Category Archives: GLP-1RA + Basal

“Mass” Layoff at Beta Bionics?; Novo Initiates Ph3 Ozempic + Lower-Dose Glargine Trial; Novartis to Spin Off Sandoz; Lannett and Adocia CY Q2 ’22 Earnings Updates; Hygieia Appoints New CEO

A series of cardiometabolic-related updates have been observed: Beta Bionics has reportedly laid off an unknown number of employees (view LinkedIn post); a Novo-sponsored Ph3 trial evaluating Ozempic and lower-dose insulin glargine has been observed (SUSTAIN OPTIMIZE; view CT.gov record); Novartis announced plans to spin off Sandoz (press release); Lannett (press release) and Adocia (press release) released their Q2 ’22 earnings; and Hygieia announced the appointment of a new CEO. Below, FENIX provides context and insight on the respective news items.

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Thoughts after ATTD and ADA 2022

Now that we’re on the other side of ADA 2022, FENIX provides provocative thoughts below on various items in the cardiometabolic space. Included are thoughts about Lilly, Novo, Sanofi, Dexcom, Abbott, Medtronic, Bigfoot, and Beta Bionics.

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Novo Hosts ADA 2022 Investor Event

Novo Nordisk hosted its 2022 ADA investor event primarily focusing on its obesity and QW insulin portfolio (view slides). Of note, management emphasized GLP-1RA class growth, SELECT’s upcoming interim analysis, plans to study even higher doses of semaglutide in T2DM, and the feasibility of a cagrisema H2H trial vs. tirzepatide. Below are highlights and insights from the call.

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Bayer Presents New Finerenone Analysis; Lilly to Invest $2.1B in Additional Manufacturing Capacity; Oramed Granted Combination Therapy Patent for Oral GLP-1+Insulin

Three cardiometabolic-related news items have been observed: During the ESC’s 2022 HF Congress, Bayer presented late-breaking data from an exploratory FIDELITY post hoc analysis; Lilly announced plans to invest $2.1B in new Indiana manufacturing sites; and Oramed recently announced it has been granted a US patent for its oral GLP-1RA+insulin combination therapy in T2DM. Below, FENIX provides highlights and insights for the respective new items.

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Novo 2022 Capital Markets Day Highlights and Analysis

Novo hosted its 2022 Capital Markets Day (presentations) and provided updates on the strategic direction of the company across key commercial and R&D activities. Below, FENIX provides details and insights from the call.

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Jardiance EMPULSE Trial Published; Senseonics Q4 ’21 Earnings Update; Novo Initiates Icosema COMBINE 2 Ph3 Trial; Merck’s Oral PCSK9i Enters Ph2; BI Partners with Lifebit; Intercept and Amarin Q4 ’21 Earnings Updates

A series of cardiometabolic-related news items have been observed from BI/Lilly, Senseonics, Novo, Merck, BI/Lifebit, Intercept, and Amarin. Below, FENIX provides highlights and insights for the respective new items.

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Novo Q4 ’21 London Earnings; Sanofi and Regeneron Q4 ‘21 and FY ‘21 Earnings Updates

A series of cardiometabolic-related news items have been observed: Novo Nordisk hosted its post-Q4 ’21 earnings event (see previous FENIX insight on Q4 ’21 Novo earnings from February 2); and Sanofi (press release; slides; view infographic) and Regeneron (press release; slides), hosted their respective Q4 and FY ’21 earnings calls. Below, FENIX provides highlights and insights for the respective new items.

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Novartis’s Entresto Marketing Under DOJ Investigation?; Inventiva’s Ph2a Lanifibranor + Empa Trial (LEGEND); Merck and Sanofi Q3 ’21 Earnings Updates; Roche and Zur Rose Group Collaboration

A series of cardiometabolic-related news items have been observed: It has been reported that Novartis received a request from DOJ regarding details about the marketing and pricing of Entresto since 2016 (view article); Inventiva announced the design of its Ph2a combination (lanifibranor+empa) trial (LEGEND) in patients with NASH and T2DM; Merck (press release; slides) and Sanofi (press release; slides) hosted their respective Q3 ’21 earnings calls; and Roche and the Zur Rose Group announced their collaboration of healthcare products and solutions. Below, FENIX provides highlights and insights for the respective news items.

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ADA 2021 Key Press Releases (June 28)

On day four of ADA 2021, eight cardiometabolic-related news items were observed from Bigfoot, AZ, Mannkind, Medtronic, Senseonics, BI/Lilly, Sanofi, and REMD Biotherapeutics. Below, FENIX provides context and analysis for the announcements, including thoughts on how the ALT increases observed in REMD’s Ph2 volagidemab trial could spell disaster in Ph3.

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ADA 2021 Abstract and Session Titles Available

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.

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