Category Archives: Other

Lilly Addresses Global Drug Cost Changes; BioAge Ph1 NLRP3i Trial Update

Two cardiometabolic-related news items have been observed: Lilly published a statement about global drug cost-sharing (view here); and BioAge Labs announced it dosed the first healthy participant in its Ph1 SAD/MAD study evaluating BGE-102 (QD oral NLRP3 inhibitor; view press release). Below, FENIX provides highlights and insights for the respective news items.

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Zealand Q2 ‘25 Earnings; Lilly Raises Mounjaro Prices in UK; Lilly Partners with Superluminal for Obesity Drug Discovery 

Three cardiometabolic-related items have been observed: Zealand hosted its Q2 ‘25 earnings call (press release; slides); Lilly is reportedly increasing Mounjaro pricing in the UK to match EU pricing (view article); and Superluminal announced it entered into a drug discovery agreement with Lilly (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Ascletis Preclinical Obesity Data; Sagimet Q2 ‘25 Earnings

Two cardiometabolic-related news items have been observed: Ascletis Pharma announced efficacy results from its preclinical study evaluating ASC47 (QM SC THR-β) in combination with tirzepatide and semaglutide (press release); and Sagimet Biosciences reported its Q2 ‘25 earnings (press release). Below, FENIX provides highlights and insights for the respective news items.

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UK Partners with Lilly for Obesity Program; Altimmune and Veru Q2 ‘25 Earnings  

Three cardiometabolic-related news items have been observed: The UK government announced it has partnered with Lilly to pilot a program supporting people with obesity (view press release), Altimmune hosted its Q2 ‘25 earnings call (press release), and Veru hosted its Q2 ‘25 earnings call (press release). Below, FENIX provides highlights and insights for the respective news items.

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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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