Tag Archives: semaglutide

Regeneron Enters In-Licensing Agreement for Dual Agonist in Obesity and Announces Interim Ph2 Obesity Data; Nxera Achieves Milestone in Lilly Collaboration; TIXiMed Completes Ph1 Study for TIX100; Arrowhead Doses First Patients in Ph1/2a Obesity Study

A series of cardiometabolic-related news items has been observed from Regeneron Pharmaceuticals/Hansoh Pharma, Nxera Pharma, TIXiMed, and Arrowhead Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items.

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Novo Pushes Back Against Pharma Tariffs; Veru Ph2 Enobosarm Obesity Results; BioAge Completes IND-Enabling Studies for Obesity Asset 

Three cardiometabolic-related news items have been observed: Novo Nordisk warns US government against pharma tariffs and encourages tariffs on compounded semaglutide (view article); Veru announced Ph2b topline safety results for its enobosarm + semaglutide study (view press release); and BioAge Labs announced preclinical findings for BGE-102 in obesity (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Obesity Spotlight: Novo’s Quest for Semaglutide Successor and Next Obesity Foundational Therapy

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.

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Novo Q1 ‘25 Earnings

Novo Nordisk hosted its Q1 ’25 earnings call (press release; slides) and provided updates across its CVRM portfolio and Novo’s near-term obesity pipeline. Of note, Novo lowered its FY 2025 guidance due to reduced GLP-1RA market penetration as a result of compounding. Below, FENIX provides highlights and insights from the Q1 ’25 earnings call.

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Novo, Lilly, and AZ Data at ACC 2025; Vertex T1DM Updates; Palatin Ph2 Obesity Results; Noom Integrates with LillyDirect; SAB Q4 ‘24 Earnings 

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Lilly, AstraZeneca, Vertex Pharmaceuticals, Palatin Technologies, Noom, and SAB BIO. Additionally, FENIX will cover Biomea Fusion’s FY 2024 earnings in tomorrow’s blast. Below, FENIX provides highlights and insights for the respective news items.

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ATTD 2025 Key Press Releases (March 21)  

On the third day of ATTD 2025, five cardiometabolic-related news items have been observed from Novo Nordisk, Skye Bioscience, Terns Pharmaceuticals, Allurion Technologies, and Alnylam Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items. 

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Novo Launches NovoCare DTP Platform; Lilly Manufacturing Pitches from States and Initiates TRIUMPH-6

Three cardiometabolic-related news items have been observed: Novo Nordisk announced it launched NovoCare and decreased Wegovy to $499/month, competing with Lilly’s LillyDirect model (view press release); Lilly has opened bids for US states to court Lilly manufacturing investments (view article; view website); and Lilly initiated the Ph3 TRIUMPH-6 retatrutide obesity maintenance study (view CT.gov record). Below, FENIX provides highlights and insights for the respective news items, including thoughts on how NovoCare is following Lilly’s lead for the new US commercial model.

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