Category Archives: Glucose Monitoring

Libre 2 Available for Medicare Patients; Senseonics Receives Positive Medicare Local Coverage Determinations

Abbott announced its Libre 2 CGM system is now available for Medicare patients. Additionally, Senseonics announced that three Medicare Administrative Contractors (MACs) issued Local Coverage Determinations for the use of implantable CGMs. Below, FENIX provides insight into the Abbott and Senseonics Medicare news, including thoughts on how Abbott is more likely to benefit than Senseonics/Ascensia due to the ongoing COVID-19 pandemic.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Medtronic CY Q2 ’20 (FY Q1 ’21) Earnings Update

Medtronic hosted its CY Q2 ’20 (FY Q1 ’21) earnings call (press release; slides) and briefly discussed its diabetes business. Of note, Medtronic rescheduled its Investor Day event for October 14, 2020. Below, FENIX provides highlights and insights from the call.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Purchase Blast$599.00

You can read the article’s full content online after purchase.

Bayer Commits ~$100M in One Drop Series C

One Drop and Bayer announced an updated agreement for the joint development of digital health products in CV, oncology, and women’s health. As part of the agreement, Bayer has led One Drop’s $34.7M Series C funding round and has committed to an additional $64M in development fees and potential commercial milestone payments. Below, FENIX provides thoughts on how One Drop got this far with Bayer, if One Drop took a down round, and some potential irony with Bayer’s focus on diabetes.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Purchase Blast$599.00

You can read the article’s full content online after purchase.

One Drop Launches New Membership Program; AZ Partners with RenalytixAI for Chronic Disease Precision Medicine

Two diabetes-related news items have been observed: yesterday, One Drop announced it has launched a new “Digital Membership” platform and AstraZeneca has entered into a partnership with RenalytixAI for “precision medicine strategies” in CV, renal, and metabolic diseases. Below, FENIX provides highlights and insights from the respective news items, including thoughts on why One Drop’s Digital Membership may be an admission that its current diabetes solution and commercial infrastructure is lacking.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Sensyne to Launch New Diabetes Remote Monitoring Software

Sensyne Health announced it has developed a new diabetes remote management system called “DBm-Health,” which focuses on people at risk of diabetes, pre-diabetes, T1DM, and T2DM. Sensyne plans to launch DBm-Health in the UK over the coming months with a US launch scheduled “toward the end of the current financial year” (March 31, 2021). Of note, Sensyne already offers other remote monitoring solutions for gestational diabetes, hypertension, heart failure, COPD, and COVID-19 (view Sensyne website). According to Sensyne, the new DBm-Health solution was created in response to increasing HCP demand for remote monitoring systems. Below, FENIX provides thoughts on the Sensyne DBm-Health solution, including insight into how some perceived deficiencies of the platform may preclude its use with patients and HCPs.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

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DarioHealth Q2 ’20 Earnings Update

DarioHealth hosted its Q2 ’20 earnings call and discussed its business-to-business-to-consumer (B2B2C) channels, recent agreements for remote patient monitoring, and its differentiation from other platforms. Of note, management indicated that they currently have ~55k active users on the diabetes platform, up from 50k in Q1 ’20. Below, FENIX provides highlights and insights from the call.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Livongo to Merge with Teladoc; AZ Partners for HF Diagnostic; ViaCyte Partners with Gore for Novel Membrane Development; Teva Q2 ’20 Earnings Update

A series of diabetes-related news items have been observed: Livongo and Teladoc Health announced they have entered into a definitive merger agreement; Eko announced it entered into a global partnership with AstraZeneca for a heart failure diagnostic tool; ViaCyte and Gore announced an agreement to further develop ViaCyte’s Encaptra Cell Delivery System to facilitate stem cell-derived islet replacement (press release); and Teva hosted its Q2 ’20 earnings call (press release; slides). Below, FENIX provides highlights for the respective news items including thoughts on the Livongo+Teladoc merger and insight into the AZ diagnostic partnership as a lead generation tool for Farxiga.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Libre 2 Launched in the US; Libre 2 App Not Yet Available

Abbott has officially launched its Libre 2 CGM in the US, although the website (view here) has not yet been updated at the time of this publication. Of note, Abbott disclosed the Libre 2 App remains under review by FDA, suggesting the user must purchase the dedicated reader. Below, FENIX provides an excerpt from the Libre 2 launch email as well as brief thoughts on how the lack of a Libre 2 App could impact the initial launch.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Dexcom and Pfizer Q2 ’20 Earnings Updates

Dexcom (press release; slides) and Pfizer (press release; slides) hosted their Q2 ’20 earnings calls and provided updates to their respective diabetes businesses. Despite COVID-19, Dexcom posted a +34% YOY performance and disclosed that T2DM patients now make up ~20% of its total installed base. Below, FENIX provides highlights and insights from the calls.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Nemaura Set to Acquire Healthimation

Nemaura Medical announced it has entered into a letter of intent with Healthimation “relating to a possible acquisition of the Healthimation business by Nemaura.” For context, Healthimation (view website here) is a healthcare animation company that has developed an interactive weight loss management program called “Why WAIT” based on the Joslin weight loss program of the same name. Below, FENIX provides insight into the potential Nemaura acquisition and thoughts on how Healthimation may act more to attract new patients than actually drive outcomes.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.