Tag Archives: CVS Caremark

Obesity Spotlight: How Will Lilly Maintain Market Leadership?

In the ninth installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Lilly’s current position in the obesity market. The analysis includes insights into Lilly’s strategy to maintain a broad portfolio to stay at the top ahead of the impending wave of obesity competitors.

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Novo Q1 ‘25 Earnings

Novo Nordisk hosted its Q1 ’25 earnings call (press release; slides) and provided updates across its CVRM portfolio and Novo’s near-term obesity pipeline. Of note, Novo lowered its FY 2025 guidance due to reduced GLP-1RA market penetration as a result of compounding. Below, FENIX provides highlights and insights from the Q1 ’25 earnings call.

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Lilly and Madrigal Q1 ’25 Earnings; Wegovy Receives Preferred Status from CVS

Three cardiometabolic-related news items have been observed: Lilly hosted its Q1 ’25 earnings call (press release; slides); Wegovy received preferred GLP-1RA status on CVS’s formulary (view press release); and Madrigal Pharmaceuticals hosted its Q1 ’25 earnings call (press release; slides). Below, FENIX provides highlights and insights from the respective news items.

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