Tag Archives: Merck

Wegovy MASH Label Analysis; Ozempic Offered Through NovoCare

FDA recently approved Wegovy (2.4mg semaglutide; QW SC GLP-1RA; view label) for the treatment of noncirrhotic MASH in adults with moderate to advanced liver fibrosis (F2-F3 MASH; view press release). The accelerated approval is based on results from Part 1 of the ongoing Ph3 ESSENCE study (view publication; previous FENIX insight). Additionally, Echosens and Novo Nordisk announced they are advancing their partnership to increase awareness and early diagnosis of MASH (view press release). Below, FENIX has conducted a Wegovy label analysis, including a comparison with Madrigal’s Rezdiffra (resmetirom), the only other approved treatment for MASH.

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AstraZeneca, Merck, and Metsera Q2 ‘25 Earnings 

Three cardiometabolic-related news items have been observed: AstraZeneca (press release; slides), Merck (press release; slides), and Metsera (view press release) released their respective Q2 ‘25 earnings. Below, FENIX provides highlights and insights for the respective news items.

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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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