Tag Archives: CT-388

Obesity Spotlight: Roche’s Journey to Commercialization 

In the third installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Roche’s strategy to enter the obesity space. The analysis includes insights into Roche’s approach to external partnerships and acquisitions, including thoughts on how the Carmot acquisition may not be progressing as planned. Recall, Roche recently entered into a co-development and co-commercialization partnership with Zealand for petrelintide, which represents the largest deal across any therapy area and stage of development for a single asset (previous FENIX insight).

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Roche is a Zeal-ot for Petrelintide

Zealand Pharma and Roche announced a licensing and collaboration deal to co-develop and co-commercialize petrelintide (amylin analog) monotherapy and in combination with CT-388 (GLP-1/GIP dual agonist; discussed below) in obesity. Of note, Zealand hosted an associated webcast (view slides). Zealand’s stock increased ~40% following the announcement. Below, FENIX provides highlights and insights for the partnership agreement, including thoughts on how Roche may have needed the petrelintide deal to save its Carmot acquisition.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Purchase Blast$599.00

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Roche and Sanofi Q4 ‘24 Earnings; Tectonic Interim Ph1b HFpEF Data

Three cardiometabolic-related news items have been observed: Roche (press release; slides) and Sanofi (press release; slides; infographic) hosted their respective Q4 ’24 earnings calls; and Tectonic Therapeutic announced positive interim data from its Ph1b trial evaluating TX45 (LA relaxin fusion protein; view press release). Below, FENIX provides highlights and insights for the respective news items.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Purchase Blast$599.00

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Novo Requests Compounding FDA Adcom; Roche Q3 ’24 Earnings; Lilly Funds ProQR; Eccogene Receives Milestone from AZ; Lexicon Sota DKD Analysis

A series of cardiometabolic-related news items have been observed from Novo Nordisk, Roche, Lilly/ProQR Therapeutics, AstraZeneca/Eccogene, and Lexicon Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Purchase Blast$599.00

You can read the article’s full content online after purchase.

BI Receives BTD for Survodutide and Initiates 2 Ph3 MASH Trials; Roche Ph2 CT-388 Trial in Obesity+T2DM; Drug Compounder Group Sues FDA; WeightWatchers to Offer Compounded Semaglutide; Novo Invests $158M in Insulin Plant

A series of cardiometabolic-related news items have been observed from Boehringer Ingelheim, Roche, the Outsourcing Facilities Association, WeightWatchers, and Novo Nordisk. Below, FENIX provides highlights and insights for the respective news items.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Roche Pharma Day; Rezdiffra QoL Publication; Pemvidutide Trial Enrollment Updates; NeuroBo Ph1 Obesity Readout; MannKind Afrezza Data

A series of cardiometabolic-related news items have been observed from Roche, Madrigal, Altimmune, NeuroBo, and MannKind. Below, FENIX provides highlights and insights into the respective news items.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Roche in Damage Control Mode After EASD Obesity Data Readout

Roche hosted a post-EASD investor event (view slides) where management reviewed its obesity data presentations and provided additional insight into the company’s obesity development strategy and pipeline. Of note, Roche spent a significant portion of the call discussing the emerging AE profile for its obesity assets and the company’s future plans to remain a player in the obesity market. Below, FENIX provides highlights and insights into the Roche event, including thoughts on whether Roche overpaid for Carmot.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Roche Ph2 Obesity Trial Observed; Altimmune Ph1 MASLD Data Published

Two cardiometabolic-related news items have been observed: Roche initiated a Ph2 CT-388 obesity trial (view CT.gov record); and Altimmune announced the publication of pemvidutide MASLD data in the Journal of Hepatology (view press release). Below, FENIX provides highlights and insights for the respective news items.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Wegovy SELECT Positive CHMP Opinion; AZ, Viking, Roche, and Sanofi Q2 ’24 Earnings Updates

A series of cardiometabolic-related news items have been observed from Novo Nordisk, Viking Therapeutics, AstraZeneca, Roche, and Sanofi. Below, FENIX provides highlights and insights for the respective news items.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Roche Ph1b Obesity Results; CordenPharma Invests $982M to Expand GLP-1RA Capacity in US and EU; Lexicon Receives PDUFA Date for Sotagliflozin in T1DM; Lexicon Publishes Additional Inpefa Cost-Effectiveness Analysis

A series of cardiometabolic-related news items have been observed from Roche, CordenPharma, and Lexicon Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.