Tag Archives: T2DM

Novo Reports Topline Cagrisema T2DM Data; Additional Nimacimab Results; Medtronic Expands 780G Access; SanegeneBio Partners with Roche; NMPA Approves Sciwind’s Ecnoglutide in T2DM 

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Skye Bioscience, Medtronic, SanegeneBio/Roche, and Sciwind Biosciences. Below, FENIX provides highlights and insights for the respective news items, including a hypothesis around Novo’s cagrisema strategy.

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Lilly Builds New Site in Alabama; Updated ADA/EASD 2026 Diabetes Guidelines; Novo Registers New Ph1 Asset

Three cardiometabolic-related news items have been observed: Lilly announced its new Alabama manufacturing site (view press release); updated ADA/EASD 2026 diabetes SOC guidelines have been released (view guidelines; view revisions); and a new Novo Ph1 asset in T2DM has been observed (view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.

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Topline Amycretin Ph2 Data in T2DM; Abbott Libre 3/3+ CGM Issues

Two cardiometabolic-related news items have been observed: Novo announced topline Ph2 amycretin data in T2DM (view press release); and Abbott issued a medical correction for its Libre 3/3+ sensors in the US (view press release). Below, FENIX provides highlights and insights for the respective news items, including the potential readthrough from Novo’s amycretin data.

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Biomea Ph2 T2DM Results; AZ Ph3 Baxdrostat Data; Ionis 2025 Innovation Day; New Hanmi Ph2 Triple Agonist Study; MannKind Completes scPharmaceuticals Acquisition; Fractyl Health Preclinical Gene Therapy Data 

A series of cardiometabolic-related news items has been observed from Biomea Fusion, AstraZeneca, Ionis Pharmaceuticals, Hanmi Pharmaceuticals, Fractyl Health, and MannKind. Below, FENIX provides highlights and insights for the respective news items.

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Lilly’s Ph3 ATTAIN-2 Results Set the Stage for Obesity Global Regulatory Filings 

Lilly announced topline results from the Ph3 ATTAIN-2 study evaluating orforglipron (QD oral GLP-1RA) in patients with obesity or overweight with T2DM, demonstrating mean body reductions of up to -10.5% after 72 weeks of treatment (view CT.gov record). Recall, earlier this month, Lilly shared topline results from the Ph3 ATTAIN-1 study, which evaluated orforglipron in non-T2DM participants with overweight or obesity (previous FENIX insight). Of note, Lilly’s stock is up ~5% today following the readout. Below, FENIX provides highlights and insights from the ATTAIN-2 topline results.

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Viking’s Topline AE Data Scares the Street; Medtronic Q2 ‘25 Earnings; Novo Partners for Oral Peptide Research; Rezdiffra Gains EU Marketing Authorization; UK Approves Tzield; Luna Closes Series A Funding Round; Health Canada Approves FLOW; EMA Accepts NewAmsterdam’s Obicetrapib MAA 

A series of cardiometabolic-related news items has been observed from Viking Therapeutics, Medtronic, Novo Nordisk, Madrigal Pharmaceuticals, Sanofi, Luna Health, and NewAmsterdam Pharma. Below, FENIX provides highlights and insights for the respective news items.

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Regeneron Q2 ‘25 Earnings; Medicare + Medicaid Potentially to Cover AOMs; Leqvio Label Expansion as Monotherapy

Three cardiometabolic-related news items have been observed: Regeneron Pharmaceuticals hosted its Q2 ‘25 earnings call (press release; slides); Medicare/Medicaid announced it plans to cover AOMs as part of 5-year experiment (view article); and Novartis announced its Leqvio received FDA approval for a label expansion as a monotherapy to treat adults with hypercholesterolemia (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Thoughts on MariTide Ph2 Data; Amgen ADA 2025 Investor Event 

Following the Ph2 MariTide (QM/Q2M SC GLP-1RA/GIP antagonist) data readout (previous FENIX insight), Amgen hosted its ADA 2025 investor event (view slides; view webcast) and provided additional context on the results as well as the Ph3 MARITIME program. Management highlighted that the Ph3 MARITIME program will employ a three-step dose escalation scheme, with lower initial starting doses, as an effort to mitigate the tolerability concerns observed during Ph2 development. Below, FENIX provides updates and insights from the call, including thoughts on the benefits/risks of conducting a H2H trial vs. tirzepatide.

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Lilly ADA 2025 Investor Event; Efsitora Alfa QW Insulin Ph3 Data

Lilly hosted its ADA 2025 investor call and provided updates across its obesity portfolio, including orforglipron, retatrutide, and other early pipeline assets (view webcast). Lilly separately announced the presentation of Ph3 QW insulin efsitora alfa data (view press release). Of note, Ken Custer, Lilly’s new BU head for Cardiometabolic Health (previous FENIX insight), presented to investors for the first time. Below, FENIX provides an overview of the Lilly ADA investor event.

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