Tag Archives: amycretin

Novo Pilots Subscription-Based Model for Wegovy; Novo Initiates Another Ph3 Zenagamtide Study; Inventiva Q4 ‘25 Earnings; Beta Bionics Launches New Data Analysis Feature; Vaxess Rebrands as Terrestrial Bio

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Inventiva, Beta Bionics, and Vaxess Technologies. Below, FENIX provides highlights and insights for the respective news items.

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Novo Initiates Ph3 Zenagamtide Obesity and Knee OA Study; Biohaven Completes Enrollment in its Ph2b Obesity Study

Two cardiometabolic-related news items have been observed: Novo Nordisk has initiated its Ph3 AMAZE 5 study of zenagamtide in knee OA (view CT.gov record); and Biohaven announced it completed enrollment for its Ph2b POC study evaluating QW and QM formulations of taldefgrobep alfa (view press release). Below, FENIX provides highlights and insights on the respective news items, including thoughts on Novo’s decision not to conduct AMAZE 5 H2H vs. tirzepatide.

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Novo Headwinds to Persist in 2026; Q4 ’25 Earnings Updates

Novo Nordisk hosted its Q4 ’25 earnings call (view press release; view slides) and provided updates across its diabetes and obesity business. Of note, the company’s stock is down ~20% following lower than expected FY 2026 sales guidance of -5% to -13%, vs. the Street’s low-single-digit expectations (view article). Management attributed the outlook to increased incretin pricing pressure, intensifying US competition, and ex-US patent expiries. Of note, Novo will be hosting its 2026 Capital Markets Day on September 21 in London, UK. Below, FENIX provides highlights and insights from the Q4 ’25 earnings call.

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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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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 Q3 ’25 Earnings; Lowers FY 2025 Guidance…Again

Novo Nordisk hosted its Q3 ’25 earnings call (press release; slides) and provided updates across its CVRM portfolio and obesity pipeline. Of note, the company has lowered its FY 2025 sales growth guidance again from 8-14% to 8-11% due to continued underperformance of its semaglutide franchise. Recall, at the beginning of the year, Novo originally guided that FY 2025 sales growth would be in the range of 16-24% (view slide). Below, FENIX provides highlights and insights from the Q3 ’25 earnings call, including thoughts on the Metsera acquisition saga.

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Novo EASD 2025 R&D Event

Novo Nordisk hosted a fireside chat with Martin Holst Lange at the EASD 2025 conference and provided updates to its pipeline and strategy. Below, FENIX provides highlights and insights from the call.

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