Category Archives: Basal Insulin

Thoughts on ADA 2020 Standards of Care

ADA recently updated its Standards of Medical Care in Diabetes for 2020, which includes key additions across multiple drug classes. Of note, the standards now include a recommendation for initiating SGLT2i or GLP-1RA therapy in patients with ASCVD, HF, or CKD (SGLT2i only) who are already at their A1C goal. Interestingly, while the guidelines were updated to include discussion of the CANVAS/R, CREDENCE, DECLARE, REWIND, and CARMELINA trials, CAROLINA and DAPA-HF trials were not addressed. Below, FENIX provides thoughts and market implications for selected guideline updates.

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Novo Launches Insulin Savings Program

With the start of the new year, Novo Nordisk announced the launch of its insulin savings program called “My$99Insulin” as well as authorized generics (AG) of NovoLog and NovoLog Mix products. With the My$99Insulin program, patients are able to purchase “up to three vials or two packs of FlexPen/FlexTouch/Penfill pens of any combination of insulins from Novo Nordisk Inc. for $99.” Recall, Novo first disclosed plans to offer its insulin affordability program in September 2019. Below, FENIX provides additional thoughts on the My$99Insulin program.

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Novo/UVA Partnership; Roche Decreases Eversense CGM Commitment; Lilly Insulin Pricing Open Letter

A series of diabetes-related news has been observed including a new partnership between Novo Nordisk and UVA, Roche amended its agreement with Senseonics to reduce the minimum CGM volume obligation, and Lilly publishes an open letter on insulin pricing. Below, FENIX provides highlights and insights for the respective news items.

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Rezolute Ultra-long-acting Basal Insulin (AB101) Ph1 Topline Results

Rezolute, Inc. (formerly AntriaBio) announced topline results for the Ph1 study evaluating its ultra-long acting basal insulin (AB101). Of note, Rezolute stated that based on results from the Ph1 study, additional formulation work must be performed before advancing the program. Below, FENIX provides brief insights into AB101 and its commercial potential.

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Teplizumab Regulatory Update; Sanofi Partners with Biocorp; Livongo Preferred on ESI; Omnipod Horizon Pivotal Trial Initiated; Glooko Partners with Mellitus Health

A series of diabetes-related new items were observed today including an update on Provention Bio’s teplizumab, a new Sanofi/Biocorp connected pen partnership, Livongo’s preferred status on ESI, Insulet’s Omnipod Horizon pivotal study, and more. Below FENIX provides insights and context from each respective news item.

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Would AZ, Teva, or Mylan/Upjohn Buy Sanofi’s DCV Business?

Earlier this week, Sanofi hosted its 2019 Capital Markets Day and the company disclosed plans to re-structure its diabetes and cardiovascular business. As part of the discussion, senior management entertained the idea that it would consider divesting the business and/or its assets if it found the right suitor. Below, FENIX provides analysis of companies who could potentially be interested in Sanofi’s DCV assets and why AstraZeneca, Teva, or even Viatris (Mylan/Upjohn) could be viable options.

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Xeris Positive Ph2 Data in PBH; Oramed Partnership with Tianhui; Glooko Privacy Shield Certification

Three news items have been observed today across diabetes players including Xeris, Oramed, and Glooko. Xeris announced positive data from their Ph2 trial in post-bariatric hypoglycemia, Oramed has partnered with Tianhui Incubator of Technologies to launch ORMD-0801 in China in 2 years, and Glooko announced Privacy Shield certification from the US Department of Commerce. Below, FENIX provides context and insights on these news items. Xeris Reports Positive Ph2 Data in Post-Bariatric Hypoglycemia Xeris announced positive results from the in-clinic stage of the Ph2 study evaluating their ready-to-use (RTU) glucagon in patients at risk of postprandial hypoglycemia following bariatric surgery. Participants in the trial were……

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Sanofi To Move Away From Diabetes/CV; Sanofi 2019 Capital Markets Day

Sanofi hosted its 2019 Capital Markets Day and outlined its new strategy including the R&D focus, which does not include diabetes or cardiovascular projects. In a separate press release, Sanofi also announced it is restructuring the deal with Regeneron for Praluent and Kevzara. Below, FENIX provides CV/Met related highlights from the CMD presentation as well as thoughts on the new direction for Sanofi’s business.

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High-Dose Trulicity Filed in EU (CHMP Agenda December 9-12)

The CHMP agenda for this month’s meeting (December 9-12) has been released, and it includes two notable items (potential oral semaglutide opinion and high-dose Trulicity was filed). Below, FENIX provides diabetes-related highlights and insights from the CHMP agenda.

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Positive Lannett Bs-Glargine Ph1 Results; Zealand Initiates 2nd Ph3 CHI Study

Lannett has announced positive results from the Ph1 PK/PD study evaluating their biosimilar insulin glargine vs. Lantus, which initiated in June 2019. In light of meeting all primary endpoints, Lannett indicated they are planning to meet with FDA to discuss the next steps for bs-glargine development. Below, FENIX provides context and insights, particularly related to the FDA’s recent biosimilar insulin draft guidance.

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