Type 2 diabetes catalyst calendar
Forward catalysts for the next-gen T2D race - earnings, trial readouts, and regulatory decisions across Eli Lilly, Novo Nordisk, and peers, tiered by stock impact.
Forward calendar #
Catalysts ordered by date. Tier 1 events typically move the stock; Tier 2 are high-signal scientific or earnings reads; Tier 3 are mostly priced in.
| Date | Sponsor | Event | Tier | Category | Note |
|---|---|---|---|---|---|
| Aug 5, 2026 | Novo Nordisk | Q2 2026 earnings | 1 | earnings | Ozempic + Rybelsus volume and US GLP-1 pricing read. Same day as Lilly. |
| Aug 5, 2026 | Eli Lilly | Q2 2026 earnings | 1 | earnings | Mounjaro share trajectory and oral orforglipron T2D commentary. Same day as Novo. |
| Aug 28 - Sep 1, 2026 | ESC | European Society of Cardiology Congress (Madrid) | 2 | conference | Cardio-renal outcome data for SGLT2 and incretin classes - the differentiator beyond HbA1c. |
| H2 2026 | Eli Lilly | Orforglipron T2D regulatory submission | 1 | regulatory | First oral small-molecule GLP-1 for T2D; convenience could broaden the addressable market well beyond injectables. |
| Q4 2026 | Eli Lilly | Retatrutide Phase 3 T2D (TRIUMPH) readouts | 2 | trial data | Triple agonist glycemic + weight data in T2D; benchmark vs tirzepatide. |
| 2026 (ongoing) | Novo Nordisk | CagriSema T2D registrational program | 2 | trial data | GLP-1 + amylin combination glycemic data to support a T2D label alongside the obesity filing. |