Tag Archives: cagrisema

Lilly Initiates Ph3 Tirzepatide T1DM Study; AOMs Left Out of Medicare Coverage; Ypsomed and Sidekick Partner for Obesity; GLP-1 Scientists Win Breakthrough Prize

A series of cardiometabolic new items has been observed from Lilly, CMS, Ypsomed/Sidekick Health, and Breakthrough Prize Foundation. Below, FENIX provides highlights and insights for the respective news items.

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Cagrisema T2DM + Obesity Ph3 Results; BI Discontinues MASH Asset; Mineralys Releases New HTN Results; Insulet SmartAdjust 2.0 Trial Observed

A series of cardiometabolic-related news items has been observed from Novo Nordisk, BI, Mineralys Therapeutics, and Insulet. Below, FENIX provides highlights and insights for the respective news items.

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Questions Remain for Cagrisema Future; Novo Q4 ‘24 Earnings

Novo Nordisk hosted its Q4 ’24 earnings call (press release; slides) and provided updates across its CVRM portfolio, with the majority of questions revolving around the recent cagrisema readout (previous FENIX insight) and Novo’s near-term obesity pipeline. Below, FENIX provides highlights and insights from the Q4 ’24 earnings call.

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Sema on Medicare Negotiation List; STEP UP Topline Results; Long-Term Cagrisema Trial; EMA Reviewing Sema for NAION Risk

A series of cardiometabolic-related news items has been observed by CMS, Novo Nordisk, and EMA. Below, FENIX provides highlights and insights for the respective news items, including thoughts on Novo’s high-dose semaglutide readout.

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Cagrisema Misses Weight Loss Target

Novo Nordisk announced topline results from its first Ph3 pivotal cagrisema trial (REDEFINE 1; view CT.gov record) demonstrating -22.7% weight loss at Week 68, although Novo projected it would achieve 25%. For context, the trial evaluated cagrisema (a fixed-dose combination of cagrilintide 2.4mg and semaglutide 2.4mg) vs. cagrilintide 2.4mg, semaglutide 2.4mg, and placebo. Novo’s stock decreased by ~20% following the announcement. Below FENIX provides highlights and insights from the REDEFINE 1 trial, including readthrough to other obesity assets in development.

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Lexicon Strategic Update; Boston MASH Investor Event; Ypsomed to Manufacture Cagrisema Pens; Pep2Tango Obesity Startup; Generic Byetta FDA Approval

A series of cardiometabolic-related news items have been observed from Lexicon Pharmaceuticals, Boston Pharmaceuticals, Ypsomed, Versant Ventures, and Amneal Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items.

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Novo Q3 ’24 Earnings

Novo Nordisk hosted its Q3 ’24 earnings call (press release; slides) and provided updates across its CVRM portfolio, including new semaglutide PAD data. FENIX will cover Novo’s London Q3 ’24 earnings call tomorrow, November 7, 2024. Below, FENIX provides highlights and insights from the Q3 ’24 earnings call.

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STEP HFpEF Withdrawn; QM GLP/GIP Withdrawn; Novo Q2 ’24 Earnings

Novo Nordisk hosted its Q2 ’24 earnings call (press release; slides) and provided updates across its CVRM portfolio. Importantly, Novo disclosed it has withdrawn the STEP HFpEF sNDA and it discontinued development of its QM GLP/GIP dual agonist, among other updates. FENIX will cover Novo’s London Q2 ’24 earnings call tomorrow, August 8, 2024. Below, FENIX provides highlights and insights from the Q2 ’24 earnings call.

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Kerendia FINEARTS-HF Topline Results; Simplera CGM Approved by FDA; Novo Initiates Second Ph3 H2H Cagrisema vs. Tirzepatide T2DM Study; Ypsomed and MTD Complete BGM Business Sale

A series of cardiometabolic-related news items have been observed from Bayer, Medtronic, Novo Nordisk, and Ypsomed. Below, FENIX provides highlights and insights for the respective news items.