A series of cardiometabolic-related news items has been observed from AstraZeneca, AbbVie, Sanofi, and Regeneron. Below, FENIX provides highlights and insights for the respective news items.
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.
A series of cardiometabolic-related news items has been observed from AstraZeneca, Luna Diabetes, Ascletis Pharma, Ionis Pharmaceuticals, Lexicon Pharmaceuticals, and Veru. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items has been observed from AstraZeneca, AbbVie, Regeneron, Ionis, GSK, and Zealand Pharma/Roche. Below, FENIX provides highlights and insights for the respective news items.
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.
A series of cardiometabolic-related news items has been observed from AstraZeneca, Kailera Therapeutics/Hengrui Pharma, Pfizer, Novo Nordisk, and Sava Technologies. Below, FENIX provides highlights and insights on the respective news items.
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.
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.
A series of cardiometabolic-related news items has been observed from Novo Nordisk, Lilly, Viking Therapeutics, and AstraZeneca. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items has been observed from AstraZeneca, Biolinq, Amgen, and Fractyl Health. Below, FENIX provides highlights and insights for the respective news items.