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.
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.
A series of cardiometabolic-related news items have been observed from Novo Nordisk, Biomea Fusion, and EMA. Below, FENIX provides highlights and insights for the respective news items.
Two cardiometabolic-related news items have been observed: all 15 drug manufacturers agreed to participate in the second round CMS pricing negotiations (view press release) and Ypsomed and CamDiab launched mylife Loop on iOS systems (view press release).
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.
Two cardiometabolic-related news items have been observed: Lilly has stockpiled $548M worth of orforglipron in a risky move ahead of the regulatory filing/approval (view 10-K); and the CHMP agenda (view here) for this month’s meeting (Feb 24-27) has been released. Below, FEINX provides highlights and insights for the respective news items.
Novo Nordisk hosted its Q4 ’24 earnings call (press release; slides) and provided updates across its CVRM portfolio, with the majority of questions revolving around the recent cagrisema readout (previous FENIX insight) and Novo’s near-term obesity pipeline. Below, FENIX provides highlights and insights from the Q4 ’24 earnings call.
Three cardiometabolic-related news items have been observed: Akero Therapeutics announced positive topline results from its Ph2b SYMMETRY trial (view press release), Veru announced Ph2b semaglutide + enobosarm topline data (view press release); and the CHMP agenda for this month’s meeting (Jan 27-30) has been released (view here). Below, FENIX provides highlights and insights for the respective news items.
Three cardiometabolic-related news items have been observed: Lilly announced topline data from its SURMOUNT-5 trial where Zepbound was associated with higher weight loss compared to Wegovy (view press release); Novavax is selling a Czech manufacturing facility to Novo Nordisk (view press release); and Antag Therapeutics announced a $84M Series A financing round to support its QW SC GIPR antagonist for the treatment of obesity (view press release). Below, FENIX provides highlights and insights for the respective news items, including thoughts and implications of the H2H Zepbound vs. Wegovy data.
A series of cardiometabolic-related news items have been observed from Novo Nordisk, Tandem Diabetes Care, Zealand Pharma, Altimmune, NewAmsterdam Pharma, Esperion, Viatris, and DarioHealth. Below, FENIX provides highlights and insights for the respective news items.