Category Archives: GLP-1RA

Madrigal and Insulet Q1 ’26 Earnings

Two cardiometabolic-related news items have been observed: Madrigal Pharmaceuticals hosted its Q1 ’26 earnings call (view press release; view slides) and Insulet hosted its Q1 ’26 earnings call (view press release; view slides). 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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Sirius Posts New Obesity Study; Amgen Expands US Manufacturing Investment; Insulet Initiates T2DM FCL Study

Three cardiometabolic-related news items have been observed: Sirius Therapeutics posted a new Ph1/2 obesity study on CT.gov (view CT.gov record); Amgen expanded its investment in US manufacturing by an additional $300M (view press release); and Insulet initiated its EVOLVE FCL study in T2DM (view press release). Below, FENIX provides highlights and insights on the respective news items.

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