Category Archives: Topics

Beta Bionics iLet FCL Study; Vertex Q3 ’26 Earnings

Two cardiometabolic-related news items have been observed: Beta Bionics initiated a FCL study of its iLet Bionic Pancreas in T1DM and T2DM participants (view CT.gov record) and Vertex hosted its Q3 ’26 earnings call (view press release; view slides). Importantly, Vertex disclosed a reprioritization of its islet stem cell therapy portfolio. Below, FENIX provides highlights and insights for the respective news items.

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Lilly Raises Guidance (again) Amidst “The Largest New Category Expansion in the History of the Pharmaceutical Industry;” Lilly Q3 ’26 earnings

Lilly hosted its Q3 ’26 earnings call and provided updates across its cardiometabolic businesses (view press release; view slides). Notably, the company’s stock is up ~6% today after raising the midpoint of its FY 2026 sales guidance by $5.5B (now $91–92B vs. $85–87B during Q2 ’26 earnings) following continued strong Mounjaro and Zepbound demand. Recall, Lilly plans to host its 2026 Innovation Day event on December 7, 2026 (view registration). Below, FENIX provides highlights and insights from the earnings call.

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