Tag Archives: Manufacturing

Positive Pants Part 2: Novo 2026 Capital Markets Day Highlights and Analysis

Part 2 of FENIX’s 2026 Novo CMD coverage recaps commentary on US commercial operations, global manufacturing & supply, and international operations. Each of these three components is viewed as integral to Novo’s future success while it attempts to maintain (and grow) its place in the CVRM market ahead of the onslaught of obesity competitors looking to eat its lunch.

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Viking, Madrigal, Sanofi, Alnylam, Regeneron Q2 ’26 Earnings; Lilly Invests in KwikPen US Manufacturing Site; Verdiva Doses First Patient in Ph1 VRB-103 Study

A series of cardiometabolic-related news items has been observed from Viking Therapeutics, Madrigal Pharmaceuticals, Sanofi, Alnylam, Regeneron, Resilience/Lilly, and Verdiva Bio. Below, FENIX provides highlights and insights for the respective news items.

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Sanofi to Pull Tzield Application from CNPV Program; Zealand Q1 ’26 Earnings; GSK Targets ALK7; Lilly Expands US Manufacturing Investment; Roche Acquires PathAI

A series of cardiometabolic-related news items has been observed from Sanofi, Zealand Pharma, GSK, Lilly, and Roche. Below, FENIX provides highlights and insights for the respective news items.

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Sirius Posts New Obesity Study; Amgen Expands US Manufacturing Investment; Insulet Initiates T2DM FCL Study

Three cardiometabolic-related news items have been observed: Sirius Therapeutics posted a new Ph1/2 obesity study on CT.gov (view CT.gov record); Amgen expanded its investment in US manufacturing by an additional $300M (view press release); and Insulet initiated its EVOLVE FCL study in T2DM (view press release). Below, FENIX provides highlights and insights on the respective news items.

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Whoop Raises Series G with Participation from Abbott; Currax Partners with Peek; Wegovy NICE Recommendation; Novo Cuts Bloomington Workforce; Ambrosia Raises Series B

A series of cardiometabolic-related news items has been observed from Whoop, Currax Pharmaceuticals, Novo Nordisk, and Ambrosia Biosciences. Below, FENIX provides highlights and insights for the respective news items.

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Novo Expands Ireland Manufacturing Facility; QL Biopharm Raises $72M in Series C

Two cardiometabolic-related news items have been observed: Novo Nordisk invested $505M to expand its manufacturing in Ireland (view press release), and QL Biopharm raised $72M in a Series C round (view article). Below, FENIX provides highlights and insights for the respective news items.

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Lilly Retatrutide Risk Mitigation; Medtronic CY Q4 ’25 Earnings; 7.2mg Wegovy EU Approval; Lilly Targets India for Manufacturing Hub; EC Approval of Myqorzo; Esperion and Alkem Reach Generic BA Agreement

A series of cardiometabolic-related news items has been observed from Lilly, Medtronic, Novo Nordisk, Cytokinetics, and Esperion Therapeutics. Below, FENIX provides highlights and insights for the respective news items.

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AZ Looks to China for Latest Obesity Deal; January CHMP Meeting Highlights; Regeneron Q4 ’25 Earnings; Lilly Builds New Site in Pennsylvania; Novo Teases Super Bowl Commercial

A series of cardiometabolic-related news items has been observed from AstraZeneca, EMA, Regeneron, Lilly, and Novo Nordisk. Below, FENIX provides highlights and insights for the respective news items.

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Lilly Builds New Site in Alabama; Updated ADA/EASD 2026 Diabetes Guidelines; Novo Registers New Ph1 Asset

Three cardiometabolic-related news items have been observed: Lilly announced its new Alabama manufacturing site (view press release); updated ADA/EASD 2026 diabetes SOC guidelines have been released (view guidelines; view revisions); and a new Novo Ph1 asset in T2DM has been observed (view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.

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Beta Bionics Q3 ’25 Earnings; Lilly Partners with Walmart & Invests in Oral Manufacturing; Tandem Integrates with Libre 3+; More Novo Leadership Changes

A series of cardiometabolic-related news items have been observed from Lilly, Beta Bionics, Tandem Diabetes Care, and Novo Nordisk. Below, FENIX provides highlights and insights for the respective news items.

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