Tag Archives: LillyDirect

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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JPM 2025 Day 2: LLY, NVO, AMGN, VKTX, AZN, MRK, IONS; Obesity Association Debuts Standards of Care for Obesity Medications

On the second day of JPM 2026, FENIX has provided coverage of presentations by major CVRM companies, including Lilly, Novo Nordisk, Amgen, Viking Therapeutics, AstraZeneca, Merck, and Ionis Pharmaceuticals. Separately, one CVRM-related news item has been observed: The Obesity Association published new standards of care for obesity medications (view press release). Below, FENIX provides insights and highlights for the guidelines.

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Lilly Cuts Zepbound Prices; Cagrisema Ph3 Pediatric Obesity Trial; Ascletis Selects Obesity Candidate; Altimmune Replaces CEO; Olazarsen Breakthrough Therapy Designation; New Ph3 Bofanglutide Study; Ikaria Registers Study for Obesity Asset Monotherapy and Combination with Tirzepatide

A series of cardiometabolic-related news items has been observed from Lilly, Novo Nordisk, Ascletis Pharma, Altimmune, Ionis Pharmaceuticals, Gan & Lee Pharmaceuticals, and Ikaria Bioscience. Below, FENIX provides highlights and insights for the respective news items.

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Zealand to Receive PRV?; Zealand Q3 ’25 Earnings; Pfizer Completes Metsera Acquisition; WeightWatchers to Offer Oral Wegovy; Ascletis Preclinical Combination Data; MangoRx Partners with NovoCare and LillyDirect? 

A series of cardiometabolic-related news items has been observed from Pfizer/Metsera, Zealand Pharma, WeightWatchers, Ascletis Pharma, and Lilly/Mangoceuticals (MangoRx). Below, FENIX provides highlights and insights for the respective news items, including how Zealand can use a PRV to decrease the review time of petrelintide.

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Obesity Spotlight: How Will Lilly Maintain Market Leadership?

In the ninth installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Lilly’s current position in the obesity market. The analysis includes insights into Lilly’s strategy to maintain a broad portfolio to stay at the top ahead of the impending wave of obesity competitors.

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Novo Partners with Septerna for Obesity Drug Development; GSK Acquires MASH Asset from Boston Pharma; Sernova Interim Cell Pouch Results; Found Integrates with LillyDirect and NovoCare; Cytokinetics Ph3 HCM Results; Lexicon, Fractyl, and Scholar Rock Q1 ’25 Earnings 

A series of cardiometabolic-related news items has been observed from: Novo Nordisk/Septerna, GSK/Boston Pharmaceuticals, Sernova Biotherapeutics, Found, Cytokinetics, Lexicon Pharmaceuticals, Fractyl Health, and Scholar Rock. Below, FENIX provides highlights and insights for the respective news items.

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Novo, Lilly, and AZ Data at ACC 2025; Vertex T1DM Updates; Palatin Ph2 Obesity Results; Noom Integrates with LillyDirect; SAB Q4 ‘24 Earnings 

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Lilly, AstraZeneca, Vertex Pharmaceuticals, Palatin Technologies, Noom, and SAB BIO. Additionally, FENIX will cover Biomea Fusion’s FY 2024 earnings in tomorrow’s blast. Below, FENIX provides highlights and insights for the respective news items.

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