Tag Archives: Novo Nordisk

Novo Reduces Semaglutide WAC Prices; Pfizer To Commercialize Ecnoglutide in China; Novo Ph2 GGG data; AbbVie Builds Out Obesity Manufacturing; Fortress Sells PRV; Alveus Closes $197M Series A; Beta Bionics FDA Warning Letter; Hims & Hers Q4 ’25 Earnings

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Sciwind Biosciences/Pfizer, AbbVie, Fortress Biotech, Alveus Therapeutics, Beta Bionics, and Hims & Hers. 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

Cagrisema Gets Redefined

Novo Nordisk announced topline results from the open-label Ph3 REDEFINE-4 study evaluating 2.4mg cagrisema (QW SC GLP-1/amylin dual agonist) H2H vs. 15mg tirzepatide (QW SC GLP-1/GIP dual agonist) in patients with obesity (view CT.gov record). An associated call was held (view slides). Of note, the trial did not achieve its primary endpoint of demonstrating non-inferiority on weight loss for cagrisema compared to tirzepatide after 84 weeks. As a result, Novo’s stock is down ~15%. Additional details from the press release and call are outlined below, including FENIX’s thoughts if commercializing cagrisema still makes sense and what BD cravings may remain.

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

Lilly Retatrutide Risk Mitigation; Medtronic CY Q4 ’25 Earnings; 7.2mg Wegovy EU Approval; Lilly Targets India for Manufacturing Hub; EC Approval of Myqorzo; Esperion and Alkem Reach Generic BA Agreement

A series of cardiometabolic-related news items has been observed from Lilly, Medtronic, Novo Nordisk, Cytokinetics, and Esperion Therapeutics. 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

Madrigal Partners for siRNA MASH Program; Novo Initiates Ph2 Obesity Study for Triple Agonist; Eccogene Reports Topline Ph1b Elecoglipron Data; Ascletis Selects Another Obesity Candidate; Cascade Raises $72M; Hoth Shares Pre-Clinical Obesity/MASH Data

A series of cardiometabolic-related news items has been observed from Madrigal Pharmaceuticals, Novo Nordisk, Eccogene, Ascletis Pharma, Cascade Pharmaceuticals, and Hoth Therapeutics. 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

Thoughts on The TrumpRx Launch: The Future Booking.com of Obesity Drugs?

The White House recently launched TrumpRx.gov (view website), an online platform that allows consumers to search for the lowest available cash-pay prices for their prescription medications (view image below). Importantly, the website itself is not the direct point of purchase for consumers; instead, it is a central hub that informs patients of the available out-of-pocket pricing options before redirecting them to purchase the drug by what appears to be two contrasting pathways (discussed below). Below, FENIX outlines how TrumpRx operates, its potential value creation, and why the platform may disproportionately benefit AOM manufacturers.

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

Novo Super Bowl Ad; FDA Takes Stance on Compounding; Arrowhead Q4 ’25 Earnings

Three cardiometabolic-related new items have been observed: Novo Nordisk published its Wegovy Pill Super Bowl LX commercial (view press release); Marty Makary took a stance against compounders on X (view article; view post); and Arrowhead Pharmaceuticals hosted its Q4 ’25 earnings call (view press release). Additionally, TrumpRx (view here) has been officially launched, and FENIX will conduct an in-depth analysis early next week. 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