A series of cardiometabolic-related news items has been observed from Novo Nordisk, Insulet, Senseonics, and MetaVia. Below, FENIX provides highlights and insights for the respective news items.
Novo Nordisk hosted its Q2 ’25 earnings call (press release; slides) and provided updates across its CVRM portfolio and near-term obesity pipeline. Recall, Novo recently promoted Mike Doustdar as its new CEO and lowered its FY 2025 sales guidance primarily due to the outsized impact of compounding on US GLP-1RA market penetration (previous FENIX insight). Importantly, Novo disclosed the discontinuation of five development programs. Below, FENIX provides highlights and insights from the Q2 ’25 earnings call, including thoughts on Novo reassessing its pipeline.
A series of cardiometabolic-related news items has been observed from Novo Nordisk, Pfizer, Madrigal, Vertex, Innovent Biologics, Corbus, Esperion, and Vivani Medical. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items has been observed from Lilly, Dexcom, Sanofi, AbbVie, Alnylam Pharmaceuticals, and Novo Nordisk. Below, FENIX provides highlights and insights for the respective news items.
Novo Nordisk announced Mike Doustdar has been appointed as President and CEO, effective August 7, 2025. Additionally, Novo lowered its sales and operating profit guidance for 2025 (view press release). The company held an associated call to discuss the announcements (view webcast; view slides). Of note, Novo’s stock price dropped ~21% following the news. Below, FENIX provides highlights and insights on the updates.
A series of cardiometabolic-related news items has been observed from Roche, Viking Therapeutics, Novo Nordisk, and Boehringer Ingelheim. Below, FENIX provides highlights and insights for the respective news items.
Three cardiometabolic-related news items have been observed: Viatris successfully challenged Novo Nordisk’s semaglutide patent (view court filing); Novo Nordisk registered a new Ph3 study of icodec in T1DM (view CT.gov record); and TIXiMED appoints new advisors for the development of its TIX100 program (view LinkedIn post). Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items has been observed from Novo Nordisk, Esperion, Allurion Technologies, and Arrowhead Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items.
Three cardiometabolic-related news items have been observed: Altimmune announced topline Ph2b pemvidutide MASH data, which missed its co-primary endpoint (view press release); Novo announced a new collaboration with WeightWatchers to offer Wegovy through its NovoCare Pharmacy (view press release); and Novartis entered into a collaboration agreement with ProFound to discover and develop therapeutics for CVD (view press release). Below, FENIX provides highlights and insights on the respective news items.
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.