Obesity Power Rankings: Who Will Challenge Lilly and Novo?
Earlier this week on FiercePharma, an abbreviated version of FENIX’s Obesity Power Rankings was published (view article). Below is the complete version.
Earlier this week on FiercePharma, an abbreviated version of FENIX’s Obesity Power Rankings was published (view article). Below is the complete version.
A series of cardiometabolic-related new items has been observed from Pfizer, Novo Nordisk, Merck, Amgen, and Zonsen PepLib Biotech/Lilly. Below, FENIX provides highlights and insights for the respective news items.
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.
A series of cardiometabolic-related news items has been observed from Pfizer/Metsera/Novo, Amgen, Madrigal Pharmaceuticals, Vertex Pharmaceuticals, and Hims & Hers. Below, FENIX provides highlights and insights for the respective news items.
In the eighth installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Amgen’s current position in the obesity market. The analysis includes insights into Amgen’s strategy for MariTide (GLP-1 agonist/GIP antagonist) as the first QM AOM to potentially reach the market, as well as its emerging obesity pipeline.
A series of cardiometabolic-related news items has been observed from Amgen, MannKind, Sava Technologies, and MetaVia. Below, FENIX provides highlights and insights for the respective news items.
Following the Ph2 MariTide (QM/Q2M SC GLP-1RA/GIP antagonist) data readout (previous FENIX insight), Amgen hosted its ADA 2025 investor event (view slides; view webcast) and provided additional context on the results as well as the Ph3 MARITIME program. Management highlighted that the Ph3 MARITIME program will employ a three-step dose escalation scheme, with lower initial starting doses, as an effort to mitigate the tolerability concerns observed during Ph2 development. Below, FENIX provides updates and insights from the call, including thoughts on the benefits/risks of conducting a H2H trial vs. tirzepatide.
On the final day of the ADA 2025 conference, six cardiometabolic-related news items have been observed from Amgen, Novo Nordisk, Lilly, Lexicon Pharmaceuticals, and Terns Pharmaceuticals. Of note, Amgen is hosting an investor call discussing the MariTide Ph2 results, and FENIX will provide updated thoughts after the team heads back from Chicago, including a benefit/risk analysis of conducting a H2H trial vs. tirzepatide. Below, FENIX provides context and analysis for the announcements.
A series of cardiometabolic-related news items has been observed from Novo Nordisk, Dexcom, Amgen, and Lilly. Below, FENIX provides highlights and insights for the respective news items.
Three cardiometabolic-related news items have been observed from Amgen, Lilly, and Arrowhead Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items.