Category Archives: SGLT2i

AZ Buys Oral GLP-1RA; Q3 ’23 Earnings Update

AstraZeneca hosted its Q3 ’23 earnings call (press release; slides) and provided updates to its CVRM business, including insight on its newly acquired oral GLP-1RA. Just prior to the earnings release, AZ announced it entered into an exclusive licensing agreement for ECC5004, a QD oral GLP-1RA, from Eccogene (view press release). Below, FENIX provides highlights and insights from the call, including thoughts on AZ’s decision to acquire the new oral GLP-1RA.

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Lilly Q3 ’23 Earnings Update

Lilly hosted its Q3 ’23 earnings call (press release; slides) and provided updates across its CVRM portfolio. Management noted the 2024 guidance call will be held in January which is new as the company traditionally hosted these calls in December of the preceding year. Below, FENIX provides highlights and insights from the call.

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Sibionics Receives GS1 CGM CE Mark; Silence Therapeutics Announces Positive Ph1 Lp(a) Results; Lilly Initiates Another Oral GLP-1RA Ph3 Trial; Tandem and Amarin Q3 ‘23 Earnings; Lexicon Expands Inpefa Access; Dario Launches BGM Compatible With iPhone 15; Abbott, Insulet, and BI/Lilly Announce National Diabetes Awareness Month Initiatives

A series of cardiometabolic-related news items have been observed from Sibionics, Silence Therapeutics, Lilly, Tandem, Amarin, Lexicon, Dario, Abbott, Insulet, and BI/Lilly. Below, FENIX provides highlights and insights into the respective news items.

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Novartis Q3 ’23 Earnings; Counterfeit Ozempic Hospitalizes Patients in Austria; NexImmune Extends Partnership with Yale and JDRF

Three cardiometabolic-related news items have been observed: Novartis hosted its Q3 ‘23 earnings call (press release; slides); several people have been reportedly hospitalized in Austria after using suspected fake versions of Novo’s Ozempic (view article); and NexImmune announced its research partnership with Yale and JDRF has been extended (view press release). Below, FENIX provides highlights and insights into the respective news items.

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Novo Partners with GE Healthcare for T2DM/Obesity; Cytokinetics’ Cardiac Myosin Inhibitor Programs Update; New Ph3 Dapa+Zibotentan Combination Trial in CKD and High Proteinuria

Three cardiometabolic-related news items have been observed: Novo Nordisk and GE HealthCare partner to further advance the clinical and product development of peripheral focused ultrasound (PFUS) for T2DM and obesity (view press release); Cytokinetics announced updates on its cardiac myosin inhibitor programs during its virtual Investor and Analyst Day (view webcast; slides); and AstraZeneca initiated a new Ph3 dapa+zibotentan combination trial in CKD and high proteinuria, called ZENITH High Proteinuria (view CT.gov record). Below, FENIX provides highlights and insights into the respective news items.

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Novo to Displace Metformin as 1L T2DM Treatment?; Zealand Presents Amylin Analog Data at ObesityWeek; JNJ Q3 ‘23 Earnings

Three cardiometabolic-related news items have been observed: Novo Nordisk initiated a Ph3 study evaluating high-dose oral sema vs. Jardiance and vs. metformin in T2DM (view CT.gov record); Zealand announced presentations of clinical and non-clinical results from its amylin analog (ZP8396) at ObesityWeek 2023 (previous FENIX insight); and Johnson & Johnson hosted its Q3 ‘23 earnings call (view press release; slides). Below, FENIX provides highlights and insights into the respective new items, including thoughts on how Novo may be trying to displace metformin as first-line treatment for T2DM. 

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Novo’s FLOW Stops Early; Akero Misses in Ph2b NASH Study; Insulet Wins Preliminary Injunction Against EOFlow; Biocon Recieves Another CRL; Inpefa Receives Preferred Formulary Status with ESI; Carmot Oral GLP-1RA Ph1 Data

A series of cardiometabolic-related news items have been observed from Novo, Akero, Insulet, Biocon, Lexicon, and Carmot Therapeutics. Below, FENIX provides highlights and insights into the respective news items, including thoughts on the potential impact of Akero’s study results.

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Best Buy to Sell Dexcom G7; Gan & Lee Submits Bs-aspart and Bs-lispro MAAs; October CHMP Agenda; Tom Garner Joins Lexicon as SVP and CCO; Dario Partners with a Top Five Employee Benefits Consulting Firm; Senseonics and Ascensia Launch Eversense E3 Advertising Campaign

A series of cardiometabolic-related news items have been observed from BestBuy/Dexcom, Gan & Lee, EMA, Lexicon, Dario, and Senseonics/Ascensia. Below, FENIX provides highlights and insights into the respective news items.

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