Category Archives: Topics

Generic Sema Now in Canada; Roche Posts Petrelintide + Enicepatide Study; Lilly Posts Ph2 Macupatide + Eloralintide Combo Study in Obesity

Three cardiometabolic-related news items have been observed: Apotex launched generic semaglutide in Canada (view press release); Roche posted a Ph2 obesity combination study (view CT.gov record); and Lilly posted a new macupatide + eloralintide combination study (view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.

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Dexcom 2026 Investor Day; “Self-Adapting” G8 CGM to Launch Late-2027

Dexcom hosted its 2026 Investor Day and provided updates across its diabetes business, including the ongoing launch of the G7 15-day, its next-gen G8 CGM, as well as a new dual glucose-potassium sensor (view slides). Following the call, Dexcom’s stock is up ~6% today. In conjunction with the Investor Day, Dexcom also announced updates to its governance structure, including the planned addition of two new independent board members (view press release). Below are highlights and insights from the investor event.

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ProRx FDA Warning Letter; Lilly Partners with UNICEF

Two cardiometabolic-related news items have been observed: FDA issued a warning letter to ProRx regarding GLP-1RA compounding (view FDA letter) and Lilly partnered with UNICEF (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Madrigal and Insulet Q1 ’26 Earnings

Two cardiometabolic-related news items have been observed: Madrigal Pharmaceuticals hosted its Q1 ’26 earnings call (view press release; view slides) and Insulet hosted its Q1 ’26 earnings call (view press release; view slides). Below, FENIX provides highlights and insights for the respective news items.

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Wegovy Pill Shines As Novo Raises FY 2026 guidance; Q1 ’26 Earnings Update

Novo Nordisk hosted its Q1 ’26 earnings call and provided updates across its diabetes and obesity businesses (view press release; view slides). Of note, the company’s stock is up ~3% after raising its FY 2026 adjusted sales guidance to -4% to -12% (previously -5% to -13%), driven by a “best-in-class” US launch of Wegovy Pill and strong GLP-1RA demand in OUS markets. Below, FENIX provides highlights and insights from the Q1 ’26 earnings call.

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