Category Archives: Insulin Delivery

Dexcom Q4 ’24 Earnings

Dexcom hosted its Q4 ‘24 earnings call (press release; slides) and provided updates across its business. Importantly, the company provided additional details into its next-gen G8 sensor platform. Below, FENIX provides highlights and insights from the call.

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Beta Bionics Set to IPO with $635M Valuation

Beta Bionics filed a prospectus with the SEC outlining its goal of bringing in $114.4M in an IPO (view SEC filing). For context, earlier in January 2025, Beta Bionics filed a registration statement with the SEC relating to a proposed IPO to list its common stock on Nasdaq under the “BBNX” ticker (view SEC filing). Below, FENIX provides insight into the implications of Beta Bionics’s decision.

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JPM 2025 Day 1: DXCM, AMGN, VKTX, PFE, ZEAL, MDT, REGN, VTX, ALNY, CYTK; Metsera Files for IPO; Fractyl REVEAL-1 Data; Ro Zepbound DTC; 89bio 2025 Outlook

On the first day of JPM 2025, FENIX has provided coverage of presentations by major CVRM companies, including Dexcom, Amgen, Viking, Pfizer, Zealand, Medtronic, Regeneron, Vertex, Alnylam, and Cytokinetics. Roche also presented at JPM 2025 but had no meaningful discussion relating to its CVRM portfolio. Additionally, a series of CVRM-related news items have been observed:

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Novo/Variant Partnership; Metsera Ph2a GLP-RA Data; Tandem/UVA Partnership; Biomea Icovamenib/Semaglutide Preclinical Data; Diamyd Publication; CeQur Financing Round

A series of cardiometabolic-related news items have been observed from Novo Nordisk/Variant Bio, Metsera, Tandem, Biomea Fusion, Diamyd Medical, and CeQur. FENIX will provide an overview of the updated FDA guidance (view here) on obesity and overweight medications in tomorrow’s blast. Below, FENIX provides highlights and insights for the respective news items.

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Lilly and Laekna Obesity Partnership; Viking Ph2b MASH Data; Medtronic InPen App FDA Clearance; Omnipod 5 and FreeStyle Libre 2 Plus Integration; Flagship and Ampersand Obesity Partnership; NewAmsterdam Ph3 TANDEM CV Data

A series of cardiometabolic-related news items have been observed from Lilly, Viking, Medtronic, Insulet, Pfizer, and NewAmsterdam Pharma. Below, FENIX provides highlights and insights for the respective news items.

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