Category Archives: SGLT2i

Obesity Spotlight Series: Who is the Next Sanofi?

In the twelfth installment of FENIX’s Obesity Spotlight Series, FENIX asks a provocative question: In today’s obesity market, who will be the next Sanofi? Once a diabetes powerhouse, Sanofi missed both the SGLT2i and GLP-1RA waves, and with the modern-day obesity market projected to exceed $150B by 2035 (view article), the company now finds itself on the sidelines of arguably the biggest growth opportunity in the industry’s history. This Spotlight examines how Sanofi’s past strategic mishaps transformed a potential contender into an observer and which other major pharmas may now be drifting toward the same fate.

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AZ Q2 ’26 Earnings; Ex-Dexcom Executive Joins Luna Diabetes; Ascletis Preclinical Tri-Agonist Data; Ionis Pediatric Olezarsen Study; Lexicon Ph3 Sota Study; Veru Ph2b Enobosarm Study

A series of cardiometabolic-related news items has been observed from AstraZeneca, Luna Diabetes, Ascletis Pharma, Ionis Pharmaceuticals, Lexicon Pharmaceuticals, and Veru. Below, FENIX provides highlights and insights for the respective news items.

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AZ Initiates Elecoglipron T2DM Pivotal Program; BI Ph2 Triple Agonist Obesity Study; Instinct + MiniMed Go and 780G EU Launch; CORXEL Ph2 Topline Oral GLP-1RA Data; Galectin to Advance Belapectin for MASH

A series of cardiometabolic-related news items has been observed from AstraZeneca, Boehringer Ingelheim, MiniMed, Corxel Pharmaceuticals, and Galectin Therapeutics. Below, FENIX provides highlights and insights for the respective news items.

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Novo Reports Topline Cagrisema T2DM Data; Additional Nimacimab Results; Medtronic Expands 780G Access; SanegeneBio Partners with Roche; NMPA Approves Sciwind’s Ecnoglutide in T2DM 

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Skye Bioscience, Medtronic, SanegeneBio/Roche, and Sciwind Biosciences. Below, FENIX provides highlights and insights for the respective news items, including a hypothesis around Novo’s cagrisema strategy.

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Novo Initiates Two Cagrisema Formulation/Device Trials; Lilly Initiates Third Ph3 Eloralintide Trial; FDA Approves Zepbound Kwikpen; Roche Increases Investment for Obesity Manufacturing Site; Abbott Q4 ’25 Earnings; CORXEL Closes $287M Series D1 Funding; Sesame Partners with Novo for Wegovy Pill

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Lilly, Roche, Abbott, Corxel Pharmaceuticals, and Sesame. Below, FENIX provides highlights and insights for the respective news items.

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JPM 2026 Day 4: IVA, JNGHF, LXRX, BMEA, ESPR; FDA Delays CNPV Approvals

On the fourth and final day of JPM 2026, FENIX has provided coverage of presentations by Inventiva Pharma, Jiangsu Hengrui Pharmaceuticals, Lexicon Pharmaceuticals, Biomea Fusion, and Esperion. Separately, one CVRM-related news item has been observed: FDA has delayed CNPV approval of Tzield and orforglipron (view article). Below, FENIX provides highlights and insights from the JPM presentations as well as insight into the CNPV delays.

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Lilly Builds New Site in Alabama; Updated ADA/EASD 2026 Diabetes Guidelines; Novo Registers New Ph1 Asset

Three cardiometabolic-related news items have been observed: Lilly announced its new Alabama manufacturing site (view press release); updated ADA/EASD 2026 diabetes SOC guidelines have been released (view guidelines; view revisions); and a new Novo Ph1 asset in T2DM has been observed (view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.

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