Category Archives: Insulin Delivery

Insulet Partners with Nintendo’s Animal Crossing Game; Beta Bionics Raises $57M in Series C Financing

Two cardiometabolic-related news items have been observed: Insulet announced it will be partnering with Nintendo for integration into the Animal Crossing: New Horizons game; and Beta Bionics announced the closing of its $57M Series C. Below, FENIX provides highlights and insights for the respective new items, including thoughts on how Insulet is likely using Animal Crossing to source new Omnipod 5 patients.

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Tandem’s Mobile Bolus Feature Cleared by FDA

Tandem announced FDA has cleared its remote bolus insulin dosing feature for its t:connect mobile app. The updated t:connect mobile app provides t:slim X2 insulin pump users the ability to program/cancel bolus insulin requests through their compatible iOS or Android smartphone. Below, FENIX provides brief thoughts on what the launch of the remote bolus feature means for Tandem, Insulet, and Medtronic.

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Dexcom Q4 ‘21 and FY ‘21 Earnings Update

Dexcom hosted its Q4 ’21 earnings call (press release; slides) and provided updates to its clinical and commercial activities, including the anticipated G7 OUS and US launches throughout 2022. Below, FENIX provides highlights and insights from the call.

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Novo Q4 ’21 London Earnings; Sanofi and Regeneron Q4 ‘21 and FY ‘21 Earnings Updates

A series of cardiometabolic-related news items have been observed: Novo Nordisk hosted its post-Q4 ’21 earnings event (see previous FENIX insight on Q4 ’21 Novo earnings from February 2); and Sanofi (press release; slides; view infographic) and Regeneron (press release; slides), hosted their respective Q4 and FY ’21 earnings calls. Below, FENIX provides highlights and insights for the respective new items.

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Insulet Omnipod 5 Receives FDA Clearance; BI/Lilly’s Jardiance HFpEF Indication Receives Positive CHMP Opinion; Provention Hosts Teplizumab BLA Resubmission Call with Investors; Lilly to Invest $1.5B in Two New Manufacturing Sites

A series of cardiometabolic-related news items have been observed: Insulet announced FDA has cleared its Omnipod 5 for T1DM patients ≥ 6 years of age; BI/Lilly announced Jardiance (empagliflozin) has received a positive CHMP opinion for extension of indication to add the treatment of patients with HFpEF; Provention hosted a call with investors to provide additional details on the teplizumab BLA resubmission as well as teplizumab LCM initiatives (listen here); and Lilly announced plans to invest over $1.5B in two new manufacturing sites in Concord, North Carolina, and Limerick, Ireland. Below, FENIX provides highlights and insights for the respective new items.

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J&J Q4 ’21 Earnings Update; Glytec Partners with Nebraska Medicine; Daewoong Pharma Announces Positive Ph3 Enavogliflozin Results in T2DM

Three cardiometabolic-related news items have been observed: J&J hosted its Q4 ’21 earnings call (press release; slides); Glytec announced a strategic partnership with Nebraska Medicine to implement Glytec’s eGlycemic Management System (eGMS); and Daewoong Pharmaceutical announced positive topline results from its Ph3 enavogliflozin program. Below, FENIX provides highlights and insights for the respective new items.

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JPM 2022 Day 1: DXCM, NVS, BAYRY, MDT, TDOC, VRTX; Sanofi Partners with BrightInsight; Viking Initiates GLP-1/GIP Dual Agonist Ph1 Trial

On the first day of JPM 2022, FENIX has provided coverage of presentations by major CVRM companies including Dexcom, Novartis, Bayer, Medtronic, Teladoc, Vertex, Pfizer, Merck, and JNJ. Additionally, two separate cardiometabolic-related news items have been observed: Sanofi announced a partnership with BrightInsight for a digital companion app (potentially for diabetes); and Viking Therapeutics announced the initiation of a Ph1 trial evaluating its novel GLP-1+GIP dual agonist (VK2735). Below, FENIX provides a topline summary of key takeaways followed by more in-depth coverage.

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Holiday Hangover: Novo Completes Dicerna Acquisition; FDA Approves Novartis’s Leqvio; Lexicon Submits NDA for Sotagliflozin; CMS Medicare Coverage Expansion Includes Non-adjunctive CGMs; Viatris Beats Sanofi’s Insulin-Pen Patent Invalidation Appeal; Beta Bionics iLet Bionic Pancreas Pivotal Trials Update

During the holiday break, a series of cardiometabolic-related news items were observed from Novo Nordisk, Novartis, Lexicon, Medtronic, Viatris, and Beta Bionics. Below, FENIX provides highlights and insights for the respective news items.

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Medtronic Diabetes Receives FDA Warning; Bigfoot Hires New Senior Leaders; Omada’s mHealth Programs Gain Preferred Status on Evernorth Digital Health Formulary

Three cardiometabolic-related news items have been observed: Medtronic announced it has received a warning letter from FDA on December 9, 2021 for its Diabetes Business headquarters in Northridge, CA; Bigfoot announced the appointment of three new senior leaders; and Omada Health announced that its cardiometabolic digital chronic care programs will be included on the Evernorth Digital Health Formulary. Below, FENIX provides highlights and insights for the respective new items.

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Lilly Hosts 2021 Investment Community Meeting

Lilly hosted its 2021 Investment Community Meeting (view presentation replay; view diabetes/obesity slides). During the event, Lilly highlighted a new strategy to expand its focus beyond diabetes to include obesity-related diseases (e.g. CV, liver, and kidney) by leveraging tirzepatide’s best-in-class profile. As part of the update, Lilly also provided an overview of the Ph3 QW insulin program as well as an overview of its early CVRM pipeline assets. Below, FENIX provides highlights and insights from the call.

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