Category Archives: Insulin Delivery

Lilly Initiates Retatrutide T2DM Pivotal Program; Medtronic CY Q4 ’23 (FY Q3 ’24) Earnings; February CHMP Agenda; Inventiva Pauses Ph3 MASH Trial; Better Therapeutics Receives BDD for MASH

A series of cardiometabolic-related news items have been observed from Lilly, Medtronic, EMA, Inventiva, and Better Therapeutics. Below, FENIX provides highlights and insights for the respective news items, including thoughts on Lilly’s Ph3 T2DM pivotal program for retatrutide.

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Tandem Mobi Launched in the US

Tandem announced the launch of its Tandem Mobi pump, which is consistent with the company’s guidance (see image below). Recall, Mobi received FDA clearance in July 2023 (previous FENIX insight). Below, FENIX provides brief insight into how the Mobi launch may impact Tandem’s business.

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Dexcom Q4 ’23 and FY ’23 Earnings

Dexcom hosted its Q4 ’23 earnings call (press release; slides) and provided updates across its business, including the impending Stelo CGM launch for T2DM patients not on insulin. Below, FENIX provides highlights and insights from the call.

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Amgen, Arrowhead, and Vertex Q4 ‘23 Earnings; Dexcom Launches Dexcom ONE+; O5 Receives CE Mark for Libre 2 Plus Integration; Brian Hansen Appointed Ascensia CGM President; Scholar Rock Preclinical Data for Obesity

A series of cardiometabolic-related news items have been observed from Amgen, Arrowhead, Dexcom, Insulet, PHC Holdings and Senseonics/Ascensia, Vertex, and Scholar Rock. Below, FENIX provides highlights and insights for the respective news items.

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Trinity Biotech Acquires Waveform CGM Assets; Novartis Q4 ’23 Earnings; Abbott Launches Nutrition Drink for Weight Loss

Three cardiometabolic-related news items have been observed: Trinity Biotech acquired biosensor and CGM assets from Waveform Technologies (view press release); Novartis hosted its Q4 ’23 earnings call (press release; slides); and Abbott announced the launch of Protality, a nutritional drink created for people pursuing weight loss (view press release). Below, FENIX provides highlights and insights for the respective news items. 

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New Insulin Patch Pump; Pfizer Q4 ‘23 Earnings; Lilly Initiates Ph2 LA Amylin Obesity Trial; Lilly Trying to Get Mounjaro Reimbursed in Germany

A series of cardiometabolic-related news items have been observed from Modular Medical, Pfizer, and Lilly. Below, FENIX provides highlights and insights for the respective news items, including thoughts on why the new patch pump from Modular Medical may be an acquisition/partnership target by Medtronic.

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Abbott Q4 ‘23 Earnings; Sciwind Oral GLP-1RA Ph1 Data

Two cardiometabolic-related news items have been observed: Abbott hosted its Q4 ’23 earnings call (press release; infographic); and Sciwind announced interim Ph1 data for its oral GLP-1RA (view press release). Below, FENIX provides highlights and insights for the respective news items. 

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