On the fourth day of EASD 2025, four key news items were observed from Roche, Novo Nordisk, and Lilly. Below, FENIX provides context and analysis for the announcements.
A series of cardiometabolic-related news items has been observed from FDA/EMA, Novo Nordisk/Novonesis, Lexicon Pharmaceuticals, Abbott, and Hansoh Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items.
Two cardiometabolic-related news items have been observed: Novo Nordisk enacted a hiring freeze (view article); and NICE recommended SGLT2is as a first-line therapy for T2DM in UK (view press release). Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items has been observed from Novo Nordisk, Insulet, Senseonics, and MetaVia. Below, FENIX provides highlights and insights for the respective news items.
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.
In the seventh installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Merck’s current position in the obesity market. The analysis includes insights into Merck’s strategy to replace Keytruda revenue and how Merck may focus its obesity efforts on a FDC approach.
A series of cardiometabolic events has been observed from Abbott, Novartis, Biomed Industries, and Bristol Myers Squibb/Pfizer. Below, FENIX provides highlights and insights for the respective news items.
Two cardiometabolic news items have been observed: Ascletis Pharma initiated a Ph2 study of ASC30 in obesity (view CT.gov record); and Bayer announced Ph2 CONFIDENCE results of finerenone and empagliflozin in patients with CKD and T2DM (view press release; view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.
In the fifth installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Pfizer’s current position in the obesity market. The analysis includes insights into Pfizer’s recent discontinuation of danuglipron (oral GLP-1RA; previous FENIX insight) and potential next steps for the company, including how Pfizer’s history with CVRM alliances may influence its obesity strategy.
Two cardiometabolic-related news items have been observed: Lilly has stockpiled $548M worth of orforglipron in a risky move ahead of the regulatory filing/approval (view 10-K); and the CHMP agenda (view here) for this month’s meeting (Feb 24-27) has been released. Below, FEINX provides highlights and insights for the respective news items.