Tag Archives: Zealand Pharma

Arrowhead CY Q3 ’23 (FY Q4 ’23) Earnings; Zealand Appoints Enrique Conterno and Elaine Sullivan as Board Observers

Two cardiometabolic-related news items have been observed: Arrowhead Pharmaceuticals hosted its CY Q3 ’23 (FY Q4 ’23) earnings call (view press release); and Zealand Pharma announced the appointment of Enrique Conterno and Elaine Sullivan as observers to the company’s board of directors (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Novo to Displace Metformin as 1L T2DM Treatment?; Zealand Presents Amylin Analog Data at ObesityWeek; JNJ Q3 ‘23 Earnings

Three cardiometabolic-related news items have been observed: Novo Nordisk initiated a Ph3 study evaluating high-dose oral sema vs. Jardiance and vs. metformin in T2DM (view CT.gov record); Zealand announced presentations of clinical and non-clinical results from its amylin analog (ZP8396) at ObesityWeek 2023 (previous FENIX insight); and Johnson & Johnson hosted its Q3 ‘23 earnings call (view press release; slides). Below, FENIX provides highlights and insights into the respective new items, including thoughts on how Novo may be trying to displace metformin as first-line treatment for T2DM. 

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Novo to Acquire Another Obesity Company; Zealand Receives Priority Review for Dasiglucagon CHI NDA

Two cardiometabolic-related news items have been observed: Embark Laboratories announced that Novo Nordisk acquired the company and its lead obesity asset (view press release); and Zealand announced FDA granted priority review for its dasiglucagon NDA for the prevention and treatment of hypoglycemia in pediatric patients 7 days of age or older with congenital hyperinsulinism (CHI; view press release). Below, FENIX provides highlights and insights for the respective news items.

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Zealand Q2 ’23 Earnings; TheracosBio Partners with SmithRx for Brenzavvy Access

Two cardiometabolic-related news items have been observed: Zealand Pharma hosted its Q2 ’23 earnings call (press release; slides); and TheracosBio announced a collaboration with SmithRx to offer access to Brenzavvy (bexagliflozin; view press release). Below, FENIX provides highlights and insights into the respective news items.

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FENIX Analysis: Thoughts on a Potential Zealand Acquisition

Following ADA 2023, FENIX conducted an analysis regarding a potential impending obesity development/commercialization partnership between two large pharma/biotech companies (view here); however, another compelling question has arisen: with all of the hype around the obesity market, has Zealand Pharma become a more attractive acquisition target? Below, FENIX provides insights and analysis for a potential Zealand acquisition by Boehringer Ingelheim, Novo Nordisk, AstraZeneca, or Amgen, as well as thoughts as to why Amgen could be the most likely suitor.

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ADA 2023 Key Press Releases (June 24)

On the second day of ADA 2023, ten cardiometabolic-related news items were observed from Lilly, Zealand, BI, Novo Nordisk, Biomea Fusion, Sciwind Biosciences, Medtronic, Vertex, and Esperion. Below, FENIX provides context and analysis for the announcements.

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Senate Targets PBMs and Insulin Manufacturers; Zealand and Dario Q1 ’23 Earnings; Cytokinetics Initiates Ph1 Trial for Potential HFpEF Therapy

Four cardiometabolic-related news items have been observed: On May 10, 2023, the Senate Committee on Health, Education, Labor, and Pensions (HELP) held a widely covered hearing with Sanofi, Lilly, and Novo Nordisk’s CEOs as well as executives from top PBMs (view broadcast here); Zealand Pharma (view press release; slides) and Dario (press release) hosted their respective Q1 ‘23 earnings calls; and Cytokinetics announced the initiation of a Ph1 trial evaluating CK-4021586 (CK-586) as a potential treatment for HFpEF (view press release). Below, FENIX provides highlights and insights into the respective news items. 

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