Peptide News Digest

#Met-233i-Comparator

2 stories

Clinical Trials · View digest

Ascletis ASC36 Amylin Receptor Peptide Agonist Once-Monthly to Once-Quarterly Phase 1 Enrollment Continues in U.S. Obesity Study

Ascletis Pharma (HKEX: 1672) continued enrollment through early September 2026 in the two U.S. Phase 1 studies of ASC36 (a once-monthly to once-quarterly subcutaneous amylin receptor peptide agonist for obesity) and ASC36_35FDC (a once-monthly subcutaneous fixed-dose combination of ASC36 plus GLP-1R/GIPR peptide agonist ASC35) initiated August 10, 2026 following FDA IND clearance July 5. In head-to-head diet-induced-obesity rat studies, ASC36 monotherapy demonstrated approximately 91% greater relative body weight reduction versus Zealand-Roche's petrelintide and approximately 32% greater versus Eli Lilly's eloralintide. If the Phase 1 tolerability profile confirms preclinical differentiation, ASC36 would enter the amylin analog Phase 2 field alongside Novo Nordisk's cagrilintide-in-CagriSema, AstraZeneca's AZD6234 (Milan EASD 2026 September 28-October 2 readout), Metsera's MET-233i, and the Roche-Zealand petrelintide-plus-enicepatide combination Phase 2 initiation planned mid-2026.

Research · View digest

AstraZeneca AZD6234 Amylin Peptide Agonist Phase 2 Data Queued for EASD 2026 in Milan September 28 to October 2

AstraZeneca's AZD6234 (a long-acting selective amylin receptor peptide agonist, weekly subcutaneous, currently in Phase 2 for obesity and type 2 diabetes) is queued for Phase 2 data presentations at the European Association for the Study of Diabetes (EASD) 62nd Annual Meeting in Milan September 28 to October 2, 2026. Trials on deck: APRICUS (obesity monotherapy) primary data 'imminent' per management; ARAY (NCT06851858, AZD6234 in obesity and type 2 diabetes on stable GLP-1 background); and the ASCEND Phase 2b (NCT06862791, 377 patients) that tests AZD6234 monotherapy, AZD9550 (AZ's GLP-1/glucagon dual agonist) monotherapy, and the combination against placebo over 36 weeks. Preliminary characterization suggests body-fat-selective weight loss and a generally tolerable profile. The readouts will provide a direct comparator against Novo Nordisk's CagriSema (semaglutide plus cagrilintide) and Metsera's MET-233i (monthly amylin) and set the near-term valuation frame for AZ's metabolic disease positioning after the $1.2 billion CSPC obesity licensing announced in January.