Tag Archives: Wegovy

Noom Offers Lower-Dose Wegovy; Tandem’s Mobi Receives CE Mark; Ascletis Ph1 Obesity Study 

Three cardiometabolic-related news items have been observed: Noom is offering lower doses of compounded Wegovy (view article); Tandem Diabetes Care’s Mobi insulin pump received CE Mark (view 8-K filing); and Ascletis Pharma announced dosing the first patient in its Ph1 ASC47 (THR-β) obesity study (view press release; view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.

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Novo Partners with Septerna for Obesity Drug Development; GSK Acquires MASH Asset from Boston Pharma; Sernova Interim Cell Pouch Results; Found Integrates with LillyDirect and NovoCare; Cytokinetics Ph3 HCM Results; Lexicon, Fractyl, and Scholar Rock Q1 ’25 Earnings 

A series of cardiometabolic-related news items has been observed from: Novo Nordisk/Septerna, GSK/Boston Pharmaceuticals, Sernova Biotherapeutics, Found, Cytokinetics, Lexicon Pharmaceuticals, Fractyl Health, and Scholar Rock. 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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Lilly and Madrigal Q1 ’25 Earnings; Wegovy Receives Preferred Status from CVS

Three cardiometabolic-related news items have been observed: Lilly hosted its Q1 ’25 earnings call (press release; slides); Wegovy received preferred GLP-1RA status on CVS’s formulary (view press release); and Madrigal Pharmaceuticals hosted its Q1 ’25 earnings call (press release; slides). Below, FENIX provides highlights and insights from 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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