Category Archives: Dual/triple agonist

ADA 2026 Preview: Where FENIX will be paying close attention and why

With ADA 2026 approaching (June 5-8; New Orleans, LA), FENIX has compiled a shortlist of key sessions and presentations that warrant close attention across the meeting. While ADA brings new data and fresh perspectives across the cardiometabolic space each year, the list below focuses exclusively on the sessions with potential to shape this year’s conference narrative and ultimately, have an outsized impact on the field for years to come.

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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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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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