Tag Archives: Novo Nordisk

Novo Introduces New Wegovy Savings; Lilly’s Letter to Patients about Access; Sequel to Integrate with Abbott’s Glucose-ketone Sensor; Sernova Appoints Cell Pouch Advisory Board 

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Lilly, Sequel Med Tech/Abbott, and Sernova Biotherapeutics. FENIX will cover Cigna’s announcement regarding AOM coverage (view here) in today’s upcoming blast. Below, FENIX provides highlights and insights for the respective news items.   

This content is for Read Less members only.
Already a member? Log in here

Naming Novo Names: Who Could Be the Next CEO? 

With Novo Nordisk preparing for the succession of Lars Fruergaard Jørgensen as CEO (previous FENIX insight), the key question now is: who will take on the role? In Novo’s investor call to discuss its leadership transition plans, the company emphasized that its strategy has not changed and that it will continue to execute its current plans. As such, this seems to suggest that its next CEO may be more likely to fall in line with its previous patterns (e.g., internal hire) rather than someone who is viewed as more transformative. Below, FENIX presents a selection of both internal and external candidates as well as an assessment of the likelihood that they are on the CEO search committee’s short list.

This content is for Read Less members only.
Already a member? Log in here

Novo’s CEO Steps Down; Abbott Invests in Senseonics; Cellarity Hires Ex-Scholar Rock CFO 

Three cardiometabolic-related news items have been observed: Novo Nordisk announced its current CEO, Lars Fruergaard Jørgensen, will step down amid an ongoing search for a successor (view press release); Abbott has invested in Senseonics (view press release); and Flagship’s company, Cellarity, appoints new CEO (view press release). Below, FENIX provides highlights and insights for the respective news items.

This content is for Read Less members only.
Already a member? Log in here

Novo Partners with Septerna for Obesity Drug Development; GSK Acquires MASH Asset from Boston Pharma; Sernova Interim Cell Pouch Results; Found Integrates with LillyDirect and NovoCare; Cytokinetics Ph3 HCM Results; Lexicon, Fractyl, and Scholar Rock Q1 ’25 Earnings 

A series of cardiometabolic-related news items has been observed from: Novo Nordisk/Septerna, GSK/Boston Pharmaceuticals, Sernova Biotherapeutics, Found, Cytokinetics, Lexicon Pharmaceuticals, Fractyl Health, and Scholar Rock. Below, FENIX provides highlights and insights for the respective news items.

This content is for Read Less members only.
Already a member? Log in here

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.

This content is for Read Less members only.
Already a member? Log in here

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.

This content is for Read Less members only.
Already a member? Log in here

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.

This content is for Read Less members only.
Already a member? Log in here

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.

This content is for Read Less members only.
Already a member? Log in here

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.

This content is for Read Less members only.
Already a member? Log in here