Two cardiometabolic-related news items have been observed: Regeneron initiated a new Ph2 MASH study (view CT.gov record), and Aurigene is expanding its partnership with Alveus Therapeutics (view LinkedIn post). Below, FENIX provides highlights and insights for the respective news items.
In the tenth installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of AstraZeneca’s current position in the obesity market. The analysis includes insights into AZ’s strategy to replace Farxiga revenue and how it is seemingly following Lilly’s obesity playbook.
A series of cardiometabolic-related news items has been observed from FDA/Lilly, Novo Nordisk, Sana Biotechnology, and Corbus Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items.
Two cardiometabolic-related news items have been observed: Kailera Therapeutics released its IPO pricing (view SEC filing) and Diamyd Medical discontinued its Ph3 DIAGNODE-3 trial evaluating retogatein (view press release). Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items has been observed from Novo Nordisk/Boehringer Ingelheim, MetaVia, LifeMD, Modular Medical, and FDA/MiniMed. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items has been observed by Lilly, FDA, Novo Nordisk, 23andMe, and Noom. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items has been observed by Novo Nordisk, AstraZeneca, Insulet, and Ascletis Pharma. Below, FENIX provides highlights and insights for the respective news items.
FDA recently approved Lilly’s orforglipron (branded Foundayo) as the first non-peptide oral GLP-1RA for the treatment of overweight or obesity (previous FENIX insight; view label). With Lilly set to begin shipments on April 6, 2026, Foundayo’s launch comes ~3 months after Novo Nordisk’s Wegovy Pill (the first oral peptide GLP‑1RA to market for obesity), setting the stage for one of the most highly anticipated commercial battles across the industry in recent years. Of note, immediately following the Foundayo approval, Novo issued a press release (view here) with two analyses suggesting Wegovy Pill outperforms Foundayo in terms of weight loss and tolerability. Below, FENIX has conducted a detailed analysis of Foundayo’s label, pricing, and website, as well as thoughts on a potentially new social media strategy from Novo.
Three cardiometabolic-related news items have been observed: FDA updated its GLP-1RA compounding policies (view statement); Skye Bioscience dosed the first patient in Part C of the Ph2a CBeyond trial evaluating higher doses of nimacimab (view press release); and Aspect Biosystems received $79M in funding from the Canadian government (view press release). Below, FENIX provides highlights and insights on the respective news items.
A series of cardiometabolic-related news items has been observed from Whoop, Currax Pharmaceuticals, Novo Nordisk, and Ambrosia Biosciences. Below, FENIX provides highlights and insights for the respective news items.