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.
J&J hosted its Q1 ’18 earnings call and provided brief updates on its diabetes business including the declining Invokana sales and recent bid for its Lifescan BGM business.
Livongo announced it has acquired Retrofit, a Chicago-based digital solutions company focusing on weight management and diabetes prevention. Livongo’s expansion into the obesity digital health market is the next logical step for the company as it seeks to provide a more holistic solution. Below, FENIX provides analysis of the Retrofit acquisition.
Livongo announced a new $105M round of funding and a new strategic partnership. The new funding round brings the total capital raised by Livongo to $243.2M. The new strategic collaboration with Cambia Health Solutions will focus on improving personalized health care for patients with chronic conditions and brings on a new investor named Echo Health Ventures.
Ascensia has announced improved Tier 2 access to Contour NEXT meters and test strips for UnitedHealthcare members. Previously, UHC’s PBM, OptumRx, only covered LifeScan’s OneTouch BGMs and test strips, excluding Contour products.
In conjunction with the Dexcom G6 approval FDA created a new device category under class II defined as “integrated continuous glucose monitoring,” or iCGM. Below, FENIX has provided an analysis and summary of this class’ FDA controls in the context of future CGM development by manufacturers such as Dexcom, Abbott, Medtronic, and Senseonics.