promotional Materials Post-ADA 2024

FENIX has conducted a comprehensive analysis of promotional materials obtained at ADA 2024 as well as a comparison of the respective copay card programs. In this first installment, FENIX analyzes GLP-1RA promo with separate installments to follow on CGMs and pump devices. The GLP-1RA FENIX analysis below covers Ozempic, Wegovy, Mounjaro, Zepbound, and Rybelsus.

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Pfizer and Merck Q2 ’24 Earnings Updates; Fractyl Receives FDA Breakthrough Designation for Revita; NewAmsterdam Announces Ph3 HeFH Data; Liraglutide Associated with Decreased Risk of Cognitive Decline

A series of cardiometabolic-related news items have been observed from Pfizer, Merck, Fractyl Health, NewAmsterdam Pharma, and Imperial College London. Below, FENIX provides highlights and insights for the respective news items.

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Roche Ph2 Obesity Trial Observed; Altimmune Ph1 MASLD Data Published

Two cardiometabolic-related news items have been observed: Roche initiated a Ph2 CT-388 obesity trial (view CT.gov record); and Altimmune announced the publication of pemvidutide MASLD data in the Journal of Hepatology (view press release). Below, FENIX provides highlights and insights for the respective news items.

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