Category Archives: GLP-1RA

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.

This content is for Read Less members only.
Already a member? Log in here

Lilly Retatrutide Risk Mitigation; Medtronic CY Q4 ’25 Earnings; 7.2mg Wegovy EU Approval; Lilly Targets India for Manufacturing Hub; EC Approval of Myqorzo; Esperion and Alkem Reach Generic BA Agreement

A series of cardiometabolic-related news items has been observed from Lilly, Medtronic, Novo Nordisk, Cytokinetics, and Esperion Therapeutics. Below, FENIX provides highlights and insights for the respective news items.

This content is for Read Less members only.
Already a member? Log in here

Madrigal Partners for siRNA MASH Program; Novo Initiates Ph2 Obesity Study for Triple Agonist; Eccogene Reports Topline Ph1b Elecoglipron Data; Ascletis Selects Another Obesity Candidate; Cascade Raises $72M; Hoth Shares Pre-Clinical Obesity/MASH Data

A series of cardiometabolic-related news items has been observed from Madrigal Pharmaceuticals, Novo Nordisk, Eccogene, Ascletis Pharma, Cascade Pharmaceuticals, and Hoth Therapeutics. Below, FENIX provides highlights and insights for the respective news items.

This content is for Read Less members only.
Already a member? Log in here

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.

This content is for Read Less members only.
Already a member? Log in here