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Dual/triple agonist, GLP-1RA, Other

September 16, 2024

Roche in Damage Control Mode After EASD Obesity Data Readout

Here is a brief preview of this blast: Roche hosted a post-EASD investor event (view slides) where management reviewed its obesity data presentations and provided additional insight into the company’s obesity development strategy and pipeline. Of note, Roche spent a significant portion of the call discussing the emerging AE profile for its obesity assets and the company’s future plans to remain a player in the obesity market. Below, FENIX provides highlights and insights into the Roche event, including thoughts on whether Roche overpaid for Carmot.