Category Archives: Insulin Delivery

JPM 2024 Day 1: DXCM, MDT, AMGN, AKERO, ARWR, CYTO, NVS, VRTX, ALN, REGN; Tandem X2 Control-IQ Integrated with Libre 2 Plus; Supersapiens Launches Diabetes Platform; Novo Ph3 Icosema Results

On the first day of JPM 2024, FENIX has provided coverage of presentations by major CVRM companies, including Dexcom, Medtronic, Amgen, Akero, Arrowhead, Cytokinetics, Novartis, Vertex, Alnylam, and Regeneron. Pfizer and Merck also presented at JPM 2024 but had no meaningful discussion relating to their respective CVRM portfolios. Additionally, three separate CVRM-related news items have been observed: Tandem and Abbott announced the Tandem X2 Control-IQ AID system now integrates with Abbott’s Libre 2 Plus CGM (view press release); Novo announced topline results from the COMBINE 3 study evaluating icosema vs. basal-bolus treatment in T2DM (view press release); and Supersapiens announced the launch of its Supersapiens Diabetes platform (view post).

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Senseonics Provides Implantable CGM Updates; Esperion and Daiichi Sankyo Resolve Litigation; Better Therapeutics and Glooko Partner for AspyreRx

Three cardiometabolic-related news items have been observed: Senseonics announced a series of business updates regarding the company’s implantable CGM sensors (view press release); Esperion and Daiichi Sankyo announced a $125M amendment to their collaboration, which includes a resolution to their commercial dispute (view press release); and Better Therapeutics and Glooko announced a partnership to integrate BT’s AspyreRx digital behavior treatment for T2DM into Glooko’s diabetes management platform (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Holiday Hangover: FDA Issues Dasiglucagon CRL for CHI; Cytokinetics Ph3 Aficamten Results; NeuroBo Submits Obesity IND; New O5 Algorithm Trial Observed; Tirzepatide in T1DM Trial; Novo Warns Against Counterfeit Ozempic in US; Glucotrack Preclinical Implantable CGM Data

During the holiday break, a series of cardiometabolic-related news items were observed from Zealand, Cytokinetics, NeuroBo, Insulet, Royal North Shore Hospital, Novo Nordisk, and Glucotrack. Below, FENIX provides highlights and insights for the respective news items.

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Lilly Partners for Obesity Drug Discovery; Embecta GLP-1RA Commentary

Two cardiometabolic-related news items have been observed: Fauna Bio and Lilly enter into a multi-year agreement to discover obesity targets using Fauna’s AI platform (view press release); and Embecta’s CEO, Dev Kurdiar, provided updates to the company’s patch pump development and the impact of GLP-1RAs (view article). Below, FENIX provides highlights and insights for the respective news items. 

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Medtronic Terminates EOFlow Acquistion; t:slim X2 Now Available with Dexcom G7 Integration; Indoco Receives Tentative Approval for Generic Invokana

Three cardiometabolic-related news items have been observed: Medtronic announced it has terminated the EOFlow acquisition (view SEC filing); Dexcom (view press release) and Tandem (view press release) announced the launch of updated t:slim X2 insulin pump software with Dexcom G7 CGM integration in the US; and FDA granted Indoco Remedies a tentative ANDA approval for generic canagliflozin (view press release). Below, FENIX provides highlights and insights into the respective news items, including thoughts on why Medtronic’s decision to terminate the EOFlow deal makes sense.

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Novo Expands Production Facilities in France; Novo to Reduce Production of Victoza for Ozempic Supply; Mounjaro vs. Ozempic in Real-World Study; Kaleido Launches AID System; Biodexa Acquires T1DM Asset; 89bio Long-term MASH Data; Dario Contracts for Cardiometabolic Solution

A series of cardiometabolic-related news items have been observed from Novo Nordisk, Truveta, ViCentra, Biodexa, 89bio, and Dario. Below, FENIX provides highlights and insights for the respective news items.

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Medtronic CY Q3 ’23 (FY Q2 ’24) Earnings; Lilly to Build Production Plant in Germany; Lilly Initiates Ph1 T2DM Study; Carmot Files for IPO

Four cardiometabolic-related news items have been observed: Medtronic hosted its CY Q3 ’23 (FY Q2 ’24) earnings call (press release; slides); Lilly announced plans to build a $2.5B production plant in western Germany to support diabetes/obesity supply (view press release); Lilly initiated a Ph1 study evaluating an unknown compound (LY3938577) vs. insulin degludec (view CT.gov record); and Carmot Therapeutics has filed for an IPO (view SEC filing). Below, FENIX provides highlights and insights for the respective items.

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