Roche Pharma Day September 28 Preview: Petrelintide, Enicepatide, HM17321 Positioned as Top-Three Global Obesity Portfolio Update Ahead of EASD 2026
Roche (SIX: ROG) is scheduled to hold its Pharma Day investor event Monday September 28, 2026, providing updates across the R&D portfolio including three top-three-position obesity assets: petrelintide (amylin analog partnered with Zealand Pharma under the March 2025 up-to-$5.3 billion collaboration, ZUPREME-1 documented 10.7% weight loss at 42 weeks, Phase 3 monotherapy initiation planned late 2026); enicepatide (CT-388, dual GLP-1/GIP receptor agonist acquired from Carmot Therapeutics in 2023, 54% obesity resolution at 24 mg in Phase 2); and HM17321 (urocortin-2 / CRFR2 receptor agonist peptide licensed from Hanmi Pharm on August 24, 2026 with $190 million upfront plus up to $2.3 billion in milestones plus tiered royalties; Genentech takes over from Phase 2 forward). The Pharma Day briefing frames Roche as a credible third-place global obesity competitor behind Eli Lilly (Zepbound-Mounjaro-Foundayo plus upcoming retatrutide) and Novo Nordisk (Wegovy-Ozempic plus CagriSema plus amycretin), with EASD 2026 Rome September 28-October 2 the immediate downstream data catalyst.