Category Archives: Topics

Viking Completes Ph3 Obesity Study Enrollment; FDA Clears Dexcom’s Smart Basal Feature; Modular Medical Files Patch Pump

Three cardiometabolic-related news items have been observed: Viking Therapeutics completed enrollment for its Ph3 VK2735 obesity non-T2DM study (view press release); Dexcom received FDA clearance for its Smart Basal feature (view press release) and announced plans to launch its 15 day G7 CGM in the US (view press release); and Modular Medical submitted a 510(k) for its Pivot patch pump (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Novo Reduces Wegovy and Ozempic US DTP Pricing

Novo Nordisk announced that effective today (November 17), it is reducing the US cash-pay price of injectable Wegovy and Ozempic to $199/month for the first two months and $349/month for subsequent months (down from $499/month). Below, FENIX provides insight into Novo’s pricing updates, including a curious observation (and hypothesis) regarding the 2.0mg Ozempic dose.

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Obesity CNPV Analysis: Novo Changes Strategy, but Lilly Set to Win

As part of Novo and Lilly’s recent MFN deals (previous FENIX insight), both received a Commissioner’s National Priority Voucher (CNPV), potentially accelerating the review time of a product to only 1-2 months. Novo and Lilly disclosed plans to use their CNPVs for 7.2mg semaglutide and orforglipron, respectively. Below, FENIX provides thoughts on each of the CNPVs, including why Lilly is positioned to benefit the most.

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Novo Elects New Board; Positive Tzield CHMP Opinion

Two cardiometabolic-related news items have been observed: Novo Nordisk hosted its extraordinary general meeting and elected a new board (view press release); and Sanofi’s Tzield received a positive recommendation from CHMP (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Zealand to Receive PRV?; Zealand Q3 ’25 Earnings; Pfizer Completes Metsera Acquisition; WeightWatchers to Offer Oral Wegovy; Ascletis Preclinical Combination Data; MangoRx Partners with NovoCare and LillyDirect? 

A series of cardiometabolic-related news items has been observed from Pfizer/Metsera, Zealand Pharma, WeightWatchers, Ascletis Pharma, and Lilly/Mangoceuticals (MangoRx). Below, FENIX provides highlights and insights for the respective news items, including how Zealand can use a PRV to decrease the review time of petrelintide.

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Biocon CY Q3 ’25 Earnings; Adocia Long-Acting AOM Platform Patent

Two cardiometabolic-related news items have been observed: Biocon hosted its CY Q3 ’25 (FY Q2 ’26) earnings call (press release; slides) and Adocia filed a patent for its long-acting AOM platform (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Pfizer Wins Metsera Bidding War; Lilly Partners for RNAi Drug Discovery; AZ Acquires Obesity Start-Up; Tandem’s Mobi Cleared for Android Use; Merck, Amgen, AZ, Ionis Data at AHA 2025; November CHMP Agenda 

A series of cardiometabolic-related news items have been observed from Metsera/Pfizer, Lilly, AstraZeneca, Tandem Diabetes Care, Merck, Amgen, Bayer, Ionis Pharmaceuticals, Camurus, and EMA. Below, FENIX provides highlights and insights for the respective news items.

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Insulet, Altimmune, Gubra, Tandem, and Structure Q3 ’25 Earnings; Cagrisema Data at ObesityWeek 2025; MetaVia and Altimmune MASH Results at AASLD 2025; New Lilly Obesity Asset 

A series of cardiometabolic-related news items has been observed from Insulet, Altimmune, Novo Nordisk, Gubra, Tandem Diabetes Care, Structure Therapeutics, MetaVia, and Lilly. Below, FENIX provides highlights and insights for the respective news items.

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