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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