Dexcom Q2 ’21 Earnings Update
Dexcom hosted its Q2 ’21 earnings call and provided updates to its clinical and commercial activities, including the G7 OUS launch anticipated later in 2021. Below, FENIX provides highlights and insights from the call.
Dexcom hosted its Q2 ’21 earnings call and provided updates to its clinical and commercial activities, including the G7 OUS launch anticipated later in 2021. Below, FENIX provides highlights and insights from the call.
A series of cardiometabolic-related new items have recently been observed: Lifescan and Noom announced an expanded partnership focused on Noom’s Diabetes Support Program; Supersapiens announced the addition of Howard Zisser and Robby Ketchell to the company’s executive team; Teladoc (press release; slides), Pfizer (press release; slides), and Teva (press release; slides) hosted their respective Q2 ’21 earnings calls. Below, FENIX provides highlights and insights for the respective news items.
Abbott (press release; view infographic) and Roche (press release; slides) hosted their Q2 ’21 earnings calls and provided updates to their respective diabetes businesses and Adocia provided its Q2 ’21 financial update. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items have recently been observed: GSK announced positive topline results from five Ph3 studies in the ASCEND program evaluating daprodustat in patients with anemia due to CKD; Dexcom announced FDA has cleared Dexcom Partner Web APIs which now allows third-party integration with other digital health apps and devices; and a new Medtronic closed-loop trial leveraging its Klue acquisition has been observed. Below, FENIX provides highlights and insights for the respective news items.
It has recently been observed that Dexcom filed a patent-infringement suit against Abbott for the sensors used in its Libre CGM. Subsequently, Abbott filed a suit claiming Dexcom is infringing on 12 patents. Of note, the two complaints were filed in separate courts with Dexcom filing its complaint on June 30, 2021 in US District Court for the Western District of Texas (Waco) and Abbott filing in the US District Court, District of Delaware (Wilmington) on July 1, 2021. Below, FENIX provides a summary of the filings and thoughts on the lawsuits.
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.
Two cardiometabolic presentations from Novo Nordisk and Lilly have recently been observed: Novo hosted an ADA investor event and Lilly presented CGM data from the Ph2 QW insulin trial at ADA 2021. Below, FENIX provides insight on what Novo really hopes to accomplish vs. tirzepatide, and how Lilly may pursue a hypo reduction claim vs. degludec for its QW basal insulin.
On day three of ADA 2021, five cardiometabolic-related news items were observed from Novo Nordisk, Lilly, Insulet, Beta Bionics, and Tandem. Below, FENIX provides context and analysis for the announcements.
On the first day of ADA 2021, eleven cardiometabolic-related news items were observed from Medtronic, Lilly, AstraZeneca, CeQur, Abbott, Onduo, Glooko, Mannkind, ViaCyte, Glytec, and Akero. Below, FENIX provides context and analysis for the announcements.
Ahead of the 2021 ADA conference (June 25-29), a series of cardiometabolic-related news items have been observed: Bigfoot announced the Bigfoot Unity connected system is now available in select markets across the US; Zealand announced US commercial availability of its dasiglucagon hypoglycemia product, Zegalogue; Carmot Therapeutics announced initiation of a Ph1 trial evaluating a QW dual GLP-1/GIP RA, CT-388; Dexcom announced the launch of an awareness and educational campaign called The Global Movement for Time in Range; and Dario Health announced it was selected as a digital health provider for Coastal Family Health Center. Below, FENIX provides highlights and insights for the respective news items.