Tag Archives: Wegovy

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.

This content is for Read Less members only.
Already a member? Log in here

Onswik FDA Approval; Lilly Medicare GLP-1 Bridge Program Market Share; BI + WHO Global Metabolic Health Collaboration; Roche + Atavistik Partner for Allosteric Drug Discovery; Aqua Medical T2DM Endoscopic Procedure; Biolinq Shine OTC FDA Clearance; Rezera RESOLVE-1 AHA Presentation

A series of cardiometabolic-related news items has been observed from Lilly, BI/WHO, Roche/Atavistik Bio, Aqua Medical, Biolinq, and Rezera. Below, FENIX provides highlights and insights for the respective news items.

This content is for Read Less members only.
Already a member? Log in here

Positive Pants Part 2: Novo 2026 Capital Markets Day Highlights and Analysis

Part 2 of FENIX’s 2026 Novo CMD coverage recaps commentary on US commercial operations, global manufacturing & supply, and international operations. Each of these three components is viewed as integral to Novo’s future success while it attempts to maintain (and grow) its place in the CVRM market ahead of the onslaught of obesity competitors looking to eat its lunch.

This content is for Read Less members only.
Already a member? Log in here

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.

This content is for Read Less members only.
Already a member? Log in here

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).

This content is for Read Less members only.
Already a member? Log in here

AZ/CSPC CVRM Deal; Amgen Initiates New Ph1 T2DM Study; Ascletis Files US INDs; Regeneron Posts New Ph2 Olatorepatide Study; Trinity CGM+ Results; Wegovy MASH MHRA Approval; Adocia/Sanofi M1Pram Agreement Expiration; ViCentra Hybrid Closed Loop Germany Launch

A series of cardiometabolic-related news items has been observed from AstraZeneca/CSPC Pharmaceutical, Amgen, Ascletis Pharma, Regeneron Pharmaceuticals, Trinity Biotech, MHRA, Adocia, and ViCentra. Below, FENIX provides highlights and insights for the respective news items.

This content is for Read Less members only.
Already a member? Log in here

Medicare GLP-1 Bridge Program Initiates; Tandem’s t:slim Pump and Abbott’s FreeStyle Libre 3+ Launch in Select UK/EU Markets; Hengrui Posts Ph3 Oral Ribupatide Study in China; Terrestrial Bio Doses First Patient with Needle-Free Sema Patch Technology; Tufts Health Eliminates Coverage for Dexcom CGMs

A series of cardiometabolic-related news items has been observed from The Obesity Action Coalition, Hengrui, Terrestrial Bio, Tandem Diabetes Care, and Tufts Health Direct. Below, FENIX provides highlights and insights into the respective news items.

This content is for Read Less members only.
Already a member? Log in here