Category Archives: Basal Insulin

New Novo Ph2 study for QW Insulin 287 in T2DM

Last week, Novo initiated a Ph2 trial for the company’s QW basal insulin analog, “Insulin 287” (NN1436), in T2DM patients. This new trial is in line with previous guidance from Novo’s Q1 ’18 earnings call, indicating the Ph2 initiation of Insulin 287 by YE 2018 (see presentation slide below). FENIX provides thoughts on this new Ph2 T2DM trial for Insulin 287 including the use of CGM, observations about dose titration, and the potential for a Ph2 T1DM trial. Source: Novo Q1 ’18 earnings presentation Although Novo previously indicated the completion of Ph1 Insulin 287 trials, additional Ph1 studies have been observed (previous FENIX insight)…….

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Tresiba U-100 10mL vial FDA approved

According to Drugs@FDA, Novo Nordisk has received US approval for the commercialization of a 10mL vial of Tresiba U-100. Of note, Novo has not received approval for a U-200 vial. Below FENIX provides additional details on the new vial, specifically as it pertains to pediatric use.

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Thoughts on the Regulatory Environment in Diabetes

The regulatory environment in diabetes has greatly evolved in the last 10 years since the 2008 FDA CV risk guidance. As recently as ADA and now through EASD in 2018, FENIX considers the regulatory environment in the US and Europe to be highly favorable for sponsors developing diabetes drugs, devices, and technological solutions. Below, FENIX provides its perspective in a winners and losers analysis on how the highly favorable regulatory environment could be positively impactful to the key upcoming 2019 market events in diabetes from sponsors like Lexicon, Sanofi, AZ, Janssen, Novo Nordisk, Xeris, Lilly, BI, Dexcom, Senseonics, Abbott/Bigfoot, Tandem, Insulet, and Medtronic.

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REWIND Safety Issue? Lilly Q3 ’18 Earnings Update

Lilly hosted its Q3 ’18 earnings call and provided updates to its diabetes business including commentary on the recent REWIND topline results. Of note, Lilly’s first Ph3 study for its GIP/GLP dual agonist, now called tirzepatide, has been posted on CT.gov. Furthermore, Lilly said it has purchased a priority review voucher (PRV), but did not disclose how it will be used. Below, FENIX provides its new thoughts on REWIND safety, why Lilly’s PRV would be used for REWIND, and other key highlights from the earnings call.

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Mylan Q3 ’18 Earnings Update

Mylan hosted its Q3 ’18 earnings call (press release) and briefly discussed its bs-glargine. In response to an analyst’s question regarding Merck/Samsung discontinuing glargine development, Mylan affirmed they believe they can launch bs-glargine and still maintain adequate margins. Furthermore, Mylan senior management stated that they are continuing to work with FDA to find a path forward for a substitutable product.

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New Lilly and Novo Trials: Trulicity vs. Ozempic Pens, Fiasp U200, and QW Insulin

A series of new Lilly and Novo studies have been observed on CT.gov. These include a Ph4 trial comparing the Trulicity auto-injector to the Ozempic FlexTouch, a new Fiasp U200 formulation Ph1 study, and two Ph1 clamp trials for Novo’s QW insulin 287. Below, FENIX provides thoughts on each of the respective studies.

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Novo Q3 ’18 London Earnings Event

Novo Nordisk hosted its post-Q3 ’18 earnings event in London. The session was primarily comprised of Q&A with topics including high dose Ozempic as well as an update on Novo’s priority review voucher. Below are highlights from the call.

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Novo to Pursue High-Dose Ozempic for T2DM; Q3 ’18 Earnings Update

Novo Nordisk hosted its Q3 ’18 earnings call (press release) and provided updates to its diabetes business. Below are highlights from the call including Novo’s disclosure that it is pursuing high-dose Ozempic (2.4 mg) in T2DM to maintain best-in-class status ahead of Lilly’s anticipated GIP/GLP-1 dual agonist launch projected in 2023. Additionally, Novo has discontinued development of its Hypopen-1513, a glucagon rescue product for the treatment of hypoglycemia.

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Sanofi Q3 ’18 Earnings Update

Sanofi hosted its Q3 ’18 earnings call (press release) and provided updates on its diabetes and CV business unit including perspective on the recent restructuring announcement (previous FENIX insight). Additionally, Sanofi discussed its 2019 managed care outlook for Lantus, Toujeo, Admelog, and Praluent (PCSK9i). Below are highlights from the call. Financial Highlights Q3 ’18 WW diabetes sales decreased by -9.2% YOY to €1.37B, primarily driven by declining US glargine sales. US diabetes sales for the same quarter also declined by -24.3% YOY to €571M reflecting changes in Medicare Part D (MPD) coverage and declining US glargine net prices. Of note,……

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Biocon CY Q3 ’18 (FY Q2 ’19) Earnings Update

Biocon hosted its CY Q3 ’19 (FY Q2 ’19) earnings call and briefly discussed its insulin pipeline including bs-glargine, bs-aspart, and oral insulin tregopil. Below are highlights from the call.

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