As a follow-up to Novo’s oral semaglutide ASCEND PLUS primary prevention CVOT being posted to CT.gov (previous FENIX insight), FENIX has conducted an analysis, including thoughts on how Novo may be looking to displace metformin as 1L oral treatment for T2DM.
Three cardiometabolic-related news items have been observed: a Novo-sponsored Ph3 H2H study (PIONEER START) evaluating semaglutide and empagliflozin in younger patients with newly diagnosed T2DM and obesity has been observed (view CT.gov record); it has been reported that CeQur’s wearable insulin patch (CeQur Simplicity) is entering the next phase of a limited market release (view article); and Vertex announced FDA lifted the clinical hold placed on the Ph1/2 VX-880 trial. Below, FENIX provides highlights and insights for the respective new items.
Novo Nordisk and Oxford have initiated a new Ph4 T2DM CVOT, called ASCEND PLUS, evaluating 14mg QD oral semaglutide in 20,000 primary prevention patients (view CT.gov record). Of note, the trial was initially discussed back in June 2021, but it was just posted to CT.gov (view article). Interestingly, the study is said to be conducted virtually with no physical sites and all interactions being conducted using “innovative patient-centred web-based technology, supplemented by telephone, video call contact and mailed letters.” Below, FENIX provides an overview of the study and will conduct an in-depth analysis in the coming days.
A series of cardiometabolic-related news items have been observed from Novo Nordisk, Bayer, Sanofi, Novartis, and Lifescan. Below, FENIX provides highlights and insights for the respective new items.
A series of cardiometabolic-related news items have been observed: a two-part Ph1 Novo-sponsored study evaluating a semaglutide/dapagliflozin FDC has been observed (view CT.gov record); ProKidney recently announced the publication of data from an MoA study of its Renal Autologous Cell Therapy (REACT) in Kidney International Reports (view publication here); Cytokinetics announced FDA informed the company the omecamtiv adcom has been scheduled for December 13, 2022; and Hygieia announced it licensed its d-Nav insulin management system to Movement Group in Israel. Below, FENIX provides highlights and insights for the respective new items.
Four cardiometabolic-related news items have been observed: Zealand recently announced results from its Ph1b GLP-1/GLP-2 dapiglutide; GluCare.Health announced a partnership with Novo Nordisk for an innovative weight management pilot program to launch in September; Ginkgo Bioworks recently announced a collaboration with Novo Nordisk to create new expression hosts for pharmaceutical products using synthetic biology; and Sanofi recently announced the launch of its first Digital Accelerator. Below, FENIX provides highlights and insights for the respective new items.
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.
Lilly hosted an ADA 2022 investor event in which the company covered tirzepatide SURMOUNT-1 trial results, tri-agonist GGG, oral incretins, and a summary slide of Lilly’s CVRM R&D portfolio (view slides). Prior to the call, during the morning session at ADA 2022, it was publicly disclosed that Lilly will be conducting SURPASS-EARLY, thought to be a long-term trial investigating the durability of glycemic control in T2DM for tirzepatide vs. placebo in addition to SOC. Below, FENIX provides highlights and insights from the call.
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.
On the second day of ADA 2022, six cardiometabolic-related news items were observed from Lilly, ADA, Insulet, vTv Therapeutics, and One Drop. Below, FENIX provides context and analysis for the announcements.