Tag Archives: Lilly

Topline Petrelintide Ph2 Results; Potential Brand Name for Orforglipron?; New Novo Ph1 Obesity Asset; Altimmune and Lexicon Q4 ’25 Earnings; Lilly Launches New DTE Platform; Tandem Mobi Now Available on Android

A series of cardiometabolic-related news items has been observed from Zealand/Roche, Lilly, Novo Nordisk, Altimmune, Lexicon, and Tandem Diabetes Care. Below, FENIX provides highlights and insights on the respective news items.

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Ionis, Wave, and MannKind Q4 ’25 Earnings; New Ph2 Olatorepatide Study; ACHIEVE-3 Full Results; MindRank Doses First Patient in Ph3 Oral GLP-1RA Study; Fractyl Completes Pivotal Enrollment

A series of cardiometabolic-related news items has been observed from Ionis Pharmaceuticals, Wave Life Sciences, Regeneron, Lilly, MannKind, MindRank, and Fractyl Health. Below, FENIX provides highlights and insights for the respective news items.

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Lilly Retatrutide Risk Mitigation; Medtronic CY Q4 ’25 Earnings; 7.2mg Wegovy EU Approval; Lilly Targets India for Manufacturing Hub; EC Approval of Myqorzo; Esperion and Alkem Reach Generic BA Agreement

A series of cardiometabolic-related news items has been observed from Lilly, Medtronic, Novo Nordisk, Cytokinetics, and Esperion Therapeutics. Below, FENIX provides highlights and insights for the respective news items.

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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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Lilly Q4 ‘25 Earnings

Lilly hosted its Q4 ‘25 earnings call (press release; slides) and provided updates across its CVRM portfolio.  Of note, its stock is up ~10% today, after reporting strong Mounjaro and Zepbound sales. Below, FENIX provides highlights and insights from the call.

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