Tag Archives: roche

Innovent’s Mazdutide Approved in China; Roche Leadership Changes; Apple Tree Partners Legal Battle  

Three cardiometabolic-related news items have been observed: Innovent announced mazdutide approval in China (view press release); Roche is making changes to its executive leadership (view press release); and Apple Tree Partners’s ongoing litigation will potentially impact its portfolio companies (view article). Below, FENIX provides highlights and insights on the respective news items.

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Insulet, Senseonics, Skye, and Biocon Q1 ‘25 Earnings; Zealand and Roche Make it Official; Akero Presents MASH Data at EASL 2025; Lilly Initiates New Ph3 Tirzepatide Study in T1DM 

A series of cardiometabolic-related news items has been observed from Insulet, Senseonics, Zealand Pharma, Akero Therapeutics, Lilly, Skye Bioscience, and Biocon. Below, FENIX provides highlights and insights for the respective news items.  

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Obesity Spotlight: Roche’s Journey to Commercialization 

In the third installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Roche’s strategy to enter the obesity space. The analysis includes insights into Roche’s approach to external partnerships and acquisitions, including thoughts on how the Carmot acquisition may not be progressing as planned. Recall, Roche recently entered into a co-development and co-commercialization partnership with Zealand for petrelintide, which represents the largest deal across any therapy area and stage of development for a single asset (previous FENIX insight).

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Roche is a Zeal-ot for Petrelintide

Zealand Pharma and Roche announced a licensing and collaboration deal to co-develop and co-commercialize petrelintide (amylin analog) monotherapy and in combination with CT-388 (GLP-1/GIP dual agonist; discussed below) in obesity. Of note, Zealand hosted an associated webcast (view slides). Zealand’s stock increased ~40% following the announcement. Below, FENIX provides highlights and insights for the partnership agreement, including thoughts on how Roche may have needed the petrelintide deal to save its Carmot acquisition.

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