Category Archives: GLP-1RA

Amylyx’s GLP-1 Antagonist Wins in Ph3 Post-Bariatric Surgery Hypoglycemia Study

Amylyx Pharmaceuticals announced positive topline results from the Ph3 LUCIDITY trial (view CT.gov record) evaluating the efficacy and safety of 90mg avexitide (QD SC GLP-1R antagonist) in participants with post-bariatric hypoglycemia (PBH) following Roux-en-Y gastric bypass (RYGB) surgery (a common type of bariatric surgery). Below, FENIX provides highlights and insights from the results.

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Kailera and Zealand Q2 ’26 Earnings; Biomea Doses First Patient in Icovamenib + Sema Obesity Study

Three cardiometabolic-related news items have been observed: Kailera Therapeutics released its Q2 ’26 earnings report (view press release) and appointed a new CTO (view press release); Zealand Pharma hosted its Q2 ’26 earnings call (press release; slides); and Biomea Fusion dosed the first patient in its OPAL study evaluating icovamenib in combination with semaglutide for obesity (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Structure, Senseonics, Tandem, and Biocon Q2 ’26 Earnings

A series of cardiometabolic-related news items has been observed from Structure Therapeutics, Senseonics, Tandem Diabetes Care, and Biocon. Below, FENIX provides highlights and insights for the respective news items.

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Mounjaro/Zepbound Sales Easily Beat Estimates; Lilly Q2 ’26 Earnings

Lilly hosted its Q2 ’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 ~5% today after raising its FY 2026 sales guidance (now $85-87B vs. $82-85B) due to continued Mounjaro and Zepbound demand. Below, FENIX provides highlights and insights from the earnings call.

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Novo Raises FY ’26 Guidance but Investors Appear Unimpressed; Q2 ’26 Earnings

Novo Nordisk hosted its Q2 ’26 earnings call and provided updates across its diabetes and obesity businesses (view press release; view slides). Following the increase in FY 2026 adjusted sales guidance (now 0% to -6% vs. -4% to -12%) due to increased demand across its GLP-1RA franchise, the company’s stock is up ~1.3%. The drop in stock yesterday, after releasing its Q2 ’26 business updates (previous FENIX insight), was due to US Wegovy pill sales narrowly missing analyst consensus (view article), in addition to cagrisema failing to achieve non-inferior A1C reductions vs. tirzepatide in the Ph3 REIMAGINE 4 H2H study. Separately, Novo announced it won a preliminary injunction against Ceban Ziekenhuisfarmacie B.V., ordering the company to immediately stop selling a compounded semaglutide nasal spray infringing on Novo’s IP (view press release).

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