Category Archives: Other

Obesity Spotlight: Novo’s Quest for Semaglutide Successor and Next Obesity Foundational Therapy

In the fourth installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Novo Nordisk’s obesity pipeline and strategy with a particular focus on the potential successor to semaglutide. The analysis includes an overview of Novo’s partnership/acquisition history as the company looks to fuel its next wave of obesity innovation and maintain its position in the increasingly crowded obesity market.

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Arrowhead and Altimmune Q1 ‘25 Earnings; Omada IPO; Dexcom Appoints New President; SELECT Post-Hoc Analysis; Madrigal Hosts Investor Call; Skye CB1 Inhibitor Analysis at ECO 2025  

A series of cardiometabolic-related news items has been observed from Arrowhead Pharmaceuticals, Altimmune, Omada Health, Dexcom, Novo Nordisk, Madrigal Pharmaceuticals, and Skye Bioscience. Below, FENIX provides highlights and insights for the respective news items.

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Insulet, Senseonics, Skye, and Biocon Q1 ‘25 Earnings; Zealand and Roche Make it Official; Akero Presents MASH Data at EASL 2025; Lilly Initiates New Ph3 Tirzepatide Study in T1DM 

A series of cardiometabolic-related news items has been observed from Insulet, Senseonics, Zealand Pharma, Akero Therapeutics, Lilly, Skye Bioscience, and Biocon. Below, FENIX provides highlights and insights for the respective news items.  

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Beta Bionics Q1 ‘25 Earnings; MetaVia Presents MASH data at EASL 2025

Two cardiometabolic news items have been observed: Beta Bionics hosted its Q1 ‘25 earnings call (press release; slides); and MetaVia announced full results from its Ph2 DA-1241 study in MASH (press release; view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.

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Novo Q1 ‘25 Earnings

Novo Nordisk hosted its Q1 ’25 earnings call (press release; slides) and provided updates across its CVRM portfolio and Novo’s near-term obesity pipeline. Of note, Novo lowered its FY 2025 guidance due to reduced GLP-1RA market penetration as a result of compounding. Below, FENIX provides highlights and insights from the Q1 ’25 earnings call.

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Lilly and Madrigal Q1 ’25 Earnings; Wegovy Receives Preferred Status from CVS

Three cardiometabolic-related news items have been observed: Lilly hosted its Q1 ’25 earnings call (press release; slides); Wegovy received preferred GLP-1RA status on CVS’s formulary (view press release); and Madrigal Pharmaceuticals hosted its Q1 ’25 earnings call (press release; slides). Below, FENIX provides highlights and insights from the respective news items.

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