Tag Archives: zilebesiran

Viking’s Oral VK2735 Progresses to Ph3; Novo to Sell Wegovy Vials; Alnylam Q4 ’25 Earnings; Sanofi Appoints New CEO

A series of cardiometabolic-related news items has been observed from Viking Therapeutics, Novo Nordisk, Alnylam Pharmaceuticals, and Sanofi. Below, FENIX provides highlights and insights for the respective news items, including thoughts on how Viking and Kailera have become competing M&A targets.

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Roche and Sanofi Q4 ’25 earnings; New Fractyl Revita Data

Three cardiometabolic-related news items have been observed: Roche (view press release; view slides) and Sanofi (view press release; view slides; view infographic) hosted their respective Q4 ’25 earnings calls; and Fractyl Health announced 6-month results from its REMAIN-1 Midpoint Cohort for the Revita procedure (view press release). Below, FENIX provides highlights and insights for the respective news items.

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JPM 2026 Day 1: DXCM, ARWR, NVS, ALNY, PFE, SNY, CYTK, MDT, MDGL, REGN; Skye 2026 Corporate Outlook; BioAge NLRP3i Ph1 Data; Kailera Ph3 KaiNETIC Program Update

On the first day of JPM 2026, FENIX has provided coverage of presentations by major CVRM companies, including Dexcom, Arrowhead, Novartis, Alnylam, Pfizer, Sanofi, Cytokinetics, Medtronic, Madrigal, and Regeneron. Additionally, three cardiometabolic-related news items have been observed: Skye Biosciences released its 2026 corporate outlook (view press release); BioAge Labs announced updated Ph1 data of its NLRP3i for CV risk reduction (view press release); and Kailera announced it randomized the first patients in its Ph3 KaiNETIC program (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Roche and Viking Q3 ‘25 Earnings

Two cardiometabolic-related news items have been observed: Roche (press release; slides) and Viking Therapeutics (press release) hosted their respective Q3 ‘25 earnings calls. Below, FENIX provides highlights and insights from the calls.

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Alnylam/Roche Initiate Zilebesiran CVOT; Hanmi Files Obesity IND; Sagimet Ph1 MASH Study

Three cardiometabolic-related news items have been observed: Alnylam/Roche dosed the first patient in the Ph3 ZENITH CVOT study evaluating zilebesiran in uHTN (view press release); Hanmi Pharmaceuticals filed an IND for its muscle-sparing obesity candidate (view press release); and Sagimet Biosciences dosed the first participants in its Ph1 study of denifanstat + resmetirom (view press release). Below, FENIX provides highlights and insights for the respective news items. 

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Roche Pharma Day 2025

Roche hosted its 2025 Pharma Day (view slides) and provided updates on its CVRM development programs. Recall, earlier this month, Roche entered into a definitive merger agreement to acquire 89bio, thereby securing full rights to its Ph3 MASH asset, pegozafermin (FGF21 analog; previous FENIX insight). Below, FENIX provides highlights and insights from the call.

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ESC 2025: Novo, Roche/Alnylam, and AstraZeneca Present New Data; Medtronic Closes in on Abbott CGM Launch; Ionis Topline Ph3 Olezarsen Results; NMPA Accepts Hengrui’s Obesity Application; Ypsomed’s SmartPilot Receives 510(k) Clearance; Biophytis Ph2 BIO101 Obesity Study; Skye Completes Ph2 Nimacimab Dosing 

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Medtronic, Roche/Alnylam, AstraZeneca, Ionis Pharmaceuticals, Jiangsu Hengrui, Ypsomed, Biophytis, and Skye Bioscience. Below, FENIX provides highlights and insights for the respective news items.

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Obesity Spotlight: Roche’s Journey to Commercialization 

In the third installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Roche’s strategy to enter the obesity space. The analysis includes insights into Roche’s approach to external partnerships and acquisitions, including thoughts on how the Carmot acquisition may not be progressing as planned. Recall, Roche recently entered into a co-development and co-commercialization partnership with Zealand for petrelintide, which represents the largest deal across any therapy area and stage of development for a single asset (previous FENIX insight).

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