MetaVia (MTVA) Emerging Growth Virtual Conference summary

Market opportunity and industry landscape

• Cardiometabolic diseases, especially obesity and MASH, represent rapidly expanding markets, with obesity projected to reach $80–$130 billion and MASH $20–$35 billion annually worldwide.

• Combination therapies are expected to dominate the MASH market, with a focus on add-on treatments to existing standards like resmetirom and GLP-1s.

• Obesity prevalence exceeds 650 million adults globally, and MASH affects 5–6% of adults, often overlapping with obesity and diabetes.

Clinical development and data highlights

• DA-1726, an oxyntomodulin analog, showed -9.1% weight loss and -3.8 inches waist reduction in 8 weeks at 48 mg, with dose-dependent efficacy and mild to moderate side effects.

• Phase I titration studies are ongoing, with higher doses (up to 64 mg) planned to further improve efficacy and safety, targeting data release by end of 2026.

• Vanoglipel (DA-1241) met primary endpoints in phase IIA for presumed MASH, showing significant hepatic and glycemic improvements, with more data expected mid-year.

Competitive positioning and differentiation

• DA-1726 demonstrates early efficacy and safety signals comparable to or exceeding other GLP-1/glucagon and triple agonist therapies in early-stage trials.

• Unique 3:1 GLP-1 to glucagon ratio offers superior glycemic control and weight loss potential versus competitors, with a favorable safety profile.

• Adverse events, mainly mild to moderate vomiting and nausea, are expected to decrease with titration, potentially improving over competitors’ profiles.