Tag Archives: zenagamtide

Lilly Orfor Obesity/ORC Prevention Study; NewAmsterdam Alzheimer’s Study; Novartis to Advance IL-6 Inhibitor to Ph3; Wegovy Pill Germany Launch; Pfizer Berobenatide Japan Studies; MiniMed CY Q2 ’26 Earnings; Novo Initiates AMBITION 7

A series of cardiometabolic-related news items has been observed from Lilly, NewAmsterdam Pharma, Novartis, Novo Nordisk, Pfizer, MiniMed, and CSPC Pharmaceutical. 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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Novo Nordisk ADA 2026 Investor Event

Novo Nordisk hosted an investor event in conjunction with ADA 2026 and provided updates across its obesity pipeline, including cagrisema, zenagamtide, and its early-stage development efforts (view slides). Below, FENIX provides highlights and insights from the investor webcast.

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ADA 2026 Key Press Releases (June 6)

On the second day of the ADA 2026 conference, nine cardiometabolic-related news items have been observed from Pfizer, Abbott, Novo Nordisk, Hengrui/Kailera Therapeutics, Insulet, Dexcom, MannKind, Biomea Fusion, and Tidepool. Below, FENIX provides context and analysis for the announcements.

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Wegovy Pill Shines As Novo Raises FY 2026 guidance; Q1 ’26 Earnings Update

Novo Nordisk hosted its Q1 ’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 ~3% after raising its FY 2026 adjusted sales guidance to -4% to -12% (previously -5% to -13%), driven by a “best-in-class” US launch of Wegovy Pill and strong GLP-1RA demand in OUS markets. Below, FENIX provides highlights and insights from the Q1 ’26 earnings call.

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