Tag Archives: CT-388

Viking Pops 31% on Maintenance Data; Roche Ph2 Enicepatide Results; New Lilly Manufacturing Facility; Obi Approved in the EU; Petrelintide Ph3 Program

A series of cardiometabolic-related news items has been observed from Viking Therapeutics, Roche, Lilly, NewAmsterdam Pharma, and Zealand Pharma. The news items seemingly come hot on the heels of Novo’s obesity-centric Capital Markets Day held Monday. Below, FENIX provides highlights and insights for the respective news items.

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June CHMP Meeting Highlights; New Enicepatide China-Based Ph3 Obesity Study; Cirius Initiates Ph2 Dosing in T1DM Study

Three cardiometabolic-related news items have been observed: The CHMP highlights for this month’s meeting (June 22-25) have been released (view highlights), Roche initiated a new Ph3 China-based enicepatide obesity study (view CT.gov record), and Cirius Therapeutics initiated enrollment and dosing in its Ph2 T1DM study (view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.

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Enicepatide “At Least as Good as Tirzepatide;” Roche ADA 2026 Investor Event

Roche hosted an investor event in conjunction with ADA 2026 and provided updates across its obesity pipeline, including future development plans for enicepatide and petrelintide (view slides). Notably, the company has also discontinued development of CT-868 for the obese + T1DM population, despite presenting positive Ph2 data during ADA. Below, FENIX provides highlights and insights from the investor webcast.

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New Foundayo DTC Ad; Roche Shares New INN for CT-388; April CHMP Agenda

Three cardiometabolic-related news items have been observed: Lilly aired a new Foundayo DTC ad on social media platforms (view Reddit post); Roche’s CT-388 has been given the INN of enicepatide, which is reflected in two Ph2 studies (view CT.gov record; view CT.gov record); and the CHMP agenda for this month’s meeting (April 20-23) has been released (view here). Below, FENIX provides highlights and insights on the respective news items.

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Thoughts on Ph2 ZUPREME-1 Data: Can Petrelintide Still Compete?

Recently, Zealand announced topline 42-week results from the Ph2 ZUPREME-1 study, which evaluated petrelintide (QW SC amylin analog) in adults with obesity or overweight (previous FENIX insight). Following the announcement, Zealand’s share price declined -36%, reflecting investor disappointment in petrelintide’s weight loss efficacy (up to -10.7%), despite an otherwise favorable tolerability profile. Below, FENIX provides a thoughts-on analysis of the topline ZUPREME-1 data, including a deep-dive on how petrelintide’s benefit/risk profile compares to other amylin analogs in development, as well as why amylin may fall short of Zealand’s expectations for it becoming the next foundational AOM.

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