Tag Archives: MET-233i

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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Pfizer Acquires Metsera in $7.3B deal; Clive Meanwell Strikes Gold…Again 

Pfizer announced it entered into a definitive agreement to acquire Metsera, providing the company access to Metsera’s obesity portfolio, including MET-097i (QW/QM SC GLP-1RA), MET-233i (QM SC amylin analog), MET-224o (oral GLP-1RA), and MET-097o (oral GLP-1RA). An associated call was held (view slides). The deal comes following a series of setbacks to Pfizer’s own obesity development program, including the danuglipron discontinuation earlier this year (previous FENIX insight). Below, FENIX provides an overview of the acquisition, commentary from Pfizer, and insight into how this move transforms the future obesity landscape.

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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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