Category Archives: Other

Obesity Spotlight: Zealand’s Path to Find a Partner

In the first installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Zealand Pharma’s place in the obesity market, including a sit-down interview with Zealand’s CEO Adam Steensberg. The analysis includes insights and thoughts on Zealand’s partnership/M&A strategy as it looks to advance its obesity pipeline, particularly petrelintide.

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Novo Launches NovoCare DTP Platform; Lilly Manufacturing Pitches from States and Initiates TRIUMPH-6

Three cardiometabolic-related news items have been observed: Novo Nordisk announced it launched NovoCare and decreased Wegovy to $499/month, competing with Lilly’s LillyDirect model (view press release); Lilly has opened bids for US states to court Lilly manufacturing investments (view article; view website); and Lilly initiated the Ph3 TRIUMPH-6 retatrutide obesity maintenance study (view CT.gov record). Below, FENIX provides highlights and insights for the respective news items, including thoughts on how NovoCare is following Lilly’s lead for the new US commercial model.

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AbbVie Enters Obesity Race; Novo Initiates New Drug Development AI Partnership; Biocon Launches Generic Liraglutide in UK

A series of cardiometabolic-related news items have been observed: AbbVie and Gubra announced a licensing agreement for a QW SC LA amylin agonist in obesity (view press release); Novo Nordisk and Gensaic entered into a new AI partnership for drug discovery (view press release); and Biocon has initiated a limited launch for its generic liraglutide in the UK (view press release). Below, FENIX provides highlights and insights for the respective news items

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Lilly Doubles Down on LillyDirect Program; Tandem AID Algorithm Cleared for T2DM; Compounders Sue FDA… Again; Lilly Acquires FXR Program; Terns Development Updates

A series of cardiometabolic-related news items have been observed from Lilly, Tandem Diabetes Care, the Outsourcing Facilities Association, Lilly/Organovo, and Terns Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items. 

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Lilly Stockpiles Orfoglipron; February CHMP Agenda Observed

Two cardiometabolic-related news items have been observed: Lilly has stockpiled $548M worth of orforglipron in a risky move ahead of the regulatory filing/approval (view 10-K); and the CHMP agenda (view here) for this month’s meeting (Feb 24-27) has been released. Below, FEINX provides highlights and insights for the respective news items.  

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Coming Soon: FENIX Obesity Spotlight Series

With the obesity market hot, FENIX is conducting a spotlight series throughout H1 2025 by deep diving into competitors’ portfolio approaches. The series will look to uncover key strategies that will shape the obesity market over the next 5-10 years from companies such as: Novo Nordisk, Lilly, AstraZeneca, Amgen, Boehringer Ingelheim, Roche, Merck, Regeneron, Pfizer, and others.

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