Tag Archives: Foundayo

Novo Rebranding; Corbus Topline Ph1b CB1 Data; New Foundayo DTC TV Ads; New Alveus Ph2 Obesity Study; Beta Bionics Patch Pump FDA Clearance; Senseonics Integrates with Beta Bionics’s iLet AID; September CHMP Agenda

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Corbus Pharmaceuticals, Lilly, Alveus Therapeutics, Beta Bionics, Senseonics, and EMA. 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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Hengrui Ph2 Triple Agonist Study; MindRank Series B; Semaglutide on NEDL; New Foundayo DTC Ad; Endogenex ReCET Enrollment Complete; Ionis/AZ Miss Primary Endpoint in CARDIO-TTRansform; Dr. Reddy’s Halts Sema

A series of cardiometabolic-related news items has been observed by Hengrui, MindRank, Lilly, Endogenex, Ionis/AstraZeneca, and Dr. Reddy’s. Below, FENIX provides highlights and insights for the respective news items.

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ADA 2026 Key Press Releases (June 8)

On the fourth day of the ADA 2026 conference, four cardiometabolic-related news items have been observed from Lilly, Novo Nordisk, Regeneron, and MetaVia. Below, FENIX provides context and analysis for the respective news items.

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Survo Adcom % ＞ Zero?; ADA 2026 Key Press Releases (June 7)

On the third day of the ADA 2026 conference, four cardiometabolic-related news items have been observed from Boehringer Ingelheim, Novo Nordisk, Lilly, and Insulet/EOFlow. Below, FENIX provides context and analysis for the respective news items, including the speculative potential for a 2-day EMDAC featuring survo + reta (spoiler alert: it’s not a 0% chance).

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Reta Adcom % ＞ Zero?; Lilly ADA Investor Event

Lilly hosted an investor event in conjunction with ADA 2026 (view slides). Below, FENIX provides the key takeaways and analysis, including its own internal debate about whether retatrutide’s initial Ph3 data is worthy of an FDA adcom (spoiler alert: it’s not a 0% chance).

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