Category Archives: Topics

Mounjaro and Zepbound Launch Updates; Tirzepatide Ph2 MASH Data; Lilly’s Smart Insulin Enters Ph1; Lilly Q4 ’23 Earnings Update

Lilly hosted its Q4 ’23 earnings call (press release; slides) and provided updates across its CVRM portfolio. Of note, the company announced topline tirzepatide Ph2 SYNERGY-NASH data, discussed Zepbound launch updates, provided insight into manufacturing capacity increases, and disclosed its glucose-responsive insulin has entered clinical development, among other pipeline updates. Below, FENIX provides highlights and insights from the call.

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Novo Acquires Catalent for Manufacturing Capacity; Amgen Publishes MariTide Results; Beyond Type 1 Launches National Initiative for Diabetes

Three cardiometabolic-related news items have been observed: Novo Nordisk and Catalent announced Novo Holdings will acquire Catalent to boost manufacturing capacity; Amgen published animal and Ph1 SAD/MAD obesity data of its GLP-1RA/GIP antagonist (mariTide) in Nature Metabolism (view publication); and Beyond Type 1 announced the launch of a national outreach and education initiative, Huddle for Diabetes (view press release). Below, FENIX provides highlights and insights for the respective news items, including thoughts on Novo’s Catalent acquisition. 

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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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Roche Completes Carmot Acquisition

Carmot Therapeutics announced its acquisition by Roche has been completed. Recall, Carmot and Roche entered into a definitive merger agreement for Roche to acquire Carmot for $2.7B upfront with the potential for $400M in milestone payments (previous FENIX insight). Below, FENIX provides brief highlights and insights on the acquisition.

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Abbott Q4 ‘23 Earnings; Sciwind Oral GLP-1RA Ph1 Data

Two cardiometabolic-related news items have been observed: Abbott hosted its Q4 ’23 earnings call (press release; infographic); and Sciwind announced interim Ph1 data for its oral GLP-1RA (view press release). Below, FENIX provides highlights and insights for the respective news items. 

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