Tag Archives: GLP-1RA

Foundayo Analysis: The Oral AOM Market is Heating Up

FDA recently approved Lilly’s orforglipron (branded Foundayo) as the first non-peptide oral GLP-1RA for the treatment of overweight or obesity (previous FENIX insight; view label). With Lilly set to begin shipments on April 6, 2026, Foundayo’s launch comes ~3 months after Novo Nordisk’s Wegovy Pill (the first oral peptide GLP‑1RA to market for obesity), setting the stage for one of the most highly anticipated commercial battles across the industry in recent years. Of note, immediately following the Foundayo approval, Novo issued a press release (view here) with two analyses suggesting Wegovy Pill outperforms Foundayo in terms of weight loss and tolerability. Below, FENIX has conducted a detailed analysis of Foundayo’s label, pricing, and website, as well as thoughts on a potentially new social media strategy from Novo.

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FDA and EMA Implement Anti-Compounding Measures; Novo and Novonesis Partner for Gut Microbiome Research; Lexicon Submits Additional Sota T1DM Data; Lingo Sponsors US Open Coverage; Hansoh Initiates Ph3 T2DM Program of Olatorepatide in China

A series of cardiometabolic-related news items has been observed from FDA/EMA, Novo Nordisk/Novonesis, Lexicon Pharmaceuticals, Abbott, and Hansoh Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items.

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Novo’s Hiring Freeze; UK Advocates for SGLT2is for Treatment of T2DM

Two cardiometabolic-related news items have been observed: Novo Nordisk enacted a hiring freeze (view article); and NICE recommended SGLT2is as a first-line therapy for T2DM in UK (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Novo Enters Partnership with NanoVation for Cardiometabolic and Rare Diseases; Lilly and Axcelead Enter Development Partnership

Two cardiometabolic-related news items have been observed: NanoVation Therapeutics announced it entered into a multi-year partnership with Novo Nordisk for cardiometabolic and rare disease development (view press release); and Axcelead Drug Discovery Partners announced it entered into a development partnership with Lilly for multiple drug discovery programs (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Lexicon Zynquista Adcom; Sesame to Offer Compounded Semaglutide

Two cardiometabolic-related news items have been observed: Lexicon announced an FDA adcom for Zynquista in T1DM with CKD has been set for October 31, 2024 (view press release); and Sesame announced it will offer compounded Wegovy through Success by Sesame, its new weight-loss program (view press release). Below, FENIX provides highlights and insights for the respective news items.

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