Category Archives: Topics

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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Novo Sues Compounders…Again; Pfizer, Madrigal, Vertex, Corbus, and Esperion Q2 ‘25 Earnings; Innovent Receives IND clearance for Oral GLP-1RA; Vivani Data for Semaglutide Implant 

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Pfizer, Madrigal, Vertex, Innovent Biologics, Corbus, Esperion, and Vivani Medical. Below, FENIX provides highlights and insights for the respective news items.

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Regeneron Q2 ‘25 Earnings; Medicare + Medicaid Potentially to Cover AOMs; Leqvio Label Expansion as Monotherapy

Three cardiometabolic-related news items have been observed: Regeneron Pharmaceuticals hosted its Q2 ‘25 earnings call (press release; slides); Medicare/Medicaid announced it plans to cover AOMs as part of 5-year experiment (view article); and Novartis announced its Leqvio received FDA approval for a label expansion as a monotherapy to treat adults with hypercholesterolemia (view press release). Below, FENIX provides highlights and insights for the respective news items.

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AstraZeneca, Merck, and Metsera Q2 ‘25 Earnings 

Three cardiometabolic-related news items have been observed: AstraZeneca (press release; slides), Merck (press release; slides), and Metsera (view press release) released their respective Q2 ‘25 earnings. Below, FENIX provides highlights and insights for the respective news items.

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Novo Appoints Mike Doustdar as CEO; Lowers FY ’25 Guidance

Novo Nordisk announced Mike Doustdar has been appointed as President and CEO, effective August 7, 2025. Additionally, Novo lowered its sales and operating profit guidance for 2025 (view press release). The company held an associated call to discuss the announcements (view webcast; view slides). Of note, Novo’s stock price dropped ~21% following the news. Below, FENIX provides highlights and insights on the updates.

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Sciwind GLP-1RA Licensing Rumors; Lilly Completes Verve Acquisition; Adocia Ph3 Insulin Lispro Data 

Three cardiometabolic-related news items: Sciwind is reportedly in conversations with a US pharma company interested in licensing its Ph3 obesity asset, ecnoglutide (QW SC GLP-1RA; view article); Lilly announces it completed the acquisition of Verve Therapeutics (view press release); and Adocia and Tonghua Dongbao announce Ph3 insulin lispro results in T2DM (view press release). Below, FENIX provides highlights and insights for the respective news items.

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