Category Archives: Topics

Novo Resubmits Icodec BLA; BI and Novartis Launch DTP Platforms; t:slim X2 + Control-IQ+ Now Compatible with Lyumjev

Three cardiometabolic-related news items have been observed: Novo Nordisk resubmitted the Awiqli (insulin icodec) BLA but only for adults with T2DM (view press release); Boehringer Ingelheim (view press release) and Novartis (view press release) separately announced creation of DTP platforms; and Tandem Diabetes Care announced t:slim X2 with Control-IQ+ is now compatible with Lilly’s Lyumjev (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Lilly’s $6.5B Orforglipron Manufacturing Site; Novo Registers Ph2 Study of Triple Agonist; Ascletis Pharma Ph1 Results; Veru Progresses Enobosarm to Ph2b; FDA Delays T1DM Sota Decision; New O5 DTC Ad During NFL Sunday 

A series of cardiometabolic-related news items has been observed from Lilly, Novo Nordisk, Ascletis Pharma, Veru, Lexicon Pharmaceuticals, and Insulet. Below, FENIX provides highlights and insights for the respective news items.

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Roche Pharma Day 2025

Roche hosted its 2025 Pharma Day (view slides) and provided updates on its CVRM development programs. Recall, earlier this month, Roche entered into a definitive merger agreement to acquire 89bio, thereby securing full rights to its Ph3 MASH asset, pegozafermin (FGF21 analog; previous FENIX insight). Below, FENIX provides highlights and insights from the call.

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Pfizer Acquires Metsera in $7.3B deal; Clive Meanwell Strikes Gold…Again 

Pfizer announced it entered into a definitive agreement to acquire Metsera, providing the company access to Metsera’s obesity portfolio, including MET-097i (QW/QM SC GLP-1RA), MET-233i (QM SC amylin analog), MET-224o (oral GLP-1RA), and MET-097o (oral GLP-1RA). An associated call was held (view slides). The deal comes following a series of setbacks to Pfizer’s own obesity development program, including the danuglipron discontinuation earlier this year (previous FENIX insight). Below, FENIX provides an overview of the acquisition, commentary from Pfizer, and insight into how this move transforms the future obesity landscape.

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EASD 2025 Key Press Releases (September 19) 

On the final day of EASD 2025, four key news items were observed from Novo Nordisk, Skye Bioscience, Ionis/Sobi, and Innovent. Below, FENIX provides context and analysis for the announcements.

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Novo EASD 2025 R&D Event

Novo Nordisk hosted a fireside chat with Martin Holst Lange at the EASD 2025 conference and provided updates to its pipeline and strategy. Below, FENIX provides highlights and insights from the call.

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