Category Archives: Topics

Novo Introduces New Wegovy Savings; Lilly’s Letter to Patients about Access; Sequel to Integrate with Abbott’s Glucose-ketone Sensor; Sernova Appoints Cell Pouch Advisory Board 

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Lilly, Sequel Med Tech/Abbott, and Sernova Biotherapeutics. FENIX will cover Cigna’s announcement regarding AOM coverage (view here) in today’s upcoming blast. Below, FENIX provides highlights and insights for the respective news items.   

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Medtronic to Spin Off Diabetes Business and CY Q1 ’25 (FY Q4 ’25) Earnings; Akero Acquisition Rumor 

Two cardiometabolic-related news items have been observed: Medtronic announced plans to spin off its diabetes business (press release; slides) and hosted its CY Q1 ’25 (FY Q4 ’25) earnings call (press release; slides); and Akero Therapeutics has reportedly received an acquisition proposal from an undisclosed strategic buyer (view article). Below, FENIX provides highlights and insights for the respective news items, including thoughts on what the Medtronic diabetes spinoff means for the rest of the market.

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Noom Offers Lower-Dose Wegovy; Tandem’s Mobi Receives CE Mark; Ascletis Ph1 Obesity Study 

Three cardiometabolic-related news items have been observed: Noom is offering lower doses of compounded Wegovy (view article); Tandem Diabetes Care’s Mobi insulin pump received CE Mark (view 8-K filing); and Ascletis Pharma announced dosing the first patient in its Ph1 ASC47 (THR-β) obesity study (view press release; view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.

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Naming Novo Names: Who Could Be the Next CEO? 

With Novo Nordisk preparing for the succession of Lars Fruergaard Jørgensen as CEO (previous FENIX insight), the key question now is: who will take on the role? In Novo’s investor call to discuss its leadership transition plans, the company emphasized that its strategy has not changed and that it will continue to execute its current plans. As such, this seems to suggest that its next CEO may be more likely to fall in line with its previous patterns (e.g., internal hire) rather than someone who is viewed as more transformative. Below, FENIX presents a selection of both internal and external candidates as well as an assessment of the likelihood that they are on the CEO search committee’s short list.

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Skye Partners for Obesity Development; May CHMP Agenda; Altimmune Initiates Ph2 Study in AUD; Zealand Appoints New CDO; Cytokinetics Presents Additional Aficamten Analyses; Ionis Ph3 Olezarsen Topline Data 

A series of cardiometabolic-related news items has been observed from Skye Bioscience, EMA, Altimmune, Zealand Pharma, Cytokinetics, and Ionis Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items.

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Novo’s CEO Steps Down; Abbott Invests in Senseonics; Cellarity Hires Ex-Scholar Rock CFO 

Three cardiometabolic-related news items have been observed: Novo Nordisk announced its current CEO, Lars Fruergaard Jørgensen, will step down amid an ongoing search for a successor (view press release); Abbott has invested in Senseonics (view press release); and Flagship’s company, Cellarity, appoints new CEO (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Novo Partners with Septerna for Obesity Drug Development; GSK Acquires MASH Asset from Boston Pharma; Sernova Interim Cell Pouch Results; Found Integrates with LillyDirect and NovoCare; Cytokinetics Ph3 HCM Results; Lexicon, Fractyl, and Scholar Rock Q1 ’25 Earnings 

A series of cardiometabolic-related news items has been observed from: Novo Nordisk/Septerna, GSK/Boston Pharmaceuticals, Sernova Biotherapeutics, Found, Cytokinetics, Lexicon Pharmaceuticals, Fractyl Health, and Scholar Rock. Below, FENIX provides highlights and insights for the respective news items.

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Obesity Spotlight: Novo’s Quest for Semaglutide Successor and Next Obesity Foundational Therapy

In the fourth installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Novo Nordisk’s obesity pipeline and strategy with a particular focus on the potential successor to semaglutide. The analysis includes an overview of Novo’s partnership/acquisition history as the company looks to fuel its next wave of obesity innovation and maintain its position in the increasingly crowded obesity market.

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Arrowhead and Altimmune Q1 ‘25 Earnings; Omada IPO; Dexcom Appoints New President; SELECT Post-Hoc Analysis; Madrigal Hosts Investor Call; Skye CB1 Inhibitor Analysis at ECO 2025  

A series of cardiometabolic-related news items has been observed from Arrowhead Pharmaceuticals, Altimmune, Omada Health, Dexcom, Novo Nordisk, Madrigal Pharmaceuticals, and Skye Bioscience. Below, FENIX provides highlights and insights for the respective news items.

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