Category Archives: Topics

Lilly Delivers Best-in-class Weight Loss with New Reta Data; Bayer’s Kerendia Receives Priority Review

Two cardiometabolic-related news items have been observed: Lilly announced topline TRIUMPH-1 data with retatrutide exhibiting up to -30% weight loss (view press release); and Bayer’s Kerendia received FDA priority review in T1DM-associated CKD (view press release). Below, FENIX provides highlights and insights for the respective news items.

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New Regeneron Obesity Asset; China-Based Oral GLP-1RA Touts Better Results than Orforglipron; Pfizer’s VESPER-6 Posted

Three cardiometabolic-related news items have been observed: Regeneron posted a Ph1 study of a new obesity asset (view CT.gov record); Vincentage reported positive topline results from the Ph3 obesity study of its oral GLP-1RA (view press release); and Pfizer posted the VESPER-6 study of berobenatide (view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.

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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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