A series of cardiometabolic-related news items has been observed from Structure Therapeutics, MiniMed, FiberSense, and FDA. Below, FENIX provides highlights and insights for the respective news items.
Three cardiometabolic-related news items have been observed: Lilly launched a new Mounjaro DTC TV commercial (view ad), Health Canada approved Zepbound for OSA (view press release), and BioAge Labs dosed the first patient in the Ph2 POC trial of its NLRP3i (view press release). Below, FENIX provides highlights and insights for the respective news items.
Novo Nordisk announced it received MHRA approval of Wegovy Pill (25mg QD oral semaglutide) for adults with obesity and ≥1 weight-related condition. This approval is based on results from the Ph3 OASIS 4 trial (view publication). Below, FENIX provides brief thoughts on how the OUS Wegovy Pill expansion may impact Novo’s business trajectory.
A series of cardiometabolic-related news items has been observed from Lilly, CeQur, and Senseonics. Below, FENIX provides highlights and insights for the respective news items.
AstraZeneca hosted an investor event in conjunction with the final day of ADA 2026 and provided updates across its obesity pipeline, including its late-stage development plans for elecoglipron (QD oral small molecule GLP-1RA). Prior to the call, full results from the asset’s Ph2b VISTA and SOLSTICE studies were presented at the ADA conference and simultaneously published in The Lancet (view VISTA publication; view SOLSTICE publication). For additional insight into AZ’s position in the obesity market, as part of the ongoing Spotlight Series, FENIX conducted a deep dive analysis (view AZ Obesity Spotlight). Below, FENIX provides highlights and insights from the data readout and investor call (slide link unavailable).
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.