Dexcom hosted its Q3 ’23 earnings call (press release; slides) and provided updates across its business. Of note, Dexcom’s stock price increased approximately +15% in after-hours trading due to the positive quarterly performance. Below, FENIX provides highlights and insights from the call.
Two cardiometabolic-related news items have been observed: Insulet announced the Omnipod 5 iPhone app received FDA 510(k) clearance (view press release); and Viking Therapeutics announced enrollment completion for its Ph2 study of VK2735 (GLP-1/GIP RA) in patients with obesity (view press release). Below, FENIX provides highlights and insights into the respective news items.
Three cardiometabolic-related news items have been observed: Abbott hosted its Q3 ‘23 earnings call and disclosed there are now 5M Libre users globally (press release; infographic); Sanofi presented data from the PROTECT Ph3 trial evaluating teplizumab in newly diagnosed T1DM (view press release); and Viking Therapeutics announced new results from the Ph1 SAD/MAD clinical trial evaluating its GLP-1/GIP RA, VK2735 (view press release). Below, FENIX provides highlights and insights into the respective news items.
A series of cardiometabolic-related news items have been observed from Novo, Akero, Insulet, Biocon, Lexicon, and Carmot Therapeutics. Below, FENIX provides highlights and insights into the respective news items, including thoughts on the potential impact of Akero’s study results.
On the third day of EASD 2023, four key news items were observed from Lilly, Vertex, Phillips-Medisize, and Welldoc. The following topics are covered below (hyperlinks to external items):
On the first day of EASD 2023, two key news items were observed from Novo Nordisk and Dexcom. The following topics are covered below (hyperlinks below are to external items):
A series of cardiometabolic-related news items have been observed from BI/Lilly, Abbott, Insulet, and Lilly. Below, FENIX provides highlights and insights into the respective news items.
A series of cardiometabolic-related news items have been observed from FDA, Medtronic, 89bio, Dexcom, and Novo. Below, FENIX provides highlights and insights into the respective news items.
Four cardiometabolic-related news items have been observed: Novo Nordisk has reportedly hired PCI Pharma Services to handle Wegovy pen assembly (view article); Roche announced it has obtained 510(k) clearance from FDA for its Accu-Chek Solo micropump system for individuals aged 2 years and older with T1DM (view press release); Beta Bionics posted a video on LinkedIn introducing the iLet Bionic Pancreas in a webinar titled, “Introduction to the iLet Webinar” (view LinkedIn post); and NeuroBo Pharmaceuticals announced the dosing of the first patient in its Ph2a trial evaluating DA-1241, a novel G-protein-coupled receptor 119 (GPR119) agonist for the treatment of NASH (view press release). Below, FENIX provides highlights and insights into the respective news items.
Following Abbott’s recent announcement that it is acquiring Bigfoot (previous FENIX insight), FENIX has conducted an in-depth analysis, posing and opining on key questions like: can Dexcom stay disciplined enough to stay out of the insulin delivery market? Below, FENIX provides thoughts and potential implications across key players, including Abbott, Dexcom, Medtronic, Tandem, and Beta Bionics (among others).