Tag Archives: ZUPREME

Viking Pops 31% on Maintenance Data; Roche Ph2 Enicepatide Results; New Lilly Manufacturing Facility; Obi Approved in the EU; Petrelintide Ph3 Program

A series of cardiometabolic-related news items has been observed from Viking Therapeutics, Roche, Lilly, NewAmsterdam Pharma, and Zealand Pharma. The news items seemingly come hot on the heels of Novo’s obesity-centric Capital Markets Day held Monday. 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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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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Thoughts on Ph2 ZUPREME-1 Data: Can Petrelintide Still Compete?

Recently, Zealand announced topline 42-week results from the Ph2 ZUPREME-1 study, which evaluated petrelintide (QW SC amylin analog) in adults with obesity or overweight (previous FENIX insight). Following the announcement, Zealand’s share price declined -36%, reflecting investor disappointment in petrelintide’s weight loss efficacy (up to -10.7%), despite an otherwise favorable tolerability profile. Below, FENIX provides a thoughts-on analysis of the topline ZUPREME-1 data, including a deep-dive on how petrelintide’s benefit/risk profile compares to other amylin analogs in development, as well as why amylin may fall short of Zealand’s expectations for it becoming the next foundational AOM.

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