Tag Archives: Novo Nordisk

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).

This content is for Read Less members only.
Already a member? Log in here

AZ/BMS Merger to Challenge CVRM Leaders?; Novo Business Updates; Merck, Pfizer, Amgen, and Arrowhead Q2 ’26 Earnings; Ascletis Initiates Ph3 Oral GLP-1RA Program; Lilly Reta Expanded Access; Corbus CB1 Update

A series of cardiometabolic-related news items has been observed from AZ/BMS, Novo Nordisk, Merck, Pfizer, Amgen, Arrowhead Pharmaceuticals, Ascletis Pharma, Lilly, and Corbus Pharmaceuticals. Below, FENIX provides highlights and insights for the respective news items, including insights into how the rumored AZ/BMS merger may impact the future CVRM market.

This content is for Read Less members only.
Already a member? Log in here

Dexcom Q2 ’26 Earnings; Novo Ziltivekimab CVOT Miss; CSPC Initiates China-Based QM Dual Agonist Study

Three cardiometabolic-related news items have been observed: Dexcom hosted its Q2 ’26 earnings call (view press release; view slides); Novo’s Ph3 ZEUS trial evaluating ziltivekimab missed the primary CV endpoint (view press release); and CSPC initiated a Ph1 study evaluating its QM GLP-1/GIP dual agonist (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

Novo’s Wegovy Pill Receives Approval in EU; Gubra Initiates FIH Study for Muscle-Sparing Asset; GSK Initiates Ph3 Efimosfermin Studies in MASH; Fractyl One Year Data; Ascletis Selects Another FDC in Obesity; Rani Topline Ph1 Data; BI H1 2026 Updates

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Gubra, GSK, Fractyl Health, Ascletis Pharma, Rani Therapeutics, and Boehringer Ingelheim. 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