Tag Archives: Zepbound

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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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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Lilly Doubles Down on LillyDirect Program; Tandem AID Algorithm Cleared for T2DM; Compounders Sue FDA… Again; Lilly Acquires FXR Program; Terns Development Updates

A series of cardiometabolic-related news items have been observed from Lilly, Tandem Diabetes Care, the Outsourcing Facilities Association, Lilly/Organovo, and Terns Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items. 

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Orforglipron Takes Center Stage; Lilly Q4 ’24 Earnings Call

Lilly hosted its Q4 ’24 earnings call (press release; slides) and provided updates across its CVRM portfolio, with the majority of the commentary and questions revolving around its orforglipron data readouts and filing timeline. Below, FENIX provides highlights and insights from the Q4 ’24 earnings call. 

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Zepbound OSA Label and Website Analysis

FDA recently approved the Zepbound label expansion to treat moderate-to-severe obstructive sleep apnea (OSA) in adults with obesity (view label; previous FENIX insight). The label expansion is based on Lilly’s Ph3 SURMOUNT-OSA trial evaluating tirzepatide in participants with OSA and obesity (view publication; previous FENIX insight). Below, FENIX has conducted an analysis of the updated Zepbound label and patient/HCP/employer websites.

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