Tag Archives: tirzepatide

Seq’ing Clarity from the Horizon – EloraTZP vs. Zenagamtide

Just when you think Lilly has reached the ceiling, it breaks through again with a new high-efficacy AOM offering, EloraTZP. For context, Lilly shared data from its Ph2 EloraTZP (eloralintide + tirzepatide; QW SC SARA + GLP-1/GIP dual agonist) study at EASD 2026 yesterday, demonstrating robust weight loss and glycemic control among an obese + T2DM population (previous FENIX insight). This prompted FENIX to consider the potential future showdown between EloraTZP and Novo’s combination successors: cagrisema and zenagamtide. Further, it should be noted that while the EloraTZP data are largely seen as another win under Lilly’s belt, its stock dropped ~2% after the readout.

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EASD 2026 Key Press Releases (September 30 Part 2)

On the third day of EASD 2026, four key news items were observed in the afternoon from Lilly, AbbVie, Kailera Therapeutics, and Insilico Medicine. Below, FENIX provides context and analysis for the announcements.

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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 Key Press Releases (September 29)

On the second day of EASD 2026, seven key news items were observed from Novo/Hengrui, Lilly, Caspian Therapeutics, Merck/Cyprumed GmbH, and Oura. 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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Wave Ph2 WVE-007 + Tirzepatide Combination Study; Abbott Partners with Berry Street for Nutrition Insights with Lingo

Two cardiometabolic-related news items have been observed: Wave Life Sciences initiated the Ph2a WVE-007 + tirzepatide combination arm of the INLIGHT study (view press release), and Abbott entered into a partnership with Berry Street for personalized nutrition insights with Lingo (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Ascletis Doses First Patient in Ph3; Arrowhead ESC 2026 Investor Event; Cytokinetics ACACIA-HCM Primary Results; Amgen Repatha Sub-Analyses; Alnylam Vutrisiran Sub-Analysis; Lilly 52-Week Taltz + Tirzepatide Data

A series of cardiometabolic-related news items has been observed from Ascletis Pharma, Arrowhead Pharmaceuticals, Cytokinetics, Amgen, Alnylam, and Lilly. Below, FENIX provides highlights and insights for the respective news items, including a projected approval timeline for Ph3 oral AOM development.

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Innovent QW Oral Small Molecule GLP-1RA Study; Mounjaro CVRR Label Expansion; Pfizer China-Based Berobenatide Obesity Study

Three cardiometabolic-related news items have been observed: Innovent Biologics initiated a Ph1 FIH study of its QW oral small-molecule GLP-1RA (view CT.gov record); Lilly received FDA approval for Mounjaro’s CVRR label expansion based on the SURPASS-CVOT study (view press release); and Pfizer initiated a Ph3 berobenatide study in an obese Chinese population (view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.

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AZ Q2 ’26 Earnings; Ex-Dexcom Executive Joins Luna Diabetes; Ascletis Preclinical Tri-Agonist Data; Ionis Pediatric Olezarsen Study; Lexicon Ph3 Sota Study; Veru Ph2b Enobosarm Study

A series of cardiometabolic-related news items has been observed from AstraZeneca, Luna Diabetes, Ascletis Pharma, Ionis Pharmaceuticals, Lexicon Pharmaceuticals, and Veru. Below, FENIX provides highlights and insights for the respective news items.

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