Tag Archives: Lipfendra

Obesity Spotlight Series: Who is the Next Sanofi?

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.

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AZ/BMS Merger to Challenge CVRM Leaders?; Novo Business Updates; Merck, Pfizer, Amgen, and Arrowhead Q2 ’26 Earnings; Ascletis Initiates Ph3 Oral GLP-1RA Program; Lilly Reta Expanded Access; Corbus CB1 Update

A series of cardiometabolic-related news items has been observed from AZ/BMS, Novo Nordisk, Merck, Pfizer, Amgen, Arrowhead Pharmaceuticals, Ascletis Pharma, Lilly, and Corbus Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items, including insights into how the rumored AZ/BMS merger may impact the future CVRM market.

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Lipfendra Label Analysis

Recently, FDA approved Merck’s Lipfendra (enlicitide) as the first oral PCSK9i to treat adults with hypercholesterolemia, including those with HeFH (view label; view approval letter). With Merck poised to challenge established injectables such as Repatha, Praluent, and Leqvio, FENIX has conducted an in-depth Lipfendra label analysis, detailing how it compares to the market incumbents and how it may impact the LDL-C treatment landscape.

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