Today, Lilly (press release; slides) and Novartis (press release; slides) hosted their Q3 ’21 earnings calls. Below, FENIX provides highlights and insights from the respective news items.
Following the EMPEROR-Preserved and FIGARO-DKD data readouts at ESC 2021, it seems as if a deal for Lexicon’s sotagliflozin should be building momentum. Below, FENIX provides thoughts on the quickly evolving HF/CKD market and insight into what a potential deal for sotagliflozin may look like, despite some caveats.
Lilly hosted its Q2 ’21 earnings call and provided updates across its CV/Met portfolio, specifically for tirzepatide and Jardiance. Unsurprisingly, much of the call focused on donanemab for the treatment of Alzheimer’s disease following FDA’s June 2021 approval of Aduhelm (aducanamab) for the same treatment. Of note, Lilly disclosed it intends to host an in-person investor event in December 2021 to provide pipeline updates and initial guidance. Below, FENIX provides highlights and insights from the Lilly earnings call.
Three cardiometabolic-related news items have been observed: Lexicon, Merck, and Intercept hosted their Q2 ’21 earnings calls and provided updates to their respective CV/Met businesses. Below, FENIX provides highlights and insights for the calls.
Lilly hosted an ADA investor event in which the company covered tirzepatide, tri-agonist GGG, QW basal insulin, oral incretins, and a summary slide of Lilly’s CVRM R&D portfolio. Below, FENIX provides highlights and insights from the event, including why GGG won’t progress beyond Ph2.
Two cardiometabolic presentations from Novo Nordisk and Lilly have recently been observed: Novo hosted an ADA investor event and Lilly presented CGM data from the Ph2 QW insulin trial at ADA 2021. Below, FENIX provides insight on what Novo really hopes to accomplish vs. tirzepatide, and how Lilly may pursue a hypo reduction claim vs. degludec for its QW basal insulin.
On the first day of ADA 2021, eleven cardiometabolic-related news items were observed from Medtronic, Lilly, AstraZeneca, CeQur, Abbott, Onduo, Glooko, Mannkind, ViaCyte, Glytec, and Akero. Below, FENIX provides context and analysis for the announcements.
Ahead of the 2021 ADA conference (June 25-29), a series of cardiometabolic-related news items have been observed: Bigfoot announced the Bigfoot Unity connected system is now available in select markets across the US; Zealand announced US commercial availability of its dasiglucagon hypoglycemia product, Zegalogue; Carmot Therapeutics announced initiation of a Ph1 trial evaluating a QW dual GLP-1/GIP RA, CT-388; Dexcom announced the launch of an awareness and educational campaign called The Global Movement for Time in Range; and Dario Health announced it was selected as a digital health provider for Coastal Family Health Center. Below, FENIX provides highlights and insights for the respective news items.
ADA 2021 abstract and session titles are available through the ADA website. According to the ADA website, full abstract text will be available Tuesday, June 22 at 12:01am ET.
A series of cardiometabolic-related news items have been observed: a CT.gov record for a Ph2 Lilly-sponsored trial investigating QW LY3437943 (GGG tri-agonist) in obesity has been observed; a CT.gov record for Novo Nordisk’s Ph3 QW insulin icodec T2DM trial (ONWARDS 4) has been observed; and Sigilon announced its Q1 ’21 earnings, though it did not provide a development update on SIG-002 nor did it host an associated webcast. Below, FENIX provides highlights and insights for the respective news items.