Tag Archives: orforglipron

Lilly’s Ph3 ATTAIN-MAINTAIN Results; Orforglipron Filed; Novo Files Cagrisema and Receives FDA Warning Letter; Merck to Receive CNPV; SAB BIO Pivotal Ph2b T1DM Trial; Sagimet Enters Agreement for Resmetirom

A series of cardiometabolic-related news items has been observed from Lilly, Novo Nordisk, Merck, SAB Biotherapeutics, and Sagimet Biosciences. Below, FENIX provides highlights and insights for the respective news items, including what Sagimet could be thinking vs. Madrigal.

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Lilly Builds New Site in Alabama; Updated ADA/EASD 2026 Diabetes Guidelines; Novo Registers New Ph1 Asset

Three cardiometabolic-related news items have been observed: Lilly announced its new Alabama manufacturing site (view press release); updated ADA/EASD 2026 diabetes SOC guidelines have been released (view guidelines; view revisions); and a new Novo Ph1 asset in T2DM has been observed (view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.

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Lilly and Novo Establish New Obesity Channels; Orforglipron CVOT Initiated; Lilly Ph2 Study in Chemo-Induced Nausea and Vomiting 

Three cardiometabolic-related news items have been observed: Lilly, Novo, and other partners announced direct-to-employer programs for obesity medications (view article); Lilly initiated a Ph3 CVOT for orforglipron in people with ASCVD and/or CKD (view CT.gov record); and Lilly initiated a Ph2 study of its GIP agonist for chemotherapy-induced nausea and vomiting (view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.

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Obesity CNPV Analysis: Novo Changes Strategy, but Lilly Set to Win

As part of Novo and Lilly’s recent MFN deals (previous FENIX insight), both received a Commissioner’s National Priority Voucher (CNPV), potentially accelerating the review time of a product to only 1-2 months. Novo and Lilly disclosed plans to use their CNPVs for 7.2mg semaglutide and orforglipron, respectively. Below, FENIX provides thoughts on each of the CNPVs, including why Lilly is positioned to benefit the most.

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Lilly Q3 ‘25 Earnings; Raises FY 2025 Guidance 

Lilly hosted its Q3 ‘25 earnings call (press release; slides) and provided updates across its CVRM portfolio. Of note, the company’s stock is up 5% after raising its FY 2025 sales guidance from $60.0-62.0B to $63.0-63.5B due to strong underlying performance across its portfolio, including Zepbound and Mounjaro. Below, FENIX provides highlights and insights from the call.

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Lilly Ph3 Orfor T2DM Results; Abbott Q3 ’25 Earnings 

Two cardiometabolic events have been observed: Lilly announced topline results from the ACHIEVE-2 and ACHIEVE-5 studies of orforglipron in T2DM (view press release); and Abbott hosted its Q3 ’25 earnings call (press release; infographic). Below, FENIX provides highlights and insights for the respective news items.

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Obesity Spotlight: How Will Lilly Maintain Market Leadership?

In the ninth installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Lilly’s current position in the obesity market. The analysis includes insights into Lilly’s strategy to maintain a broad portfolio to stay at the top ahead of the impending wave of obesity competitors.

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