Category Archives: Uncategorized

FDA Approves Biocon’s Generic Saxenda; Novo Partners for Oral Peptide Development; Medtronic Launches MiniMed Go in EU; Bloom Doses First Patient in Ph1 Obesity Trial; BreezeBio Raises $60M in Series B; Verdiva Completes Ph2b Obesity Enrollment; MHRA Raids Illegal Manufacturing Facilities in UK

A series of cardiometabolic-related news items has been observed from Biocon, Novo Nordisk, Medtronic, Bloom Science, Verdiva Bio, and MHRA. Below, FENIX provides highlights and insights for the respective news items.

This content is for Read Less members only.
Register
Already a member? Log in here

Novo Reduces Semaglutide WAC Prices; Pfizer To Commercialize Ecnoglutide in China; Novo Ph2 GGG data; AbbVie Builds Out Obesity Manufacturing; Fortress Sells PRV; Alveus Closes $197M Series A; Beta Bionics FDA Warning Letter; Hims & Hers Q4 ’25 Earnings

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Sciwind Biosciences/Pfizer, AbbVie, Fortress Biotech, Alveus Therapeutics, Beta Bionics, and Hims & Hers. Below, FENIX provides highlights and insights for the respective news items.

This content is for Read Less members only.
Register
Already a member? Log in here

Cagrisema Gets Redefined

Novo Nordisk announced topline results from the open-label Ph3 REDEFINE-4 study evaluating 2.4mg cagrisema (QW SC GLP-1/amylin dual agonist) H2H vs. 15mg tirzepatide (QW SC GLP-1/GIP dual agonist) in patients with obesity (view CT.gov record). An associated call was held (view slides). Of note, the trial did not achieve its primary endpoint of demonstrating non-inferiority on weight loss for cagrisema compared to tirzepatide after 84 weeks. As a result, Novo’s stock is down ~15%. Additional details from the press release and call are outlined below, including FENIX’s thoughts if commercializing cagrisema still makes sense and what BD cravings may remain.

This content is for Read Less members only.
Register
Already a member? Log in here

Tandem Q4 ’25 Earnings; Verdiva Obesity Pipeline 

Two cardiometabolic-related news items have been observed: Tandem Diabetes Care hosted its Q4 ’25 earnings call (press release; slides) and Verdiva Bio shared updates to its obesity pipeline (view article). Below, FENIX provides highlights and insights for the respective news items.

This content is for Read Less members only.
Register
Already a member? Log in here

Abbott Launches Lingo OTC CGM in the US

Abbott announced Lingo, its OTC CGM, is now available for purchase in the US via its website (view website). The launch announcement comes shortly after Dexcom announced the launch of its own Stelo OTC CGM (previous FENIX insight). Below, FENIX has conducted an analysis of the Lingo product, website, and pricing.

This content is for members only.
Register
Already a member? Log in here

FENIX Analysis: CGM Promotional Materials Post-ADA 2024

In this second installment of the post-ADA promotional materials analysis, FENIX is evaluating CGMs from Dexcom, Abbott, and Ascensia/Senseonics. Medtronic did not have any leave-behind promotional materials for its CGM portfolio. The final installment will focus on insulin pumps/AID systems. Of note, neither Dexcom nor Abbott promoted their respective OTC CGM products (Stelo, Rio, and Lingo), although the launches are anticipated in the near future (previous FENIX insight; previous FENIX insight).

This content is for Read Less members only.
Register
Already a member? Log in here