The Tip Desk

September 2026 — page 3

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Novo Nordisk’s Wegovy provides an established obesity benchmark

Semaglutide’s original weight-management approval and STEP 1 evidence offer a reference point for newer development programs.
Drug Pipeline · September 23, 2026

AbbVie’s Skyrizi extends its IL-23 role into ulcerative colitis

The approved indication rests on distinct induction and maintenance studies, with longer follow-up continuing.
Drug Pipeline · September 23, 2026

Lilly’s triple agonist retatrutide heads toward a planned US filing

Phase 3 readouts support a submission target for early 2027, while regulatory review and longer-term questions remain ahead.
Drug Pipeline · September 23, 2026

Roche and Zealand advance petrelintide’s amylin approach to obesity

Phase 2 findings and a planned combination study build the evidence for an alternative to incretin-only treatment.
Drug Pipeline · September 23, 2026

Roche and Zealand plan a two-mechanism obesity combination trial

The Phase 2 design pairs petrelintide with enicepatide and compares the combination with its components and placebo.
Drug Pipeline · September 23, 2026

Lilly’s Foundayo brings oral GLP-1 treatment into the obesity market

Orforglipron received FDA approval in April 2026, adding an oral option alongside injectable medicines.
Drug Pipeline · September 23, 2026

Lilly and Novo set the backdrop for a changing obesity pipeline

Nine selected compounds span approved treatments, new mechanisms and dosing schedules; unlike trials cannot establish a simple efficacy ranking.
Drug Pipeline · September 23, 2026

Abivax’s obefazimod nears a planned US filing after Phase 3 readouts

July financing supports the developer’s next steps, but its year-end application target and cash-runway forecast remain plans.
Drug Pipeline · September 23, 2026

Lilly’s Omvoh follows induction with maintenance in ulcerative colitis

The approved IL-23 antibody starts with infusions and moves to injections, with maintenance evidence drawn from patients who first responded.
Drug Pipeline · September 23, 2026

Amgen tests monthly obesity treatment with MariTide in Phase 3

The investigational therapy combines GLP-1 activation with GIP blockade; durability and tolerability remain central questions.
Drug Pipeline · September 23, 2026

Pfizer’s Velsipity brings an oral option to ulcerative colitis

Etrasimod’s approval rests on placebo-controlled evidence, including a year-long study whose design differs from responder-only maintenance trials.
Drug Pipeline · September 23, 2026

Roche’s enicepatide adds diabetes results as Phase 3 trials recruit

A 48-week Phase 2 readout broadens the obesity program’s evidence, while longer pivotal trials and a combination study address separate questions.
Drug Pipeline · September 23, 2026

Teva and Sanofi take duvakitug into Phase 3 for ulcerative colitis

The TL1A antibody moves beyond responder-selected Phase 2 findings, backed by shared development costs and commercial rights.
Drug Pipeline · September 23, 2026

Pfizer’s oral GLP-1 program ended with danuglipron’s discontinuation

A potential liver-injury case preceded the April 2025 decision; completed trial records do not signal an active program.
Drug Pipeline · September 23, 2026

Kingfisher upgrades profit guidance as Screwfix drives growth

The home improvement retailer raised its adjusted pre-tax profit forecast to a range of £595 million to £635 million
Earnings · September 22, 2026

Microsoft expands datacenter training

The cloud services provider extended its academy network to prepare local technicians for an infrastructure business that depends on skilled workers.
Companies · September 22, 2026

The Uneven Conversion of Earnings Into Cash

Acquired activity and lower capital spending explain part of a dramatic cash-flow improvement, while peer comparisons show why its recurring organic component remains unquantified.
Fathom Files · September 22, 2026

AnaptysBio Records $177 Million Tax-Driven Profit

Jemperli global net sales reached $331 million in the three months ended June 30, 2026, as AZUR-1 data moved the FDA clock to February 2027.
Earnings · September 22, 2026

Woodward to Move Santa Clarita Aerospace Production to Spartanburg

The energy-controls maker will shift military flight-control actuation to South Carolina and sell a smaller group of legacy products as it refines its manufacturing footprint.
Deals · September 22, 2026

Construction Partners Adds Roads, Inc. of NWF

The Florida Panhandle deal folds the contractor into C.W. Roberts to deepen CPI’s public and private infrastructure coverage in the region.
Deals · September 22, 2026

PTC Completes ST-920 Fabry Gene Therapy Purchase

The rare-disease company closed a competitive bankruptcy auction for a BLA-stage AAV program it plans to file in the fourth quarter.
Deals · September 22, 2026

Investor Group to Take Priority Technology Private in $1.6 Billion Cash Deal

Chairman Thomas Priore’s group will buy remaining Priority shares at $8.05, a 65% premium to the pre-proposal close, with Searchlight equity and a first-half 2027 close.
Deals · September 22, 2026

Elemental Royalty to Buy Orion in $290 Million Mixed Deal

The precious-metals royalty company said the eighth deal in twelve months is immediately accretive to NAV per share and adds three producing assets plus a Nevada silver stream.
Deals · September 22, 2026

DICK’S Completes $2.5 Billion Foot Locker Acquisition

The sporting-goods retailer closed the mixed cash-and-stock merger on Sept. 8, 2025, folding Foot Locker’s global store base into a standalone unit.
Deals · September 22, 2026

FDA Approves Scholar Rock's ISEMBYLD

Scholar Rock Holding (SRRK) won approval for ISEMBYLD under BLA 761463, with the agency's status date of September 11, 2026.
FDA · September 21, 2026

Leadership Turnover Flags Operational Risk

Four U.S. companies are treating executive and board transitions as a live operational and financial risk, from interim co-CEOs at lululemon to severance at Lands' End.
Filing Trends · September 21, 2026

