Tag Archives: MASH

JPM 2026 Day 1: DXCM, ARWR, NVS, ALNY, PFE, SNY, CYTK, MDT, MDGL, REGN; Skye 2026 Corporate Outlook; BioAge NLRP3i Ph1 Data; Kailera Ph3 KaiNETIC Program Update

On the first day of JPM 2026, FENIX has provided coverage of presentations by major CVRM companies, including Dexcom, Arrowhead, Novartis, Alnylam, Pfizer, Sanofi, Cytokinetics, Medtronic, Madrigal, and Regeneron. Additionally, three cardiometabolic-related news items have been observed: Skye Biosciences released its 2026 corporate outlook (view press release); BioAge Labs announced updated Ph1 data of its NLRP3i for CV risk reduction (view press release); and Kailera announced it randomized the first patients in its Ph3 KaiNETIC program (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Madrigal Licenses MASH Assets from Pfizer; Wegovy Pill Available on Amazon; New BI MASH Asset; Alveus Launches as Clinical-Stage Biotech; Zealand Partners for AI Drug Discovery; Lilly Expands TuneLab

A series of cardiometabolic-related news items has been observed from Madrigal/Pfizer, Novo Nordisk, Boehringer Ingelheim, Alveus Therapeutics, Zealand Pharma, and Lilly. Below, FENIX provides highlights and insights into the respective news items, including speculation into BI’s new MASH asset MOA.

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Holiday Hangover: Novo Launches Wegovy Pill; Additional Companies Engage in MFN Deals; Pfizer Initiates Ph3 Obesity Program of MET097i; and More

Over the holiday period, a series of cardiometabolic news items were observed from Novo Nordisk, The White House, Pfizer, Cytokinetics, Resoundant, Sanofi, Skye Biosciences, MetaVia, Dexcom, Abbott, MannKind, BI/Rectify, Ascletis Pharma, Laekna Pharma, CMS, and Caliway Biopharmaceuticals. Below, FENIX provides highlights and insights for the respective news items.

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Altimmune Topline Ph2 Pemvidutide MASH Data

Altimmune announced topline 48-week results from its Ph2b IMPACT study investigating the safety and efficacy of pemvidutide (1.2/1.8mg; QW SC GLP-1/GCG dual receptor agonist), compared to placebo, in patients with F2-F3 MASH (view CT.gov record). An associated call was held (view slides). Of note, the company’s stock is down ~20% following the readout. Below, FENIX provides insights and highlights from the 48-week data.

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Lilly’s Ph3 ATTAIN-MAINTAIN Results; Orforglipron Filed; Novo Files Cagrisema and Receives FDA Warning Letter; Merck to Receive CNPV; SAB BIO Pivotal Ph2b T1DM Trial; Sagimet Enters Agreement for Resmetirom

A series of cardiometabolic-related news items has been observed from Lilly, Novo Nordisk, Merck, SAB Biotherapeutics, and Sagimet Biosciences. Below, FENIX provides highlights and insights for the respective news items, including what Sagimet could be thinking vs. Madrigal.

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Kailera Initiates H2H Study Vs. Semaglutide; Structure Initiates Ph1 Amylin Study; Rona Unveils Bivalent siRNA; Lilly Partners for Obesity Drug Discovery and Initiates Brenipatide Ph2 Bipolar Trial; Enveda Receives IND; ICER Obesity Report

A series of cardiometabolic-related news items has been observed from Kailera Therapeutics, Structure Therapeutics, Rona Therapeutics, Lilly, Enveda, and ICER. Below, FENIX provides highlights and insights for the respective news items.

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Pfizer Acquires Oral GLP-1RA; FDA Grants AI Drug Development Tool in MASH; Lilly Discontinues Tempo; Novo Completes Akero Acquisition; Regeneron Registers siRNA Ph2 Study in DKD; December CHMP Agenda

A series of cardiometabolic-related news items has been observed from Pfizer, FDA, Lilly, Novo Nordisk/Akero, Regeneron Pharmaceuticals, and EMA. Below, FENIX provides highlights and insights for the respective news items.

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Lilly Taps Shaq for OSA Awareness; Biomea Doses First Patient with Oral GLP-1RA; Fibronostics Acquisition for MASH Diagnostics 

Three cardiometabolic-related news items have been observed: Lilly launched a new OSA campaign with Shaquille O’Neal titled, “Don’t Sleep on OSA” (view press release); Biomea Fusion dosed the first patient in its Ph1 study of BMF-650 (QD oral GLP-1RA) in otherwise healthy overweight/obese patients (view press release); and Fibronostics completed the acquisition of Stone Clinical Laboratories for non-invasive diagnostic testing for MASH/MASLD (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Teva’s Generic Saxenda Approved by FDA; Dexcom Layoffs; FDA Accepts Proposal for MASH Surrogate Endpoint; Novo Partners with Replicate for srRNA R&D; Amylyx Prioritizes its GLP-1 Antagonist Development; Lilly Pauses Mounjaro Supply and Offers Discounts in UK

A series of cardiometabolic-related news items has been observed from Teva Pharmaceuticals, Dexcom, FDA, Novo Nordisk/Replicate Bioscience, Amylyx Pharmaceuticals, and Lilly. Below, FENIX provides highlights and insights for the respective news items.

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