Tag Archives: pegozafermin

Roche and Sanofi Q4 ’25 earnings; New Fractyl Revita Data

Three cardiometabolic-related news items have been observed: Roche (view press release; view slides) and Sanofi (view press release; view slides; view infographic) hosted their respective Q4 ’25 earnings calls; and Fractyl Health announced 6-month results from its REMAIN-1 Midpoint Cohort for the Revita procedure (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Roche and Viking Q3 ‘25 Earnings

Two cardiometabolic-related news items have been observed: Roche (press release; slides) and Viking Therapeutics (press release) hosted their respective Q3 ‘25 earnings calls. Below, FENIX provides highlights and insights from the calls.

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Roche Pharma Day 2025

Roche hosted its 2025 Pharma Day (view slides) and provided updates on its CVRM development programs. Recall, earlier this month, Roche entered into a definitive merger agreement to acquire 89bio, thereby securing full rights to its Ph3 MASH asset, pegozafermin (FGF21 analog; previous FENIX insight). Below, FENIX provides highlights and insights from the call.

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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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Lipocine Ph2 Obesity Results; 89bio Enters Manufacturing Partnership

Two cardiometabolic-related news items have been observed: Lipocine announced results from a Ph2 trial evaluating LPCN 2401, an oral combination of α-tocopherol and anabolic androgen receptor agonist, in obese/overweight participants (view press release); and 89bio entered a collaboration with BiBo Biopharma Engineering to build a production facility in China to manufacture a commercial supply of pegozafermin (view 8-K SEC filing). Below, FENIX provides highlights and insights into the respective items, including thoughts on the risk 89bio is taking since pegozafermin has not yet completed clinical development.

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Lexicon Sota T1DM Indication and CKM; Lilly Expands Redwire Collaboration; 89bio Initiates Ph3 ENLIGHTEN MASH Program; Fractyl Reports Preclinical Rejuva Findings; Welldoc Receives CE Mark for Bluestar

A series of cardiometabolic-related news items have been observed from Lexicon, Lilly/Redwire, 89bio, Fractyl Health, and Welldoc. Below, FENIX provides highlights and insights for the respective news items, including thoughts on how Lexicon’s sotagliflozin T1DM indication may be linked to the future continuous ketone monitor from Abbott.

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