Novo Nordisk announced it received MHRA approval of Wegovy Pill (25mg QD oral semaglutide) for adults with obesity and ≥1 weight-related condition. This approval is based on results from the Ph3 OASIS 4 trial (view publication). Below, FENIX provides brief thoughts on how the OUS Wegovy Pill expansion may impact Novo’s business trajectory.
A series of cardiometabolic-related news items has been observed from EMA, Lilly, Beta Bionics, and Novo Nordisk. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items has been observed from FDA, Novo Nordisk, Altimmune, Lilly, and Insulet. Below, FENIX provides highlights and insights for the respective news items.
On the fourth day of EASD 2025, four key news items were observed from Roche, Novo Nordisk, and Lilly. Below, FENIX provides context and analysis for the announcements.
Lilly hosted its Q2 ‘25 earnings call (press release; slides) and provided updates across its CVRM portfolio. Separately, Lilly announced topline results from its Ph3 ATTAIN-1 trial evaluating orforglipron in 3,127 non-T2DM obese adults (view press release; CT.gov record). Of note, Lilly’s stock is down -15% due to the lower-than-expected ATTAIN-1 weight loss, despite raising revenue guidance. Below, FENIX provides highlights and insights from the call and data readout.