Category Archives: Topics

Topline Amycretin Ph2 Data in T2DM; Abbott Libre 3/3+ CGM Issues

Two cardiometabolic-related news items have been observed: Novo announced topline Ph2 amycretin data in T2DM (view press release); and Abbott issued a medical correction for its Libre 3/3+ sensors in the US (view press release). Below, FENIX provides highlights and insights for the respective news items, including the potential readthrough from Novo’s amycretin data.

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Novo Misses Alzheimer’s Endpoint; Merck’s New Ph1 Asset in T2DM

Two cardiometabolic-related news items have been observed: Novo Nordisk announced topline EVOKE data for sema in Alzheimer’s (view press release); and Merck registered a Ph1 study of a new undisclosed oral coformulation in T2DM (view CT.gov record). Below, FENIX provides highlights and insights for the respective news items, including potential readthrough from EVOKE to Lilly’s plans in AD.

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Lilly and Novo Establish New Obesity Channels; Orforglipron CVOT Initiated; Lilly Ph2 Study in Chemo-Induced Nausea and Vomiting

Three cardiometabolic-related news items have been observed: Lilly, Novo, and other partners announced direct-to-employer programs for obesity medications (view article); Lilly initiated a Ph3 CVOT for orforglipron in people with ASCVD and/or CKD (view CT.gov record); and Lilly initiated a Ph2 study of its GIP agonist for chemotherapy-induced nausea and vomiting (view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.

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Insulet Development and Commercial Roadmap; 2026 Investor Event

Insulet hosted its 2025 investor event and provided updates across its business, including a development roadmap for Omnipod 6 and the next-gen fully closed-loop system (view webcast; view slides). Below, FENIX provides a summary and insights from the event.

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Mazdutide Ph3 Topline Data; Novartis 2025 Investor Day

Two cardiometabolic-related news items have been observed: Innovent announced topline data from a Ph3 mazdutide (oxyntomodulin) study in China (view press release); and Novartis hosted its “Meet Novartis Management” investor day 2025 (view webcast; view slides). Below, FENIX provides highlights and insights for the respective news items.

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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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Medtronic CY Q3 ‘25 Earnings; Vanda Obesity Adjunct Therapy Results; Lilly Registers Another Retatrutide Ph3 Study; FDA Approves Arrowhead’s REDEMPLO in FCS

A series of cardiometabolic-related news items has been observed from Medtronic, Vanda Pharmaceuticals, Lilly, and Arrowhead Pharmaceuticals. 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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