Category Archives: GLP-1RA

Obesity Spotlight Series: Pfizer Eyes Obesity Market Leadership with Questions Still Unanswered

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.

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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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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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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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