Category Archives: Dual/triple agonist

Hims Launches Compounded Sema Pill; Novo London, AbbVie, GSK, and Novartis Q4 ’25 Earnings; Stelo Smart Meal Logging Updates; Abbott FDA Warning Letter and Class I Recall; Rare Pediatric PRV Program Reauthorized; Sciwind Ph3 OSA Study

A series of cardiometabolic-related news items has been observed from Hims & Hers, Novo Nordisk, AbbVie, GSK, Novartis, Dexcom, Abbott, the White House, and Sciwind Biosciences. Below, FENIX provides highlights and insights for the respective news items.

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Novo Headwinds to Persist in 2026; Q4 ’25 Earnings Updates

Novo Nordisk hosted its Q4 ’25 earnings call (view press release; view slides) and provided updates across its diabetes and obesity business. Of note, the company’s stock is down ~20% following lower than expected FY 2026 sales guidance of -5% to -13%, vs. the Street’s low-single-digit expectations (view article). Management attributed the outlook to increased incretin pricing pressure, intensifying US competition, and ex-US patent expiries. Of note, Novo will be hosting its 2026 Capital Markets Day on September 21 in London, UK. Below, FENIX provides highlights and insights from the Q4 ’25 earnings call.

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Lilly Q4 ‘25 Earnings

Lilly hosted its Q4 ‘25 earnings call (press release; slides) and provided updates across its CVRM portfolio.  Of note, its stock is up ~10% today, after reporting strong Mounjaro and Zepbound sales. Below, FENIX provides highlights and insights from the call.

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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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Roche and Sanofi Q4 ’25 earnings; New Fractyl Revita Data

Three cardiometabolic-related news items have been observed: Roche (view press release; view slides) and Sanofi (view press release; view slides; view infographic) hosted their respective Q4 ’25 earnings calls; and Fractyl Health announced 6-month results from its REMAIN-1 Midpoint Cohort for the Revita procedure (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Roche Ph2 CT-388 Topline Data; Lilly Initiates Fourth Ph3 Eloralintide Trial; Arrowhead Initiates Ph1/2a ARO-DIMER-PA Study; Argo Doses First Patient in Ph2b siRNA Study; Myqorzo Available in US and Cytokinetics Partners with Olympic Gold Medalist for HCM

A series of cardiometabolic-related news items has been observed from Roche, Lilly, Arrowhead, Argo, and Cytokinetics. Below, FENIX provides highlights and insights for the respective news items.

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Novo’s Wegovy Pill Off to Quick Start; New Ph3b Retatrutide Study; Lilly Launches Obesity Campaign; Biomed Initiates Two Ph3 Quadruple Agonist Trials; Alveus Advances Obesity Asset; Afrezza Label Update; January CHMP Agenda

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Lilly, Biomed Industries, Alveus Therapeutics, MannKind, and EMA. Below, FENIX provides highlights and insights for the respective news items.

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Novo Initiates Two Cagrisema Formulation/Device Trials; Lilly Initiates Third Ph3 Eloralintide Trial; FDA Approves Zepbound Kwikpen; Roche Increases Investment for Obesity Manufacturing Site; Abbott Q4 ’25 Earnings; CORXEL Closes $287M Series D1 Funding; Sesame Partners with Novo for Wegovy Pill

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Lilly, Roche, Abbott, Corxel Pharmaceuticals, and Sesame. Below, FENIX provides highlights and insights for the respective news items.

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