Tag Archives: MariTide

JPM 2025 Day 1: DXCM, AMGN, VKTX, PFE, ZEAL, MDT, REGN, VTX, ALNY, CYTK; Metsera Files for IPO; Fractyl REVEAL-1 Data; Ro Zepbound DTC; 89bio 2025 Outlook

On the first day of JPM 2025, FENIX has provided coverage of presentations by major CVRM companies, including Dexcom, Amgen, Viking, Pfizer, Zealand, Medtronic, Regeneron, Vertex, Alnylam, and Cytokinetics. Roche also presented at JPM 2025 but had no meaningful discussion relating to its CVRM portfolio. Additionally, a series of CVRM-related news items have been observed:

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FENIX Analysis: How Will Amgen Price MariTide in Obesity?

With the recent Amgen MariTide Ph2 data readout (previous FENIX insight), a natural question becomes: how will it be priced in the context of the evolving US obesity market? For context, Amgen management highlighted it is in discussions with regulators to “rapidly advance” the initiation of its Ph3 MARITIME program (view website) following the topline Ph2 readout (view CT.gov record; previous FENIX insight).

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Amgen MariTide Ph2 Topline Results; Alnylam sNDA Accepted for Vutrisiran with PRV; Novartis Investor Event

Three cardiometabolic-related news items have been observed: Amgen announced topline 52-week data from its Ph2 MariTide obesity study (view press release); Alnylam announced FDA accepted the vutrisiran sNDA for the treatment of ATTR-CM with a PDUFA date on March 25, 2025 (view press release); and Novartis recently hosted a “Meet the Management” investor day (view press release; CEO presentation; breakout slides). Below, FENIX provides highlights and insights for the respective news items, including thoughts on Amgen’s placement in the obesity treatment paradigm. 

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New Zepbound DTC Observed; New Novo Insulin Trial; Amgen Damage Control; Lexicon, Fractyl, and Terns Q3 ‘24 Earnings; Metsera Series B Financing; G&L Oral GLP-1RA Data

A series of cardiometabolic-related news items have been observed from Lilly, Novo Nordisk, Amgen, Lexicon Pharmaceuticals, Fractyl Health, Terns Pharmaceuticals, Metsera, and Gan & Lee. Below, FENIX provides highlights and insights for the respective news items.

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Zynquista Negative Adcom Vote; Novo STEP-9 Results Published; Wegovy Removed from FDA Shortage List; Amgen, Madrigal, Biomea, Teladoc, and Amarin Q3 ’24 Earnings; BI/Gubra Discontinue NPY2 for Obesity; Inventiva Positive DMC Recommendation for Ph3 MASH Trial

A series of cardiometabolic-related news items have been observed from Lexicon, Novo Nordisk, Amgen, Madrigal, Biomea Fusion, BI/Gubra, Inventiva, Teladoc, and Amarin. Below, FENIX provides highlights and insights for the respective news items.

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Amgen, Regeneron, and Alnylam Q1 ’24 Earnings

Three cardiometabolic-related news items have been observed: Amgen (press release; slides), Regeneron (press release; slides), and Alnylam (press release; slides) hosted their respective Q1 ’24 earnings calls. Below, FENIX provides highlights and insights for the respective news items.

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Amgen, Arrowhead, and Vertex Q4 ‘23 Earnings; Dexcom Launches Dexcom ONE+; O5 Receives CE Mark for Libre 2 Plus Integration; Brian Hansen Appointed Ascensia CGM President; Scholar Rock Preclinical Data for Obesity

A series of cardiometabolic-related news items have been observed from Amgen, Arrowhead, Dexcom, Insulet, PHC Holdings and Senseonics/Ascensia, Vertex, and Scholar Rock. Below, FENIX provides highlights and insights for the respective news items.

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