Tag Archives: BMS

Obesity Spotlight Series: Who is the Next Sanofi?

In the twelfth installment of FENIX’s Obesity Spotlight Series, FENIX asks a provocative question: In today’s obesity market, who will be the next Sanofi? Once a diabetes powerhouse, Sanofi missed both the SGLT2i and GLP-1RA waves, and with the modern-day obesity market projected to exceed $150B by 2035 (view article), the company now finds itself on the sidelines of arguably the biggest growth opportunity in the industry’s history. This Spotlight examines how Sanofi’s past strategic mishaps transformed a potential contender into an observer and which other major pharmas may now be drifting toward the same fate.

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AZ/BMS Merger to Challenge CVRM Leaders?; Novo Business Updates; Merck, Pfizer, Amgen, and Arrowhead Q2 ’26 Earnings; Ascletis Initiates Ph3 Oral GLP-1RA Program; Lilly Reta Expanded Access; Corbus CB1 Update

A series of cardiometabolic-related news items has been observed from AZ/BMS, Novo Nordisk, Merck, Pfizer, Amgen, Arrowhead Pharmaceuticals, Ascletis Pharma, Lilly, and Corbus Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items, including insights into how the rumored AZ/BMS merger may impact the future CVRM market.

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Ozempic Label Update; AZ, BMS, Merck, and BI to Participate in Medicare Price Negotiations; FDA and Health Canada Clear Expansion Portion of Biomea’s Ph2 Oral Menin Inhibitor Trial in T2DM

Three cardio-metabolic related news items have been observed: FDA updated the Ozempic label to include ileus (intestinal blockage) as an adverse reaction reported post-approval (view updated label); AZ, BMS, Merck, and BI have reportedly agreed to participate in the first round of Medicare price negotiations (view article); and Biomea Fusion announced FDA and Health Canada cleared the expansion portion of its Ph2 COVALENT-111 study evaluating BMF-219, an oral covalent menin inhibitor, in T2DM (view press release). Below, FENIX provides highlights and insights into the respective news items.

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Lilly Initiates New Ph2 Study Investigating High Doses of Tirzepatide in Patients with T2DM and Obesity; Gan & Lee Doses First Patient in Ph2 QW Insulin Study; BMS discontinues NASH asset

Three cardiometabolic-related news items have been observed: Lilly initiated a Ph2 study to investigate high doses of tirzepatide in patients with T2DM and obesity that are on metformin (view CT.gov record); Gan & Lee announced the first subject has been dosed in its Ph2 study evaluating QW insulin, GZR4, in 130 Chinese adult subjects with T2DM (view press release); and BMS disclosed it is terminating its program evaluating HSP47 in NASH during its R&D day (view article). Below, FENIX provides highlights and insights into the respective news items.

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Madrigal Announces Additional Positive MAESTRO-NASH Data; Bluebird Sells Second PRV to BMS for $95M

Two cardiometabolic-related new items have been observed: Madrigal Pharmaceuticals announced additional positive results from the pivotal Ph3 MAESTRO-NASH trial evaluating resmetirom in patients with NASH and liver fibrosis (view press release; CT.gov record); and bluebird bio announced it entered into a definitive agreement to sell its second Rare Disease PRV to BMS for $95M (view press release; view 8-K). Below, FENIX provides highlights and insights for the respective news items, including updated thoughts on the resmetirom filing discrepancy.

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Biocon Completes Viatris Biosimilars Business Acquisition; Nemaura Launches Miboko Pilot Program in UK; BMS Terminates CV Partnership with uniQure

Three cardiometabolic-related news items have been observed: Biocon announced (view press release) the completed acquisition of Viatris’s biosimilar business (view press release); Nemaura announced the launch of its Miboko pilot program in the UK (view press release); and BMS reportedly terminated its research collaboration with uniQure (view article). Below, FENIX provides context and insight on the respective news items, including Nemaura’s challenged balance sheet.

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Legend Biotech Highlights FDA Filing of Cilta-Cel by YE 2020; Q2 2020 Earnings Summary

On Friday, August 28, Legend Biotech published their Q2 2020 results (press release). Management confirmed that their BCMA CAR-T, cilta-cel (JNJ-4528), co-developed with Janssen, is expected to be filed with the FDA by YE 2020, the EMA in early 2021, and with China’s NMPA in 2021. Furthermore, by YE 2020, Legend anticipates filing an IND application for LB1901 (a CD4 CAR-T) in r/r T cell lymphoma (TCL). Below, Celltelligence provides thoughts on cilta-cel’s commercial opportunity following the anticipated approval of ide-cel (BMS) around March 2021, and Legend’s market opportunity for LB1901 in the TCL setting.

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BMS and bluebird bio Resubmit Ide-cel to FDA; Dynamic H1 2021 BCMA Launch Environment Expected with Janssen

On Wednesday, July 29, BMS and bluebird bio announced (press release) the resubmission of their BLA application for ide-cel (bb2121) to the FDA. According to the press release, the submission provides further details on the CMC module, addressing the additional regulatory information requested by the FDA in May 2020 (see previous insight). Below, Celltelligence provides additional thoughts on ide-cel’s potential approval, and the possible benefit a delayed ide-cel launch could have for Janssen.

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