Earlier this week on FiercePharma, an abbreviated version of FENIX’s Obesity Power Rankings was published (view article). Below is the complete version.
A series of cardiometabolic-related news items has been observed from Novo Nordisk, Sciwind Biosciences/Pfizer, AbbVie, Fortress Biotech, Alveus Therapeutics, Beta Bionics, and Hims & Hers. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items has been observed from Lilly, Allurion Therapeutics, Sequel Med Tech/Senseonics, and EMA. Below, FENIX provides highlights and insights for the respective news items.
Novo Nordisk announced topline results from the open-label Ph3 REDEFINE-4 study evaluating 2.4mg cagrisema (QW SC GLP-1/amylin dual agonist) H2H vs. 15mg tirzepatide (QW SC GLP-1/GIP dual agonist) in patients with obesity (view CT.gov record). An associated call was held (view slides). Of note, the trial did not achieve its primary endpoint of demonstrating non-inferiority on weight loss for cagrisema compared to tirzepatide after 84 weeks. As a result, Novo’s stock is down ~15%. Additional details from the press release and call are outlined below, including FENIX’s thoughts if commercializing cagrisema still makes sense and what BD cravings may remain.
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.
A series of cardiometabolic-related news items has been observed from Zealand Pharma, Novo Nordisk, Madrigal Pharmaceuticals, and Goodpath. Below, FENIX provides highlights and insights on the respective news items.
A series of cardiometabolic-related news items has been observed from Beta Bionics, Insulet, Lilly, and Zealand Pharma. Below, FENIX provides highlights and insights on the respective news items.
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.
A series of cardiometabolic-related news items has been observed by Dexcom, Lilly, Vertex, and Biocon. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items has been observed from Viking Therapeutics, Novo Nordisk, Alnylam Pharmaceuticals, and Sanofi. Below, FENIX provides highlights and insights for the respective news items, including thoughts on how Viking and Kailera have become competing M&A targets.