Category Archives: Basal Insulin

Abbott Q4 ‘23 Earnings; Sciwind Oral GLP-1RA Ph1 Data

Two cardiometabolic-related news items have been observed: Abbott hosted its Q4 ’23 earnings call (press release; infographic); and Sciwind announced interim Ph1 data for its oral GLP-1RA (view press release). Below, FENIX provides highlights and insights for the respective news items. 

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SELECT up for CHMP Opinion?; January CHMP Agenda; Akero Initiates Ph3 EFX MASH Trial

Two cardiometabolic-related news items have been observed: the CHMP agenda (view here) for this month’s meeting (January 22-25) has been released and includes Novo’s SELECT; and Akero initiated the second Ph3 study evaluating EFX in participants with non-cirrhotic MASH and F2 or F3 fibrosis (SYNCHRONY Histology; view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.

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JPM 2024 Day 2: ABT, PODD, NVO, LLY, AZN, BAY, BMF, TDOC; Embecta Files 510(k) for T2DM Patch Pump; Omada Partners with Amazon for Cardiometabolic Programs

On the second day of JPM 2024, FENIX has provided coverage of presentations by major CVRM companies, including Abbott, Insulet, Novo Nordisk, Lilly, AZ, Bayer, Biomea, and Teladoc. GSK and Sanofi also presented at JPM 2024 but had no meaningful discussion relating to their respective CVRM portfolios. Separately, two CVRM-related news items have been observed: Embecta announced it submitted a 510(k) filing to FDA for its open-loop patch pump for T2DM (view press release); and Omada Health announced a partnership with Amazon’s Health Condition Programs for its cardiometabolic programs (view press release).

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Senseonics Provides Implantable CGM Updates; Esperion and Daiichi Sankyo Resolve Litigation; Better Therapeutics and Glooko Partner for AspyreRx

Three cardiometabolic-related news items have been observed: Senseonics announced a series of business updates regarding the company’s implantable CGM sensors (view press release); Esperion and Daiichi Sankyo announced a $125M amendment to their collaboration, which includes a resolution to their commercial dispute (view press release); and Better Therapeutics and Glooko announced a partnership to integrate BT’s AspyreRx digital behavior treatment for T2DM into Glooko’s diabetes management platform (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Lilly Partners for Obesity Drug Discovery; Embecta GLP-1RA Commentary

Two cardiometabolic-related news items have been observed: Fauna Bio and Lilly enter into a multi-year agreement to discover obesity targets using Fauna’s AI platform (view press release); and Embecta’s CEO, Dev Kurdiar, provided updates to the company’s patch pump development and the impact of GLP-1RAs (view article). Below, FENIX provides highlights and insights for the respective news items. 

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SURMOUNT-4 Results Published in JAMA; December CHMP Agenda; Fractyl Health Presents GLP-1RA PGTx Findings at WCIRDC 2023

Three cardiometabolic-related news items have been observed: Lilly announced detailed results from SURMOUNT-4 have been published in JAMA (view press release; view publication); the CHMP agenda (view here) for this month’s meeting (December 11-14) has been released; and Fractyl Health presented findings from its Rejuva GLP-1RA-based gene therapy candidate (GLP-1RA PGTx) vs. semaglutide at WCIRDC 2023 in Los Angeles, CA on December 7-9, 2023 (view press release). Below, FENIX provides highlights and insights into the respective news items.

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Medtronic Terminates EOFlow Acquistion; t:slim X2 Now Available with Dexcom G7 Integration; Indoco Receives Tentative Approval for Generic Invokana

Three cardiometabolic-related news items have been observed: Medtronic announced it has terminated the EOFlow acquisition (view SEC filing); Dexcom (view press release) and Tandem (view press release) announced the launch of updated t:slim X2 insulin pump software with Dexcom G7 CGM integration in the US; and FDA granted Indoco Remedies a tentative ANDA approval for generic canagliflozin (view press release). Below, FENIX provides highlights and insights into the respective news items, including thoughts on why Medtronic’s decision to terminate the EOFlow deal makes sense.

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Medtronic CY Q3 ’23 (FY Q2 ’24) Earnings; Lilly to Build Production Plant in Germany; Lilly Initiates Ph1 T2DM Study; Carmot Files for IPO

Four cardiometabolic-related news items have been observed: Medtronic hosted its CY Q3 ’23 (FY Q2 ’24) earnings call (press release; slides); Lilly announced plans to build a $2.5B production plant in western Germany to support diabetes/obesity supply (view press release); Lilly initiated a Ph1 study evaluating an unknown compound (LY3938577) vs. insulin degludec (view CT.gov record); and Carmot Therapeutics has filed for an IPO (view SEC filing). Below, FENIX provides highlights and insights for the respective items.

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