Category Archives: Glucose Monitoring

Medtronic Launches InPen with Integrated Guardian Connect

Medtronic announced it has launched the InPen connected insulin pen that now integrates real-time data display with Medtronic’s Guardian Connect CGM. Recall, in August 2020, Medtronic disclosed plans to acquire Companion Medical and InPen (previous FENIX insight). Below, FENIX provides thoughts on the new InPen CGM data display integration in the context of the evolving regulatory environment as well as questions about Lilly and Novo Nordisk’s connected pen solutions.

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Senseonics Q3 ’20 Earnings Update

Senseonics hosted its Q3′ 20 earnings call (press release) and provided updates to its Eversense implantable CGM business, including the renewed US commercial launch via its partnership with Ascensia as well as an update on its LCM initiatives (180-day and 365-day implantable sensors). In conjunction with the earnings call, Senseonics announced it entered into an equity line of credit financing agreement with Energy Capital, LLC for up to $12M. Below, FENIX provides highlights and insight from the call.

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Teladoc and Livongo Q3 ’20 Earnings Updates

Teladoc hosted its Q3 ’30 earnings call (press release) and provided updates to its business, including the impending merger with Livongo. Separately, Livongo issued a press release regarding its Q3 ’20 earnings, but the company did not host an associated call with investors due to the Teladoc merger. Below, FENIX provides highlights and insights from the respective earnings releases.

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Dexcom G7 Reduced Wear Time; Q3 ’20 Earnings Update

Dexcom hosted its Q3 ’20 earnings call (press release) and provided updates to its clinical and commercial activities, including the impending filing/launch of the G7 CGM. Importantly, Dexcom disclosed G7 will now be launched with a 10-day wear time instead of 15 days, and a virtual investor event will take place on December 9, 2020. Below, FENIX provides highlights and insights from the call.

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Lifescan Partners with Truepill to Expand eCommerce Presence

Lifescan announced it has entered into a partnership with Truepill (view website) in an effort to “expand [Lifescan’s] OneTouch brand offerings beyond diabetes testing supplies to innovative digital wellness offerings for diabetes and related health conditions, including weight loss, fitness, and hypertension.” For context, Truepill was founded in 2016 with the intention of creating the first pharmacy API. Now, the company has expanded to offer other solutions including telehealth services. According to the press release, the companies will launch an eCommerce platform in November 2020 which will be integrated with the OneTouch Reveal mobile app. Below, FENIX provides insight into the new partnership, including thoughts on how COVID-19 may have hastened Lifescan’s strategic move.

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DAPA-HF Receives Positive CHMP Opinion; Oramed Oral Insulin Ph3 T2DM Development Update; Livongo Partners with GuideWell

Three diabetes-related news items have been observed: DAPA-HF received a positive CHMP opinion (view here); Oramed announced it has come to an agreement with FDA regarding the Ph3 T2DM program design for its oral insulin (ORMD-0801), with the company planning to initiate the trials in Q4 ’20; and Livongo has partnered with Guidewell (Florida Blue) to expand access to Livongo’s Diabetes platform in Florida. As of this publication, an AstraZeneca press release regarding the DAPA-HF CHMP opinion has not been observed. Below, FENIX provide highlights and insights for the respective news items.

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BI Partners With Yale for HF Digital Solutions Trial; New Lilly Lyumjev T1DM TIR Study; Roche Q3 ’20 Earnings Update

A series of diabetes-related news items have been observed: Boehringer Ingelheim and Yale announced a collaboration to evaluate heart failure digital technologies (press release); Lilly initiated new Lyumjev (ultra rapid-acting lispro) + degludec U100 T1DM MDI TIR study; and Roche hosted its Q3 ’20 earnings call (press release; slides). Below, FENIX provides highlights and insights for the respective news items, including thoughts on how the new Lilly Lyumjev trial likely relates to the recent educational partnership between Lilly and Dexcom (previous FENIX insight).

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Medtronic 2020 Investor Day Highlights

Medtronic hosted its 2020 Investor Day (view slides) and provided updates across its business, including plans to reinvigorate its diabetes business. Importantly, Medtronic disclosed that just yesterday (October 13), the company completed enrollment in its next-gen Synergy CGM sensor pivotal trial. Below, FENIX provides highlights and insights from the diabetes-related portion of the event.

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