Tag Archives: astrazeneca

Early Foundayo Prescription Trends; Kailera Announces IPO Pricing; AZ’s Partner Initiates Ph1 FIH Study of Monthly Dual Agonist; ViCentra Eliminates Waiting Period for Kailedo Patch Pump in Select EU Countries

A series of cardiometabolic-related news items has been observed from Lilly, Kailera Therapeutics, AstraZeneca/CSPC Pharmaceuticals, and ViCentra. Below, FENIX provides highlights and insights for the respective news items.

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Obesity Spotlight Series: 2026 to Set AZ’s Trajectory

In the tenth installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of AstraZeneca’s current position in the obesity market. The analysis includes insights into AZ’s strategy to replace Farxiga revenue and how it is seemingly following Lilly’s obesity playbook.

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Madrigal Partners for siRNA MASH Program; Novo Initiates Ph2 Obesity Study for Triple Agonist; Eccogene Reports Topline Ph1b Elecoglipron Data; Ascletis Selects Another Obesity Candidate; Cascade Raises $72M; Hoth Shares Pre-Clinical Obesity/MASH Data

A series of cardiometabolic-related news items has been observed from Madrigal Pharmaceuticals, Novo Nordisk, Eccogene, Ascletis Pharma, Cascade Pharmaceuticals, and Hoth Therapeutics. Below, FENIX provides highlights and insights for the respective news items.

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Thoughts on The TrumpRx Launch: The Future Booking.com of Obesity Drugs?

The White House recently launched TrumpRx.gov (view website), an online platform that allows consumers to search for the lowest available cash-pay prices for their prescription medications (view image below). Importantly, the website itself is not the direct point of purchase for consumers; instead, it is a central hub that informs patients of the available out-of-pocket pricing options before redirecting them to purchase the drug by what appears to be two contrasting pathways (discussed below). Below, FENIX outlines how TrumpRx operates, its potential value creation, and why the platform may disproportionately benefit AOM manufacturers.

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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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