Category Archives: Dual/triple agonist

Wegovy MASH Label Analysis; Ozempic Offered Through NovoCare

FDA recently approved Wegovy (2.4mg semaglutide; QW SC GLP-1RA; view label) for the treatment of noncirrhotic MASH in adults with moderate to advanced liver fibrosis (F2-F3 MASH; view press release). The accelerated approval is based on results from Part 1 of the ongoing Ph3 ESSENCE study (view publication; previous FENIX insight). Additionally, Echosens and Novo Nordisk announced they are advancing their partnership to increase awareness and early diagnosis of MASH (view press release). Below, FENIX has conducted a Wegovy label analysis, including a comparison with Madrigal’s Rezdiffra (resmetirom), the only other approved treatment for MASH.

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Zealand Q2 ‘25 Earnings; Lilly Raises Mounjaro Prices in UK; Lilly Partners with Superluminal for Obesity Drug Discovery 

Three cardiometabolic-related items have been observed: Zealand hosted its Q2 ‘25 earnings call (press release; slides); Lilly is reportedly increasing Mounjaro pricing in the UK to match EU pricing (view article); and Superluminal announced it entered into a drug discovery agreement with Lilly (view press release). Below, FENIX provides highlights and insights for the respective news items.

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UK Partners with Lilly for Obesity Program; Altimmune and Veru Q2 ‘25 Earnings  

Three cardiometabolic-related news items have been observed: The UK government announced it has partnered with Lilly to pilot a program supporting people with obesity (view press release), Altimmune hosted its Q2 ‘25 earnings call (press release), and Veru hosted its Q2 ‘25 earnings call (press release). Below, FENIX provides highlights and insights for the respective news items.

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Lilly Leaves Door Open for Novo; Lilly Q2 ‘25 Earnings

Lilly hosted its Q2 ‘25 earnings call (press release; slides) and provided updates across its CVRM portfolio. Separately, Lilly announced topline results from its Ph3 ATTAIN-1 trial evaluating orforglipron in 3,127 non-T2DM obese adults (view press release; CT.gov record). Of note, Lilly’s stock is down -15% due to the lower-than-expected ATTAIN-1 weight loss, despite raising revenue guidance. Below, FENIX provides highlights and insights from the call and data readout.

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Novo Cleans Out Pipeline; Q2 ‘25 Earnings Update 

Novo Nordisk hosted its Q2 ’25 earnings call (press release; slides) and provided updates across its CVRM portfolio and near-term obesity pipeline. Recall, Novo recently promoted Mike Doustdar as its new CEO and lowered its FY 2025 sales guidance primarily due to the outsized impact of compounding on US GLP-1RA market penetration (previous FENIX insight). Importantly, Novo disclosed the discontinuation of five development programs. Below, FENIX provides highlights and insights from the Q2 ’25 earnings call, including thoughts on Novo reassessing its pipeline.

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Novo Sues Compounders…Again; Pfizer, Madrigal, Vertex, Corbus, and Esperion Q2 ‘25 Earnings; Innovent Receives IND clearance for Oral GLP-1RA; Vivani Data for Semaglutide Implant 

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Pfizer, Madrigal, Vertex, Innovent Biologics, Corbus, Esperion, and Vivani Medical. Below, FENIX provides highlights and insights for the respective news items.

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Regeneron Q2 ‘25 Earnings; Medicare + Medicaid Potentially to Cover AOMs; Leqvio Label Expansion as Monotherapy

Three cardiometabolic-related news items have been observed: Regeneron Pharmaceuticals hosted its Q2 ‘25 earnings call (press release; slides); Medicare/Medicaid announced it plans to cover AOMs as part of 5-year experiment (view article); and Novartis announced its Leqvio received FDA approval for a label expansion as a monotherapy to treat adults with hypercholesterolemia (view press release). Below, FENIX provides highlights and insights for the respective news items.

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