Group 1 - Corbus Pharmaceuticals Holdings Inc. is a clinical-stage company focused on oncology and obesity, with a commitment to innovative scientific approaches to serious illnesses [2] - The company will present a corporate overview at the 2026 Annual J.P. Morgan Healthcare Conference scheduled for January 12-15, 2026, in San Francisco, CA [1] - Corbus' pipeline includes CRB-701, a next-generation antibody drug conjugate targeting Nectin-4 on cancer cells; CRB-601, an anti-integrin monoclonal antibody blocking TGFβ activation; and CRB-913, a CB1 inverse agonist for obesity treatment [2]

Joining me now is Dr. . Ashish Ja. He is the outgoing dean of the school of public health at Brown University and the former White House CO 19 response coordinator.Uh doctor, thank you for joining us today. So what do you see just if we can take a step back here is the total addressable market for a pill of GLP1 how big ultimately do you think this could be. >> Yeah.So first of all, thanks for having me back. I think this is a big deal and let me explain why. I mean more than 100 million Americans have obes ...

This is really going to be super exciting for the millions of patients that have been waiting to get their hands on a GLP-1 pill. Um, and for the first time, we are having a pill that has an efficacy of some 17% if you take the pill regularly. And one in three people are going to actually reduce up to 20% weight loss.I think that data speaks for itself and we are super excited of course to be the first to the market and um and we're going to go all in. We're of course going to sell this through our own webs ...

Let's get more now on the story. Pharma and biotech reporter Anukica Kim Constantino. Anukica, what's the story here.Is this pill going to be ready soon. >> Right. So, thanks for having me on today.So, basically the news today is that Lily has trial data showing that its obesity pill could be an effective maintenance treatment for people that want to preserve their weight loss but don't want to keep taking weekly injections like Wgoian Zepbound. So in this trial, they basically followed people that initiall ...

Novo Nordisk has halted the development of any drug not tied to diabetes or obesity. That narrower focus is meant to clear the way for two new launches next year, including an oral version of Wegovy https://t.co/w64rYoowC4 ...

Lexicon Pharmaceuticals FY Conference Summary Company Overview - **Company**: Lexicon Pharmaceuticals (NasdaqGS:LXRX) - **Conference Date**: December 04, 2025 - **Key Speakers**: Scott Coiante (SVP and CFO), Craig Granowitz (SVP and Chief Medical Officer) Key Areas of Focus 1. **Zynquista for Type 1 Diabetes** - Received feedback from the FDA indicating a path for resubmission with new safety data from ongoing trials [2][5] - Acknowledged the urgency for additional glycemic control options beyond insulin, as only 20% of patients achieve their time-in-range goals [5][17] - FDA accepted the drug's efficacy in lowering A1C and reducing severe hypo events but requested fresh data on diabetic ketoacidosis (DKA) rates [6][12] 2. **Sonata Trial for Hypertrophic Cardiomyopathy (HCM)** - The Sonata trial is progressing well with projected enrollment completion in the first half of next year [2] - The primary endpoint is the Kansas City Cardiomyopathy Questionnaire (KCCQ), aiming for a clinically meaningful effect size of 4-5 points on a placebo-adjusted basis [13][16] 3. **Licensing and Partnerships** - Licensed LX9851 (obesity asset) to Novo Nordisk for over $1 billion, with ongoing IND submission preparations [3] - Partnered Impefa (heart failure drug) with Viatris, which has received approval in the UAE and filed in five additional jurisdictions [3] 4. **Pilavapadin for Diabetic Peripheral Neuropathic Pain (DPNP)** - The largest phase 2 program for DPNP with nearly 700 patients treated, showing significant efficacy [25] - Plans to anchor the phase 3 program with FDA on the selected 10 mg dose and conduct two positive parallel trials for approval [28][30] Regulatory and Market Insights - **Zynquista**: The FDA is open to non-traditional data routes to address DKA concerns, leveraging data from a large Danish trial [6][12] - **HCM**: Combination therapy is emphasized as essential for effective treatment, with sotagliflozin positioned uniquely to address both cardiac work and myocardial energetics [14][23] - **Pilavapadin**: The development model aims for a large partner to assist in market development during phase 3, given the global market opportunity [25] Additional Considerations - **Sotagliflozin's Role**: Seen as a potential first agent approved for type 1 diabetes alongside insulin, addressing a significant unmet need in the market [17][19] - **Placebo Mitigation Strategies**: Emphasis on minimizing placebo effects in trials by limiting the number of arms and reinforcing patient education [31][32] - **Novo Nordisk's Interest**: Novo is enthusiastic about LX9851 due to its oral administration and unique mechanism targeting satiety rather than appetite [34] Conclusion Lexicon Pharmaceuticals is actively advancing multiple programs with significant potential in diabetes and cardiovascular diseases, focusing on regulatory engagement and strategic partnerships to enhance their market position and address critical patient needs.

Global Health Trends - Humanity has largely eliminated hunger, leading to a situation where the number of obese children now exceeds the number of underweight children [1]

Industry Recommendation - The World Health Organization (WHO) is officially recommending GLP1 drugs for obesity in adults [1] - WHO suggests GLP1 drugs should be part of a long-term treatment strategy, combined with counseling on healthy diets and physical activity [1] - Previously, the agency primarily recommended exercise for obesity management [1]

Industry Perspective on Obesity Treatment - The World Health Organization (WHO) now recommends GLP-1 drugs like Zepbound and WGOI for adults managing obesity, marking a significant shift in approach [1] - WHO considers these therapies a "scientific breakthrough" but emphasizes they are not a singular solution, advocating for combination with healthy diet and physical activity for long-term treatment [1] - The industry recognizes obesity as a complex disease influenced by genetics, environment, and lifestyle factors, moving away from the idea that it's solely a behavioral failure [3] Cost and Access to Medication - The industry is actively working to improve access to GLP-1 drugs, but commercial insurance coverage and Medicare coverage for obesity remain challenges in the US [3] - Negotiated deals with Lily and Novanorisk are expected to take effect in 2026, with potential price decreases, such as a reduction from $1,000 to $350 per month, but affordability remains a concern for many [5][6] - There is momentum to make these drugs more affordable globally [6] Regulatory and Pricing Landscape - Osmpic and WGO are on the 15-drug list for 2027 under the Inflation Reduction Act, indicating ongoing regulatory and pricing considerations [5]

Pharmaceuticals that mimic hormones now provide effective medical tools to combat obesity. Their long-term effects on society remain to be seen. https://t.co/m41OCb0Tev ...