Tag Archives: monlunabant

Novo Raises FY ’26 Guidance but Investors Appear Unimpressed; Q2 ’26 Earnings

Novo Nordisk hosted its Q2 ’26 earnings call and provided updates across its diabetes and obesity businesses (view press release; view slides). Following the increase in FY 2026 adjusted sales guidance (now 0% to -6% vs. -4% to -12%) due to increased demand across its GLP-1RA franchise, the company’s stock is up ~1.3%. The drop in stock yesterday, after releasing its Q2 ’26 business updates (previous FENIX insight), was due to US Wegovy pill sales narrowly missing analyst consensus (view article), in addition to cagrisema failing to achieve non-inferior A1C reductions vs. tirzepatide in the Ph3 REIMAGINE 4 H2H study. Separately, Novo announced it won a preliminary injunction against Ceban Ziekenhuisfarmacie B.V., ordering the company to immediately stop selling a compounded semaglutide nasal spray infringing on Novo’s IP (view press release).

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Obesity Spotlight: Novo’s Quest for Semaglutide Successor and Next Obesity Foundational Therapy

In the fourth installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Novo Nordisk’s obesity pipeline and strategy with a particular focus on the potential successor to semaglutide. The analysis includes an overview of Novo’s partnership/acquisition history as the company looks to fuel its next wave of obesity innovation and maintain its position in the increasingly crowded obesity market.

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Skye Defends Nimacimab After Disappointing Novo Obesity Data; Sanofi Invests in Obesity Asset; Arrowhead Files to Initiate ARO-INHBE Obesity Study

Three cardiometabolic-related news items have been observed: Skye Bioscience released a statement highlighting differences between nimacimab and Novo Nordisk’s monlunabant following Ph2a monlunabant topline data (view press release); Ventyx Biosciences announced a $27M investment from Sanofi for first negotiation rights of its VTX3232 obesity asset (view press release); and Arrowhead announced it filed for regulatory clearance to initiate a Ph1/2a trial of ARO-INHBE in obesity (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Novo CB1 Ph2a Obesity Topline Results; Two Ph3 Tirzepatide Combo Psoriatic Studies Observed; Aligos Ph2a MASH Topline Results; AZ Initiates Ph2 LA Amylin Obesity Study; FTC Sues PBMs; Synjardy Receives Pediatric CHMP Positive Opinion

A series of cardiometabolic-related news items have been observed from Novo Nordisk, Lilly, Aligos Therapeutics, AstraZeneca, FTC, and CHMP. Below, FENIX provides highlights and insights for the respective news items.

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