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Key dosing differences Several practical differences stand out between the two protocols
dose expansion cohorts to initiate in Q2 2026 and complete enrollment in Q4 2026Measurable residual disease in acute myeloid leukemiaPhase 1Phase 1 study ongoing 4assets COM701COM701 / PVRIG / Fc-reduced anti-PVRIG antibody / OncologyRelapsed platinum-sensitive ovarian cancer
& Coudeville, L
The FDA cleared CoolSculpting in 2010
Both medications carry a boxed warning about thyroid C-cell tumors observed in rodent studies (though not confirmed in humans) and are contraindicated in patients with a personal or family history of medullary thyroid carcinoma or multiple endocrine neoplasia type 2
The question that arises is no longer, "Does it work? But, "Who owns the next generation mechanism? Were likely entering a phase where: Large-cap pharma consolidates metabolic platforms Mid-cap biotech becomes an acquisition target (mechanism-driven) Valuations increasingly reflect mechanism optionality, not single indications And importantly: The winners may not be the first GLP-1 players But those building next-gen metabolic architectures Bottom line: If GLP-1 were the opening trade, multi-pathway metabolic drugs may represent the full cycle
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