Category Archives: Bolus Insulin

Ionis, Wave, and MannKind Q4 ’25 Earnings; New Ph2 Olatorepatide Study; ACHIEVE-3 Full Results; MindRank Doses First Patient in Ph3 Oral GLP-1RA Study; Fractyl Completes Pivotal Enrollment

A series of cardiometabolic-related news items has been observed from Ionis Pharmaceuticals, Wave Life Sciences, Regeneron, Lilly, MannKind, MindRank, and Fractyl Health. Below, FENIX provides highlights and insights for the respective news items.

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Tandem Q4 ’25 Earnings; Verdiva Obesity Pipeline 

Two cardiometabolic-related news items have been observed: Tandem Diabetes Care hosted its Q4 ’25 earnings call (press release; slides) and Verdiva Bio shared updates to its obesity pipeline (view article). Below, FENIX provides highlights and insights for the respective news items.

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Thoughts on The TrumpRx Launch: The Future Booking.com of Obesity Drugs?

The White House recently launched TrumpRx.gov (view website), an online platform that allows consumers to search for the lowest available cash-pay prices for their prescription medications (view image below). Importantly, the website itself is not the direct point of purchase for consumers; instead, it is a central hub that informs patients of the available out-of-pocket pricing options before redirecting them to purchase the drug by what appears to be two contrasting pathways (discussed below). Below, FENIX outlines how TrumpRx operates, its potential value creation, and why the platform may disproportionately benefit AOM manufacturers.

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Novo Reports Topline Cagrisema T2DM Data; Additional Nimacimab Results; Medtronic Expands 780G Access; SanegeneBio Partners with Roche; NMPA Approves Sciwind’s Ecnoglutide in T2DM 

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Skye Bioscience, Medtronic, SanegeneBio/Roche, and Sciwind Biosciences. Below, FENIX provides highlights and insights for the respective news items, including a hypothesis around Novo’s cagrisema strategy.

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JPM 2026 Day 3: ZLDPF, ABBV, SANA, PODD; Jazz to Sell PRV; Novo Initiates Amycretin Ph3 Program; Madrigal Initiates New Ph2 Resmetirom MASH Study; Sandoz Confirms EC Approval of Ondibta

On the third day of JPM 2026, FENIX has provided coverage of presentations by major CVRM companies, including Zealand, AbbVie, Sana Biotechnology, and Insulet. Separately, a series of CVRM-related news items has been observed. Below, FENIX provides highlights and insights for the respective news items, including speculation into who purchased Jazz’s PRV.

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Antag Ph1 Obesity Data; Lilly Zepbound+Taltz PsA Combination Data; Rani Initiates Ph1 Dual Agonist Study; Viking Completes Ph1 VK2735 Maintenance Study Enrollment; Gordian and Pfizer Partner for Obesity Drug Discovery; MannKind Provides 2026 Business Updates

A series of cardiometabolic-related news items has been observed from Antag Therapeutics, Lilly, Rani Therapeutics, Viking Therapeutics, Gordian Biotechnology/Pfizer, and MannKind. Below, FENIX provides highlights and insights for the respective news items.

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