On the fourth day of the ADA 2026 conference, four cardiometabolic-related news items have been observed from Lilly, Novo Nordisk, Regeneron, and MetaVia. Below, FENIX provides context and analysis for the respective news items.
Roche hosted an investor event in conjunction with ADA 2026 and provided updates across its obesity pipeline, including future development plans for enicepatide and petrelintide (view slides). Notably, the company has also discontinued development of CT-868 for the obese + T1DM population, despite presenting positive Ph2 data during ADA. Below, FENIX provides highlights and insights from the investor webcast.
Novo Nordisk hosted an investor event in conjunction with ADA 2026 and provided updates across its obesity pipeline, including cagrisema, zenagamtide, and its early-stage development efforts (view slides). Below, FENIX provides highlights and insights from the investor webcast.
On the third day of the ADA 2026 conference, four cardiometabolic-related news items have been observed from Boehringer Ingelheim, Novo Nordisk, Lilly, and Insulet/EOFlow. Below, FENIX provides context and analysis for the respective news items, including the speculative potential for a 2-day EMDAC featuring survo + reta (spoiler alert: it’s not a 0% chance).
On the second day of the ADA 2026 conference, nine cardiometabolic-related news items have been observed from Pfizer, Abbott, Novo Nordisk, Hengrui/Kailera Therapeutics, Insulet, Dexcom, MannKind, Biomea Fusion, and Tidepool. Below, FENIX provides context and analysis for the announcements.
Lilly hosted an investor event in conjunction with ADA 2026 (view slides). Below, FENIX provides the key takeaways and analysis, including its own internal debate about whether retatrutide’s initial Ph3 data is worthy of an FDA adcom (spoiler alert: it’s not a 0% chance).
A series of cardiometabolic-related news items has been observed from Lilly/Camurus, Merck, AstraZeneca, MiniMed, and Ilant Health. Below, FENIX provides highlights and insights for the respective news items.
In the eleventh installment of FENIX’s Obesity Spotlight Series, FENIX has conducted an updated deep dive analysis of Pfizer’s current position in the obesity market. Compared to the previous analysis, which was conducted following the April 2025 termination of danuglipron (previous FENIX insight), this updated Spotlight explores key post‑Metsera acquisition questions, including whether the ~$10B price tag was justified, how Pfizer’s oral AOM strategy is positioned, and whether the company can bring its obesity offering to market sooner than anticipated.
A series of cardiometabolic-related news items has been observed from Dexcom, Lilly/CVS Caremark, Tidepool, Samsung, and the French Ministry of Health. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items has been observed from Abbott, Kailera Therapeutics, MiniMed, and Insulet. Below, FENIX provides highlights and insights for the respective news items.