Tag Archives: retatrutide

TRIUMPH-5 is All Triumph

With the full results presentation of TRIUMPH-2 for Lilly’s retatrutide today at EASD 2026 (previous FENIX insight), the FENIX team was debating the utility of conducting TRIUMPH-5. Recall, Lilly’s own H2H trial of retatrutide vs. tirzepatide in weight management popped up on CT.gov in Oct 2024 and has topline results projected in Q1 ’27, maybe around JPM week or earnings in late January. Interestingly, the FENIX team’s clarity at breakfast changed after the TRIUMPH-2 results presentation this morning. We pull back the curtain below.

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EASD 2026 Key Press Releases (September 30)

On the third day of EASD 2026, four key news items were observed from Lilly, Zealand Pharma, Novo/Ro, and NewAmsterdam Pharma. Below, FENIX provides context and analysis for the announcements.

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EASD 2026 Preview: Where FENIX will be paying attention and why

With EASD 2026 approaching (September 28-October 2; Milan, Italy), FENIX has compiled a short list of key sessions and presentations that warrant close attention. While EASD brings new data and fresh perspectives across the cardiometabolic space each year, the list below focuses exclusively on the sessions with potential to shape this year’s conference narrative and ultimately have an outsized impact on the field for years to come.

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CureGene Ph1 THR-β Agonist Study; Compounded Reta Real World Study

Two cardiometabolic-related news items have been observed: CureGene Pharmaceutical dosed the first patient in its FIH THR-β agonist study (view press release; view CT.gov record), and a study was conducted comparing compounded retatrutide to non-compounded retatrutide, tirzepatide, and semaglutide (view article). Below, FENIX provides highlights and insights for the respective news items.

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Mounjaro/Zepbound Sales Easily Beat Estimates; Lilly Q2 ’26 Earnings

Lilly hosted its Q2 ’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 ~5% today after raising its FY 2026 sales guidance (now $85-87B vs. $82-85B) due to continued Mounjaro and Zepbound demand. Below, FENIX provides highlights and insights from the earnings call.

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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.

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Reta Adcom % ＞ Zero?; Lilly ADA Investor Event

Lilly hosted an investor event in conjunction with ADA 2026 (view slides). Below, FENIX provides the key takeaways and analysis, including its own internal debate about whether retatrutide’s initial Ph3 data is worthy of an FDA adcom (spoiler alert: it’s not a 0% chance).

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ADA 2026 Preview: Where FENIX will be paying close attention and why

With ADA 2026 approaching (June 5-8; New Orleans, LA), FENIX has compiled a shortlist of key sessions and presentations that warrant close attention across the meeting. While ADA brings new data and fresh perspectives across the cardiometabolic space each year, the list below focuses exclusively on the sessions with potential to shape this year’s conference narrative and ultimately, have an outsized impact on the field for years to come.

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