Category Archives: Topics

Madrigal and Insulet Q1 ’26 Earnings

Two cardiometabolic-related news items have been observed: Madrigal Pharmaceuticals hosted its Q1 ’26 earnings call (view press release; view slides) and Insulet hosted its Q1 ’26 earnings call (view press release; view slides). Below, FENIX provides highlights and insights for the respective news items.

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Wegovy Pill Shines As Novo Raises FY 2026 guidance; Q1 ’26 Earnings Update

Novo Nordisk hosted its Q1 ’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 ~3% after raising its FY 2026 adjusted sales guidance to -4% to -12% (previously -5% to -13%), driven by a “best-in-class” US launch of Wegovy Pill and strong GLP-1RA demand in OUS markets. Below, FENIX provides highlights and insights from the Q1 ’26 earnings call.

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Sirius Posts New Obesity Study; Amgen Expands US Manufacturing Investment; Insulet Initiates T2DM FCL Study

Three cardiometabolic-related news items have been observed: Sirius Therapeutics posted a new Ph1/2 obesity study on CT.gov (view CT.gov record); Amgen expanded its investment in US manufacturing by an additional $300M (view press release); and Insulet initiated its EVOLVE FCL study in T2DM (view press release). Below, FENIX provides highlights and insights on the respective news items.

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Topline SYNCHRONIZE-1 Data; Rocket Sells PRV; Novartis Q1 ’26 Earnings; Biomea COVALENT-112 Data

A series of cardiometabolic-related news items has been observed from Boehringer Ingelheim, Rocket Pharmaceuticals, Novartis, and Biomea Fusion. Below, FENIX provides highlights and insights for the respective news items, including thoughts on how BI’s Ph3 survodutide data may have meaningful implications on obesity market pricing dynamics.

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