Category Archives: Insulin Delivery

BI and Gubra Partner for Obesity Drug Development; Diabeloop DBLG1 Integrates with Accu-Chek Insight Pump; Tandem Appoints Jordan Pinsker as VP and Medical Director

A series of cardiometabolic-related news items have been observed: Boehringer Ingelheim and Gubra announced a research and licensing agreement for discovering and evaluating targets and innovative peptide compounds for the treatment of obesity; Diabeloop announced the integration of the Accu-Chek Insight insulin pump into the DBLG1 System; Tandem announced Jordan Pinsker from Sansum has been appointed as VP and Medical Director. Below, FENIX provides highlights and insights for the respective news items.

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Lilly Partners with Welldoc for Connected Pen App

Lilly and Welldoc announced a partnership to integrate Welldoc’s diabetes software solutions with Lilly’s connected insulin delivery ecosystem. According to the press release, the companies will create a new version of Welldoc’s BlueStar app that integrates dosing data from “several of Lilly’s connected insulin pen solutions.” For context, the BlueStar app (view website) includes insulin titration support, a bolus calculator, and personalized health coaching. Below, FENIX provides an overview of the Lilly/Welldoc partnership, including thoughts on how the partnership supports FENIX’s hypothesis that Lilly’s connected pen development is further behind than initially thought.

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Tandem and Teladoc Q4 and FY ’20 Earnings Updates

Tandem and Teladoc hosted their Q4 and FY ’20 earnings calls and provided updates on their respective businesses. Importantly, Tandem disclosed that the development of its next-gen t:sport pump platform has been delayed by one quarter. Below, FENIX provides highlights and insights from the respective calls.

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Insulet and Esperion Q4 ’20 Earnings Updates

Insulet and Esperion hosted their respective Q4 and full-year 2020 earnings calls and provided updates to their respective businesses. Of note, Insulet disclosed that its Omnipod 5 AID system will be launched in H1 ’21 at price parity to the current Omnipod DASH platform. Below, FENIX provides highlights and insights from the calls.

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Medtronic CY Q4 ’20 (FY Q3 ’21) Earnings Update

Medtronic hosted its CY Q4 ’20 (FY Q3 ’21) earnings call (press release; slides) and provided updates to its diabetes business across the 780G advanced hybrid closed-loop system (AHCL) and next-gen CGM platforms (Zeus and Synergy CGM). Below, FENIX provides highlights and insights from the call, including thoughts on Medtronic’s evolving CGM pipeline.

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Biocorp Partners with Health2Sync and SocialDiabetes for Connected Pen Integration

Yesterday, Biocorp announced it has entered two diabetes-related partnerships with Health2Sync (view website) and SocialDiabetes (view website). For context, Mallya turns all disposable insulin pens into a connected device that collects dosing information and sends it to a companion app. Below, FENIX provides thoughts on the new Biocorp partnerships in the context of its existing partnerships (e.g. Roche, WaveForm, and Sanofi).

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ViaCyte Initiates Ph2 Encapsulated Cell Therapy Trial in T1DM; Lannett, Merck, Roche, and BD Q4 and FY ’20 Earnings Updates; Merck CEO to Retire

A series of diabetes-related news items have been observed: ViaCyte announced the initiation of a Ph2 study of encapsulated cell therapy for the treatment of T1DM; and Lannett, Merck, Roche, and BD hosted their respective CY Q4 ’20 earnings calls. Importantly, Merck announced the retirement of CEO, Kenneth Frazier. Below, FENIX provides highlights and insights for the respective news items, including the observation that Januvia franchise US sales were -16% for FY 2020.

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JPM 2021 Day 2: LLY, NVO, ABT, PODD, AMRN, and IONS; Bayer’s Finerenone Receives Priority Review for DKD

On day two of JPM 2021, FENIX has provided coverage of presentations by Lilly, Novo Nordisk, Abbott, Insulet, Amarin, and Ionis. Additionally, one separate cardiometabolic-related news item has been observed: Bayer announced FDA granted priority review of finerenone for patients with DKD. Below, FENIX provides a topline summary of key takeaways followed by more in-depth coverage.

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CORRECTING AND REPLACING: JPM 2021 Day 1: DXCM, MDT, TDOC, NVS; FDA Accepts EMPEROR-Reduced sNDA Without Priority Review; Adocia to Develop Beta Cell Therapy for T1DM Treatment

On the first day of JPM 2021, FENIX has provided coverage of presentations by major cardiometabolic companies including Dexcom, Medtronic, Teladoc, and Novartis. Additionally, three separate cardiometabolic-related news items have been observed: BI/Lilly announced FDA has accepted the Jardiance sNDA for the reduction of HFrEF in patients with and without T2DM; Dexcom and Teladoc announced the pilot launch of the new “CGM-powered insights” feature for Livongo for Diabetes users; and Adocia filed a patent for cell therapy in patients with T1DM. Below, FENIX provides a topline summary of key takeaways by company followed by more in-depth coverage.

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Tidepool Completes FDA Submission of Tidepool Loop; Diabeloop Partners with SFC Fluidics for AID Solution

Two diabetes-related news items have been observed: Tidepool announced it completed the FDA submission of Tidepool Loop, the company’s automated insulin dosing app for managing T1DM; and SFC Fluidics announced a partnership with Diabeloop to develop a system that integrates the SFC ACE insulin pod into Diabeloop’s AID solution for patients in the US. Below FENIX provides highlights and insights for the respective news items.

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