Tag Archives: Farxiga

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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Novo Files 7.2mg Wegovy; CMS Cuts Semaglutide Prices; FDA Publishes Marketing Violation Letters

Three cardiometabolic-related news items have been observed: Novo Nordisk submitted its sNDA to FDA for high-dose (7.2mg) Wegovy in obesity (view press release); CMS announced the negotiated prices from the second round of IRA discussions, including Novo’s semaglutide (view press release; view fact sheet); and FDA published promotional activity violation letters from the OPDP (view letters). Below, FENIX provides highlights and insights for the respective news items, including the projected approval timeline for high-dose Wegovy in the US.

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AstraZeneca, Merck, and Metsera Q2 ‘25 Earnings 

Three cardiometabolic-related news items have been observed: AstraZeneca (press release; slides), Merck (press release; slides), and Metsera (view press release) released their respective Q2 ‘25 earnings. Below, FENIX provides highlights and insights for the respective news items.

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AZ and Viking Q4 ’24 Earnings

Two cardiometabolic-related news items have been observed: AstraZeneca (view press release; view slides) and Viking Therapeutics (view press release) hosted their respective Q4 ’24 earnings calls. Below, FENIX provides highlights and insights for the respective news items.

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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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