Category Archives: Topics

Zealand Ph2a Dapiglutide Results; SixPeaks Launches as Obesity Startup with AZ Investment; Medtronic CY Q1 ’24 Earnings; Scholar Rock and Sagimet Investor Days; CLEAR Outcomes EU Approval

A series of cardiometabolic-related news items have been observed from Zealand Pharma, SixPeaks Bio, Medtronic, Scholar Rock, Sagimet Biosciences, and Esperion Therapeutics. Below, FENIX provides highlights and insights for the respective news items.

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New CGM Player to Enter the Market

Allez Health announced it secured $60M in a Series A+ financing round led by Osang Healthcare Co. Ltd. and with participation from existing investors. For context, Allez (formerly called Zense-Life; view website) is an emerging biosensor venture founded by veterans in the CGM space. The company is said to be developing a CGM biosensor platform with novel sensor technology that aims to “disrupt today’s cost barrier while enhancing performance and user experience.” Stay tuned for an exclusive, in-depth FENIX interview with the Allez founders, Leif Bowman and Bob Boock. Below, FENIX provides initial insight into Allez and poses key questions about the novel sensor platform.

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Novo to Face Uphill Battle; Insulin Icodec Adcom Briefing Documents Available

Briefing documents have been posted for FDA’s Endocrinologic and Metabolic Drugs Advisory Committee (EMDAC) meeting to discuss the use of Novo Nordisk’s QW insulin icodec in T1DM patients (view here) which is being held on May 24, 2024. Below, FENIX provides an overview of FDA’s thoughts/concerns about the icodec benefit/risk profile and a prediction on how the adcom will turn out.

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Fractyl Preclinical Rejuva Obesity Data; Hims and Hers to Sell Compounded Semaglutide; Sanofi T1DM Screening Campaign

Three cardiometabolic-related news items have been observed: Fractyl Health presented preclinical Rejuva obesity data at DDW 2024 (view press release); Hims & Hers Health added compounded semaglutide to its virtual weight management program (view article); and Sanofi has launched a T1DM screening campaign titled, “Take the 1 Pledge,” featuring celebrity spokespeople (view website). Below, FENIX provides highlights and insights for the respective news items.

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Hengrui Licenses GLP-1RA-Based Assets to US Biotech; Inventiva Announces Positive DMC Recommendation for Ph3 MASH Trial; US Senate Releases Report on Anti-Obesity Medication Pricing; Biocon Q1 ’24 Earnings

A series of cardiometabolic-related news items have been observed from Hengrui Pharmaceuticals, Inventiva, US Senate HELP Committee, and Biocon. Below, FENIX provides highlights and insights for the respective news items.

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Lilly Ph3 QW Insulin Results; Roche Ph1 GLP-1/GIP RA Obesity Results; Zealand Q1 ’24 Earnings

Three cardiometabolic-related news items have been observed: Lilly announced QWINT-2 and QWINT-4 topline results, the first from its Ph3 QW insulin program (press release); Roche announced positive Ph1 CT-388 (GLP-1/GIP RA) obesity results (press release); and Zealand hosted its Q1 ’24 earnings call (press release). Below, FENIX provides highlights and insights for the respective news items, including thoughts on Lilly’s QW insulin program in the context of the impending Novo Nordisk QW icodec adcom on May 24, 2024.

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Lilly Partners for Cardiometabolic Drug Discovery; Insulet, 89bio, Arrowhead, and Akero Q1 ’24 Earnings; Medtronic Partners with Arecor for Implantable Pump; Senseonics Partners for Remote Care Platform; Noom Launches Movement Program for People on GLP-1RAs

A series of cardiometabolic-related news items have been observed from Lilly, Insulet, Arecor/Medtronic, Senseonics/Rimidi, 89bio, Arrowhead, Akero, and Noom. Below, FENIX provides highlights and insights for the respective news items.

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