Category Archives: GLP-1RA

ADA 2026 Winners/Not Winners Analysis: Who Came Out on Top… and Who Didn’t?

Following ADA 2026 (June 5-8; New Orleans, LA), FENIX conducted a winners/not winners analysis, identifying the companies that came out on top, remained static, or trended in the wrong direction. As a glimpse into the analysis, Lilly (unsurprisingly) clearly came out on top, with the retatrutide pivotal data session filling the room beyond capacity. The ADA organization seemingly had the most negative outcome following the controversy around Steven Kahn’s removal from the event.

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AZ Initiates Elecoglipron T2DM Pivotal Program; BI Ph2 Triple Agonist Obesity Study; Instinct + MiniMed Go and 780G EU Launch; CORXEL Ph2 Topline Oral GLP-1RA Data; Galectin to Advance Belapectin for MASH

A series of cardiometabolic-related news items has been observed from AstraZeneca, Boehringer Ingelheim, MiniMed, Corxel Pharmaceuticals, and Galectin Therapeutics. Below, FENIX provides highlights and insights for the respective news items.

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Denali Sells PRV For $195M; New China-Based UBT251 Obesity Study

Two cardiometabolic-related news items have been observed: Denali Therapeutics agreed to sell its PRV (view press release), and The United Laboratories posted a new Ph3 China-based UBT251 obesity study on CT.gov (view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.

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New Mounjaro DTC TV Ad; Health Canada Approves Zepbound for OSA; BioAge Doses First Patient in Ph2 QUELL-CV Study

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.

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Novo Receives MHRA Approval of Wegovy Pill in the UK

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.

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AstraZeneca ADA 2026 Investor Event

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).

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ADA 2026 Key Press Releases (June 8)

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.

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