A series of cardiometabolic-related news items have been observed from Pfizer, Dexcom, Merck, AbbVie, Alnylam Pharmaceuticals, Gilead, and Ascletis Pharma. Below, FENIX provides highlights and insights for the respective news items.
Lilly hosted its Q3 ‘25 earnings call (press release; slides) and provided updates across its CVRM portfolio. Of note, the company’s stock is up 5% after raising its FY 2025 sales guidance from $60.0-62.0B to $63.0-63.5B due to strong underlying performance across its portfolio, including Zepbound and Mounjaro. Below, FENIX provides highlights and insights from the call.
Novo Nordisk announced it submitted an unsolicited proposal to acquire Metsera in a deal valued up to $9.0B. Recall, last month, Pfizer announced it entered into a definitive merger agreement to acquire the New York-based biotech in a deal valued up to $7.3B (previous FENIX insight). Following the news, Metsera’s stock price soared ~23% to $64/share. Below, FENIX provides insight into the Metsera bidding war, including thoughts on Novo as a strategic fit, Pfizer’s potential response, and readthrough to other acquisition targets. FENIX’s bold prediction: Pfizer will ultimately win and acquire Metsera.
A series of cardiometabolic-related news items have been observed from Lilly, Beta Bionics, Tandem Diabetes Care, and Novo Nordisk. Below, FENIX provides highlights and insights for the respective news items.
Three cardiometabolic-related news items have been observed: Regeneron hosted its Q3 ‘25 earnings call (press release; slides); Novartis hosted its Q3 ‘25 earnings call (press release; slides); and Tomas Landh (VP of BD) shared his impending departure from Novo Nordisk (view LinkedIn post). Below, FENIX provides highlights and insights for the respective news items.
Two cardiometabolic-related news items have been observed: Roche (press release; slides) and Viking Therapeutics (press release) hosted their respective Q3 ‘25 earnings calls. Below, FENIX provides highlights and insights from the calls.
Two cardiometabolic-related events have been observed: Novo Nordisk announced proposed changes to its board of directors, including the return of Lars Rebein Sørensen as chair (view article); and Viking initiated an exploratory Ph1 maintenance dosing study of VK2735 (view press release). Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items have been observed from Novo Nordisk, FDA, Sanofi, Ascletis Pharma, and Boehringer Ingelheim. Below, FENIX provides highlights and insights for the respective news items.
In the ninth installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Lilly’s current position in the obesity market. The analysis includes insights into Lilly’s strategy to maintain a broad portfolio to stay at the top ahead of the impending wave of obesity competitors.
Kailera Therapeutics announced a $600M Series B financing, with plans to initiate its global Ph3 program of KAI-9531 (QW SC GLP-1/GIP dual agonist) by YE 2025. Kailera completed an end-of-Ph2 meeting with FDA and discussed the Ph3 program, which will evaluate KAI-9531 in adults with obesity or overweight with and without T2DM. The company is also planning a trial in adults with a BMI of 35 or higher. For context, in May 2024, Kailera acquired exclusive global rights to develop and commercialize HRS9531 from Hengrui outside of greater China as KAI-9531 (previous FENIX insight). Below, FENIX provides highlights and insights for the news item.