Tag Archives: entresto

Obesity Spotlight Series: Who is the Next Sanofi?

In the twelfth installment of FENIX’s Obesity Spotlight Series, FENIX asks a provocative question: In today’s obesity market, who will be the next Sanofi? Once a diabetes powerhouse, Sanofi missed both the SGLT2i and GLP-1RA waves, and with the modern-day obesity market projected to exceed $150B by 2035 (view article), the company now finds itself on the sidelines of arguably the biggest growth opportunity in the industry’s history. This Spotlight examines how Sanofi’s past strategic mishaps transformed a potential contender into an observer and which other major pharmas may now be drifting toward the same fate.

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Topline SYNCHRONIZE-1 Data; Rocket Sells PRV; Novartis Q1 ’26 Earnings; Biomea COVALENT-112 Data

A series of cardiometabolic-related news items has been observed from Boehringer Ingelheim, Rocket Pharmaceuticals, Novartis, and Biomea Fusion. Below, FENIX provides highlights and insights for the respective news items, including thoughts on how BI’s Ph3 survodutide data may have meaningful implications on obesity market pricing dynamics.

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Regeneron and Novartis Q3 ‘25 Earnings; More Novo Leadership Changes 

Three cardiometabolic-related news items have been observed: Regeneron hosted its Q3 ‘25 earnings call (press release; slides); Novartis hosted its Q3 ‘25 earnings call (press release; slides); and Tomas Landh (VP of BD) shared his impending departure from Novo Nordisk (view LinkedIn post). Below, FENIX provides highlights and insights for the respective news items.

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Novo Partners with Telehealth Providers; AstraZeneca, Pfizer, Novartis, and Regeneron Q1 ’25 Earnings; Abbott and Epic CGM Integration; Eversense 365 to Integrate with twiist AID System

A series of cardiometabolic-related news items has been observed from Novo Nordisk, AstraZeneca, Pfizer, Novartis, Regeneron Pharmaceuticals, Abbott, and Sequel Med Tech/Senseonics. Below, FENIX provides highlights and insights for the respective news items.

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Amgen MariTide Ph2 Topline Results; Alnylam sNDA Accepted for Vutrisiran with PRV; Novartis Investor Event

Three cardiometabolic-related news items have been observed: Amgen announced topline 52-week data from its Ph2 MariTide obesity study (view press release); Alnylam announced FDA accepted the vutrisiran sNDA for the treatment of ATTR-CM with a PDUFA date on March 25, 2025 (view press release); and Novartis recently hosted a “Meet the Management” investor day (view press release; CEO presentation; breakout slides). Below, FENIX provides highlights and insights for the respective news items, including thoughts on Amgen’s placement in the obesity treatment paradigm. 

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Medicare Price Negotiations; Lilly Targets HCPs Promoting Compounded GLP-1RAs; Arrowhead to Advance Obesity Pipeline; New AZ Ph2 Oral GLP-1RA Obesity Trial; Rivus Ph2 HFpEF Topline Results; Zealand and Fractyl Q2 ’24 Earnings Updates

A series of cardiometabolic-related news items have been observed from CMS, Lilly, Zealand, AstraZeneca, Fractyl Health, and Rivus Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items.

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