Tag Archives: intercept

Mounjaro TV DTC Analysis; Intercept OCA Adcom Set

Lilly has launched its first Mounjaro TV DTC with an ad called “What If” (view here). Additionally, Intercept announced FDA formally set an adcom date on May 19, 2023 regarding the ongoing obeticholic acid NDA review for the treatment of NASH. Below, FENIX provides an analysis of the Mounjaro DTC commercial, including thoughts on the timing of the DTC initiation.

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CMS Expands CGM Coverage; New Novo R&D Presence in Boston; Bigfoot Unity Android App Approval; Cytokinetic Receives Omecamtiv CRL; Galectin Finalizes Ph2b/3 NAVIGATE Randomization; Imcyse Completes Trial Enrollment; and Zealand, Intercept, and Amarin Q4 ’22 Earnings

A series of cardiometabolic-related news items has been observed from CMS, Novo Nordisk, Bigfoot, Zealand, Intercept, Cytokinetics, Amarin, Galectin, and Imcyse. Below, FENIX provides highlights and insights into the respective news items.

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FDA Accepts OCA NASH NDA; Palatin Initiates Ph2b DKD Trial

Two cardiometabolic-related news items have been observed: Intercept announced FDA has accepted the NDA for obeticholic acid (OCA) seeking accelerated approval for the treatment of patients with pre-cirrhotic liver fibrosis due to NASH (view press release); and Palatin Technologies announced that its Ph2b BREAKOUT study (CT.gov record not observed), evaluating melanocortin agonist bremelanotide in DKD, initiated enrollment in December 2022 (view press release). Below, FENIX provides highlights and insights for the respective news items, including commentary on the future of OCA’s NASH indication.

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JPM 2023 Day 4: TNDM, ICPT, LXRX, MNKD, and XERS; Oramed Discontinues Ph3 Development ORMD-0801 in T2DM; Versanis Initiates Ph2b Obesity Trial Enrollment

On the fourth and final day of JPM 2023, FENIX has provided coverage of presentations by other CVRM companies including Tandem, Intercept, Lexicon, MannKind, and Xeris. Separately, two CVRM-related news items have been observed: Oramed announced its oral insulin (ORMD-0801) failed to meet primary and secondary endpoints in the first Ph3 T2DM study, and the company is discontinuing development in T2DM (view press release); and Versanis Bio announced that the BELIEVE Ph2b study evaluating bimagrumab alone and in combination with semaglutide for the treatment of obesity has begun enrolling patients (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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Novo Nordisk and Ventus Therapeutics Partner for NASH; Intercept’s OCA Misses Primary Endpoint in Ph3 REVERSE Trial; Beta Bionics Publishes Pivotal Trial Results in NEJM; Diamyd Completes Dosing Patients in DIAGNODE-B Booster Trial

Four cardiometabolic-related news items have been observed: Ventus Therapeutics announced it entered into an exclusive WW license agreement with Novo Nordisk to develop and commercialize its NLRP3 inhibitor portfolio in multiple TAs including NASH; Intercept announced the Ph3 REVERSE trial of obeticholic acid (OCA) in compensated cirrhosis due to NASH failed to meet its primary endpoint; Beta Bionics published results from its insulin-only bionic pancreas pivotal trial in the New England Journal of Medicine (view publication); and Diamyd announced it dosed the last patient with an additional booster of the Diamyd vaccine in its DIAGNODE-B trial (view CT.gov record). Below, FENIX provides highlights and insights for the respective new items.

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Tandem, Amarin, and Intercept Q2 ’22 Earnings Updates; Anthem to Cover Eversense E3 Implantable CGM

A series of cardiometabolic-related news items have been observed: Tandem (press release), Amarin (press release; slides), and Intercept (press release; slides) hosted their respective earnings calls; and Senseonics announced Anthem is now covering implantable CGMs, including Senseonics’s Eversense E3 CGM. Below, FENIX provides highlights and insights for the respective new items.

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ADA 2022 Key Press Releases (June 5-6)

On the third and fourth days of ADA 2022, seven cardiometabolic-related news items were observed from Abbott, Bigfoot, BI/Lilly, Intercept, Amarin, Vertex, and Sernova. Below, FENIX provides context and analysis for the announcements.

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Insulet, Vertex, MannKind, and Intercept Q1 ‘22 Earnings Updates

A series of cardiometabolic-related news items have been observed: Insulet (press release), Vertex (press release), MannKind (press release), and Intercept hosted their respective Q1 ‘22 earnings calls. Below, FENIX provides highlights and insights for the respective new items.

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Jardiance EMPULSE Trial Published; Senseonics Q4 ’21 Earnings Update; Novo Initiates Icosema COMBINE 2 Ph3 Trial; Merck’s Oral PCSK9i Enters Ph2; BI Partners with Lifebit; Intercept and Amarin Q4 ’21 Earnings Updates

A series of cardiometabolic-related news items have been observed from BI/Lilly, Senseonics, Novo, Merck, BI/Lifebit, Intercept, and Amarin. Below, FENIX provides highlights and insights for the respective new items.

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