Tag Archives: Mounjaro

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.

This content is for Read Less members only.

Already a member? Log in here

Novo Sues Lilly Over DTC Ads; Novartis Q2 ’26 Earnings; Aspen Generic Sema in Canada; Medtrum 300U Patch Pump to Launch in Germany; Hilo Launches Cuffless BP Monitor in US

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Novartis, Aspen Pharmacare, Medtrum, and Hilo. Below, FENIX provides highlights and insights for the respective news items.

This content is for Read Less members only.

Already a member? Log in here

June CHMP Meeting Highlights; New Enicepatide China-Based Ph3 Obesity Study; Cirius Initiates Ph2 Dosing in T1DM Study

Three cardiometabolic-related news items have been observed: The CHMP highlights for this month’s meeting (June 22-25) have been released (view highlights), Roche initiated a new Ph3 China-based enicepatide obesity study (view CT.gov record), and Cirius Therapeutics initiated enrollment and dosing in its Ph2 T1DM study (view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.

This content is for Read Less members only.

Already a member? Log in here

Sanofi Appoints New EVP; CVS Expands GLP-1RA Support; COUR Closes $50M Series B; June CHMP Agenda

A series of cardiometabolic-related news items has been observed from Sanofi, CVS Health, COUR Pharma, and EMA. Below, FENIX provides highlights and insights for the respective news items.

This content is for Read Less members only.

Already a member? Log in here

New Mounjaro DTC TV Ad; Health Canada Approves Zepbound for OSA; BioAge Doses First Patient in Ph2 QUELL-CV Study

Three cardiometabolic-related news items have been observed: Lilly launched a new Mounjaro DTC TV commercial (view ad), Health Canada approved Zepbound for OSA (view press release), and BioAge Labs dosed the first patient in the Ph2 POC trial of its NLRP3i (view press release). Below, FENIX provides highlights and insights for the respective news items.

This content is for Read Less members only.

Already a member? Log in here

Another FDA Official Fired; AZ’s Baxdrostat Approved for HTN; Dexcom Flex to Launch in Germany; May CHMP Agenda

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

This content is for Read Less members only.

Already a member? Log in here

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.

This content is for Read Less members only.

Already a member? Log in here

Lilly, Viking, and Merck Q1 ’26 Earnings; FDA Semaglutide and Tirzepatide Compounding Exclusions

A series of cardiometabolic-related news items has been observed from Lilly, Viking Therapeutics, Merck, and FDA. Below, FENIX provides highlights and insights for the respective news items.

This content is for Read Less members only.

Already a member? Log in here

Lilly Launches Zepbound KwikPen; Allurion Gains FDA Approval; Eversense 365 Launches with twiist AID System; February CHMP Agenda

A series of cardiometabolic-related news items has been observed from Lilly, Allurion Therapeutics, Sequel Med Tech/Senseonics, and EMA. Below, FENIX provides highlights and insights for the respective news items.

This content is for Read Less members only.

Already a member? Log in here

Lilly Q4 ‘25 Earnings

Lilly hosted its Q4 ‘25 earnings call (press release; slides) and provided updates across its CVRM portfolio. Of note, its stock is up ~10% today, after reporting strong Mounjaro and Zepbound sales. Below, FENIX provides highlights and insights from the call.

This content is for Read Less members only.

Already a member? Log in here