A series of cardiometabolic-related news items has been observed from Novo Nordisk, AstraZeneca, Roche/Genentech, Lilly, and Hansoh Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items.
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.
A series of cardiometabolic-related news items has been observed from Novo Nordisk, Dexcom, Amgen, and Lilly. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items have been observed from Pfizer, Skye Biosciences, Adocia, and the FTC. Below, FENIX provides highlights and insights for the respective news items.
Two cardiometabolic-related news items have been observed: Novo Nordisk hosted its post-Q2 ’23 London earnings call (view webcast); and Akero reported its Q2 ’23 earnings (view press release). Below, FENIX provides highlights and insights from the respective news items.
Novo Nordisk hosted an investor event during ADA 2023 (view slides) and also raised its FY 2023 financial guidance to 24-30%. During the call, Novo provided an overview of the QW insulin icodec Ph3 program and value proposition, insight into the Ph3 cagrisema T2DM program, high-dose oral semaglutide in T2DM and obesity, and topline STEP-HFpEF results. Of note, management briefly mentioned that SELECT CVOT data will be presented in the near future. Below, FENIX provides highlights and insights from the Novo ADA 2023 investor event.
A series of cardiometabolic-related news have been observed: Novo Nordisk announced topline results from its Ph3 oral GLP-1RA obesity trial (OASIS-1), demonstrating 15% weight loss at 68 weeks (view press release); Intercept hosted a company update to discuss the results of the OCA in NASH adcom (webcast); Lilly has initiated the orforglipron pivotal obesity program (view CT.gov record); and the CHMP agenda (view here) for this month’s meeting (May 22-25) has been released. Below FENIX provides highlights and insights into the respective news items.
Novo Nordisk announced positive topline results from the PIONEER PLUS trial (view CT.gov record) evaluating high-dose oral semaglutide (25mg and 50mg). Interestingly, Novo stated it anticipates filing the 25mg and 50mg oral semaglutide doses for regulatory approval in the US and EU in 2023 although the “global roll-out of the 25mg and 50mg doses is contingent on portfolio prioritizations and manufacturing capacity.” Below, FENIX provides an overview of the high-dose Rybelsus data as well as insight into Novo’s decision for launching the additional doses.
Novo Nordisk hosted its Q4 ’22 earnings call (press release; slides) and provided updates across its business, including Wegovy/Ozempic supply, GLP-1RA market dynamics, new QW insulin icodec data, and more. Below, FENIX provides highlights and insights from the call.
A series of cardiometabolic updates have been observed: Novo’s PIONEER START trial (H2H oral sema vs. empa) has been withdrawn (CT.gov record); Onduo announced a partnership with Sword Health to integrate Sword Health’s musculoskeletal digital solution (press release); and Nemaura (press release) and Movano (press release; webcast) released their Q2 ’22 earnings. Below, FENIX provides highlights and insights from the respective news items.