Tag Archives: Lilly

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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AZ/BMS Merger to Challenge CVRM Leaders?; Novo Business Updates; Merck, Pfizer, Amgen, and Arrowhead Q2 ’26 Earnings; Ascletis Initiates Ph3 Oral GLP-1RA Program; Lilly Reta Expanded Access; Corbus CB1 Update

A series of cardiometabolic-related news items has been observed from AZ/BMS, Novo Nordisk, Merck, Pfizer, Amgen, Arrowhead Pharmaceuticals, Ascletis Pharma, Lilly, and Corbus Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items, including insights into how the rumored AZ/BMS merger may impact the future CVRM market.

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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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Lilly Ph1b Elora + Tirzep Preliminary Data; Ribo and Madrigal First siRNA Development Milestone; UpDoc FDA Clearance

Three cardiometabolic-related news items have been observed: Lilly released preliminary data from its Ph1b eloralintide + tirzepatide combination study (view abstract), Ribo and Madrigal reached the first milestone in their MASH siRNA partnership (view press release), and UpDoc received FDA clearance for its physician-grade clinical AI platform (view press release ). Below, FENIX provides highlights and insights for the respective news items.

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