Lilly hosted an investor event in conjunction with ADA 2026 (view slides). Below, FENIX provides the key takeaways and analysis, including its own internal debate about whether retatrutide’s initial Ph3 data is worthy of an FDA adcom (spoiler alert: it’s not a 0% chance).
On the first day of the ADA 2026 conference, six cardiometabolic-related news items have been observed from Tandem, Veru, Gan & Lee, Cigna, Bayer, and Structure Therapeutics. Below, FENIX provides context and analysis for the announcements.
A series of cardiometabolic-related news items has been observed from Dexcom, PharmaSens, Fractyl Health, Daewoong Pharmaceutical, and Madrigal. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items has been observed from Lilly/Camurus, Merck, AstraZeneca, MiniMed, and Ilant Health. Below, FENIX provides highlights and insights for the respective news items.
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.
A series of cardiometabolic-related news items has been observed from Dexcom, Lilly/CVS Caremark, Tidepool, Samsung, and the French Ministry of Health. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items has been observed from Abbott, Kailera Therapeutics, MiniMed, and Insulet. Below, FENIX provides highlights and insights for the respective news items.
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.
A series of cardiometabolic-related news items has been observed from EMA, Lilly, Beta Bionics, and Novo Nordisk. Below, FENIX provides highlights and insights for the respective news items.
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.