COMPANY RESEARCHWorks with Orbis on oral macrocycle discovery and with Vivtex on delivery. Success with oral semaglutide does not automatically validate the collaborative macrocycle program.
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Disease tags match recorded text mentions and require program-level verification.
Works with Orbis on oral macrocycle discovery and with Vivtex on delivery. Success with oral semaglutide does not automatically validate the collaborative macrocycle program.
| Program / service | Target / indication | Representative stage | Evidence & scope |
|---|---|---|---|
| Orbis–Novo macrocycle program | Not disclosed · Cardiometabolic | 未披露 | Human results not disclosed |
| Vivtex–Novo delivery collaboration | Not disclosed · Metabolic diseases | 未披露 | Human results not disclosed |
Company-name matches are discovery leads; verify entity identity and transaction roles in the original source.
Orbis Medicines and Novo Nordisk signed a multi-target discovery and licensing agreement for orally bioavailable macrocycles in cardiometabolic disease. Orbis is eligible for up to $1.4 billion in upfront and future milestone payments, plus royalties, and Novo will make a strategic investment. Separate upfront and investment amounts were undisclosed; the headline value is not cash already paid.
Johnson & Johnson reported that 58% of patients receiving icotrokinra 200 mg achieved ACR20 at Week 16 in ICONIC-PsA 1, versus 41% with placebo. The oral IL-23 receptor peptide also showed skin responses. The company reported no new safety signals through Week 24; active psoriatic arthritis remains an investigational indication.
Entera reported $265.9 million in cash and cash equivalents at September 30, plus $6.5 million in restricted cash. Its November 6 update targets first site activation for an approximately 900-patient EB613 osteoporosis Phase 3 trial in late 2026. EB613 is an oral PTH(1-34) program, included here as an adjacent oral-peptide delivery development, not a cyclic-peptide candidate.
Johnson & Johnson reported that ICONIC-ASCEND met its Week 16 co-primary endpoints: PASI 90 responses were 55.2% with icotrokinra versus 3.6% with placebo, and IGA 0/1 responses were 70.4% versus 9.5%. At Week 28, the oral peptide met noninferiority criteria versus ustekinumab across multiplicity-controlled key secondary skin-clearance endpoints.
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