Category Archives: Glucose Monitoring

Teplizumab Regulatory Update; Sanofi Partners with Biocorp; Livongo Preferred on ESI; Omnipod Horizon Pivotal Trial Initiated; Glooko Partners with Mellitus Health

A series of diabetes-related new items were observed today including an update on Provention Bio’s teplizumab, a new Sanofi/Biocorp connected pen partnership, Livongo’s preferred status on ESI, Insulet’s Omnipod Horizon pivotal study, and more. Below FENIX provides insights and context from each respective news item.

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Xeris Positive Ph2 Data in PBH; Oramed Partnership with Tianhui; Glooko Privacy Shield Certification

Three news items have been observed today across diabetes players including Xeris, Oramed, and Glooko. Xeris announced positive data from their Ph2 trial in post-bariatric hypoglycemia, Oramed has partnered with Tianhui Incubator of Technologies to launch ORMD-0801 in China in 2 years, and Glooko announced Privacy Shield certification from the US Department of Commerce. Below, FENIX provides context and insights on these news items. Xeris Reports Positive Ph2 Data in Post-Bariatric Hypoglycemia Xeris announced positive results from the in-clinic stage of the Ph2 study evaluating their ready-to-use (RTU) glucagon in patients at risk of postprandial hypoglycemia following bariatric surgery. Participants in the trial were……

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Sanofi To Move Away From Diabetes/CV; Sanofi 2019 Capital Markets Day

Sanofi hosted its 2019 Capital Markets Day and outlined its new strategy including the R&D focus, which does not include diabetes or cardiovascular projects. In a separate press release, Sanofi also announced it is restructuring the deal with Regeneron for Praluent and Kevzara. Below, FENIX provides CV/Met related highlights from the CMD presentation as well as thoughts on the new direction for Sanofi’s business.

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Beta Bionics’s iLet Breakthrough Designation; Roche Receives CE Mark for Novel BG Test; Glooko Receives ISO 13485 Certification

FENIX has observed several announcements across diabetes technology players. First, Beta Bionics has received breakthrough device designation for the iLet Bionic Pancreas System from the FDA. Note, Beta Bionics is the only manufacturer to receive this designation for 3 system configurations (insulin-only as well as dual-hormone and glucagon-only using Zealand’s dasiglucagon), as no other companies have disclosed configurations beyond insulin-only. Additionally, Roche announced it has received CE Mark for the Accu-Chek SugarView, a meter-free BG monitoring system. Further, Glooko has received ISO 13485 certification, meeting requirements for safety and quality of their system. Below, FENIX provides context and insights on these announcements.

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Dario BGM System Distributed on Walmart.com; Shares Climb ~50%

DarioHealth has announced the launch and distribution of the Dario-powered digital diabetes program on Walmart.com. The day of the news, Dario’s stock jumped nearly 50%. Below, FENIX provides context and insights on the Dario system, including points of differentiation and the importance of its Walmart.com availability.

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Dario Expands Retail Presence For Connected BGM

DarioHealth announced it has launched a new “membership-in-a box” retail program for its BGM connected platform. Dario piloted its brick and mortar retail program through a partnership with Best Buy which was first announced in November 2018. Below, FENIX provides insight on Dario’s strategy including thoughts on how why other connected glucose monitoring solutions (e.g. One Drop) are also moving in the same direction.

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Lifescan Wins Patent Dispute vs. Pharma Tech Solutions

The Federal Circuit Court of Appeals ruled to uphold a previous court ruling that Lifescan and J&J did not infringe upon Pharma Tech Solutions’s (Decision Diagnostics Corp parent company) blood glucose patents. Below, FENIX provides brief thoughts on the patent win for Lifescan.

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Sanofi Ends Sensile Medical Partnership; Onduo Parnters with Hidrate; Other Diabetes-Related News

A series of diabetes-related news has been observed today including Sanofi canceling its deal with Sensile Medical, a new Onduo partnership with Hidrate, an update to Oramed’s oral insulin program, and pre-clinical islet replacement data from Kadimastem. Below, FENIX provides highlights and insights for each respective news item.

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Medtronic CY Q3 ’19 (FY Q2 ’20) Earnings Update

Medtronic hosted its CY Q3 ’19 (FY Q2 ’20) earnings call (press release) and provided a brief update to its diabetes business including the development of its 780G advanced hybrid closed-loop system which is projected to launch in FY H2 ’20 (CY late 2020/early 2021). Of note, Medtronic has also initiated a new “Next-Tech Pathway” program for pump upgrades (described below). Below, FENIX provides highlights and insights from the call.

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