Category Archives: SGLT2i

Lexicon Sota T1DM Indication and CKM; Lilly Expands Redwire Collaboration; 89bio Initiates Ph3 ENLIGHTEN MASH Program; Fractyl Reports Preclinical Rejuva Findings; Welldoc Receives CE Mark for Bluestar

A series of cardiometabolic-related news items have been observed from Lexicon, Lilly/Redwire, 89bio, Fractyl Health, and Welldoc. Below, FENIX provides highlights and insights for the respective news items, including thoughts on how Lexicon’s sotagliflozin T1DM indication may be linked to the future continuous ketone monitor from Abbott.

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Lilly Initiates Retatrutide T2DM Pivotal Program; Medtronic CY Q4 ’23 (FY Q3 ’24) Earnings; February CHMP Agenda; Inventiva Pauses Ph3 MASH Trial; Better Therapeutics Receives BDD for MASH

A series of cardiometabolic-related news items have been observed from Lilly, Medtronic, EMA, Inventiva, and Better Therapeutics. Below, FENIX provides highlights and insights for the respective news items, including thoughts on Lilly’s Ph3 T2DM pivotal program for retatrutide.

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Glyscend Initiates Ph2 GLY-200 Obesity Trial; BioAge Raises $170M Series D; Brenzavvy Mark Cuban Cost Plus Drug Company Update

Three cardiometabolic-related news items have been observed: Glyscend Therapeutics initiated a Ph2 trial evaluating its oral BID GLY-200 in obesity (view CT.gov record); BioAge announced the completion of its Series D financing round at $170M led by Sofinnova Investments and participation from Lilly Ventures and Amgen Ventures (view press release); TheracosBio announced it is extending its collaboration with the Mark Cuban Cost Plus Drug Company for Brenzavvy (view press release). Below, FENIX provides highlights and insights into the respective news items. 

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AZ and Viking Q4 ‘23 Earnings; Madrigal Publishes MAESTRO-NASH Results

Three cardiometabolic-related news items have been observed: AstraZeneca (press release; slides) and Viking Therapeutics (press release) hosted their respective Q4 ’23 earning calls; and Madrigal published Ph3 MAESTRO-NASH results in the NEJM (view press release). Below, FENIX provides highlights and insights for the respective news items.

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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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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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Novo Partners for Oral Obesity Asset; Scholar Rock Announces IND Clearance for Obesity; JNJ Q4 ’23 Earnings

Three cardiometabolic-related news items have been observed: Novo Nordisk entered a collaboration and licensing agreement with EraCal for its oral, small molecule asset for obesity (view press release); Scholar Rock announced IND clearance to initiate Ph2 PoC trial with its myostatin inhibitor for obesity (view press release); and J&J hosted its Q4 ’23 earnings call (press release; slides). Below, FENIX provides highlights and insights for the respective news items.

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