Category Archives: Glucose Monitoring

BI/Zealand Win with Positive Ph2 MASH Data; Novo Partners with Neomorph for Drug Discovery; Modular Medical Raises $10M

A series of cardiometabolic-related news items has been observed: BI and Zealand announced positive Ph2 survodutide MASH data; Neomorph announced it entered into a drug discovery partnership with Novo Nordisk for molecular glue degraders in cardiometabolic and rare diseases (view press release); and Modular Medical closed a $10M public offering (view press release). Below, FENIX provides highlights and insights into the respective news items, including thoughts on how BI/Zealand’s strategy in MASH may be different than Lilly (and Novo) due to their existing market positions in obesity. 

This content is for Read Less members only.
Register
Already a member? Log in here

Insulet Q4 ’23 Earnings; SELECT CHMP Decision in April?; Silence Achieves $10M Milestone Payment from AZ

Three cardiometabolic-related news items have been observed: Insulet hosted its Q4 ’23 earnings call (press release; slides); EMA reportedly intends to issue a decision for the potential use of Wegovy in treating heart disease by April (view article); and Silence Therapeutics announced it achieved a $10M milestone payment followed by the initiation of a Ph1 trial by AstraZeneca (view press release). Below, FENIX provides highlights and insights for the respective news items.

This content is for Read Less members only.
Register
Already a member? Log in here

Tandem Q4 ’23 Earnings

Tandem Diabetes Care hosted its Q4 ’23 earnings call (view press release) and provided updates across its business, including the recently launched Tandem Mobi. Below, FENIX provides highlights and insights into the call.

This content is for Read Less members only.
Register
Already a member? Log in here

Lilly Initiates Retatrutide T2DM Pivotal Program; Medtronic CY Q4 ’23 (FY Q3 ’24) Earnings; February CHMP Agenda; Inventiva Pauses Ph3 MASH Trial; Better Therapeutics Receives BDD for MASH

A series of cardiometabolic-related news items have been observed from Lilly, Medtronic, EMA, Inventiva, and Better Therapeutics. Below, FENIX provides highlights and insights for the respective news items, including thoughts on Lilly’s Ph3 T2DM pivotal program for retatrutide.

This content is for Read Less members only.
Register
Already a member? Log in here

Tandem Mobi Launched in the US

Tandem announced the launch of its Tandem Mobi pump, which is consistent with the company’s guidance (see image below). Recall, Mobi received FDA clearance in July 2023 (previous FENIX insight). Below, FENIX provides brief insight into how the Mobi launch may impact Tandem’s business.

This content is for Read Less members only.
Register
Already a member? Log in here

Novo Settles Counterfeit Semaglutide Lawsuits; New Ph2 Oral GLP-1RA Study from Jiangsu Hengrui Pharmaceuticals; CSL Fails CSL112 Pivotal Trial; Eversense E3 CGM Medicare Coverage; Biocon CY Q4 ’23 (FY Q3 ’24) Earnings

A series of cardiometabolic-related news items have been observed from Novo Nordisk, Jiangsu Hengrui Pharmaceuticals, CSL, Ascensia, and Biocon. Below, FENIX provides highlights and insights for the respective news items.

This content is for Read Less members only.
Register
Already a member? Log in here

Dexcom Q4 ’23 and FY ’23 Earnings

Dexcom hosted its Q4 ’23 earnings call (press release; slides) and provided updates across its business, including the impending Stelo CGM launch for T2DM patients not on insulin. Below, FENIX provides highlights and insights from the call.

This content is for Read Less members only.
Register
Already a member? Log in here