Following the highly positive Viking Ph2 obesity data for its GLP-1+GIP dual agonist, the natural question becomes: who are the companies likely to be interested in a partnership/acquisition deal? Below, FENIX provides an analysis outlining potential suitors and their strategic rationale, including FENIX’s dark horse pick.
A series of cardiometabolic-related news items have been observed from Senseonics, Akero, Viking, Pfizer, Regor Therapeutics, Virta Health, and Amarin. Below, FENIX provides highlights and insights for the respective news items.
Four cardiometabolic-related news items have been observed from Viking, Zealand, Know Labs, and GlucoTrack. Below, FENIX provides highlights and insights for the respective news items.
Three cardiometabolic-related news items have been observed: AstraZeneca (press release; slides) and Viking Therapeutics (press release) hosted their respective Q4 ’23 earning calls; and Madrigal published Ph3 MAESTRO-NASH results in the NEJM (view press release). Below, FENIX provides highlights and insights for the respective news items.
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.
Four cardiometabolic-related news items have been observed: FDA granted Fast Track Designation to Altimmune’s pemvidutide for the treatment of NASH (view press release); Diamyd announced results from a retrospective follow-up study of two prior trials, DiAPREV-IT and DiAPREV-IT2 (view press release); Viking (press release) and Merck (press release; slides) hosted their respective Q3 ’23 earnings call. Below, FENIX provides highlights and insights for the respective news items.
Two cardiometabolic-related news items have been observed: Insulet announced the Omnipod 5 iPhone app received FDA 510(k) clearance (view press release); and Viking Therapeutics announced enrollment completion for its Ph2 study of VK2735 (GLP-1/GIP RA) in patients with obesity (view press release). Below, FENIX provides highlights and insights into the respective news items.
Three cardiometabolic-related news items have been observed: Abbott hosted its Q3 ‘23 earnings call and disclosed there are now 5M Libre users globally (press release; infographic); Sanofi presented data from the PROTECT Ph3 trial evaluating teplizumab in newly diagnosed T1DM (view press release); and Viking Therapeutics announced new results from the Ph1 SAD/MAD clinical trial evaluating its GLP-1/GIP RA, VK2735 (view press release). Below, FENIX provides highlights and insights into the respective news items.
Three cardiometabolic-related news items have been observed: The Broad Institute of MIT and Harvard announced a research partnership with Novo Nordisk to identify drug targets for T2DM and genetic roots of cardiac fibrosis (view press release); Viking Therapeutics initiated a Ph2 trial evaluating the company’s SC QW GLP-1 + GIP dual agonist, VK2735, in obese and overweight patients (view press release); and Cytokinetics initiated a pivotal Ph3 trial of aficamten in patients with non-obstructive hypertrophic cardiomyopathy (nHCM; view press release). Below, FENIX provides highlights and insights into the respective news items.
Four cardiometabolic-related news items have been observed: Lilly announced topline results from SURMOUNT-3 and SURMOUNT-4, demonstrating up to 26.6% mean weight loss (view press release); Teladoc Health (press release; slides), Viking Therapeutics (press release), and Roche (press release; slides) hosted their respective Q2 ‘23 earnings calls. Below, FENIX provides highlights and insights into the respective news items.