Category Archives: Other

Tzield Stage 3 T1DM Approval; Stelo Pediatric Label Expansion; Marc Breton Joins Tandem

Three cardiometabolic-related news items have been observed: FDA approved Tzield for pediatric Stage 3 T1DM (view press release), Dexcom received FDA clearance of Stelo for people ≥2 years of age (view approval), and Marc Breton joined Tandem Diabetes Care (view LinkedIn post). Below, FENIX provides highlights and insights for the respective news items.

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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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Enicepatide “At Least as Good as Tirzepatide;” Roche ADA 2026 Investor Event

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.

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Novo Nordisk ADA 2026 Investor Event

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.

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Survo Adcom % ＞ Zero?; ADA 2026 Key Press Releases (June 7)

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).

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ADA 2026 Key Press Releases (June 6)

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.

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Reta Adcom % ＞ Zero?; Lilly ADA Investor Event

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).

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ADA 2026 Key Press Releases (June 5)

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.

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