On the fourth day of EASD 2025, four key news items were observed from Roche, Novo Nordisk, and Lilly. Below, FENIX provides context and analysis for the announcements.
On the first day of JPM 2025, FENIX has provided coverage of presentations by major CVRM companies, including Dexcom, Amgen, Viking, Pfizer, Zealand, Medtronic, Regeneron, Vertex, Alnylam, and Cytokinetics. Roche also presented at JPM 2025 but had no meaningful discussion relating to its CVRM portfolio. Additionally, a series of CVRM-related news items have been observed:
Three cardiometabolic-related news items have been observed: Adocia announced it filed patents for stable formulations of hormone combinations for obesity and T2DM, including a semaglutide + cagrilintide combination (view press release); Seraxis announced FDA approved its IND application for a Ph1/2 study of SR-02, an islet replacement therapy (view press release); and 89Bio, Galectin Therapeutics, and Aligos Therapeutics announced upcoming data presentations at AASLD 2024 (view 89Bio press release; view Galectin press release; view Aligos press release). Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items have been observed from Amgen, NeuroBo Pharmaceuticals, Terns Pharmaceuticals, and 89bio. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items have been observed from Fractyl Health, 89bio, Esperion, and Lexicon. Below, FENIX provides highlights and insight for the respective news items.
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.
Two cardiometabolic-related news items have been observed: Lipocine announced results from a Ph2 trial evaluating LPCN 2401, an oral combination of α-tocopherol and anabolic androgen receptor agonist, in obese/overweight participants (view press release); and 89bio entered a collaboration with BiBo Biopharma Engineering to build a production facility in China to manufacture a commercial supply of pegozafermin (view 8-K SEC filing). Below, FENIX provides highlights and insights into the respective items, including thoughts on the risk 89bio is taking since pegozafermin has not yet completed clinical development.
A series of cardiometabolic-related news items have been observed from Altimmune, Lilly, 89bio, Ypsomed, and JDRF. Below, FENIX provides highlights and insights into the respective news items.
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.
89bio reported its Q4 ‘23 earnings (view press release) and provided updates on its pegozafermin MASH development program. Of note, an associated webcast call was not held. Below, FENIX provides highlights and insights from the call.