Category Archives: GLP-1RA

Obesity Spotlight: Can BI Step Outside of Lilly’s Shadow?

In the second installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Boehringer Ingelheim’s strategy in the CVRM space. The analysis includes insights and thoughts on BI’s journey to commercialize survodutide and establish itself as an independent player in the obesity market beyond the BI/Lilly alliance. It should be reminded that BI is a privately traded company, and publicly available information is limited.

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

Obesity Spotlight: Zealand’s Path to Find a Partner

In the first installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Zealand Pharma’s place in the obesity market, including a sit-down interview with Zealand’s CEO Adam Steensberg. The analysis includes insights and thoughts on Zealand’s partnership/M&A strategy as it looks to advance its obesity pipeline, particularly petrelintide.

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

Novo Launches NovoCare DTP Platform; Lilly Manufacturing Pitches from States and Initiates TRIUMPH-6

Three cardiometabolic-related news items have been observed: Novo Nordisk announced it launched NovoCare and decreased Wegovy to $499/month, competing with Lilly’s LillyDirect model (view press release); Lilly has opened bids for US states to court Lilly manufacturing investments (view article; view website); and Lilly initiated the Ph3 TRIUMPH-6 retatrutide obesity maintenance study (view CT.gov record). Below, FENIX provides highlights and insights for the respective news items, including thoughts on how NovoCare is following Lilly’s lead for the new US commercial model.

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

AbbVie Enters Obesity Race; Novo Initiates New Drug Development AI Partnership; Biocon Launches Generic Liraglutide in UK

A series of cardiometabolic-related news items have been observed: AbbVie and Gubra announced a licensing agreement for a QW SC LA amylin agonist in obesity (view press release); Novo Nordisk and Gensaic entered into a new AI partnership for drug discovery (view press release); and Biocon has initiated a limited launch for its generic liraglutide in the UK (view press release). Below, FENIX provides highlights and insights for the respective news items

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