Tag Archives: Lilly

New Foundayo DTC Ad; Roche Shares New INN for CT-388; April CHMP Agenda

Three cardiometabolic-related news items have been observed: Lilly aired a new Foundayo DTC ad on social media platforms (view Reddit post); Roche’s CT-388 has been given the INN of enicepatide, which is reflected in two Ph2 studies (view CT.gov record; view CT.gov record); and the CHMP agenda for this month’s meeting (April 20-23) has been released (view here). Below, FENIX provides highlights and insights on the respective news items.

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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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Foundayo Available in the US; FDA Issues Warning Letters for Unapproved GLP-1RAs; EMA Wegovy Label Update; Novo’s Lotte Bjerre Knudsen Departs; 23andMe Study Identifies Genetic Connection for GLP-1RA-Induced Weight Loss; Noom Partnership

A series of cardiometabolic-related news items has been observed by Lilly, FDA, Novo Nordisk, 23andMe, and Noom. Below, FENIX provides highlights and insights for the respective news items.

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Foundayo Analysis: The Oral AOM Market is Heating Up

FDA recently approved Lilly’s orforglipron (branded Foundayo) as the first non-peptide oral GLP-1RA for the treatment of overweight or obesity (previous FENIX insight; view label). With Lilly set to begin shipments on April 6, 2026, Foundayo’s launch comes ~3 months after Novo Nordisk’s Wegovy Pill (the first oral peptide GLP‑1RA to market for obesity), setting the stage for one of the most highly anticipated commercial battles across the industry in recent years. Of note, immediately following the Foundayo approval, Novo issued a press release (view here) with two analyses suggesting Wegovy Pill outperforms Foundayo in terms of weight loss and tolerability. Below, FENIX has conducted a detailed analysis of Foundayo’s label, pricing, and website, as well as thoughts on a potentially new social media strategy from Novo.

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Orforglipron Approved by FDA as “Foundayo”

FDA has approved Lilly’s orforglipron (branded Foundayo) as the company’s first oral GLP-1RA therapy for the treatment of obesity (view press release; view label). Lilly stated orforglipron will be available immediately, with shipping beginning April 6, 2026. Recall, Lilly has stockpiled $1.5B worth of orforglipron in anticipation of the launch (previous FENIX insight). In the coming days, FENIX will conduct a detailed analysis of orforglipron’s label, pricing, and website, as well as an in-depth comparison to Novo Nordisk’s Wegovy Pill.

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Kailera Files IPO; Diamyd Data Disappoints; Insilico and Lilly Partner for AI Drug Discovery; EMA Approves Bayer’s Kerendia for HFpEF; Gan & Lee QW Insulin; Roche Ph1 CAD Study; Lilly Ph3 TOGETHER-PsA Results

A series of cardiometabolic-related news items has been observed from Kailera Therapeutics, Diamyd Medical, Insilico, Bayer, Gan & Lee Pharmaceuticals, Roche, and Lilly. Below, FENIX provides highlights and insights for the respective news items.

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Retatrutide T2DM Data Continue to Impress; FDA Approves Novo’s High Dose Sema

Two cardiometabolic-related news items have been observed: Lilly shared positive topline data from its Ph3 TRANSCEND-T2D-1 study of retatrutide (view press release), and Novo Nordisk received FDA approval for its 7.2mg Wegovy (view press release). Below, FENIX provides highlights and insights on the respective news items, including a safety/efficacy analysis of how the TRANSCEND results position retatrutide relative to tirzepatide and cagrisema.

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