Category Archives: Topics

Roche and Sanofi Q4 ’25 earnings; New Fractyl Revita Data

Three cardiometabolic-related news items have been observed: Roche (view press release; view slides) and Sanofi (view press release; view slides; view infographic) hosted their respective Q4 ’25 earnings calls; and Fractyl Health announced 6-month results from its REMAIN-1 Midpoint Cohort for the Revita procedure (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Trulicity on Medicare Negotiation List; Novo Outspends Lilly on GLP-1RA Advertising; Ro’s GLP-1RA Super Bowl Commercial

Three cardiometabolic-related news items have been observed: CMS included Lilly’s Trulicity for the third round of Medicare price negotiations (view press release); Novo spent nearly $500M on US advertising of Wegovy and Ozempic (view article); and Ro announced plans to air a “Healthier on Ro” Super Bowl commercial (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Roche Ph2 CT-388 Topline Data; Lilly Initiates Fourth Ph3 Eloralintide Trial; Arrowhead Initiates Ph1/2a ARO-DIMER-PA Study; Argo Doses First Patient in Ph2b siRNA Study; Myqorzo Available in US and Cytokinetics Partners with Olympic Gold Medalist for HCM

A series of cardiometabolic-related news items has been observed from Roche, Lilly, Arrowhead, Argo, and Cytokinetics. Below, FENIX provides highlights and insights for the respective news items.

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Novo’s Wegovy Pill Off to Quick Start; New Ph3b Retatrutide Study; Lilly Launches Obesity Campaign; Biomed Initiates Two Ph3 Quadruple Agonist Trials; Alveus Advances Obesity Asset; Afrezza Label Update; January CHMP Agenda

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Lilly, Biomed Industries, Alveus Therapeutics, MannKind, and EMA. Below, FENIX provides highlights and insights for the respective news items.

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Novo Initiates Two Cagrisema Formulation/Device Trials; Lilly Initiates Third Ph3 Eloralintide Trial; FDA Approves Zepbound Kwikpen; Roche Increases Investment for Obesity Manufacturing Site; Abbott Q4 ’25 Earnings; CORXEL Closes $287M Series D1 Funding; Sesame Partners with Novo for Wegovy Pill

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Lilly, Roche, Abbott, Corxel Pharmaceuticals, and Sesame. Below, FENIX provides highlights and insights for the respective news items.

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Roche Initiates Ph3 Obesity Program; Novo Partners for T1DM and Launches New Ozempic Campaign; Ascletis Selects Obesity Candidate; BioAge Expands NLRP3i Development; Richard DiMarchi Featured in IU Commercial

A series of cardiometabolic-related news items has been observed from Roche, Novo Nordisk, Ascletis Pharma, BioAge Labs, and Indiana University. Below, FENIX provides highlights and insights for the respective news items.

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Early Wegovy Pill Prescription Trends; InterAx and Alveus Drug Discovery Partnership

Two cardiometabolic-related news items have been observed: Novo Nordisk tracks over 3,000 US prescriptions of Wegovy pill in the first four days of launch (view article); and InterAx and Alveus Therapeutics enter into a partnership for cardiometabolic drug discovery (view press release). Below, FENIX provides highlights and insights for the respective news items.

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JPM 2026 Day 4: IVA, JNGHF, LXRX, BMEA, ESPR; FDA Delays CNPV Approvals

On the fourth and final day of JPM 2026, FENIX has provided coverage of presentations by Inventiva Pharma, Jiangsu Hengrui Pharmaceuticals, Lexicon Pharmaceuticals, Biomea Fusion, and Esperion. Separately, one CVRM-related news item has been observed: FDA has delayed CNPV approval of Tzield and orforglipron (view article). Below, FENIX provides highlights and insights from the JPM presentations as well as insight into the CNPV delays.

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JPM 2026 Day 3: ZLDPF, ABBV, SANA, PODD; Jazz to Sell PRV; Novo Initiates Amycretin Ph3 Program; Madrigal Initiates New Ph2 Resmetirom MASH Study; Sandoz Confirms EC Approval of Ondibta

On the third day of JPM 2026, FENIX has provided coverage of presentations by major CVRM companies, including Zealand, AbbVie, Sana Biotechnology, and Insulet. Separately, a series of CVRM-related news items has been observed. Below, FENIX provides highlights and insights for the respective news items, including speculation into who purchased Jazz’s PRV.

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JPM 2025 Day 2: LLY, NVO, AMGN, VKTX, AZN, MRK, IONS; Obesity Association Debuts Standards of Care for Obesity Medications

On the second day of JPM 2026, FENIX has provided coverage of presentations by major CVRM companies, including Lilly, Novo Nordisk, Amgen, Viking Therapeutics, AstraZeneca, Merck, and Ionis Pharmaceuticals. Separately, one CVRM-related news item has been observed: The Obesity Association published new standards of care for obesity medications (view press release). Below, FENIX provides insights and highlights for the guidelines.

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