Tag Archives: Novartis

Novartis Terminates Ph3 Pelacarsen Studies; AZ Partners with insitro; Dexcom Publishes CONNECT RCT Results; Pfizer China-Based QM Berobenatide Obesity Study; Modular Medical Digital Learning Tool; Medtronic Finalizes MiniMed Separation; Atrogi Oral GRK2-Biased ß2-Adrenergic Modulator Data

A series of cardiometabolic-related news items has been observed from Novartis, AstraZeneca, Dexcom, Pfizer, Modular Medical, MiniMed, and Atrogi AB. Below, FENIX provides highlights and insights for the respective news items.

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Novo to Announce Org Changes; Novartis/Ionis Pelacarsen Updates

Two cardiometabolic-related news items have been observed: Novo Nordisk announced a Global Town Hall meeting for its employees ahead of its upcoming CMD (view X post), and Ionis provided additional updates on pelacarsen during the Wells Fargo Healthcare Conference 2026 (view webcast). Below, FENIX provides highlights and insights for the respective news items.

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Ionis Q2 ’26 Earnings; FDA Revised Draft Guidance for Generic AOMs; Beta Bionics Q2 ’26 Earnings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