Tag Archives: Merck

Obesity Spotlight: How will Merck Replace Keytruda Revenue?

In the seventh installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Merck’s current position in the obesity market. The analysis includes insights into Merck’s strategy to replace Keytruda revenue and how Merck may focus its obesity efforts on a FDC approach.

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Merck Enters Licensing Agreement for Oral Lp(a)

Merck and Jiangsu Hengrui Pharmaceuticals announced an exclusive licensing agreement for HRS-5346, an oral small molecule Lp(a) inhibitor. Below, FENIX provides insights and highlights into the agreement.

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JPM 2025 Day 2: LLY, AZN, SNY, NVS, BAY, AKRO, SRRK, SDZ, MRK, TDOC, VTRS; Dario Partners for GLP-1RA Solution Expansion

On the second day of JPM 2025, FENIX has provided coverage of presentations by major CVRM companies, including Lilly, AstraZeneca, Sanofi, Novartis, Bayer, Akero, Scholar Rock, Sandoz, Merck, Teladoc, and Viatris. Of note, JPM experienced webcast issues during the 9:45 AM PT time slot. Separately, one CVRM-related news item has been observed: Dario partnered with MediOrbis for GLP-1RA solution expansion (view press release).

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Merck Buys Oral GLP-1RA; MetaVia Topline Ph2a MASH Data; Structure Reveals New DACRA Obesity Asset; Novo/Photys Enter Research Partnership; G&L Initiates H2H Tirzepatide Trial; EMA to Discuss Semaglutide Rare Eye Disease Association; Novo/Catalent Deal Complete

A series of cardiometabolic-related news items have been observed from Merck/Hansoh Pharma, Metavia, Structure Therapeutics, Novo Nordisk/Photys Therapeutics, Gan & Lee, Novo/EMA, and Novo/Catalent. Below, FENIX provides highlights and insights for the respective news items.

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Pfizer and Merck Q2 ’24 Earnings Updates; Fractyl Receives FDA Breakthrough Designation for Revita; NewAmsterdam Announces Ph3 HeFH Data; Liraglutide Associated with Decreased Risk of Cognitive Decline

A series of cardiometabolic-related news items have been observed from Pfizer, Merck, Fractyl Health, NewAmsterdam Pharma, and Imperial College London. Below, FENIX provides highlights and insights for the respective news items.

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BI Announces Triple Agonist for Obesity Treatment; Merck Initiates Ph2a Trial of Efinopegdutide in MASLD

Two cardiometabolic-related news items have been observed: Boehringer Ingelheim and Gubra announced the launch of a Ph1 trial evaluating its triple agonist, BI 3034701, in obesity (view press release); and Merck initiated a Ph2a trial evaluating Q2W vs. QW administration of efinopegdutide (MK-6024) in MASLD (view CT.gov record). Below, FENIX provides highlights and insights for the respective news items, including thoughts on potential MOAs for BI’s triple agonist.

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Merck Initiates Ph2a Efinopegdutide Trial in MASH; Lexicon Publishes Cost-Effectiveness Analysis of Inpefa; Novo, Tandem, and Altimmune to Present at ADA 2024

Three cardiometabolic-related news items have been observed: Merck initiated a new Ph2a trial of efinopegdutide in MASH (view CT.gov record); Lexicon Pharmaceuticals published a cost-effective analysis of Inpefa in diabetes and HF (view press release); Novo Nordisk (view press release), Tandem Diabetes Care (view press release), and Altimmune (view press release) announced data presentations at ADA 2024. Below, FENIX provides highlights and insights for the respective news items.

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