Category Archives: GLP-1RA

Novo ADA 2025 Investor Event and Full REDEFINE 1 and 2 Results

Novo Nordisk presented results from the REDEFINE 1 and 2 cagrisema Ph3 trials at ADA 2025 (view press release); and the REDEFINE 1 (view publication) and REDEFINE 2 (view publication) results were simultaneously published in the NEJM. Following the readout, Novo hosted its ADA 2025 Investor Event and provided updates across its pipeline, including cagrisema, 7.2mg semaglutide, and amycretin. Below, FENIX provides highlights and insights from the REDEFINE presentation and investor webcast.

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ADA 2025 Key Press Releases (June 21)  

On the second day of the ADA 2025 conference, six cardiometabolic-related news items have been observed from Lilly, Novo Nordisk, Vertex Pharmaceuticals, Senseonics, Medtronic, and Corxel Pharmaceuticals. Below, FENIX provides context and analysis for the announcements.

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ADA 2025 Key Press Releases (June 20) 

On the first day of the ADA 2025 conference, seven cardiometabolic-related news items have been observed from Novo Nordisk, Tandem Diabetes Care, Beta Bionics, Ypsomed/CamDiab, Madrigal Pharmaceuticals, and Pfizer. Below, FENIX provides context and analysis for the announcements. 

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Obesity Spotlight: Regeneron’s Obesity Strategy Continues to Evolve

In the sixth installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Regeneron’s current position in the obesity market. Recall, Regeneron recently announced it entered into an in-licensing agreement with Hansoh for a QW SC GLP-1/GIP RA (previous FENIX insight), which may signal a fundamental shift in the company’s strategy.

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Novo Advances Amycretin to Ph3; Medtronic Diabetes Reclaims MiniMed Name; Vertex Layoffs After Failed T1DM Program 

Three cardiometabolic-related news items have been observed: Novo Nordisk advances amycretin into Ph3 development (view press release); Medtronic named its diabetes spinoff company “MiniMed” (view press release); and Vertex lays off employees due to its failed T1DM program (view article). Below, FENIX provides highlights and insights for the respective news items. 

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Tandem to Integrate with Abbott’s Glucose-Ketone Sensor; Insulet iOS App Integrates with Dexcom; Ypsomed and CamDiab Expand mylife Loop iOS; BI/Echosens Expand Partnership in MASH; Altimmune Initiates New Ph2 Study in ALD 

A series of cardiometabolic-related news items has been observed from Tandem Diabetes Care/Abbott, Insulet/Dexcom, Ypsomed/CamDiab, Boehringer Ingelheim/Echosens, and Altimmune. Below, FENIX provides highlights and insights for the respective news items.

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