Tag Archives: Novartis

Lilly Orfor Obesity/ORC Prevention Study; NewAmsterdam Alzheimer’s Study; Novartis to Advance IL-6 Inhibitor to Ph3; Wegovy Pill Germany Launch; Pfizer Berobenatide Japan Studies; MiniMed CY Q2 ’26 Earnings; Novo Initiates AMBITION 7

A series of cardiometabolic-related news items has been observed from Lilly, NewAmsterdam Pharma, Novartis, Novo Nordisk, Pfizer, MiniMed, and CSPC Pharmaceutical. Below, FENIX provides highlights and insights for the respective news items.

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Obesity Spotlight Series: Who is the Next Sanofi?

In the twelfth installment of FENIX’s Obesity Spotlight Series, FENIX asks a provocative question: In today’s obesity market, who will be the next Sanofi? Once a diabetes powerhouse, Sanofi missed both the SGLT2i and GLP-1RA waves, and with the modern-day obesity market projected to exceed $150B by 2035 (view article), the company now finds itself on the sidelines of arguably the biggest growth opportunity in the industry’s history. This Spotlight examines how Sanofi’s past strategic mishaps transformed a potential contender into an observer and which other major pharmas may now be drifting toward the same fate.

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Ionis Q2 ’26 Earnings; FDA Revised Draft Guidance for Generic AOMs; Beta Bionics Q2 ’26 Earnings

Three cardiometabolic-related news items have been observed: Ionis hosted its Q2 ’26 earnings call (press release; slides); FDA published revised draft guidance for 17 peptides (view press release); and Beta Bionics hosted its Q2 ’26 earnings call (view press release; slides). Below, FENIX provides highlights and insights for the respective news items.

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Topline SYNCHRONIZE-1 Data; Rocket Sells PRV; Novartis Q1 ’26 Earnings; Biomea COVALENT-112 Data

A series of cardiometabolic-related news items has been observed from Boehringer Ingelheim, Rocket Pharmaceuticals, Novartis, and Biomea Fusion. Below, FENIX provides highlights and insights for the respective news items, including thoughts on how BI’s Ph3 survodutide data may have meaningful implications on obesity market pricing dynamics.

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Hims Launches Compounded Sema Pill; Novo London, AbbVie, GSK, and Novartis Q4 ’25 Earnings; Stelo Smart Meal Logging Updates; Abbott FDA Warning Letter and Class I Recall; Rare Pediatric PRV Program Reauthorized; Sciwind Ph3 OSA Study

A series of cardiometabolic-related news items has been observed from Hims & Hers, Novo Nordisk, AbbVie, GSK, Novartis, Dexcom, Abbott, the White House, and Sciwind Biosciences. Below, FENIX provides highlights and insights for the respective news items.

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JPM 2026 Day 1: DXCM, ARWR, NVS, ALNY, PFE, SNY, CYTK, MDT, MDGL, REGN; Skye 2026 Corporate Outlook; BioAge NLRP3i Ph1 Data; Kailera Ph3 KaiNETIC Program Update

On the first day of JPM 2026, FENIX has provided coverage of presentations by major CVRM companies, including Dexcom, Arrowhead, Novartis, Alnylam, Pfizer, Sanofi, Cytokinetics, Medtronic, Madrigal, and Regeneron. Additionally, three cardiometabolic-related news items have been observed: Skye Biosciences released its 2026 corporate outlook (view press release); BioAge Labs announced updated Ph1 data of its NLRP3i for CV risk reduction (view press release); and Kailera announced it randomized the first patients in its Ph3 KaiNETIC program (view press release). Below, FENIX provides highlights and insights for the respective news items.

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