Tag Archives: orforglipron

Foundayo Analysis: The Oral AOM Market is Heating Up

FDA recently approved Lilly’s orforglipron (branded Foundayo) as the first non-peptide oral GLP-1RA for the treatment of overweight or obesity (previous FENIX insight; view label). With Lilly set to begin shipments on April 6, 2026, Foundayo’s launch comes ~3 months after Novo Nordisk’s Wegovy Pill (the first oral peptide GLP‑1RA to market for obesity), setting the stage for one of the most highly anticipated commercial battles across the industry in recent years. Of note, immediately following the Foundayo approval, Novo issued a press release (view here) with two analyses suggesting Wegovy Pill outperforms Foundayo in terms of weight loss and tolerability. Below, FENIX has conducted a detailed analysis of Foundayo’s label, pricing, and website, as well as thoughts on a potentially new social media strategy from Novo.

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Orforglipron Approved by FDA as “Foundayo”

FDA has approved Lilly’s orforglipron (branded Foundayo) as the company’s first oral GLP-1RA therapy for the treatment of obesity (view press release; view label). Lilly stated orforglipron will be available immediately, with shipping beginning April 6, 2026. Recall, Lilly has stockpiled $1.5B worth of orforglipron in anticipation of the launch (previous FENIX insight). In the coming days, FENIX will conduct a detailed analysis of orforglipron’s label, pricing, and website, as well as an in-depth comparison to Novo Nordisk’s Wegovy Pill.

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ATTD 2026 Key Press Releases (March 11)

On the first day of ATTD 2026, four cardiometabolic-related news items have been observed from Skye Bioscience, Lilly, MiniMed, and LifeScan. Below, FENIX provides highlights and insights into the respective news items.

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Topline Petrelintide Ph2 Results; Potential Brand Name for Orforglipron?; New Novo Ph1 Obesity Asset; Altimmune and Lexicon Q4 ’25 Earnings; Lilly Launches New DTE Platform; Tandem Mobi Now Available on Android

A series of cardiometabolic-related news items has been observed from Zealand/Roche, Lilly, Novo Nordisk, Altimmune, Lexicon, and Tandem Diabetes Care. Below, FENIX provides highlights and insights on the respective news items.

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Ionis, Wave, and MannKind Q4 ’25 Earnings; New Ph2 Olatorepatide Study; ACHIEVE-3 Full Results; MindRank Doses First Patient in Ph3 Oral GLP-1RA Study; Fractyl Completes Pivotal Enrollment

A series of cardiometabolic-related news items has been observed from Ionis Pharmaceuticals, Wave Life Sciences, Regeneron, Lilly, MannKind, MindRank, and Fractyl Health. Below, FENIX provides highlights and insights for the respective news items.

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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.

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JPM 2026 Day 4: IVA, JNGHF, LXRX, BMEA, ESPR; FDA Delays CNPV Approvals

On the fourth and final day of JPM 2026, FENIX has provided coverage of presentations by Inventiva Pharma, Jiangsu Hengrui Pharmaceuticals, Lexicon Pharmaceuticals, Biomea Fusion, and Esperion. Separately, one CVRM-related news item has been observed: FDA has delayed CNPV approval of Tzield and orforglipron (view article). Below, FENIX provides highlights and insights from the JPM presentations as well as insight into the CNPV delays.

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JPM 2026 Day 2: LLY, NVO, AMGN, VKTX, AZN, MRK, IONS; Obesity Association Debuts Standards of Care for Obesity Medications

On the second day of JPM 2026, FENIX has provided coverage of presentations by major CVRM companies, including Lilly, Novo Nordisk, Amgen, Viking Therapeutics, AstraZeneca, Merck, and Ionis Pharmaceuticals. Separately, one CVRM-related news item has been observed: The Obesity Association published new standards of care for obesity medications (view press release). Below, FENIX provides insights and highlights for the guidelines.

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