Tag Archives: Lilly

Viking Ph1 DACRA Study; Lilly Collaborates with Oura; Pivot Patch Pump US Launch; Wave Initiates Ph2a MAD INLIGHT Study; Wegovy FlexTouch Label Update; Tryngolza sHTG US Approval

A series of cardiometabolic-related news items has been observed from Viking Therapeutics, Lilly/Oura, Modular Medical, Wave Life Sciences, Novo Nordisk, and Ionis Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items.

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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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New Mounjaro DTC TV Ad; Health Canada Approves Zepbound for OSA; BioAge Doses First Patient in Ph2 QUELL-CV Study

Three cardiometabolic-related news items have been observed: Lilly launched a new Mounjaro DTC TV commercial (view ad), Health Canada approved Zepbound for OSA (view press release), and BioAge Labs dosed the first patient in the Ph2 POC trial of its NLRP3i (view press release). 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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