A series of cardiometabolic-related news items has been observed from Lilly, Ascletis Pharma, and Zealand Pharma. Below, FENIX provides highlights and insights for the respective news items.
Zealand Pharma and Roche announced a licensing and collaboration deal to co-develop and co-commercialize petrelintide (amylin analog) monotherapy and in combination with CT-388 (GLP-1/GIP dual agonist; discussed below) in obesity. Of note, Zealand hosted an associated webcast (view slides). Zealand’s stock increased ~40% following the announcement. Below, FENIX provides highlights and insights for the partnership agreement, including thoughts on how Roche may have needed the petrelintide deal to save its Carmot acquisition.
In the first installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Zealand Pharma’s place in the obesity market, including a sit-down interview with Zealand’s CEO Adam Steensberg. The analysis includes insights and thoughts on Zealand’s partnership/M&A strategy as it looks to advance its obesity pipeline, particularly petrelintide.
Zealand FY Q4 ‘24 Earnings; Steve Pacelli Leaves Dexcom
On the first day of JPM 2025, FENIX has provided coverage of presentations by major CVRM companies, including Dexcom, Amgen, Viking, Pfizer, Zealand, Medtronic, Regeneron, Vertex, Alnylam, and Cytokinetics. Roche also presented at JPM 2025 but had no meaningful discussion relating to its CVRM portfolio. Additionally, a series of CVRM-related news items have been observed:
During the holiday break, a series of cardiometabolic-related news items were observed from Lilly, NICE, Dexcom/Abbott, Arrowhead Pharmaceuticals, AstraZeneca, Zealand Pharma, Biocon/Hakima, and Lexicon Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items have been observed from Novo Nordisk, Tandem Diabetes Care, Zealand Pharma, Altimmune, NewAmsterdam Pharma, Esperion, Viatris, and DarioHealth. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items have been observed from CMS, Lilly, Zealand, AstraZeneca, Fractyl Health, and Rivus Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items.
Three cardiometabolic-related news items have been observed: Lilly announced QWINT-2 and QWINT-4 topline results, the first from its Ph3 QW insulin program (press release); Roche announced positive Ph1 CT-388 (GLP-1/GIP RA) obesity results (press release); and Zealand hosted its Q1 ’24 earnings call (press release). Below, FENIX provides highlights and insights for the respective news items, including thoughts on Lilly’s QW insulin program in the context of the impending Novo Nordisk QW icodec adcom on May 24, 2024.
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.