Tag Archives: retatrutide

Lilly Delivers Best-in-class Weight Loss with New Reta Data; Bayer’s Kerendia Receives Priority Review

Two cardiometabolic-related news items have been observed: Lilly announced topline TRIUMPH-1 data with retatrutide exhibiting up to -30% weight loss (view press release); and Bayer’s Kerendia received FDA priority review in T1DM-associated CKD (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Retatrutide T2DM Data Continue to Impress; FDA Approves Novo’s High Dose Sema

Two cardiometabolic-related news items have been observed: Lilly shared positive topline data from its Ph3 TRANSCEND-T2D-1 study of retatrutide (view press release), and Novo Nordisk received FDA approval for its 7.2mg Wegovy (view press release). Below, FENIX provides highlights and insights on the respective news items, including a safety/efficacy analysis of how the TRANSCEND results position retatrutide relative to tirzepatide and cagrisema.

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Lilly Retatrutide Risk Mitigation; Medtronic CY Q4 ’25 Earnings; 7.2mg Wegovy EU Approval; Lilly Targets India for Manufacturing Hub; EC Approval of Myqorzo; Esperion and Alkem Reach Generic BA Agreement

A series of cardiometabolic-related news items has been observed from Lilly, Medtronic, Novo Nordisk, Cytokinetics, and Esperion Therapeutics. 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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Novo’s Wegovy Pill Off to Quick Start; New Ph3b Retatrutide Study; Lilly Launches Obesity Campaign; Biomed Initiates Two Ph3 Quadruple Agonist Trials; Alveus Advances Obesity Asset; Afrezza Label Update; January CHMP Agenda

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Lilly, Biomed Industries, Alveus Therapeutics, MannKind, and EMA. Below, FENIX provides highlights and insights for the respective news items.

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Lilly Q3 ‘25 Earnings; Raises FY 2025 Guidance 

Lilly hosted its Q3 ‘25 earnings call (press release; slides) and provided updates across its CVRM portfolio. Of note, the company’s stock is up 5% after raising its FY 2025 sales guidance from $60.0-62.0B to $63.0-63.5B due to strong underlying performance across its portfolio, including Zepbound and Mounjaro. Below, FENIX provides highlights and insights from the call.

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