Category Archives: SGLT2i

Regeneron Q2 ‘25 Earnings; Medicare + Medicaid Potentially to Cover AOMs; Leqvio Label Expansion as Monotherapy

Three cardiometabolic-related news items have been observed: Regeneron Pharmaceuticals hosted its Q2 ‘25 earnings call (press release; slides); Medicare/Medicaid announced it plans to cover AOMs as part of 5-year experiment (view article); and Novartis announced its Leqvio received FDA approval for a label expansion as a monotherapy to treat adults with hypercholesterolemia (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Obesity Spotlight: How will Merck Replace Keytruda Revenue?

In the seventh installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Merck’s current position in the obesity market. The analysis includes insights into Merck’s strategy to replace Keytruda revenue and how Merck may focus its obesity efforts on a FDC approach.

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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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Obesity Spotlight: If Pfizer Can’t Beat ‘Em, Should It Join Them?

In the fifth installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Pfizer’s current position in the obesity market. The analysis includes insights into Pfizer’s recent discontinuation of danuglipron (oral GLP-1RA; previous FENIX insight) and potential next steps for the company, including how Pfizer’s history with CVRM alliances may influence its obesity strategy.

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Lilly Stockpiles Orfoglipron; February CHMP Agenda Observed

Two cardiometabolic-related news items have been observed: Lilly has stockpiled $548M worth of orforglipron in a risky move ahead of the regulatory filing/approval (view 10-K); and the CHMP agenda (view here) for this month’s meeting (Feb 24-27) has been released. Below, FEINX provides highlights and insights for the respective news items.  

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AZ and Viking Q4 ’24 Earnings

Two cardiometabolic-related news items have been observed: AstraZeneca (view press release; view slides) and Viking Therapeutics (view press release) hosted their respective Q4 ’24 earnings calls. Below, FENIX provides highlights and insights for the respective news items.

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Akero Wins with F4 MASH Endpoint; Semaglutide + Enobosarm Combination Data; January 2025 CHMP Agenda

Three cardiometabolic-related news items have been observed: Akero Therapeutics announced positive topline results from its Ph2b SYMMETRY trial (view press release), Veru announced Ph2b semaglutide + enobosarm topline data (view press release); and the CHMP agenda for this month’s meeting (Jan 27-30) has been released (view here). Below, FENIX provides highlights and insights for the respective news items.

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