Category Archives: Glucose Monitoring

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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Medtronic CY Q2 ’19 (FY Q1 ’20) Earnings Update

Medtronic hosted its CY Q2 ’19 (FY Q1 ’20) earnings call and provided a brief update to its diabetes business including the projected launch of its 780G advanced hybrid closed-loop system in FY H2 ’20 (CY late 2020/early 2021). Below, FENIX provides highlights and insights from the call.

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ADA Standards of Care Update: REWIND, CGM TIR Targets, and Victoza Peds

Yesterday, ADA announced updates to its Living Standards of Medical Care in Diabetes. The Living Standards of Care revision now incorporates REWIND CV data, Victoza use in pediatric patients, and the international consensus report on CGM time-in-range goals. Below, FENIX provides thoughts and market implications for each of the respective guideline updates.

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Dexcom Q2 ’19 Earnings Update

Dexcom hosted its Q2 ’19 earnings call and provided updates to its R&D and commercial activities including G7 CGM launch preparations. Below, FENIX provides highlights and insights from the earnings call.

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Roche Q2 ’19 Earnings Update

Roche hosted its Q2 ‘19 earnings call and provided brief updates to their diabetes business. Of note, Roche’s earnings press release stated that the  Accu-Chek Guide Me, a low-cost version of the Accu-Chek Guide, has been launched in the US. Below, FENIX provides highlights from the call. 

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Is Glooko Eying an IPO? New Partnership with Pack Health for Patient Coaching

Pack Health announced it has formed a partnership with Glooko to allow for the integration of Glooko’s patient data into Pack Health’s coaching platform. Of note, the press release states that the two companies have already completed a live beta test of the integrated systems. Below, FENIX provides thoughts on the partnership including insight as to how Glooko may be looking leverage Pack Health to follow in Livongo’s footsteps for a potential Glooko IPO.

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Medtronic Files CGM for Non-Adjunctive Claim

Medtronic announced it has filed a PMA with FDA seeking a non-adjunctive (insulin dosing) claim for the Guardian Sensor 3 as part of the 670G platform. The timing is consistent with Medtronic’s CGM roadmap from its 2019 ADA investor presentation. Below, FENIX provides thoughts on the filing including the curious observation that Medtronic chose to file as part of the SAP system and not the standalone Guardian Connect CGM.

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Abbott Q2 ’19 Earnings Update

Abbott hosted its Q2 ’19 earnings call and provided updates to its FreeStyle Libre commercial performance and LCM initiatives. Curiously, Abbott did not provide an update on the number of global Libre users which it had been consistently disclosing over recent quarters. Below, FENIX provides highlights and insights from the call.

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