Category Archives: Glucose Monitoring

Abbott and Tandem partnership; Livongo partners with VSP Vision Care

Abbott and Tandem Diabetes Care announced plans to develop an integrated diabetes solution utilizing Abbott’s glucose monitoring sensors (Libre) and Tandem’s insulin delivery systems. Additionally, Livongo and VSP Vision Care announced a partnership to expand eye care outreach efforts to Livongo members with diabetes. Below, FENIX provides context and broader implications on these partnerships.

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Abbott Partners with Omada; New Senseonics BCBS Coverage; Adocia Receives €15M in Funding; Roche Partners with iHeartMedia

Today, three major news items were observed covering a new partnership between Abbott and Omada Health, Senseonics Eversense new BCBS coverage decision, €15 million in financing for Adocia, and a Roche/iHeartMedia diabetes awareness concert. Below, FENIX provides thoughts and analysis for each respective news item.

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Abbott Libre 2 US Approval Conspicuously Late?

The FDA approval of Abbott’s next-generation CGM, Libre 2, appears to be conspicuously late, which has created questions as to what the potential issue could be. Below, FENIX provides evidence and hypotheses surrounding the delayed Libre 2 US approval. See the full blast for more details on our 3 hypotheses.

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Sanofi to Unveil New Strategy in December; Novo Obesity Partnership; Lifescan to Expand BGM Access

A series of diabetes-related news has come out today including Sanofi’s plan to unveil its new business strategy during an Investor Day in December. Additionally, Novo Nordisk announced a partnership with Noom for a digital obesity coaching solution, and Lifescan is engaging with Willis Towers Watson to expand access to the OneTouch Reveal Plus digital platform. Below, FENIX provides thoughts and analysis for each respective news item.

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Senseonics Completes Enrollment for 180-Day CGM Trial

Senseonics announced it has completed enrollment for its trial evaluating the 180-day configuration of its Eversense implantable CGM. Recall, Senseonics’s partner, Roche, is already commercializing the 180-day system (Eversense XL) in Europe. Below, FENIX provides thoughts on how the move from a 90 to 180-day sensor may impact Eversense uptake in the US.

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Farxiga HF Fast Track Designation; New Novo/Medtronic and Sanofi/Abbott Partnerships

With the start of the 2019 EASD conference, a series of diabetes drug and device-related press releases have been observed including connected care partnerships between Novo/Medtronic and Sanofi/Abbott. Additionally, AstraZeneca announced that FDA granted Fast Track designation for dapagliflozin in worsening heart failure. Below FENIX insights and context from each respective announcement.

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Thoughts on Dance/Dario Partnership

Dance Biopharm and DarioHealth recently announced a partnership to integrate data from Dance’s smart inhaler into DarioHealth’s digital health management platform. Recall, Dance is developing inhalable insulin and GLP-1RA products. Below, FENIX provides thoughts on the partnership including context from MannKind similar partnership with OneDrop for the Afrezza BluHale platform.

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Livongo Stock Plunges After First Post-IPO Earnings Release (Q2 ’19)

Livongo hosted its first earnings call following its July 2019 IPO. Senior management provided an overview of the company including its client and member growth prospects. Below, FENIX provides highlights and insights from the call including thoughts on why the Livongo stock plummeted following the company’s first earnings release.

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