Category Archives: Basal Insulin

Novo Q3 ’25 Earnings; Lowers FY 2025 Guidance…Again

Novo Nordisk hosted its Q3 ’25 earnings call (press release; slides) and provided updates across its CVRM portfolio and obesity pipeline. Of note, the company has lowered its FY 2025 sales growth guidance again from 8-14% to 8-11% due to continued underperformance of its semaglutide franchise. Recall, at the beginning of the year, Novo originally guided that FY 2025 sales growth would be in the range of 16-24% (view slide). Below, FENIX provides highlights and insights from the Q3 ’25 earnings call, including thoughts on the Metsera acquisition saga.

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Lilly Q3 ‘25 Earnings; Raises FY 2025 Guidance 

Lilly hosted its Q3 ‘25 earnings call (press release; slides) and provided updates across its CVRM portfolio. Of note, the company’s stock is up 5% after raising its FY 2025 sales guidance from $60.0-62.0B to $63.0-63.5B due to strong underlying performance across its portfolio, including Zepbound and Mounjaro. Below, FENIX provides highlights and insights from the call.

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Terns Discontinues Obesity Program; Lingo Available at Walmart; Roche Partners For CVRM Manufacturing; Biocon Expands US Glargine Partnership; NewAmsterdam Registers Ph3 Study of Obicetrapib FDC and Monotherapy

A series of cardiometabolic-related news items has been observed from Terns Pharmaceuticals, ROVI/Roche, Biocon/Civica, Abbott, and NewAmsterdam Pharma. Below, FENIX provides highlights and insights for the respective news items.

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Lilly Ph3 Orfor T2DM Results; Abbott Q3 ’25 Earnings 

Two cardiometabolic events have been observed: Lilly announced topline results from the ACHIEVE-2 and ACHIEVE-5 studies of orforglipron in T2DM (view press release); and Abbott hosted its Q3 ’25 earnings call (press release; infographic). Below, FENIX provides highlights and insights for the respective news items.

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Novo Resubmits Icodec BLA; BI and Novartis Launch DTP Platforms; t:slim X2 + Control-IQ+ Now Compatible with Lyumjev

Three cardiometabolic-related news items have been observed: Novo Nordisk resubmitted the Awiqli (insulin icodec) BLA but only for adults with T2DM (view press release); Boehringer Ingelheim (view press release) and Novartis (view press release) separately announced creation of DTP platforms; and Tandem Diabetes Care announced t:slim X2 with Control-IQ+ is now compatible with Lilly’s Lyumjev (view press release). Below, FENIX provides highlights and insights for the respective news items.

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EASD 2025 Key Press Releases (September 19) 

On the final day of EASD 2025, four key news items were observed from Novo Nordisk, Skye Bioscience, Ionis/Sobi, and Innovent. Below, FENIX provides context and analysis for the announcements.

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Novo EASD 2025 R&D Event

Novo Nordisk hosted a fireside chat with Martin Holst Lange at the EASD 2025 conference and provided updates to its pipeline and strategy. Below, FENIX provides highlights and insights from the call.

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EASD 2025 Key Press Releases (September 15) 

On the first day of EASD 2025, four key news items were observed from Novo Nordisk, Dexcom, Takeda, and EMA. Below, FENIX provides context and analysis for the announcements.

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