Category Archives: Dual/triple agonist

Novo Partners with Septerna for Obesity Drug Development; GSK Acquires MASH Asset from Boston Pharma; Sernova Interim Cell Pouch Results; Found Integrates with LillyDirect and NovoCare; Cytokinetics Ph3 HCM Results; Lexicon, Fractyl, and Scholar Rock Q1 ’25 Earnings 

A series of cardiometabolic-related news items has been observed from: Novo Nordisk/Septerna, GSK/Boston Pharmaceuticals, Sernova Biotherapeutics, Found, Cytokinetics, Lexicon Pharmaceuticals, Fractyl Health, and Scholar Rock. Below, FENIX provides highlights and insights for the respective news items.

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Obesity Spotlight: Novo’s Quest for Semaglutide Successor and Next Obesity Foundational Therapy

In the fourth installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Novo Nordisk’s obesity pipeline and strategy with a particular focus on the potential successor to semaglutide. The analysis includes an overview of Novo’s partnership/acquisition history as the company looks to fuel its next wave of obesity innovation and maintain its position in the increasingly crowded obesity market.

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Arrowhead and Altimmune Q1 ‘25 Earnings; Omada IPO; Dexcom Appoints New President; SELECT Post-Hoc Analysis; Madrigal Hosts Investor Call; Skye CB1 Inhibitor Analysis at ECO 2025  

A series of cardiometabolic-related news items has been observed from Arrowhead Pharmaceuticals, Altimmune, Omada Health, Dexcom, Novo Nordisk, Madrigal Pharmaceuticals, and Skye Bioscience. Below, FENIX provides highlights and insights for the respective news items.

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Novo Q1 ‘25 Earnings

Novo Nordisk hosted its Q1 ’25 earnings call (press release; slides) and provided updates across its CVRM portfolio and Novo’s near-term obesity pipeline. Of note, Novo lowered its FY 2025 guidance due to reduced GLP-1RA market penetration as a result of compounding. Below, FENIX provides highlights and insights from the Q1 ’25 earnings call.

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AbbVie Q1 ‘25 Earnings; Madrigal Hires Ex-Novartis CVRM Development Lead

Two cardiometabolic-related news items have been observed: AbbVie hosted its Q1 ’25 earnings call (press release); and Madrigal Pharmaceuticals appointed former Novartis drug development lead, David Soergel, as its new CMO (press release). Below, FENIX provides highlights and insights for the respective news items.

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Lilly Ph3 Orforglipron T2DM Topline Results

Lilly announced topline results from its first Ph3 pivotal orforglipron (oral QD GLP-1RA) trial (ACHIEVE-1; view CT.gov record) demonstrating -1.5% reduction in A1C and -7.9% weight loss at the highest dose (36mg) at Week 40. For context, ACHIEVE-1 (n=559) evaluated the safety and efficacy of orforglipron vs placebo in adults with T2DM and inadequate glycemic control with diet and exercise alone. Lilly’s stock increased ~15% following the announcement. Below, FENIX provides highlights and insights from the ACHIEVE-1 trial, including readthrough to other obesity assets in development.

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