Weathernews Posts Record Profit as AI Trims Staffing Costs

Weathernews reported net income of 3,806 million yen for the fiscal year ended May 2026, up 22.2% from a year earlier.
Earnings · September 20, 2026

Regional Banks Split on CRE Growth as Deposit Costs Ease

A wave of second-quarter filings shows commercial real estate books expanding sharply at some regional lenders while deposit repricing and credit costs eased at others.
Theme Survey · September 19, 2026

Catastrophe Loss Relief Drives Reinsurance Pricing Softening

RenaissanceRe's property book swung from a 148.7% combined ratio to 34.1% in a single year, and the relief is already showing up as give-back in reinsurance pricing.
Theme Survey · September 19, 2026

Mercari reports record revenue and core operating profit

Group operating profit rose 57.7% to 43.905 billion yen.
Earnings · September 19, 2026

Open Up Group's revenue fell 10.9% in fiscal 2026

Revenue at the technical-staffing and outsourcing group fell 10.9% to 167,483 million yen in the year ended June 30, 2026.
Earnings · September 19, 2026

Maeda Kosen Posts Record Revenue and Profit for Fiscal 2026

Maeda Kosen reported revenue of 71,389 million yen for the fiscal year ended June 30, 2026, up 11.4% from a year earlier and a record high for the company.
Earnings · September 19, 2026

H.I.G. Capital to Buy MISTRAS in $866 Million Cash Deal

The industrial asset-integrity firm will be taken private at $20.35 a share after a 40-day go-shop, with closing expected in late 2026 or early 2027.
Deals · September 19, 2026

Disney's Fubo Deal Lifts Streaming Revenue as Linear Erosion Spreads

Disney quantified how much of its subscription growth came from the Fubo transaction, while affiliate-dependent peers reported accelerating basic-subscriber losses and unchanged risk language on the pace of the shift.
Theme Survey · September 18, 2026

Rubrik's 48% Cloud ARR Surge Leads Diverging Software Sector Growth

Cloud-metric disclosures across the sector show recurring revenue accelerating at some companies and cooling at others, even as risk-factor hedging on cloud adoption and renewal rates stayed largely unchanged.
Theme Survey · September 18, 2026

Office CRE Stress Persists in Bank Filings as Kilroy Sees Gains

Community bank lenders keep flagging distressed office borrowers in central business districts even as one West Coast office landlord reports improving leasing activity.
Theme Survey · September 18, 2026

Beazer's Margin Hit Highlights Builders' Cost and Rate Strain

A rapid March run-up in mortgage rates cut into one builder's spring selling season, while risk-factor language across the group kept flagging tariffs, labor and land costs as unresolved pressure points.
Theme Survey · September 18, 2026

Kratos Backlog Nears $2.1 Billion as Defense Suppliers Diverge

Kratos Defense & Security Solutions posted the sharpest backlog gains in the group while several suppliers further down the chain flagged funding and program risk even as new contract wins accumulated.
Theme Survey · September 18, 2026

Southwest Fares Jump 16.6% as Sabre Flags Mideast Booking Drag

Southwest Airlines disclosed record first-quarter revenue on a sharp fare increase, while Sabre and Wheels Up reported demand pressures tied to conflict abroad and shrinking private-jet flight volumes.
Theme Survey · September 18, 2026

VME Companies to Sell Shares for Offshore Module Work

The Tyler, Texas holding company is seeking public capital to fund project execution, pay down credit lines, and build engineering capacity.
IPO Watch · September 18, 2026

Intermountain Health to Buy Idaho Falls Hospitals in $796.6 Million Deal

Surgery Partners said the sale of Mountain View Hospital and Idaho Falls Community Hospital will make it a pure-play short-stay surgical operator.
Deals · September 18, 2026

Rexford Industrial Closes $1.2 Billion Industrial Portfolio Sale

The Southern California industrial REIT completed a non-core asset sale that advances a $2.0 billion disposition program and is expected to fund 2027 debt repayment and share repurchases.
Deals · September 18, 2026

Gentherm Wins Shareholder Approval for Modine Spin-Off Combination

Gentherm shareholders backed the all-stock Reverse Morris Trust with Modine’s Performance Technologies unit, clearing the last major hurdle before an October 1 close.
Deals · September 18, 2026

Bank of America to Buy Mechanics Auto Loan Runoff

Mechanics Bancorp said the sale of the substantial majority of runoff auto loans will reduce risk, improve liquidity and enhance future profitability.
Deals · September 18, 2026

Interparfums Extends Cavalli Fragrance License Through 2046

The fragrance licensee locked in worldwide rights to Roberto Cavalli and Just Cavalli for another two decades after three years of managing the brands.
Deals · September 18, 2026

Colony to Buy First Reliance in $163 Million Mixed Deal

The combined Southeast community bank is expected to have about $5 billion in assets and a fourth-quarter close.
Deals · September 18, 2026

Atlanticus to Sell CAR Auto Finance in $71.2 Million Deal

The consumer-loan servicer said cash from the sale will reduce debt and fund higher-growth consumer-credit products.
Deals · September 18, 2026

EcoPro expands battery material and environmental sectors

The battery materials division accounted for 72.1% of consolidated revenue.
Earnings · September 17, 2026

BioMérieux Net Income Rises 4.7% in First Half 2019

The diagnostics company grew its contributory operating income to 198 million euros while expanding its molecular diagnostic footprint.
Earnings · September 17, 2026

BioMérieux Net Income Rises 23% in First Half 2020

The diagnostic company saw a significant increase in free cash flow and operating results driven by molecular biology demand.
Earnings · September 17, 2026