Tag Archives: astrazeneca

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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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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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 Preview: Where FENIX will be paying close attention and why

With ADA 2026 approaching (June 5-8; New Orleans, LA), FENIX has compiled a shortlist of key sessions and presentations that warrant close attention across the meeting. While ADA brings new data and fresh perspectives across the cardiometabolic space each year, the list below focuses exclusively on the sessions with potential to shape this year’s conference narrative and ultimately, have an outsized impact on the field for years to come.

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Early Foundayo Prescription Trends; Kailera Announces IPO Pricing; AZ’s Partner Initiates Ph1 FIH Study of Monthly Dual Agonist; ViCentra Eliminates Waiting Period for Kailedo Patch Pump in Select EU Countries

A series of cardiometabolic-related news items has been observed from Lilly, Kailera Therapeutics, AstraZeneca/CSPC Pharmaceuticals, and ViCentra. Below, FENIX provides highlights and insights for the respective news items.

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Obesity Spotlight Series: 2026 to Set AZ’s Trajectory

In the tenth installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of AstraZeneca’s current position in the obesity market. The analysis includes insights into AZ’s strategy to replace Farxiga revenue and how it is seemingly following Lilly’s obesity playbook.

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