Tag Archives: Novo Nordisk

Novo Launches NovoCare DTP Platform; Lilly Manufacturing Pitches from States and Initiates TRIUMPH-6

Three cardiometabolic-related news items have been observed: Novo Nordisk announced it launched NovoCare and decreased Wegovy to $499/month, competing with Lilly’s LillyDirect model (view press release); Lilly has opened bids for US states to court Lilly manufacturing investments (view article; view website); and Lilly initiated the Ph3 TRIUMPH-6 retatrutide obesity maintenance study (view CT.gov record). Below, FENIX provides highlights and insights for the respective news items, including thoughts on how NovoCare is following Lilly’s lead for the new US commercial model.

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AbbVie Enters Obesity Race; Novo Initiates New Drug Development AI Partnership; Biocon Launches Generic Liraglutide in UK

A series of cardiometabolic-related news items have been observed: AbbVie and Gubra announced a licensing agreement for a QW SC LA amylin agonist in obesity (view press release); Novo Nordisk and Gensaic entered into a new AI partnership for drug discovery (view press release); and Biocon has initiated a limited launch for its generic liraglutide in the UK (view press release). Below, FENIX provides highlights and insights for the respective news items

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Lilly Stockpiles Orfoglipron; February CHMP Agenda Observed

Two cardiometabolic-related news items have been observed: Lilly has stockpiled $548M worth of orforglipron in a risky move ahead of the regulatory filing/approval (view 10-K); and the CHMP agenda (view here) for this month’s meeting (Feb 24-27) has been released. Below, FEINX provides highlights and insights for the respective news items.  

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Ozempic CKD Label and Website Analysis

FDA recently approved the Ozempic label expansion to reduce the risk of kidney disease worsening, kidney failure (end-stage kidney disease), and death due to CVD in adults with T2DM and CKD (view label). The approval is based on the Ph3b FLOW trial (view CT.gov record) which demonstrated a -24% reduction in the primary composite endpoint (previous FENIX insight). Below, FENIX has conducted an analysis of the updated Ozempic label and patient/HCP websites.

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Questions Remain for Cagrisema Future; Novo Q4 ‘24 Earnings

Novo Nordisk hosted its Q4 ’24 earnings call (press release; slides) and provided updates across its CVRM portfolio, with the majority of questions revolving around the recent cagrisema readout (previous FENIX insight) and Novo’s near-term obesity pipeline. Below, FENIX provides highlights and insights from the Q4 ’24 earnings call.

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