Tag Archives: Medicare

Regeneron Q2 ‘25 Earnings; Medicare + Medicaid Potentially to Cover AOMs; Leqvio Label Expansion as Monotherapy

Three cardiometabolic-related news items have been observed: Regeneron Pharmaceuticals hosted its Q2 ‘25 earnings call (press release; slides); Medicare/Medicaid announced it plans to cover AOMs as part of 5-year experiment (view article); and Novartis announced its Leqvio received FDA approval for a label expansion as a monotherapy to treat adults with hypercholesterolemia (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Medicare Price Negotiations; Lilly Targets HCPs Promoting Compounded GLP-1RAs; Arrowhead to Advance Obesity Pipeline; New AZ Ph2 Oral GLP-1RA Obesity Trial; Rivus Ph2 HFpEF Topline Results; Zealand and Fractyl Q2 ’24 Earnings Updates

A series of cardiometabolic-related news items have been observed from CMS, Lilly, Zealand, AstraZeneca, Fractyl Health, and Rivus Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items.

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Study on Eligible Wegovy Patients through Medicare; Roche Q1 ’24 Earnings

Two cardiometabolic-related news items have been observed: a recent study from Kaiser showed that approximately 3.6M overweight or obese patients with heart conditions insured under Medicare could be eligible for Wegovy (view article); and Roche hosted its Q1 ’24 earnings call (press release; slides). Below, FENIX provides highlights and insights for the respective news items.

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EASD 2023 Key Press Releases (Oct 03)

On the second day of EASD 2023, three key news items were observed from the Biden-Harris administration, Novo Nordisk, and Galectin Therapeutics. The following topics are covered below (hyperlinks to external items):

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CMS Expands CGM Coverage; New Novo R&D Presence in Boston; Bigfoot Unity Android App Approval; Cytokinetic Receives Omecamtiv CRL; Galectin Finalizes Ph2b/3 NAVIGATE Randomization; Imcyse Completes Trial Enrollment; and Zealand, Intercept, and Amarin Q4 ’22 Earnings

A series of cardiometabolic-related news items has been observed from CMS, Novo Nordisk, Bigfoot, Zealand, Intercept, Cytokinetics, Amarin, Galectin, and Imcyse. Below, FENIX provides highlights and insights into the respective news items.

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New MPD Insulin Savings Program Supported by Lilly, Novo, and Sanofi

Yesterday, President Trump announced a new plan to reduce the monthly cost of insulin to no more than $35 for people on Medicare Part D. The plan, which is scheduled to go into effect on January 1, 2021, is being supported by Lilly, Novo Nordisk, and Sanofi. Following the announcement, Lilly’s CEO, Dave Ricks, issued a statement lauding the new savings model, saying it “fills a critical gap that remained in the system.” Below, FENIX provides thoughts on the new plan in the context of the overall US drug pricing debate.

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