Category Archives: Glucose Monitoring

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.

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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.

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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.

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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.

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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.

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Dexcom Partners with Current Health for Remote Patient Monitoring; Nemaura to Integrate with Activity Trackers; Roche Q2 ’20 Earnings Update

Three diabetes-related news items have been observed: Dexcom has partnered with Current Health for remote patient monitoring, Nemaura announced it will integrate activity tracker data into its proBEAT app and Roche hosted its Q2 ’20 earnings call (press release; slides). Below, FENIX provides highlights and insights for the respective news items.

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New Non-Invasive CGM Player Emerges (Movano); Dexcom G6 Direct-to-Apple Watch Delayed?

Last week, Movano Inc. (view website), the developer of a novel non-invasive CGM, announced it exited “stealth mode” following the receipt of $10M in additional funding. Since its founding in 2018, the company has raised a total of $27M. Below, FENIX provides insight into the new Movano CGM in the context of other non-invasive CGM technology as well as thoughts on Dexcom’s apparent delayed launch of its direct-to-Apple Watch feature and Abbott’s potential to offer a similar feature for Libre 2.

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Thoughts on UHC’s New T2DM-focused Digital Care Platform (Level2); Implications to Dexcom and Other Coaching Solutions

Last week, UnitedHealthcare launched a new program, called Level2 (view website here), for T2DM patients. The program combines wearable technology from Dexcom and Fitbit with personalized support tools, including coaching. A Level2 pilot is currently being expanded to 27 states and Washington, D.C. Later this year, UHC intends to make Level2 more broadly available for free to its 230,000 eligible members. Below, FENIX provides an overview of the Level2 program, potential insight into UHC’s motivation to create Level2, implications to Dexcom, and thoughts on the potential impact on similar solutions from companies like Livongo, Onduo, Omada, Welldoc, etc.

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IQVIA/JDRF Partner for T1DM Research; MannKind Hires Former Medtronic Exec as CCO; Insulet Initiates Horizon Preschool Trial; Adocia Q2 ’20 Earnings; Dario Partners for UK Distribution

A series of diabetes-related news items have been observed including: IQVIA and JDRF are collaborating to use real-world data to better understand T1DM, MannKind announced Alejandro Galindo (former head of Medtronic’s automated insulin delivery business) is joining the company as the new CCO, Insulet initiated a new Omnipod Horizon trial in preschool-aged children (view CT.gov record), Adocia released its Q2 ’20 earnings (view press release; a webcast was not held), and Dario Health has partnered with Williams Medical for UK distribution. Below, FENIX provides highlights and insights for the respective news items, including why the IQVIA-JDRF partnership is interesting to manufacturers of CGM systems and insulin products.

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New Farxiga hHF Post-MI Study (DAPA-MI) Receives Fast Track Designation; Abbott and J&J Q2 ’20 Earnings Updates; Dexcom G6 Temporary Approval in Pregnancy by Health Canada

A series of diabetes-related news has been observed: AstraZeneca announced it received Fast Track designation for Farxiga to reduce the risk of hospitalization for heart failure following an acute MI based on the new DAPA-MI study, JNJ (press release; slides) and Abbott (press release) hosted their Q2 ’20 earnings calls, and Dexcom announced Health Canada provided temporary approval for use of G6 in pregnant women in response to COVID-19. Below, FENIX provides a comparative analysis of DAPA-MI relative to BI/Lilly’s EMPACT-MI study as well as highlights and insights from the other news items, notably Abbott’s commentary on Libre 2 and Libre 3.

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