Tag Archives: Zepbound

Early Wegovy Pill Prescription Trends; InterAx and Alveus Drug Discovery Partnership

Two cardiometabolic-related news items have been observed: Novo Nordisk tracks over 3,000 US prescriptions of Wegovy pill in the first four days of launch (view article); and InterAx and Alveus Therapeutics enter into a partnership for cardiometabolic drug discovery (view press release). Below, FENIX provides highlights and insights for the respective news items.

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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 Cuts Zepbound Prices; Cagrisema Ph3 Pediatric Obesity Trial; Ascletis Selects Obesity Candidate; Altimmune Replaces CEO; Olazarsen Breakthrough Therapy Designation; New Ph3 Bofanglutide Study; Ikaria Registers Study for Obesity Asset Monotherapy and Combination with Tirzepatide

A series of cardiometabolic-related news items has been observed from Lilly, Novo Nordisk, Ascletis Pharma, Altimmune, Ionis Pharmaceuticals, Gan & Lee Pharmaceuticals, and Ikaria Bioscience. Below, FENIX provides highlights and insights for the respective news items.

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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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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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Lilly Leaves Door Open for Novo; Lilly Q2 ‘25 Earnings

Lilly hosted its Q2 ‘25 earnings call (press release; slides) and provided updates across its CVRM portfolio. Separately, Lilly announced topline results from its Ph3 ATTAIN-1 trial evaluating orforglipron in 3,127 non-T2DM obese adults (view press release; CT.gov record). Of note, Lilly’s stock is down -15% due to the lower-than-expected ATTAIN-1 weight loss, despite raising revenue guidance. Below, FENIX provides highlights and insights from the call and data readout.

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Evernorth Caps Wegovy and Zepbound Costs; Saxenda Pediatric CHMP Opinion 

Two cardiometabolic-related news items have been observed: Evernorth Health Services announced a new pharmacy benefit capping the monthly OOP cost of Wegovy and Zepbound (view press release); and CHMP adopted a positive opinion for the Saxenda pediatric indication (view CHMP statement). Below, FENIX provides highlights and insights for the respective news items. 

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