Alimentary/Metabolic
Both high-profile failures and small investments that are yielding success so far characterize the dealmaking in MASH over the past 15 years or so.
Company surprises investors with Jørgensen's exit but insists its strategy will not change.
Lilly saw solid growth for its business in Japan last year on the back of several new launches and is building its obesity and Alzheimer's portfolios in the country.
Deal Snapshot: The Danish drugmaker is partnering with GPCR drug discovery expert Septerna to develop multiple small molecules for cardiometabolic targets.
The acquisition of Boston Pharma’s once-a-month FGF21 analog adds to GSK’s liver disease portfolio.
Join our China-based editors Dexter Yan and Xu Hu in this Chinese-language podcast looking at some of their recent interviews and other key coverage.
Novo Nordisk enjoyed a surprise GLP-1 agonist contracting win in the first quarter of 2025. This provided a welcome boost to its stock after it had spent the previous quarter on the back foot against rival Lilly.
The presentation and publication of the Phase IIIb study showing greater efficacy for Zepbound over Wegovy come at a time when competition has been heating up between the two obesity medications.
Despite the ability to initiate clinical trials quickly and having strong manufacturing capacity, Chinese companies are facing multiple challenges in the obesity space.
Lilly executives told the company’s Q1 call they were not surprised at the Wegovy deal, but some analysts said it could cut into prescription growth for Zepbound.
Over the past few months, Chinese developers of CNS and cardiometabolic therapies have attracted the interest of domestic investors, amid generally modest funding activity.
Two Phase III trials testing tegoprazan read out positively, but the potassium-competitive acid blocker will compete with Phathom’s Voquezna (vonoprazan).
The biotech reported Phase I multiple-ascending dose data for its obesity drug for the second time in a week, but its safety and tolerability do not offset concerns about relatively unimpressive weight reduction.
The company announced positive topline results for the oral GLP-1 drug in type 2 diabetes that beat expectations.
With the FDA asking for another Phase III trial, the short bowel syndrome drug apraglutide could be years away from market, while the Linzess patent expiry and near-term debt loom.
The company discontinued development of its oral GLP-1 receptor agonist for weight management due to a safety signal.
The end of semaglutide and tirzepatide shortages means large-scale compounding is declining, ICER noted. But compounded versions – and the demand for them – are likely here to stay.
Adstiladrin sales hit €70m in first full year on the market
ICER’s new white paper pointed to estimates that the GLP-1 drugs may result in more than $100bn in annual spending, highlighting the need to rein in costs.
The company plans a tiered sales approach as it targets endocrinologists for hypothalamic obesity, which is more widely diagnosed than its current indication for Bardet-Biedl syndrome.