Category Archives: Basal Insulin

Lilly ADA 2025 Investor Event; Efsitora Alfa QW Insulin Ph3 Data

Lilly hosted its ADA 2025 investor call and provided updates across its obesity portfolio, including orforglipron, retatrutide, and other early pipeline assets (view webcast). Lilly separately announced the presentation of Ph3 QW insulin efsitora alfa data (view press release). Of note, Ken Custer, Lilly’s new BU head for Cardiometabolic Health (previous FENIX insight), presented to investors for the first time. Below, FENIX provides an overview of the Lilly ADA investor event.

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Novo ADA 2025 Investor Event and Full REDEFINE 1 and 2 Results

Novo Nordisk presented results from the REDEFINE 1 and 2 cagrisema Ph3 trials at ADA 2025 (view press release); and the REDEFINE 1 (view publication) and REDEFINE 2 (view publication) results were simultaneously published in the NEJM. Following the readout, Novo hosted its ADA 2025 Investor Event and provided updates across its pipeline, including cagrisema, 7.2mg semaglutide, and amycretin. Below, FENIX provides highlights and insights from the REDEFINE presentation and investor webcast.

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Beta Bionics Investor Event at ADA 2025

Beta Bionics (BB) hosted an investor event and associated webcast at ADA 2025 (view slides). As seen by FENIX, in-room attendance was convincingly robust. Below, FENIX provides a summary and insights from the event, including BB’s new patch pump named “Mint.”

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ADA 2025 Key Press Releases (June 21)  

On the second day of the ADA 2025 conference, six cardiometabolic-related news items have been observed from Lilly, Novo Nordisk, Vertex Pharmaceuticals, Senseonics, Medtronic, and Corxel Pharmaceuticals. Below, FENIX provides context and analysis for the announcements.

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ADA 2025 Key Press Releases (June 20) 

On the first day of the ADA 2025 conference, seven cardiometabolic-related news items have been observed from Novo Nordisk, Tandem Diabetes Care, Beta Bionics, Ypsomed/CamDiab, Madrigal Pharmaceuticals, and Pfizer. Below, FENIX provides context and analysis for the announcements. 

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Novo Advances Amycretin to Ph3; Medtronic Diabetes Reclaims MiniMed Name; Vertex Layoffs After Failed T1DM Program 

Three cardiometabolic-related news items have been observed: Novo Nordisk advances amycretin into Ph3 development (view press release); Medtronic named its diabetes spinoff company “MiniMed” (view press release); and Vertex lays off employees due to its failed T1DM program (view article). Below, FENIX provides highlights and insights for the respective news items. 

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Tandem to Integrate with Abbott’s Glucose-Ketone Sensor; Insulet iOS App Integrates with Dexcom; Ypsomed and CamDiab Expand mylife Loop iOS; BI/Echosens Expand Partnership in MASH; Altimmune Initiates New Ph2 Study in ALD 

A series of cardiometabolic-related news items has been observed from Tandem Diabetes Care/Abbott, Insulet/Dexcom, Ypsomed/CamDiab, Boehringer Ingelheim/Echosens, and Altimmune. Below, FENIX provides highlights and insights for the respective news items.

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Novo Introduces New Wegovy Savings; Lilly’s Letter to Patients about Access; Sequel to Integrate with Abbott’s Glucose-ketone Sensor; Sernova Appoints Cell Pouch Advisory Board 

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Lilly, Sequel Med Tech/Abbott, and Sernova Biotherapeutics. FENIX will cover Cigna’s announcement regarding AOM coverage (view here) in today’s upcoming blast. Below, FENIX provides highlights and insights for the respective news items.   

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Medtronic to Spin Off Diabetes Business and CY Q1 ’25 (FY Q4 ’25) Earnings; Akero Acquisition Rumor 

Two cardiometabolic-related news items have been observed: Medtronic announced plans to spin off its diabetes business (press release; slides) and hosted its CY Q1 ’25 (FY Q4 ’25) earnings call (press release; slides); and Akero Therapeutics has reportedly received an acquisition proposal from an undisclosed strategic buyer (view article). Below, FENIX provides highlights and insights for the respective news items, including thoughts on what the Medtronic diabetes spinoff means for the rest of the market.

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