Tag Archives: Merck

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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Novo Triple Agonist T2DM Data; BI 2026 Annual Press Conference; Pfizer Doses First Patient in VESPER-5; Merck Acquires Terns; Fractyl Q4 ’25 Earnings; Biomea FY 2025 Updates; BrightGene Ph1 Dual Agonist Data

A series of cardiometabolic-related news items has been observed by Novo Nordisk, Boehringer Ingelheim, Pfizer, Merck, Fractyl Health, Biomea Fusion, and BrightGene Bio-Medical Technology. 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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JPM 2026 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’s Ph3 ATTAIN-MAINTAIN Results; Orforglipron Filed; Novo Files Cagrisema and Receives FDA Warning Letter; Merck to Receive CNPV; SAB BIO Pivotal Ph2b T1DM Trial; Sagimet Enters Agreement for Resmetirom

A series of cardiometabolic-related news items has been observed from Lilly, Novo Nordisk, Merck, SAB Biotherapeutics, and Sagimet Biosciences. Below, FENIX provides highlights and insights for the respective news items, including what Sagimet could be thinking vs. Madrigal.

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