Two diabetes-related news items have been observed: Nemaura Medical announced its Q2 ’20 earnings (press release) and Cecelia Health announced a Series B funding round of $13M. Below, FENIX provides highlights and insight for the respective news items.
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.
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.
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.
Two diabetes-related news items have been observed: Abbott hosted its Q3 ’20 earnings call (press release) and Chugai licensed its antibody engineering technology to Novo Nordisk (press release). Below, FENIX provides highlights from the respective news items as well as insight into how Novo may leverage Chugai’s antibody technology.
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.
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).
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.
Dario announced it has been chosen for inclusion in Vitality’s new Gateway Flex offering. J&J also hosted its Q3 ’20 earnings call (press release; slides), and unsurprisingly, there was significant discussion surrounding the recent pause on J&J’s COVID-19 vaccine trial due to an unknown illness in one of the trial participants (view statement from J&J). Below, FENIX provides insight into the impact of Gateway Flex on Dario’s business as well as diabetes-related financial highlights from the J&J earnings call.
Two diabetes-related news has been observed: Livongo and Fresenius Medical Care announced a partnership focusing on a digital solution for CKD and CGM and AID hospital consensus guidelines were published in JDST. Below, FENIX provides highlights and insights from the respective news items.