A series of cardiometabolic-related news items has been observed from Amgen, MannKind, Sava Technologies, and MetaVia. Below, FENIX provides highlights and insights for the respective news items.
Following the Ph2 MariTide (QM/Q2M SC GLP-1RA/GIP antagonist) data readout (previous FENIX insight), Amgen hosted its ADA 2025 investor event (view slides; view webcast) and provided additional context on the results as well as the Ph3 MARITIME program. Management highlighted that the Ph3 MARITIME program will employ a three-step dose escalation scheme, with lower initial starting doses, as an effort to mitigate the tolerability concerns observed during Ph2 development. Below, FENIX provides updates and insights from the call, including thoughts on the benefits/risks of conducting a H2H trial vs. tirzepatide.
On the final day of the ADA 2025 conference, six cardiometabolic-related news items have been observed from Amgen, Novo Nordisk, Lilly, Lexicon Pharmaceuticals, and Terns Pharmaceuticals. Of note, Amgen is hosting an investor call discussing the MariTide Ph2 results, and FENIX will provide updated thoughts after the team heads back from Chicago, including a benefit/risk analysis of conducting a H2H trial vs. tirzepatide. Below, FENIX provides context and analysis for the announcements.
A series of cardiometabolic-related news items has been observed from Novo Nordisk, Dexcom, Amgen, and Lilly. Below, FENIX provides highlights and insights for the respective news items.
Three cardiometabolic-related news items have been observed from Amgen, Lilly, and Arrowhead Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items have been observed by Amgen, Pfizer, Merck, Regeneron, and Abbott. Below, FENIX provides highlights and insights for the respective news items.
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:
With the recent Amgen MariTide Ph2 data readout (previous FENIX insight), a natural question becomes: how will it be priced in the context of the evolving US obesity market? For context, Amgen management highlighted it is in discussions with regulators to “rapidly advance” the initiation of its Ph3 MARITIME program (view website) following the topline Ph2 readout (view CT.gov record; previous FENIX insight).
A series of cardiometabolic-related news items have been observed from NICE, Lilly, Amgen, Novo Nordisk, and Insulet. Below, FENIX provides highlights and insights for the respective news items.
Three cardiometabolic-related news items have been observed: Amgen announced topline 52-week data from its Ph2 MariTide obesity study (view press release); Alnylam announced FDA accepted the vutrisiran sNDA for the treatment of ATTR-CM with a PDUFA date on March 25, 2025 (view press release); and Novartis recently hosted a “Meet the Management” investor day (view press release; CEO presentation; breakout slides). Below, FENIX provides highlights and insights for the respective news items, including thoughts on Amgen’s placement in the obesity treatment paradigm.