Category Archives: Glucose Monitoring

JPM 2023 Day 1: DXCM, MDT, PFE, AMGN, VRTX, NVS, CYTK, TDOC, ARWR, and AMGN; AZ Acquires CinCor; Viking Completes Ph2b NASH Enrollment; Ionis Sells Pelacarsen Royalties

On the first day of JPM 2023, FENIX has provided coverage of presentations by major CVRM companies including Dexcom, Medtronic, Pfizer, Amgen, Vertex, Novartis, Cytokinetics, Teladoc, and Arrowhead. Alnylam, Gilead, J&J, Regeneron, and Amgen also presented at JPM 2023, but none had any meaningful discussion relating to their respective CVRM portfolios. Additionally, three separate CVRM-related news items have been observed: AZ announced the acquisition of CinCor Pharma (view press release), Viking completed enrollment of the Ph2b VOYAGE NASH trial (view press release), and Ionis entered into an agreement with Royalty Pharma to sell rights to Spinraza and pelacarsen (view press release).

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Holiday Hangover: Novo’s Wegovy/Ozempic Featured on 60 Minutes; Intercept OCA NASH NDA Refiled; Amgen Initiates Ph2 AMG 133 Obesity Trial; Steven Russell Joins Beta Bionics; Novo’s Third Cagrisema Ph3 Trial Initiated; Wegovy Pediatric Indication; Lannett Bs-Insulin Updates; Equillium and Metacrine Terminate Merger; and More

During the holiday break, a series of cardiometabolic-related news items were observed from Novo Nordisk, Intercept, Amgen, Beta Bionics, Lannett, Equillium and Metacrine, MindRank, EOFlow, Medtronic, Adocia, and PeptiDream. Below, FENIX provides highlights and insights for the respective news items.

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Medtronic InPen App Recall; Libre 3 + Ypsomed AID Available in Germany; Altimmune Positive Pemvidutide NAFLD Data; Embecta CY Q3 ’22 Earnings Update; Alnylam Submits ALN-KHK CTA for T2DM; Biocorp Receives EU Medical Device Certification

A series of cardiometabolic-related news items have been observed from Medtronic, Abbott, Altimmune, Embecta, Alnylam, and Biocorp. Below, FENIX provides highlights and insight on the respective news items, including thoughts on the Medtronic recall and how the positive Altimmune NAFLD data may not be enough.

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Dexcom G7 receives FDA clearance

Dexcom announced it received FDA 510(k) clearance for the next-gen G7 CGM for patients two years of age and older with all types of diabetes, including T1DM, T2DM, and gestational diabetes. Of note, Dexcom continues to state that it plans to launch G7 in early 2023 (previous FENIX insight). Below, FENIX provides an overview of G7 features as well as an analysis of the G7 website and early messaging.

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Libre 3 + Ypsomed AID Authorized in Germany; Diamyd Ph3 T1DM Clinical Hold Lifted

Two cardiometabolic-related news items have been observed: Ypsomed announced that its mylife Loop is authorized to work with Abbott’s FreeStyle Libre 3 in Germany (view press release); and Diamyd announced FDA lifted the clinical hold on the Ph3 DIAGNODE-3 trial (view press release; view CT.gov record). Below, FENIX provides context and insight on the respective news items.

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Medtronic CY Q3 ’22 Earnings Update; Novo Expands Manufacturing Facilities; FDA Approves Lilly’s Rezvoglar as an Interchangeable Biosimilar; Oramed Presents Additional Ph2 PRMD-0801 NASH Data

Four cardio-metabolic related news items have been observed: Medtronic hosted its CY Q3 ’22 earnings call (press release; slides); Novo announced plans to invest DKK 5.4B (~$750M USD) in the expansion of manufacturing facilities in Denmark (view press release); FDA approved Lilly’s Rezvoglar (bs-glargine) as an interchangeable to Sanofi’s Lantus (view label; view article); and Oramed hosted an event to discuss data from its Ph2 trial evaluating 8mg ORMD-0801 compared to placebo in 32 participants with T2DM and NASH (slides; webcast; press release). Below, FENIX provides context and insight on the respective news items.

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Lilly and Novo Leave Twitter Advertising; Insulet Issues O5 Medical Device Correction; Biocon, Movano, and Nemaura Q3 ’22 Earnings Updates

A series of cardiometabolic-related updates have been observed: Lilly (view article) and Novo (view article) have reportedly halted Twitter advertising; Insulet announced an Omnipod 5 voluntary medical device correction in the US; Biocon (press release), Movano (press release), and Nemaura (press release) hosted their respective Q3 ’22 earnings calls. Below, FENIX provides context and insight on the respective news items.

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Amgen Post-AHA 2022 Pipeline Update; Senseonics, Bayer, and MannKind Q3 ’22 Earnings Updates

A series of cardiometabolic-related news items have been observed: Amgen hosted a post-AHA investor call and provided updates on its General Medicine Portfolio (view slides; view webcast); and Senseonics (press release), Bayer (press release; slides), and MannKind (press release; slides) hosted their Q3 ’22 earnings calls. Below, FENIX provides highlights and insights from the respective news items.

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Lilly Connected Pen US Launch in 2022; Lannett Partners with Ypsomed; Eversense to Integrate with Apple; Viatris Q3 ’22 Earnings Update; November CHMP Agenda

A series of CVRM-related news items have been observed: Lilly announced plans to launch its Tempo Personalized Diabetes Management Platform to select US clinics in 2022; Lannett announced a partnership with Ypsomed for insulin pen delivery; Ascensia announced the Eversense implantable CGM now integrates with Apple Health; Viatris hosted its Q3 ’22 earnings and provided brief updates to its bs-insulin portfolio divestiture (press release; slides); and the November CHMP agenda (view here) has been released. Below, FENIX provides highlights and insights from the respective news items.

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Dexcom Q3 ’22 Earnings Update; Kerendia Receives New Recommendations from ADA and KDIGO

A series of cardiometabolic-related news items have been observed: Dexcom hosted its Q3 ’22 earnings call (press release; slides); and Bayer announced that Kerendia (finerenone) received a favorable recommendation from both ADA and KDIGO for the treatment of CKD associated with T2DM. Below, FENIX provides highlights and insights for the respective new items.

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