Novo Nordisk announced it received MHRA approval of Wegovy Pill (25mg QD oral semaglutide) for adults with obesity and ≥1 weight-related condition. This approval is based on results from the Ph3 OASIS 4 trial (view publication). Below, FENIX provides brief thoughts on how the OUS Wegovy Pill expansion may impact Novo’s business trajectory.
On the fourth day of the ADA 2026 conference, four cardiometabolic-related news items have been observed from Lilly, Novo Nordisk, Regeneron, and MetaVia. Below, FENIX provides context and analysis for the respective news items.
Novo Nordisk hosted an investor event in conjunction with ADA 2026 and provided updates across its obesity pipeline, including cagrisema, zenagamtide, and its early-stage development efforts (view slides). Below, FENIX provides highlights and insights from the investor webcast.
On the third day of the ADA 2026 conference, four cardiometabolic-related news items have been observed from Boehringer Ingelheim, Novo Nordisk, Lilly, and Insulet/EOFlow. Below, FENIX provides context and analysis for the respective news items, including the speculative potential for a 2-day EMDAC featuring survo + reta (spoiler alert: it’s not a 0% chance).
On the second day of the ADA 2026 conference, nine cardiometabolic-related news items have been observed from Pfizer, Abbott, Novo Nordisk, Hengrui/Kailera Therapeutics, Insulet, Dexcom, MannKind, Biomea Fusion, and Tidepool. Below, FENIX provides context and analysis for the announcements.
On the first day of the ADA 2026 conference, six cardiometabolic-related news items have been observed from Tandem, Veru, Gan & Lee, Cigna, Bayer, and Structure Therapeutics. Below, FENIX provides context and analysis for the announcements.
A series of cardiometabolic-related news items has been observed from EMA, Lilly, Beta Bionics, and Novo Nordisk. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items has been observed from FDA, Novo Nordisk, Altimmune, Lilly, and Insulet. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items has been observed from Novo Nordisk, Fractyl Health, and Roche. Below, FENIX provides highlights and insights for the respective news items.
Novo Nordisk hosted its Q1 ’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 ~3% after raising its FY 2026 adjusted sales guidance to -4% to -12% (previously -5% to -13%), driven by a “best-in-class” US launch of Wegovy Pill and strong GLP-1RA demand in OUS markets. Below, FENIX provides highlights and insights from the Q1 ’26 earnings call.