Tag Archives: ADA

ADA 2026 Winners/Not Winners Analysis: Who Came Out on Top… and Who Didn’t?

Following ADA 2026 (June 5-8; New Orleans, LA), FENIX conducted a winners/not winners analysis, identifying the companies that came out on top, remained static, or trended in the wrong direction. As a glimpse into the analysis, Lilly (unsurprisingly) clearly came out on top, with the retatrutide pivotal data session filling the room beyond capacity. The ADA organization seemingly had the most negative outcome following the controversy around Steven Kahn’s removal from the event.

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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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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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JPM 2026 Day 2: LLY, NVO, AMGN, VKTX, AZN, MRK, IONS; Obesity Association Debuts Standards of Care for Obesity Medications

On the second day of JPM 2026, FENIX has provided coverage of presentations by major CVRM companies, including Lilly, Novo Nordisk, Amgen, Viking Therapeutics, AstraZeneca, Merck, and Ionis Pharmaceuticals. Separately, one CVRM-related news item has been observed: The Obesity Association published new standards of care for obesity medications (view press release). Below, FENIX provides insights and highlights for the guidelines.

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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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ADA/EASD 2025 Guidelines; Ro/Lilly Zepbound SDV Partnership; Tirzepatide for Addiction Treatment

Three cardiometabolic-related news items have been observed: Updated ADA/EASD guidelines for 2025 have been released (view guidelines; view revisions); Lilly and Ro partnered for Zepbound single-dose vials (view press release); and Lilly announced potential plans for tirzepatide for treatment of addiction and inflammation (view article; view interview). Below, FENIX provides highlights and insights for the respective news items.

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ADA 2024 Key Press Releases (June 22)

On the second day of ADA 2024, six cardiometabolic-related news items have been observed from Insulet, Medtronic, Terns Pharmaceuticals, MannKind, Tandem, and Altimmune. Below, FENIX provides context and analysis for the announcements.

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Merck Initiates Ph2a Efinopegdutide Trial in MASH; Lexicon Publishes Cost-Effectiveness Analysis of Inpefa; Novo, Tandem, and Altimmune to Present at ADA 2024

Three cardiometabolic-related news items have been observed: Merck initiated a new Ph2a trial of efinopegdutide in MASH (view CT.gov record); Lexicon Pharmaceuticals published a cost-effective analysis of Inpefa in diabetes and HF (view press release); Novo Nordisk (view press release), Tandem Diabetes Care (view press release), and Altimmune (view press release) announced data presentations at ADA 2024. Below, FENIX provides highlights and insights for the respective news items.

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ADA 2023 Key Press Releases (June 24)

On the second day of ADA 2023, ten cardiometabolic-related news items were observed from Lilly, Zealand, BI, Novo Nordisk, Biomea Fusion, Sciwind Biosciences, Medtronic, Vertex, and Esperion. Below, FENIX provides context and analysis for the announcements.

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