Category Archives: Insulin Delivery

Novo Cleans Out Pipeline; Q2 ‘25 Earnings Update 

Novo Nordisk hosted its Q2 ’25 earnings call (press release; slides) and provided updates across its CVRM portfolio and near-term obesity pipeline. Recall, Novo recently promoted Mike Doustdar as its new CEO and lowered its FY 2025 sales guidance primarily due to the outsized impact of compounding on US GLP-1RA market penetration (previous FENIX insight). Importantly, Novo disclosed the discontinuation of five development programs. Below, FENIX provides highlights and insights from the Q2 ’25 earnings call, including thoughts on Novo reassessing its pipeline.

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Sciwind GLP-1RA Licensing Rumors; Lilly Completes Verve Acquisition; Adocia Ph3 Insulin Lispro Data 

Three cardiometabolic-related news items: Sciwind is reportedly in conversations with a US pharma company interested in licensing its Ph3 obesity asset, ecnoglutide (QW SC GLP-1RA; view article); Lilly announces it completed the acquisition of Verve Therapeutics (view press release); and Adocia and Tonghua Dongbao announce Ph3 insulin lispro results in T2DM (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Novo Loses Wegovy Patent Challenge; New Ph3 Icodec Trial; TIXiMED Appoints Advisors 

Three cardiometabolic-related news items have been observed: Viatris successfully challenged Novo Nordisk’s semaglutide patent (view court filing); Novo Nordisk registered a new Ph3 study of icodec in T1DM (view CT.gov record); and TIXiMED appoints new advisors for the development of its TIX100 program (view LinkedIn post). Below, FENIX provides highlights and insights for the respective news items.

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AstraZeneca Ph3 Baxdrostat Topline Results; FDA Approves Bayer’s Kerendia for HFpEF; Mattel Launches Barbie with T1DM 

Three cardiometabolic-related news items have been observed: AstraZeneca announced positive Ph3 topline results for baxdrostat in hypertension (view press release; view CT.gov record), Bayer announced FDA approval of Kerendia’s (finerenone) HEpEF indication (view press release), and Mattel announced the launch of a Barbie with diabetes (view press release). Below, FENIX provides highlights and insights for the respective news items.

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