Category Archives: Glucose Monitoring

Dexcom/Ypsomed Partner for CGM Integration; Dexcom G6 Approved In Canada for Hospital Use; Diamyd Topline Results

A series of diabetes-related news has been observed: Ypsomed announced a partnership with Dexcom to integrate CGM data with the YpsoPump and develop a hybrid closed-loop system; Dexcom announced Health Canada has authorized use of the G6 CGM to be used in hospitals during the COVID-19 pandemic; and Diamyd announced positive preliminary results from the first part of the Ph1/2 ReGenerate-1 trial evaluating Remygen in T1DM. Below, FENIX provides highlights and insights from the respective news items.

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New Dexcom Pediatric TV DTC Campaign

A new Dexcom G6 CGM TV commercial called, “Diabetes Didn’t Come Up,” has recently been observed. Of note, this is believed to be the first time that Dexcom has created a commercial solely focused on the G6 CGM pediatric indication. Below, FENIX provides analysis of the messaging used in the TV commercial, thoughts on why the pediatric TV DTC hasn’t occurred until ~2 years after launch, and Dexcom’s peds positioning vs. Abbott Libre.

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Roche mySugr Pro Free During COVID-19 Pandemic

Roche announced it is offering free access to mySugr Pro as part of an effort to improve remote diabetes management during the COVID-19 pandemic. According to Roche, free access to mySugr Pro will be granted through September 20, 2020. Below, FENIX provides brief thoughts on Roche’s COVID-19 response and how it appears to be a play for lead generation.

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Dexcom Q1 ’20 Earnings Update; Dexcom G7 CGM Delayed; Eversense MRI Safety Approval in EU

Dexcom hosted its Q1 ’20 earnings call and provided updates to its diabetes business, including a disclosure that the company had a record number of new patient starts in Q1 ’20. Separately, Senseonics announced it received conditional approval for use of Eversense implantable CGMs while patients undergo MRI procedures. Below, FENIX provides highlights and insights from the call including thoughts on Dexcom’s COVID-19 response.

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Roche Q1 ’20 Earnings Update; SENS Secures $20M from a New Credit Facility

Two diabetes-related news items have been observed: Roche hosted its Q1 ’20 earnings call and provided updates to its diabetes business, and Senseonics secured a $20M new credit facility with certain funds managed by Highbridge Capital Management, LLC. Below, FENIX provides highlights from the call and thoughts on Senseonics’ current financial position.

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Abbott Q1 ’20 Earnings Update; Provention Bio Initiates Rolling BLA for Teplizumab; Lilly Launches Additional Humalog AGs; Insulet’s COVID-19 Response

A series of diabetes-related news has been observed: Abbott hosted its Q1 ’20 earnings update, Provention Bio announced the initiation of a rolling BLA submission for teplizumab, Lilly announced the launch of lispro authorized generics (LAG) for Humalog Mix 75/25 and Humalog Junior, and Insulet initiated its COVID-19 response plan. Below, FENIX provides highlights and insights for the respective news items.

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Livongo Partners with Prognos Health

Livongo announced a partnership with Prognos Health to integrate Prognos’s clinical lab insights with the Livongo applied health signals platform. Prognos is a clinical data repository that uses AI to form data-driven insights for pharma, HCPs, and payers. Below, FENIX provides insights on the partnership and thoughts on how Prognos could improve outcomes in the wake of the COVID-19-driven movement toward telemedicine.

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Abbott’s Libre in Hospitalized Patients; Companion Medical Launches Fixed Dose and Meal Estimation

Two diabetes-related news items have been observed: Abbott issued a press release announcing the FreeStyle Libre 14 day CGM is now being utilized in the US for diabetes patients hospitalized during the COVID-19 outbreak and Companion Medical announced they have launched fixed dose and meal estimation options for the InPen app. Below, FENIX provides thoughts on how Abbott’s COVID-19 response may act as lead generation for Libre, Dexcom’s potential response to Abbott, and insights on Companion Medical’s updated InPen app.

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CGM: Thoughts on Lifescan/Sanvita CGM Trial Impact from COVID-19

With the ongoing COVID-19 pandemic, a number of clinical trials have been impacted across the industry. Lifescan/Sanvita Medical’s CGM pilot study, in particular, is ongoing but it remains unclear if or how COVID-19 will impact the overall development of the novel CGM. Recall, in May 2019, Lifescan announced it entered into an exclusive agreement with Sanvita Medical to distribute the Sanvita CGM. Below, FENIX provides thoughts on the impact of COVID-19 on Lifescan/Sanvita’s CGM trial, the possibility of FDA favoritism for Libre 2 from Abbott’s COVID-19 testing wins, as well as the potential impact on Dexcom’s CGM business.

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Senseonics Suspends US Commercial Sales to New Patients

In a recent 8K SEC filing, Senseonics disclosed that it will no longer ship Eversense implantable CGMs to new customers in the US; however, the company intends to maintain supply for existing customers. The news comes just days after Senseonics announced plans to explore strategic options for the company, including a potential sale. Below, FENIX provides additional thoughts on Senseonics’s current position.

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