Tag Archives: Amgen

FENIX Analysis: Thoughts on a Potential Zealand Acquisition

Following ADA 2023, FENIX conducted an analysis regarding a potential impending obesity development/commercialization partnership between two large pharma/biotech companies (view here); however, another compelling question has arisen: with all of the hype around the obesity market, has Zealand Pharma become a more attractive acquisition target? Below, FENIX provides insights and analysis for a potential Zealand acquisition by Boehringer Ingelheim, Novo Nordisk, AstraZeneca, or Amgen, as well as thoughts as to why Amgen could be the most likely suitor.

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US Supreme Court Rules in Favor of Regeneron/Sanofi Praluent Litigation

Regeneron and Sanofi announced that the US Supreme Court upheld a previous decision by the Delaware District Court and the US Court of Appeals which held that Amgen’s asserted US PCSK9 patent claims were invalid (previous FENIX insight). Of note, the unanimous Supreme Court decision ends a nearly decade-long dispute between Sanofi/Regeneron and Amgen. Below, FENIX provides brief thoughts on the ruling.

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Dexcom, Amgen, and Merck Q1 ’23 Earnings; JDRF and Humacyte Collaborate on Insulin-Producing Biovascular Pancreas for T1DM

Four cardiometabolic-related news items have been observed: Dexcom (press release; slides), Amgen (press release; slides), and Merck (press release; slides) hosted their respective Q1 ’23 earnings calls; and JDRF and Humacyte announced a collaboration to advance the development of Humacyte’s Biovascular Pancreas (BVP) product candidate for the treatment of T1DM (view press release). Below, FENIX provides highlights and insights into the respective news items.

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Ionis Q4 ’22 Earnings; ATTD 2023 Key Press Releases

A series of cardiometabolic-related news items have been observed from Ionis, Dexcom, Ypsomed, Amgen, and MannKind. Below, FENIX provides highlights and insights into the respective news items.

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Amgen, Novartis, and Lannett Q4 ’22 Earnings Updates

A series of cardiometabolic-related news items have been observed. Amgen (press release; slides), Novartis (press release; slides), and Lannett (press release) hosted their respective Q4 2022 earnings calls. Below, FENIX provides highlights and insights from the earnings calls.

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JPM 2023 Day 1: DXCM, MDT, PFE, AMGN, VRTX, NVS, CYTK, TDOC, ARWR, and AMGN; AZ Acquires CinCor; Viking Completes Ph2b NASH Enrollment; Ionis Sells Pelacarsen Royalties

On the first day of JPM 2023, FENIX has provided coverage of presentations by major CVRM companies including Dexcom, Medtronic, Pfizer, Amgen, Vertex, Novartis, Cytokinetics, Teladoc, and Arrowhead. Alnylam, Gilead, J&J, Regeneron, and Amgen also presented at JPM 2023, but none had any meaningful discussion relating to their respective CVRM portfolios. Additionally, three separate CVRM-related news items have been observed: AZ announced the acquisition of CinCor Pharma (view press release), Viking completed enrollment of the Ph2b VOYAGE NASH trial (view press release), and Ionis entered into an agreement with Royalty Pharma to sell rights to Spinraza and pelacarsen (view press release).

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Holiday Hangover: Novo’s Wegovy/Ozempic Featured on 60 Minutes; Intercept OCA NASH NDA Refiled; Amgen Initiates Ph2 AMG 133 Obesity Trial; Steven Russell Joins Beta Bionics; Novo’s Third Cagrisema Ph3 Trial Initiated; Wegovy Pediatric Indication; Lannett Bs-Insulin Updates; Equillium and Metacrine Terminate Merger; and More

During the holiday break, a series of cardiometabolic-related news items were observed from Novo Nordisk, Intercept, Amgen, Beta Bionics, Lannett, Equillium and Metacrine, MindRank, EOFlow, Medtronic, Adocia, and PeptiDream. Below, FENIX provides highlights and insights for the respective news items.

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Amgen AMG 133 Updates @ WCIRDC 2022; Novo Initiates Ph3 Ziltivekimab Trial in HF

Two cardiometabolic-related news items have been observed: Amgen presented AMG 133 Ph1 data at WCIRDC and hosted an associated call with investors to discuss future development plans (press release; slides); and Novo has initiated a Ph3 trial (HERMES) evaluating the efficacy of ziltivekimab in patients with heart failure (LVEF >40%) and inflammation (view CT.gov record). Below, FENIX provides highlights and insights from the respective news items, including thoughts on how AMG 133 fits into the evolving obesity treatment market.

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Amgen Post-AHA 2022 Pipeline Update; Senseonics, Bayer, and MannKind Q3 ’22 Earnings Updates

A series of cardiometabolic-related news items have been observed: Amgen hosted a post-AHA investor call and provided updates on its General Medicine Portfolio (view slides; view webcast); and Senseonics (press release), Bayer (press release; slides), and MannKind (press release; slides) hosted their Q3 ’22 earnings calls. Below, FENIX provides highlights and insights from the respective news items.

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EMPA-KIDNEY Demonstrates 28% RRR @ ASN 2022; Sernova to Expand Ph1/2 Patient Cohort; Creative Medical Cell Therapy IND Granted FDA Clearance; Senseonics/Ascensia Collaborate with NPG to Expand Eversense CGM Access; Amgen Q3 ’22 Earnings Update

A series of cardiometabolic-related news items have been observed: Lilly/BI and Oxford jointly announced that the EMPA-KIDNEY trial demonstrated a 28% RRR in the primary composite endpoint, with results simultaneously published in NEJM (view publication); Sernova announced it received FDA authorization to expand enrollment for its Ph1/2 Cell Pouch trial (view CT.gov record); Creative Medical announced FDA accepted its IND application for its AlloStem cell therapy system; Senseonics and Ascensia announced a collaboration with The Nurse Practitioner Group (NPG) to provide in-office and at-home Eversense procedures; and Amgen hosted its Q3 ’22 earnings call (press release; slides). Below, FENIX provides highlights and insights for the respective new items.

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