The DreaMed FDA approval for its Advisor Pro algorithm now empowers Glooko to compete with Medtronic’s CareLink across the patient and provider customer segments. Below, FENIX provides insight into Glooko’s enhanced position to compete with Medtronic’s CareLink in diabetes decision support services.
Medtronic announced it has expanded its partnership with Nutrino to integrate an updated FoodPrint App with the iPro2 professional CGM. Below, FENIX provides insight into the potential impact of the new feature and future application.
The FIGS-2 trial for GlySens’s implantable CGM, Eclipse, has completed according toCT.gov- two and a half years after the originally scheduled completion date of December 2015. The primary endpoint of the 20-subject study was adverse events. FENIX has conducted a headwinds/tailwinds analysis of the Eclipse system in the context of the larger CGM market.
J&J announced it has accepted a final offer from Platinum Equity for the acquisition of the LifeScan BGM business. Recall, the offer was made in March 2018, and according to the press release, the transaction is anticipated to close by YE ’18.
Dexcom announced that CMS is updating its mobile device policy to allow for G5 CGM data to be viewed and shared on a mobile device. Previously, Medicare would not reimburse Dexcom G5 if patients paired the CGM to a smartphone. Additionally, Dexcom presented at William Blair in addition to announcing that G6 CGM has received CE Mark.
Senseonics and Beta Bionics announced a new collaboration to integrate the Eversense implantable CGM with the iLet bionic pancreas. Below, FENIX analyzes the collaboration including statements from the companies that suggest iCGM systems can be switched between closed-loop systems.
In the second installment of our post-AACE 2018 promotional material coverage (see first installment on diabetes drugs), FENIX has conducted an analysis of diabetes device promotional materials covering Dexcom G6, Abbott Freestyle Libre, Medtronic 670G, Insulet Omnipod, and Tandem t:slim X2.
Recently, we’ve noticed that Dexcom has started a TV campaign for its new G6 CGM system. Interestingly, the DTC campaign was initiated prior to the June 4th product launch. Although there were a few TV commercials for G5 Mobile, we expect the TV reach to be much broader for the G6 launch. In summary, the ad theme centers on knowledge being a superpower in T1DM that can lead to better glycemic management without being inconvenient. Below, FENIX summarizes the key messages and imagery in the new G6 commercials.
Dexcom hosted its Q1 ’18 earnings call and provided updates on its recently approved G6 CGM as well as pipeline initiatives. Of note, Dexcom has initiated a limited launch of the G6 CGM and it plans a larger rollout prior to ADA in June 2018. Below are highlights from the call.
Abbott hosted its Q1 ’18 earnings call and provided updates on its FreeStyle Libre CGM US launch. Below are diabetes related highlights.