Category Archives: Insulin Delivery

Lilly Leaves Door Open for Novo; Lilly Q2 ‘25 Earnings

Lilly hosted its Q2 ‘25 earnings call (press release; slides) and provided updates across its CVRM portfolio. Separately, Lilly announced topline results from its Ph3 ATTAIN-1 trial evaluating orforglipron in 3,127 non-T2DM obese adults (view press release; CT.gov record). Of note, Lilly’s stock is down -15% due to the lower-than-expected ATTAIN-1 weight loss, despite raising revenue guidance. Below, FENIX provides highlights and insights from the call and data readout.

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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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