Category Archives: GLP-1RA

New Foundayo DTC Ad; Roche Shares New INN for CT-388; April CHMP Agenda

Three cardiometabolic-related news items have been observed: Lilly aired a new Foundayo DTC ad on social media platforms (view Reddit post); Roche’s CT-388 has been given the INN of enicepatide, which is reflected in two Ph2 studies (view CT.gov record; view CT.gov record); and the CHMP agenda for this month’s meeting (April 20-23) has been released (view here). Below, FENIX provides highlights and insights on the respective news items.

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Early Foundayo Prescription Trends; Kailera Announces IPO Pricing; AZ’s Partner Initiates Ph1 FIH Study of Monthly Dual Agonist; ViCentra Eliminates Waiting Period for Kailedo Patch Pump in Select EU Countries

A series of cardiometabolic-related news items has been observed from Lilly, Kailera Therapeutics, AstraZeneca/CSPC Pharmaceuticals, and ViCentra. Below, FENIX provides highlights and insights for the respective news items.

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Obesity Spotlight Series: 2026 to Set AZ’s Trajectory

In the tenth installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of AstraZeneca’s current position in the obesity market. The analysis includes insights into AZ’s strategy to replace Farxiga revenue and how it is seemingly following Lilly’s obesity playbook.

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Foundayo Available in the US; FDA Issues Warning Letters for Unapproved GLP-1RAs; EMA Wegovy Label Update; Novo’s Lotte Bjerre Knudsen Departs; 23andMe Study Identifies Genetic Connection for GLP-1RA-Induced Weight Loss; Noom Partnership

A series of cardiometabolic-related news items has been observed by Lilly, FDA, Novo Nordisk, 23andMe, and Noom. Below, FENIX provides highlights and insights for the respective news items.

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Foundayo Analysis: The Oral AOM Market is Heating Up

FDA recently approved Lilly’s orforglipron (branded Foundayo) as the first non-peptide oral GLP-1RA for the treatment of overweight or obesity (previous FENIX insight; view label). With Lilly set to begin shipments on April 6, 2026, Foundayo’s launch comes ~3 months after Novo Nordisk’s Wegovy Pill (the first oral peptide GLP‑1RA to market for obesity), setting the stage for one of the most highly anticipated commercial battles across the industry in recent years. Of note, immediately following the Foundayo approval, Novo issued a press release (view here) with two analyses suggesting Wegovy Pill outperforms Foundayo in terms of weight loss and tolerability. Below, FENIX has conducted a detailed analysis of Foundayo’s label, pricing, and website, as well as thoughts on a potentially new social media strategy from Novo.

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FDA Updates Compounding Policies; Skye Doses First Patient in Ph2 Expansion Study; Aspect Receives $79M in Funding

Three cardiometabolic-related news items have been observed: FDA updated its GLP-1RA compounding policies (view statement); Skye Bioscience dosed the first patient in Part C of the Ph2a CBeyond trial evaluating higher doses of nimacimab (view press release); and Aspect Biosystems received $79M in funding from the Canadian government (view press release). Below, FENIX provides highlights and insights on the respective news items.

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