Category Archives: Glucose Monitoring

Josh Riff Leaves Onduo; Thoughts on AgaMatrix+Bayer for China, and Confusion on Cascade CGM Wear Time in Europe

Two diabetes-related news items have been observed: Onduo announced the departure of CEO Josh Riff and AgaMatrix Holdings announced a corporate name change to “WaveForm Diabetes,” the appointment of a new Executive Chairman and CEO, Rick Valencia, and a partnership in China with Bayer for its CGM distribution. Below, FENIX provides thoughts on the leadership appointments in Onduo and WaveForm, as well as insight into the somewhat ironic partnership between WaveForm and Bayer, and some observed confusion on 15-day vs. 14-day wear time from Menarini’s product materials.

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Novo launches “Defeat Diabetes” campaign; Diamyd Announces DiAPREV-IT 2 Topline Results; Senseonics Releases Android Remote Monitoring App

A series of diabetes-related news items have been observed: Novo Nordisk launched a new social responsibility campaign called “Defeat Diabetes”; Diamyd announced DiAPREV-IT 2 topline results; and Senseonics announced the launch of the Eversense NOW remote monitoring app for Android users. Below, FENIX provides highlights and insight for the respective news items.

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Medtronic Guardian Connect CGM Android Approval; Xeris PBH Ph2 Results; Capillary Biomedical Initiates Extended-wear Infusion Set Trial

Three diabetes-related news items have been observed today: Medtronic’s Guardian Connect is now compatible with Android, Xeris announced positive topline results from ready-to-use (RTU) glucagon in patients at risk of postprandial hypoglycemia following bariatric surgery, and Capillary Biomedical initiated a trial for its extended-wear infusion set. Below, FENIX provides highlights and insights from the respective news items.

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Medtronic CY Q1 ’20 (FY Q4 ’20) Earnings Update

Medtronic hosted its CY Q1 ’20 (FY Q4 ’20) earnings call and briefly discussed its diabetes business. Of note, Medtronic disclosed plans to launch a BLE-enabled 770G pump platform with remote updating functionality in the US ahead of the advanced hybrid closed-loop (AHCL) algorithm approval. Additionally, Medtronic will be presenting two AHCL data sets at the upcoming virtual ADA conference (June 12-16). Below, FENIX provides highlights and insights from the call.

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Updated Perspective on Nemaura’s CGM; Lifescan and Noom Collaboration; Dario Q1 ’20 Earnings Update

Several diabetes-related news items have been observed: Nemaura Medical’s CEO provided an interview regarding the company’s H2H CGM study, saying that the CGM used was Abbott’s Libre, Lifescan announced a partnership with Noom to pilot a digital diabetes and weight loss management program, and DarioHealth hosted its Q1 ’20 earnings call. Below, FENIX provides updated perspective on Nemaura’s CGM in light of the recent CEO interview, thoughts on the Lifescan/Noom collaboration, and highlights from the Dario earnings call.

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Nemaura Announces Positive Initial Data from H2H CGM Study; Mylan Q1 ’20 Earnings Update

Two diabetes-related news items have been observed: Nemaura Medical announced positive early data from a H2H trial of sugarBEAT vs. an undisclosed incumbent CGM device and Mylan hosted its Q1 ’20 earnings call. Below, FENIX provides highlights of the news items as well as thoughts on where sugarBEAT may fit within the CGM market.

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Livongo, MannKind, and Lannett Q1 ’20 Earnings Updates; Senseonics Receives Positive BCBS Coverage Decisions

Livongo, MannKind, and Lannett each hosted their Q1 ’20 earnings call and provided updates to their respective businesses. Senseonics also announced positive coverage decisions from three BCBS plans. Importantly, Lannett said it believes it can file their bs-glargine with FDA as early as 2022. Below, FENIX provides highlights and insights from the calls.

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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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