Tag Archives: Novo Nordisk

Obesity Spotlight: Novo’s Quest for Semaglutide Successor and Next Obesity Foundational Therapy

In the fourth installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Novo Nordisk’s obesity pipeline and strategy with a particular focus on the potential successor to semaglutide. The analysis includes an overview of Novo’s partnership/acquisition history as the company looks to fuel its next wave of obesity innovation and maintain its position in the increasingly crowded obesity market.

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Arrowhead and Altimmune Q1 ‘25 Earnings; Omada IPO; Dexcom Appoints New President; SELECT Post-Hoc Analysis; Madrigal Hosts Investor Call; Skye CB1 Inhibitor Analysis at ECO 2025  

A series of cardiometabolic-related news items has been observed from Arrowhead Pharmaceuticals, Altimmune, Omada Health, Dexcom, Novo Nordisk, Madrigal Pharmaceuticals, and Skye Bioscience. Below, FENIX provides highlights and insights for the respective news items.

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Novo Q1 ‘25 Earnings

Novo Nordisk hosted its Q1 ’25 earnings call (press release; slides) and provided updates across its CVRM portfolio and Novo’s near-term obesity pipeline. Of note, Novo lowered its FY 2025 guidance due to reduced GLP-1RA market penetration as a result of compounding. Below, FENIX provides highlights and insights from the Q1 ’25 earnings call.

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Lilly and Madrigal Q1 ’25 Earnings; Wegovy Receives Preferred Status from CVS

Three cardiometabolic-related news items have been observed: Lilly hosted its Q1 ’25 earnings call (press release; slides); Wegovy received preferred GLP-1RA status on CVS’s formulary (view press release); and Madrigal Pharmaceuticals hosted its Q1 ’25 earnings call (press release; slides). Below, FENIX provides highlights and insights from the respective news items.

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Novo Partners with Telehealth Providers; AstraZeneca, Pfizer, Novartis, and Regeneron Q1 ’25 Earnings; Abbott and Epic CGM Integration; Eversense 365 to Integrate with twiist AID System

A series of cardiometabolic-related news items has been observed from Novo Nordisk, AstraZeneca, Pfizer, Novartis, Regeneron Pharmaceuticals, Abbott, and Sequel Med Tech/Senseonics. Below, FENIX provides highlights and insights for the respective news items.

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Novo, Lilly, and AZ Data at ACC 2025; Vertex T1DM Updates; Palatin Ph2 Obesity Results; Noom Integrates with LillyDirect; SAB Q4 ‘24 Earnings 

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Lilly, AstraZeneca, Vertex Pharmaceuticals, Palatin Technologies, Noom, and SAB BIO. Additionally, FENIX will cover Biomea Fusion’s FY 2024 earnings in tomorrow’s blast. Below, FENIX provides highlights and insights for the respective news items.

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