Category Archives: Basal Insulin

Lilly Q3 ’23 Earnings Update

Lilly hosted its Q3 ’23 earnings call (press release; slides) and provided updates across its CVRM portfolio. Management noted the 2024 guidance call will be held in January which is new as the company traditionally hosted these calls in December of the preceding year. Below, FENIX provides highlights and insights from the call.

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SELECT Receives Priority Review; High-dose Oral Sema Delayed; Novo Q3 ’23 Earnings

Novo Nordisk hosted its Q3 ’23 earnings call (press release; slides) and provided updates across its CVRM portfolio. Novo provided important new disclosures including SELECT’s priority review, a high-dose oral sema regulatory filing delay, and a new subcutaneous amycretin asset in Ph1 development. Below, FENIX provides highlights and insights from the call, including thoughts on why SC amycretin makes sense from a strategic standpoint.

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Sanofi Q3 ’23 Earnings; Additional Sernova Cell Pouch Data; GSK Initiates New Ph2a NASH Study

Three cardiometabolic-related news items have been observed: Sanofi hosted its Q3 ’23 earnings call (press release; slides; infographic); Sernova announced positive interim results from its ongoing Ph1/2 Cell Pouch study (view press release); and GSK initiated a new Ph2 study evaluating GSK4532990 in participants with NASH and suspected NASH (view CT.gov record). Below, FENIX provides highlights and insights into the respective news items.

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Dexcom Q3 ’23 Earnings

Dexcom hosted its Q3 ’23 earnings call (press release; slides) and provided updates across its business. Of note, Dexcom’s stock price increased approximately +15% in after-hours trading due to the positive quarterly performance. Below, FENIX provides highlights and insights from the call.

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Abbott Q3 ’23 Earnings; Tzield PROTECT Data at ISPAD 2023; Viking GLP-1/GIP RA Ph1 Data at ObesityWeek

Three cardiometabolic-related news items have been observed: Abbott hosted its Q3 ‘23 earnings call and disclosed there are now 5M Libre users globally (press release; infographic); Sanofi presented data from the PROTECT Ph3 trial evaluating teplizumab in newly diagnosed T1DM (view press release); and Viking Therapeutics announced new results from the Ph1 SAD/MAD clinical trial evaluating its GLP-1/GIP RA, VK2735 (view press release). Below, FENIX provides highlights and insights into the respective news items.

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