Tag Archives: Novo Nordisk

Zealand to Receive PRV?; Zealand Q3 ’25 Earnings; Pfizer Completes Metsera Acquisition; WeightWatchers to Offer Oral Wegovy; Ascletis Preclinical Combination Data; MangoRx Partners with NovoCare and LillyDirect? 

A series of cardiometabolic-related news items has been observed from Pfizer/Metsera, Zealand Pharma, WeightWatchers, Ascletis Pharma, and Lilly/Mangoceuticals (MangoRx). Below, FENIX provides highlights and insights for the respective news items, including how Zealand can use a PRV to decrease the review time of petrelintide.

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Skye Q3 ‘25 Earnings; Lilly Partners for Obesity Awareness; Coramitug Ph2 Data Published; Madrigal, Sagimet, and Galectin MASH Data at AASLD 2025 

A series of cardiometabolic-related news items has been observed from Skye Bioscience, Lilly, Novo Nordisk/Prothena, Madrigal Pharmaceuticals, Sagimet Biosciences, and Galectin Therapeutics. Below, FENIX provides highlights and insights for the respective news items.

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Insulet, Altimmune, Gubra, Tandem, and Structure Q3 ’25 Earnings; Cagrisema Data at ObesityWeek 2025; MetaVia and Altimmune MASH Results at AASLD 2025; New Lilly Obesity Asset 

A series of cardiometabolic-related news items has been observed from Insulet, Altimmune, Novo Nordisk, Gubra, Tandem Diabetes Care, Structure Therapeutics, MetaVia, and Lilly. Below, FENIX provides highlights and insights for the respective news items.

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Pfizer Faces Legal Setback in Metsera Battle, Set to Submit New Bid; MannKind and Biomea Q3 ‘25 Earnings

Three cardiometabolic-related news items have been observed: A Delaware court denied Pfizer’s request to temporarily block Novo’s amended bid for Metsera (press release); MannKind hosted its Q3 ‘25 earnings call (press release; slides); and Biomea Fusion released its Q3 ‘25 earnings report  (view press release).  Below, FENIX provides highlights and insights for the respective news items.

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Novo Q3 ’25 Earnings; Lowers FY 2025 Guidance…Again

Novo Nordisk hosted its Q3 ’25 earnings call (press release; slides) and provided updates across its CVRM portfolio and obesity pipeline. Of note, the company has lowered its FY 2025 sales growth guidance again from 8-14% to 8-11% due to continued underperformance of its semaglutide franchise. Recall, at the beginning of the year, Novo originally guided that FY 2025 sales growth would be in the range of 16-24% (view slide). Below, FENIX provides highlights and insights from the Q3 ’25 earnings call, including thoughts on the Metsera acquisition saga.

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Novo Initiates Metsera Bidding War  

Novo Nordisk announced it submitted an unsolicited proposal to acquire Metsera in a deal valued up to $9.0B. Recall, last month, Pfizer announced it entered into a definitive merger agreement to acquire the New York-based biotech in a deal valued up to $7.3B (previous FENIX insight). Following the news, Metsera’s stock price soared ~23% to $64/share. Below, FENIX provides insight into the Metsera bidding war, including thoughts on Novo as a strategic fit, Pfizer’s potential response, and readthrough to other acquisition targets. FENIX’s bold prediction: Pfizer will ultimately win and acquire Metsera.

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Regeneron and Novartis Q3 ‘25 Earnings; More Novo Leadership Changes 

Three cardiometabolic-related news items have been observed: Regeneron hosted its Q3 ‘25 earnings call (press release; slides); Novartis hosted its Q3 ‘25 earnings call (press release; slides); and Tomas Landh (VP of BD) shared his impending departure from Novo Nordisk (view LinkedIn post). Below, FENIX provides highlights and insights for the respective news items.

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Sanofi Q3 ‘25 Earnings; Novo Initiates Ph3 Cagrilintide Program

Two cardiometabolic-related news items have been observed: Sanofi hosted its Q3 ‘25 earnings call (press release; slides; infographic); and Novo Nordisk initiated its Ph3 cagrilintide monotherapy program, with the first two trials posted on CT.gov: RENEW 1 (view CT.gov record) and RENEW 2 (view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.

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