Tag Archives: tirzepatide

Structure’s Topline Ph2 Aleniglipron Data; Lilly Launches Zepbound KwikPen; Positive Topline Ph3 Finerenone FIND-CKD Results

Three cardiometabolic-related news items have been observed: Structure Therapeutics announced updated results from its aleniglipron Ph2 obesity ACCESS trials (view press release; view slides); Lilly announced Zepbound KwikPen is now available for cash-pay patients via LillyDirect and retail pharmacies (view press release); and Bayer announced positive topline results from the Ph3 finerenone FIND-CKD study in non-T2DM CKD (view press release). Below, FENIX provides highlights and insights from the respective news items.

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ATTD 2026 Key Press Releases (March 12)

On the second day of ATTD 2026, three cardiometabolic-related news items have been observed: Lilly issued a public warning letter regarding the risk of compounded tirzepatide (view press release); Breakthrough T1D released a statement on cadaver donor islet cells and the ISLET Act (view press release); and Abbott shared results from its FreeDM2 study comparing Libre vs. SMBG in T2DM basal patients (view press release). Below, FENIX provides highlights and insights into the respective news items.

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Novo and Hims Take Another Turn at a Partnership; AbbVie Reports Topline Ph1 Amylin Data; Regeneron & Hansoh Share Ph3 Olatorepatide China Results; Lilly Releases Statement on CMS Obesity BALANCE Model; Zepbound KwikPen Available on Amazon; Veru Enrolls First Patient in Ph2b PLATEAU Study; Sequel Expands AID Launch 

A series of cardiometabolic-related news items has been observed from Novo Nordisk/Hims & Hers, AbbVie, Regeneron Pharmaceuticals/Hansoh, Lilly, Amazon, Veru, and Sequel Med Tech. Below, FENIX provides highlights and insights into the respective news items.

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Cagrisema Gets Redefined

Novo Nordisk announced topline results from the open-label Ph3 REDEFINE-4 study evaluating 2.4mg cagrisema (QW SC GLP-1/amylin dual agonist) H2H vs. 15mg tirzepatide (QW SC GLP-1/GIP dual agonist) in patients with obesity (view CT.gov record). An associated call was held (view slides). Of note, the trial did not achieve its primary endpoint of demonstrating non-inferiority on weight loss for cagrisema compared to tirzepatide after 84 weeks. As a result, Novo’s stock is down ~15%. Additional details from the press release and call are outlined below, including FENIX’s thoughts if commercializing cagrisema still makes sense and what BD cravings may remain.

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JPM 2025 Day 2: LLY, NVO, AMGN, VKTX, AZN, MRK, IONS; Obesity Association Debuts Standards of Care for Obesity Medications

On the second day of JPM 2026, FENIX has provided coverage of presentations by major CVRM companies, including Lilly, Novo Nordisk, Amgen, Viking Therapeutics, AstraZeneca, Merck, and Ionis Pharmaceuticals. Separately, one CVRM-related news item has been observed: The Obesity Association published new standards of care for obesity medications (view press release). Below, FENIX provides insights and highlights for the guidelines.

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Kailera Initiates H2H Study Vs. Semaglutide; Structure Initiates Ph1 Amylin Study; Rona Unveils Bivalent siRNA; Lilly Partners for Obesity Drug Discovery and Initiates Brenipatide Ph2 Bipolar Trial; Enveda Receives IND; ICER Obesity Report

A series of cardiometabolic-related news items has been observed from Kailera Therapeutics, Structure Therapeutics, Rona Therapeutics, Lilly, Enveda, and ICER. Below, FENIX provides highlights and insights for the respective news items.

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Lilly Cuts Zepbound Prices; Cagrisema Ph3 Pediatric Obesity Trial; Ascletis Selects Obesity Candidate; Altimmune Replaces CEO; Olazarsen Breakthrough Therapy Designation; New Ph3 Bofanglutide Study; Ikaria Registers Study for Obesity Asset Monotherapy and Combination with Tirzepatide

A series of cardiometabolic-related news items has been observed from Lilly, Novo Nordisk, Ascletis Pharma, Altimmune, Ionis Pharmaceuticals, Gan & Lee Pharmaceuticals, and Ikaria Bioscience. Below, FENIX provides highlights and insights for the respective news items.

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Obesity CNPV Analysis: Novo Changes Strategy, but Lilly Set to Win

As part of Novo and Lilly’s recent MFN deals (previous FENIX insight), both received a Commissioner’s National Priority Voucher (CNPV), potentially accelerating the review time of a product to only 1-2 months. Novo and Lilly disclosed plans to use their CNPVs for 7.2mg semaglutide and orforglipron, respectively. Below, FENIX provides thoughts on each of the CNPVs, including why Lilly is positioned to benefit the most.

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