Tag Archives: Sanofi

Obesity Spotlight Series: Who is the Next Sanofi?

In the twelfth installment of FENIX’s Obesity Spotlight Series, FENIX asks a provocative question: In today’s obesity market, who will be the next Sanofi? Once a diabetes powerhouse, Sanofi missed both the SGLT2i and GLP-1RA waves, and with the modern-day obesity market projected to exceed $150B by 2035 (view article), the company now finds itself on the sidelines of arguably the biggest growth opportunity in the industry’s history. This Spotlight examines how Sanofi’s past strategic mishaps transformed a potential contender into an observer and which other major pharmas may now be drifting toward the same fate.

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AZ/CSPC CVRM Deal; Amgen Initiates New Ph1 T2DM Study; Ascletis Files US INDs; Regeneron Posts New Ph2 Olatorepatide Study; Trinity CGM+ Results; Wegovy MASH MHRA Approval; Adocia/Sanofi M1Pram Agreement Expiration; ViCentra Hybrid Closed Loop Germany Launch

A series of cardiometabolic-related news items has been observed from AstraZeneca/CSPC Pharmaceutical, Amgen, Ascletis Pharma, Regeneron Pharmaceuticals, Trinity Biotech, MHRA, Adocia, and ViCentra. Below, FENIX provides highlights and insights for the respective news items.

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Tzield Stage 3 T1DM Approval; Stelo Pediatric Label Expansion; Marc Breton Joins Tandem

Three cardiometabolic-related news items have been observed: FDA approved Tzield for pediatric Stage 3 T1DM (view press release), Dexcom received FDA clearance of Stelo for people ≥2 years of age (view approval), and Marc Breton joined Tandem Diabetes Care (view LinkedIn post). Below, FENIX provides highlights and insights for the respective news items.

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Obesity Spotlight Series: Pfizer Eyes Obesity Market Leadership with Questions Still Unanswered

In the eleventh installment of FENIX’s Obesity Spotlight Series, FENIX has conducted an updated deep dive analysis of Pfizer’s current position in the obesity market. Compared to the previous analysis, which was conducted following the April 2025 termination of danuglipron (previous FENIX insight), this updated Spotlight explores key post‑Metsera acquisition questions, including whether the ~$10B price tag was justified, how Pfizer’s oral AOM strategy is positioned, and whether the company can bring its obesity offering to market sooner than anticipated.

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