Category Archives: Insulin Delivery

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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JPM 2024 Day 4: MDGL, LXRX, MNKD, AKBA, and XERS; Novartis No Longer Pursuing Cytokinetics Acquisition

On the fourth and last day of JPM 2024, FENIX has provided coverage of presentations by other CVRM companies, including Madrigal, Lexicon, MannKind, and Akebia. Xeris also presented at JPM 2024 but had no meaningful discussion relating to its CVRM portfolio. Separately, one CVRM-related news item has been observed: Novartis has reportedly decided to no longer pursue a Cytokinetics acquisition (view article).

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JPM 2024 Day 3: TRNS, ESPR, IONS, AMRN, EMBC, and VTRS

On the third day of JPM 2024, FENIX has provided coverage of presentations by other CVRM companies, including Terns, Esperion, Ionis, Amarin, Embecta, and Viatris. Tomorrow is the final day of the JPM 2024 conference with presentations from Lexicon, Mannkind, and Xeris.

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JPM 2024 Day 2: ABT, PODD, NVO, LLY, AZN, BAY, BMF, TDOC; Embecta Files 510(k) for T2DM Patch Pump; Omada Partners with Amazon for Cardiometabolic Programs

On the second day of JPM 2024, FENIX has provided coverage of presentations by major CVRM companies, including Abbott, Insulet, Novo Nordisk, Lilly, AZ, Bayer, Biomea, and Teladoc. GSK and Sanofi also presented at JPM 2024 but had no meaningful discussion relating to their respective CVRM portfolios. Separately, two CVRM-related news items have been observed: Embecta announced it submitted a 510(k) filing to FDA for its open-loop patch pump for T2DM (view press release); and Omada Health announced a partnership with Amazon’s Health Condition Programs for its cardiometabolic programs (view press release).

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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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