Category Archives: Dual/triple agonist

Zealand Q3 ’19 Earnings Update; Ph2 dual agonist trial details revealed

Zealand hosted its Q3 ’19 earnings call and provided updates to its diabetes business including dasiglucagon and its GLP-1/GCG dual agonist with Boehringer Ingelheim. Recall, Zealand recently completed the Ph3 pediatric program for the dasiglucagon HypoPal, which clears the way for NDA submission in Q1 ’20. Below, FENIX provides highlights and insights from the call.

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Novo Q3 ’19 London Earnings Update

Novo Nordisk hosted its post-Q3 ’19 earnings event in London. Consistent with previous quarters, the session included a brief presentation from Novo management followed by Q&A. Below, FENIX provides highlights and insights from the call including additional thoughts on Novo’s improved oral semaglutide formulation.

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Sanofi Discontinues Tri-Agonist; Sanofi Q3 ’19 Earnings Update

Sanofi hosted its Q3 ’19 earnings call and provided updates to its diabetes business unit. Importantly, Sanofi disclosed it has discontinued the development of its Ph1 GLP/GIP/GCG triple agonist (SAR441255). Of note, Q3 ’19 was the first earnings call with its new CEO, Paul Hudson. Sanofi will also be hosting a Capital Markets Day on December 10 to discuss the company strategy under new senior leadership. Below, FENIX provides highlights and insights from the call including thoughts on the future of Sanofi in the diabetes market.

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New Lilly Ph1 Trial; Likely GGG Tri-agonist

Lilly has initiated a new Ph1 trial evaluating an unknown compound (LY3437943) vs. Trulicity in T2DM patients. Below, FENIX has conducted an analysis to help identify the compound and potential MOA.

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AstraZeneca Q3 ’19 Earnings Update

AZ hosted its Q3 ’19 earnings call (press release) and provided updates to their diabetes commercial, clinical, and regulatory activities. Importantly, AZ highlighted the DECLARE US and EU approvals as well as continued HF and CKD LCM for Farxiga. Below, FENIX provides diabetes-related highlights and insights from the call.

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Lilly Q3 ’19 Earnings Update; Conterno to Retire

Lilly hosted its Q3 ’19 earnings call (press release) and provided updates across its diabetes business. In a separate press release, Lilly disclosed that its current senior vice president of Lilly and president of Lilly Diabetes and Lilly USA, Enrique Conterno, will be retiring at the end of the year. Mike Mason, current SVP of Connected Care and Insulins, will succeed Conterno. During the earnings call, Lilly also highlighted Ph1 development of its triple-agonist and oral GLP-1 non-peptide agonist, Jardiance LCM, the recent positive CHMP opinion for Baqsimi, and Trulicity pricing dynamics. Below, FENIX provides context and insights from the call.

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Sanofi to Unveil New Strategy in December; Novo Obesity Partnership; Lifescan to Expand BGM Access

A series of diabetes-related news has come out today including Sanofi’s plan to unveil its new business strategy during an Investor Day in December. Additionally, Novo Nordisk announced a partnership with Noom for a digital obesity coaching solution, and Lifescan is engaging with Willis Towers Watson to expand access to the OneTouch Reveal Plus digital platform. Below, FENIX provides thoughts and analysis for each respective news item.

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Sanofi DCV R&D Head Set to Move On

Earlier in September 2019, Vifor Pharma announced the appointment of Klaus Henning Jensen as the company’s new CMO and member of the executive committee starting in January 2020. Recall, Jensen joined Sanofi in 2016 as the Head of Diabetes Development and was subsequently promoted to Head of Diabetes and Cardiovascular Development in January 2019. Below, FENIX provides insights into Jensen’s departure in the context of the ongoing leadership changes within the Sanofi organization.

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Poxel Ph3 Imeglimin and vTv Ph2 TTP399 CGM Data; EASD 2019 Day 3

On the third day of EASD, 2 key press releases and one new clinical trial were observed. Of note, results from Novo Nordisk’s H2H Tresiba vs. Toujeo trial (CONCLUDE) were presented but a Novo press release was not observed. There is a dedicated session on CONCLUDE tomorrow (September 19) from 12-1pm local time. Below FENIX provides insights and context from each respective announcement.

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