Five cardiometabolic-related news items have been observed from Lilly, Biocorp, and Novo Nordisk. Below, FENIX provides highlights and insights for the respective news items.
During the holiday break, a series of cardiometabolic-related news items were observed from Zealand, Cytokinetics, NeuroBo, Insulet, Royal North Shore Hospital, Novo Nordisk, and Glucotrack. Below, FENIX provides highlights and insights for the respective news items.
Three cardiometabolic-related news items have been observed: Lilly announced detailed results from SURMOUNT-4 have been published in JAMA (view press release; view publication); the CHMP agenda (view here) for this month’s meeting (December 11-14) has been released; and Fractyl Health presented findings from its Rejuva GLP-1RA-based gene therapy candidate (GLP-1RA PGTx) vs. semaglutide at WCIRDC 2023 in Los Angeles, CA on December 7-9, 2023 (view press release). Below, FENIX provides highlights and insights into the respective news items.
A series of cardiometabolic-related news items have been observed from Novo Nordisk, Truveta, ViCentra, Biodexa, 89bio, and Dario. Below, FENIX provides highlights and insights for the respective news items.
FDA recently approved Lilly’s tirzepatide, branded as Zepbound, for the treatment of adults who are obese or overweight with weight-related comorbidities such as hypertension, T2DM, OSA, or CVD (view label; previous FENIX insight). Below, FENIX has conducted a Zepbound label, website, and pricing analysis, including thoughts on Lilly’s innovative targeting of employers.
A series of cardiometabolic-related news items have been observed from Novo Nordisk, Terns Pharmaceuticals, Nemaura, Viking, SAB Therapeutics, and Dexcom. Below, FENIX provides highlights and insights into the respective news items.
Lilly announced that FDA approved tirzepatide as “Zepbound” for adults with obesity or overweight that also have weight-related comorbidities such as hypertension, dyslipidemia, T2DM, OSA, or CVD (view label). Of note, FDA also made an announcement regarding the approval (view here). Tirzepatide remains under review in the EU, UK, China, and other markets. Lilly stated Zepbound is anticipated to be launched in the US by EOY 2023 in six doses (2.5mg, 5mg, 7.5mg, 10mg, 12.5mg, and 15mg). In the press release, Lilly specifically disclosed the Zepbound WAC price of $1,059.87, which Lilly noted is 20% less expensive than Wegovy. FENIX will conduct a full label analysis of Zepbound in the coming days.
Lilly hosted its Q3 ’23 earnings call (press release; slides) and provided updates across its CVRM portfolio. Management noted the 2024 guidance call will be held in January which is new as the company traditionally hosted these calls in December of the preceding year. Below, FENIX provides highlights and insights from the call.
A series of cardiometabolic-related news items have been observed from Sernova, Lilly/BioAge, Lilly/Redwire, EMA, and Sanofi. Below, FENIX provides highlights and insights into the respective news items.
Four cardiometabolic-related news items have been observed: Lilly announced detailed results from SURMOUNT-3, in which tirzepatide demonstrated an additional -21.1% weight loss after 12 weeks of intensive lifestyle management (view press release); Novo Nordisk announced it will acquire an MRA asset from KBP Biosciences for $1.3B (view press release); Carmot Therapeutics presented data from its T2DM/obesity pipeline at the 2023 ObesityWeek conference (view press release); and Better Therapeutics initiated the AspyreRx launch for T2DM (view press release). Below, FENIX provides highlights and insights into the respective news items.