Category Archives: GLP-1RA

“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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Novo Announces Positive Ph2 Cagrisema Results; Insulet’s Omnipod 5 Receives Expanded FDA Clearance; Digbi Health Enrolled in Novo’s Accelerator Program; New Lyumjev Trial for Inreda’s Bi-hormonal AID System; Amarin Discontinues Vazkepa in Germany

A series of cardiometabolic updates have been observed: Novo announced positive topline results from its Ph2 study of cagrisema in T2DM; Insulet announced Omnipod 5 received expanded FDA clearance in patients down to 2 years of age; Digbi Health has enrolled in Novo’s Global Prevention Accelerator program; an Inreda-sponsored study has been observed evaluating Lyumjev in its bi-hormonal closed loop system (FAST 1; view CT.gov record); and Amarin announced it is discontinuing Vazkepa in Germany. Below, FENIX provides context and insight on the respective news items. 

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Novo Withdraws PIONEER START Trial; Onduo Partners with Sword Health; Nemaura and Movano Q2 ’22 Earnings Updates

A series of cardiometabolic updates have been observed: Novo’s PIONEER START trial (H2H oral sema vs. empa) has been withdrawn (CT.gov record); Onduo announced a partnership with Sword Health to integrate Sword Health’s musculoskeletal digital solution (press release); and Nemaura (press release) and Movano (press release; webcast) released their Q2 ’22 earnings. Below, FENIX provides highlights and insights from the respective news items.

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Novo Q2 ’22 London Earnings; Vertex and Amgen Q2 ’22 Earnings Updates

A series of cardiometabolic-related news items have been observed: Novo Nordisk hosted its post-Q2 ’22 earnings (see previous FENIX insight on Q2 ’22 Novo earnings from August 3); Vertex (press release; slides), and Amgen (press release; slides) hosted their Q2 ’22 earnings calls. Below, FENIX provides highlights and insights from the respective news items.

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SELECT Doesn’t Stop at Interim Analysis; Novo Nordisk Q2 ’22 Earnings Update

Novo Nordisk hosted its Q2 ’22 earnings call (press release; slides), which was ahead of the initially scheduled call on August 4. Of note, management disclosed that following an interim analysis, the DMC recommended SELECT CVOT (view CT.gov record) should continue in accordance with the trial protocol. Below, FENIX provides highlights and insights from the call.

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Lexicon Q2 ’22 Earnings Update; CLEAR Outcomes CVOT Reaches 100% MACE Accumulation; Esperion Q2 ’22 Earnings Update; Dexcom ONE Available with Prescription in UK; Gan & Lee Dose First Patient in Ph2 GZR18 Trial for T2DM; Structure Therapeutics Advances Diabetes & Obesity Clinical Program

A series of cardiometabolic-related news items have been observed: Lexicon (press release; slides) and Esperion (press release; slides) hosted their respective Q2 ’22 earnings calls; Dexcom announced the Dexcom ONE rt-CGM system is now listed on the NHS England, Wales, Scotland, and Northern Ireland drug tariffs; Gan & Lee recently announced the first patient has been dosed in its Ph2 study evaluating the company’s GLP-1RA (GZR18) in T2DM; and Structure Therapeutics announced it has completed dosing in the Ph1 SAD trial for its small molecule oral GLP-1RA (GSBR-1290). Below, FENIX provides context and insight on the respective news items.

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Dexcom G7 Delayed in US; Dexcom, Pfizer, Biocon, Sanofi, and Teladoc Q2 ’22 Earnings Updates

A series of cardiometabolic-related news items have been observed: Dexcom (press release; slides), Pfizer (press release; slides), Biocon (press release), Sanofi (press release; slides), and Teladoc (press release; slides) hosted their respective Q2 ’22 earnings calls. Importantly, Dexcom disclosed the G7 FDA review has been delayed due to updates needed for the app. Below, FENIX provides highlights and insights from the respective earnings calls.

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Sema to Replace Metformin as 1L in T2DM?

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.

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Novo Initiates Ph3 H2H Sema vs. Empa Trial; CeQur Launches its Simplicity Insulin Patch Pump; Vertex T1DM Clinical Hold Lifted

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.

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