Zealand Pharma (NASDAQ: ZLDPY; Copenhagen: ZEAL) CEO Adam Steensberg presented Wednesday September 16, 2026 at 11:30 a.m. EDT at the Morgan Stanley 24th Annual Global Healthcare Conference in New York, introducing the company's Metabolic Frontier 2030 strategic plan targeting five commercial products by 2030. The plan anchors on petrelintide (long-acting subcutaneous amylin analog Phase 3 with Roche under an April 2026 exclusive collaboration and licensing agreement; deal terms up to $5.3 billion including $1.65 billion upfront, plus 50/50 profit share on both monotherapy and combination products including petrelintide plus Roche's enicepatide GLP-1/GIP dual agonist). Phase 2 ZUPREME-1 documented up to 10.7% mean weight loss at 42 weeks versus 1.7% placebo, with no vomiting cases and no GI-related discontinuations at the maximally effective dose. Steensberg indicated the next phase of obesity competition may center on tolerability and patient retention rather than only on weight-loss magnitude — a positioning that differentiates petrelintide from the higher-efficacy but higher-GI-burden retatrutide (28% weight loss) and CagriSema. Zealand is building integrated commercial capabilities for petrelintide while relying on partners for other assets in rare disease and inflammation.
Amgen (NASDAQ: AMGN) presented Tuesday September 15, 2026 at 11:30 a.m. ET at the Morgan Stanley 24th Annual Global Healthcare Conference in New York with Jay Bradner MD (Executive Vice President Research and Development, Artificial Intelligence and Data) and Thomas Dittrich (Executive Vice President and CFO) — an unusual R&D-plus-finance pairing that indicates the AI-driven research investment thesis is a live investor question alongside the near-term MariTide (maridebart cafraglutide, antibody-peptide conjugate combining GLP-1 receptor agonism with GIP receptor antagonism) obesity narrative. The Wells Fargo Healthcare Conference presentation last Thursday September 10 laid out the MariTide dosing thesis (8-week or quarterly maintenance dosing, 4-6 doses per year after induction) plus the MARITIME-SWITCH Phase 3 conversion trial from weekly injectable semaglutide or tirzepatide onto monthly MariTide. Phase 2 data anchored 20% weight loss at 52 weeks plus reductions in triglycerides, hs-CRP, and an 11 mmHg blood pressure drop. Bradner is also expected to address the pipeline consolidation following the August discontinuation of AMG 513 (Phase 1 obesity), which left MariTide as the sole late-stage Amgen obesity asset. Filing is planned late 2026 to early 2027 with anticipated launch 2027-2028.
Ascendis Pharma A/S (NASDAQ: ASND) presented Tuesday September 15, 2026 at 8:30 a.m. ET at the Morgan Stanley 24th Annual Global Healthcare Conference in New York in a fireside chat format. The presentation followed the ESPE 2026 congress podium delivery September 8 of first Week 52 sentinel-cohort data from the Phase 3 reACHin trial of navepegritide (TransCon CNP, marketed as YUVIWEL in the U.S.) in 7 infants with achondroplasia aged 0 to under 2 years: 9.9 cm/year annualized growth velocity, +0.42 ACH-specific supine length Z-score, +3.15 mm sagittal foramen magnum increase, and no decompression surgeries at 100 μg/kg/week dosing. The Ascendis TransCon endocrinology franchise reached €315 million in combined Q2 2026 product revenue (+105% year-over-year): YORVIPATH (palopegteriparatide, PTH replacement) €252 million, SKYTROFA (lonapegsomatropin, growth hormone) €55 million, and YUVIWEL (navepegritide, CNP for achondroplasia) €8 million in the first U.S. commercial quarter. The August 31 Ascendis-BioMarin global settlement resolves the YUVIWEL patent overhang (20% U.S. royalties, 18% EU/South Korea/Brazil through May 2030; ITC Section 337 dismissed).
Insmed Incorporated (NASDAQ: INSM) presented Monday September 14, 2026 at 2:35 p.m. ET at the Morgan Stanley 24th Annual Global Healthcare Conference in New York, raising full-year 2026 BRINSUPRI (brensocatib, oral dipeptidyl peptidase 1 inhibitor approved August 2025 for non-cystic fibrosis bronchiectasis in ages 12+) revenue guidance to $1.25-1.4 billion, up from earlier launch-year projections. Q2 2026 BRINSUPRI revenue was $309.2 million (49% sequential growth over Q1) driven by strong U.S. launch momentum through specialty pharmacy channels. Management flagged peak U.S. sales potential above $7 billion in the bronchiectasis indication alone, before considering additional expansion into COPD or comorbid asthma populations. The Phase 3 ASPEN trial supporting the U.S. approval enrolled 1,721 NCFB patients across 35+ countries; brensocatib reduced pulmonary exacerbations by 21.2% at the 10 mg dose (primary endpoint met). EMA and MHRA reviews are ongoing with Japanese filing planned for H2 2026. Insmed also confirmed the September 6-9 ERS Congress presentations included the ASPEN post-hoc bronchiectasis-plus-prior-NTM analysis and a COMPERA 2.0 risk-assessment analysis of treprostinil palmitil inhalation powder (TPIP) in pulmonary arterial hypertension.
Alnylam Pharmaceuticals (NASDAQ: ALNY) presented Monday September 14, 2026 at 10:00 a.m. ET at the Morgan Stanley 24th Annual Global Healthcare Conference in New York with CEO Yvonne Greenstreet and John Kennedy (SVP Global Commercialization / TTR Franchise Lead), disclosing a modest trim to full-year TTR franchise revenue guidance as early AMVUTTRA (vutrisiran, subcutaneous RNAi TTR silencer approved March 2025 for adults with ATTR amyloidosis with cardiomyopathy) launch demand normalized. Management emphasized the underlying market remains large and underdiagnosed, physician adoption is strong, and pipeline funding from AMVUTTRA commercial success is not at risk. AMVUTTRA competes in ATTR-CM against Pfizer's Vyndaqel/Vyndamax (tafamidis, oral small-molecule stabilizer) plus the recently launched BridgeBio Attruby (acoramidis, oral) — the launch mix has shifted as switch-from-tafamidis patients and treatment-naive patients balance out. HELIOS-B Phase 3 data anchored the approval with a 33% reduction in the composite of all-cause mortality plus recurrent cardiovascular events at 36 months. The trim adds nuance to the Alnylam commercial story that had run largely positive through Q2 2026 earnings; investors focused on the deeper pipeline (nucresiran next-generation TTR silencer plus the broader RNAi platform) rather than the near-term guidance move.