JPM 2023 Day 3: ESPR, IONS, EMBC, AMRN, and VTRS
On the third day of JPM 2023, FENIX has provided coverage of presentations by other CVRM companies including Esperion, Ionis, Embecta, Amarin, and Viatris.
On the third day of JPM 2023, FENIX has provided coverage of presentations by other CVRM companies including Esperion, Ionis, Embecta, Amarin, and Viatris.
On the second day of JPM 2023, FENIX has provided coverage of presentations by major CVRM companies including Lilly, Abbott, Insulet, AZ, and Merck. GSK and Sanofi also presented at JPM 2023, but neither had any meaningful discussion relating to their respective CVRM portfolios. Separately, two CVRM-related news items have been observed: Sernova announced it has made progress toward a first in-human study for its cell pouch system (view press release); and Pfizer initiated a new Ph1 trial (view CT.gov record) for one of its oral GLP-1RA assets (PF-07081532).
During the holiday break, a series of cardiometabolic-related news items were observed from Novo Nordisk, Intercept, Amgen, Beta Bionics, Lannett, Equillium and Metacrine, MindRank, EOFlow, Medtronic, Adocia, and PeptiDream. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items have been observed from Medtronic, Abbott, Altimmune, Embecta, Alnylam, and Biocorp. Below, FENIX provides highlights and insight on the respective news items, including thoughts on the Medtronic recall and how the positive Altimmune NAFLD data may not be enough.
A series of cardiometabolic-related news items have been observed: Tandem announced it entered into a definitive agreement to acquire AMF Medical SA (view press release); it has been reported that Novo Nordisk is experiencing a shortage of Ozempic (view article); Novo Nordisk initiated a second 7.2mg QW SC semaglutide Ph3 trial (view CT.gov record) in T2DM; and Cytokinetics hosted an investor event to discuss the results of the omecamtiv adcom (view press release; webcast). Below, FENIX provides highlights and insights on the respective news items, including questions regarding Tandem’s acquisition decision.
Two cardiometabolic-related news items have been observed: Ypsomed announced Lilly terminated the joint project with Ypsomed to enter the US insulin pump market in 2026 (view press release); and Cytokinetics announced FDA posted briefing documents (view here) for its upcoming omecamtiv adcom which is scheduled for December 13, 2022 (view press release). Below, FENIX provides brief insights on the news items, including how Lilly’s decision to terminate the partnership validates FENIX’s initial thoughts from 2020.
A series of cardiometabolic-related news items have been observed from Esperion, Biocorp, BI/Lilly, MediciNova, and Daewoong Pharmaceutical. Below, FENIX provides highlights and insights for the respective news items, including thoughts on the positive clinical data.
Two cardiometabolic-related news items have been observed: Ypsomed announced that its mylife Loop is authorized to work with Abbott’s FreeStyle Libre 3 in Germany (view press release); and Diamyd announced FDA lifted the clinical hold on the Ph3 DIAGNODE-3 trial (view press release; view CT.gov record). Below, FENIX provides context and insight on the respective news items.
Four cardio-metabolic related news items have been observed: Medtronic hosted its CY Q3 ’22 earnings call (press release; slides); Novo announced plans to invest DKK 5.4B (~$750M USD) in the expansion of manufacturing facilities in Denmark (view press release); FDA approved Lilly’s Rezvoglar (bs-glargine) as an interchangeable to Sanofi’s Lantus (view label; view article); and Oramed hosted an event to discuss data from its Ph2 trial evaluating 8mg ORMD-0801 compared to placebo in 32 participants with T2DM and NASH (slides; webcast; press release). Below, FENIX provides context and insight on the respective news items.
Three cardiometabolic-related news items have been observed: Medtronic announced the US launch of its extended wear infusion set; Dario hosted its Q3 ’22 earnings call and provided updates on its digital health portfolio (press release); and Versanis Bio has initiated a Ph2 trial evaluating the safety and efficacy of Q12W bimagrumab monotherapy or in combination with semaglutide in overweight or obese patients (view CT.gov record). Below, FENIX provides highlights and insights from the respective news items.