On the final day of EASD 2025, four key news items were observed from Novo Nordisk, Skye Bioscience, Ionis/Sobi, and Innovent. Below, FENIX provides context and analysis for the announcements.
On the first day of EASD 2025, four key news items were observed from Novo Nordisk, Dexcom, Takeda, and EMA. Below, FENIX provides context and analysis for the announcements.
In the fourth installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Novo Nordisk’s obesity pipeline and strategy with a particular focus on the potential successor to semaglutide. The analysis includes an overview of Novo’s partnership/acquisition history as the company looks to fuel its next wave of obesity innovation and maintain its position in the increasingly crowded obesity market.
Novo Nordisk hosted its Q2 ’24 earnings call (press release; slides) and provided updates across its CVRM portfolio. Importantly, Novo disclosed it has withdrawn the STEP HFpEF sNDA and it discontinued development of its QM GLP/GIP dual agonist, among other updates. FENIX will cover Novo’s London Q2 ’24 earnings call tomorrow, August 8, 2024. Below, FENIX provides highlights and insights from the Q2 ’24 earnings call.
Novo to Face Two FDA Adcoms in 2024; Novo Q1 ‘24 Earnings
Novo Nordisk hosted its 2024 Capital Markets Day and provided updates on the strategic direction of the company across key commercial and R&D activities. Below, FENIX provides details and insights from the event.
A series of cardiometabolic-related news items have been observed from Novo Nordisk, Eccogene, Ionis, and Teladoc. Below, FENIX provides highlights and insights for the respective news items.
Five cardiometabolic-related news items have been observed from Novo Nordisk, NeuroBo, Merck, Roche, and Sanofi. Below, FENIX provides the highlights and insights for the respective news items.
Novo Nordisk hosted its Q4 ’23 earnings call (press release; slides) and provided updates across its CVRM portfolio. The company made a number of important disclosures during the call, including a new QM GLP-1+GIP dual agonist in development, QW insulin icodec has been delayed in the US, STEP HFpEF has been filed in the US and EU, and more. Additionally, Novo reminded its 2024 CMD is being held on March 7, 2024. Of note, FENIX will also cover Novo’s London Q4 ’23 earnings call tomorrow, February 1, 2024. Below, FENIX provides highlights and insights from the call.
On the first day of JPM 2024, FENIX has provided coverage of presentations by major CVRM companies, including Dexcom, Medtronic, Amgen, Akero, Arrowhead, Cytokinetics, Novartis, Vertex, Alnylam, and Regeneron. Pfizer and Merck also presented at JPM 2024 but had no meaningful discussion relating to their respective CVRM portfolios. Additionally, three separate CVRM-related news items have been observed: Tandem and Abbott announced the Tandem X2 Control-IQ AID system now integrates with Abbott’s Libre 2 Plus CGM (view press release); Novo announced topline results from the COMBINE 3 study evaluating icosema vs. basal-bolus treatment in T2DM (view press release); and Supersapiens announced the launch of its Supersapiens Diabetes platform (view post).