Category Archives: Topics

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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Skye Signs Reverse Merger with Redx

Skye Bioscience and Redx Pharma announced they have entered into a definitive transaction agreement, under which Skye will acquire Redx. Skye hosted an associated webcast discussing the transaction (view slides). The combined company plans to operate under the name Fibrx Therapeutics and trade on Nasdaq. Below, FENIX provides highlights and insights into the agreement.

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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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