Tag Archives: semaglutide

Ascendis/Novo Terminate QM Sema Agreement; Novo Cagrisema Switch Study; Dexcom Appoints COO; Arrowhead ARO-DIMER-PA Data; Elvinix/Zealand ZP3022 Licensing Agreement; Lilly Terminates Ph1 Obesity Asset; Medtronic Expands Separation from MiniMed; Tracky Launches 16-Day CGM in India

A series of cardiometabolic-related news items has been observed from Ascendis Pharma, Novo, Dexcom, Arrowhead Pharmaceuticals, Elvinix, Lilly, MiniMed, and Tracky. Below, FENIX provides highlights and insights for the respective news items.

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Novo Rebranding; Corbus Topline Ph1b CB1 Data; New Foundayo DTC TV Ads; New Alveus Ph2 Obesity Study; Beta Bionics Patch Pump FDA Clearance; Senseonics Integrates with Beta Bionics’s iLet AID; September CHMP Agenda

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Corbus Pharmaceuticals, Lilly, Alveus Therapeutics, Beta Bionics, Senseonics, and EMA. Below, FENIX provides highlights and insights for the respective news items.

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Innovent Initiates Ph1 INHBE China-based Study in Obesity; BioLife Receives Patent for Dissolvable Obesity Medicine; Novo’s Semaglutide Approved for MASH in China

Three cardiometabolic-related news items have been observed: Innovent Biologics initiated a Ph1 FIH study of its Q3M/Q6M SC INHBE (view CT.gov record); BioLife received a US patent for its effervescent oral peptide delivery technology (view press release); and Novo Nordisk’s injectable semaglutide received approval from NMPA for the treatment of F2-F3 MASH (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Kailera and Zealand Q2 ’26 Earnings; Biomea Doses First Patient in Icovamenib + Sema Obesity Study

Three cardiometabolic-related news items have been observed: Kailera Therapeutics released its Q2 ’26 earnings report (view press release) and appointed a new CTO (view press release); Zealand Pharma hosted its Q2 ’26 earnings call (press release; slides); and Biomea Fusion dosed the first patient in its OPAL study evaluating icovamenib in combination with semaglutide for obesity (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Structure, Senseonics, Tandem, and Biocon Q2 ’26 Earnings

A series of cardiometabolic-related news items has been observed from Structure Therapeutics, Senseonics, Tandem Diabetes Care, and Biocon. Below, FENIX provides highlights and insights for the respective news items.

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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).

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