Category Archives: Insulin Delivery

JPM 2019 Day 3: Becton Dickinson

The third day of the 2019 J.P. Morgan Healthcare conference included a presentation from Becton Dickinson, which is the final diabetes-related presentation of the conference. BD senior management briefly discussed their T2DM patch pump, called Swatch, which has already been filed with FDA with a limited launch scheduled before YE 2019. Below, FENIX provides key takeaways from the BD presentation and thoughts on the future T2DM pump market including a competitor comparison table. In case you missed it, here are links to FENIX’s Day 1 and Day 2 JPM 2019 insights. Becton Dickinson In response to an analyst’s question, BD management……

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JPM 2019 Day 2: LLY, SNY, LXRX, ABT, PODD, MYL

The second day of the 2019 J.P. Morgan Healthcare conference included diabetes-related presentations from Lilly, Sanofi, Lexicon, Mylan, Abbott, and Insulet. Separately, Lilly announced plans to further increase drug pricing transparency using Trulicity TV DTC. The commercials will include a portion directing patients to a Lilly website for more information on list price and average copays. Below, find a topline summary of key JPM takeaways by company followed by more in-depth coverage. In case you missed it, here is a link to FENIX’s Day 1 JPM 2019 insights. Lilly Lilly’s CEO provided a brief introduction to the company and referenced the……

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JPM 2019 Day 1: DXCM, MDT, JNJ, MRK; New Bigfoot Deal with Lilly

The first day of the 2019 J.P. Morgan Healthcare conference kicked off with diabetes-related presentations from Dexcom, Medtronic, J&J, and Merck. Additionally, Bigfoot announced a non-exclusive license with Lilly for inclusion of Lilly RAI in Bigfoot’s connected care ecosystem and Ascensia entered into an agreement with POCTech for CGM distribution in 13 undisclosed geographies. Also of note, FENIX provides a brief discussion on an early stage CGM company called Glutalor which has David Simmons, former Vice President and Chief Medical Officer at Ascensia Diabetes Care, on the scientific board. Below, find a topline summary of key takeaways by company followed by more in-depth……

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New Medtronic IQcast Feature And Adocia RAI iLet Trial

Yesterday, Medtronic announced a hypoglycemia prediction feature called “IQcast” for the Sugar.IQ personal diabetes assistant app while Adocia announced the initiation of an AID trial evaluating BioChaperone Lispro and other RAI using the Beta Bionics’ iLet closed-loop system. Below, FENIX provides additional thoughts on each of the topics. Medtronic launches ‘IQcast’ hypo prediction feature for Sugar.IQ users According to the press release, IQcast can predict the likelihood of a hypoglycemia event anywhere between 1-4 hours in advance. This news is in-line with previous guidance from Medtronic indicating its intentions to extend the predictive alert time of Guardian Connect up to 4 hours. Of note, Medtronic denoted……

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Thoughts on 2019 ADA Standards of Care

The ADA announced the publication of their 2019 Standards of Medical Care in Diabetes Care. Of note, the ADA has aligned their CVD recommendations with the ACC’s recent T2DM ASCVD recommendations. The ADA also added a new dedicated section titled “Diabetes Technology,” which includes information previously incorporated in the “Glycemic Targets” section. The ADA also provides a cost breakdown of pharmacologic treatment options. Below, FENIX has provided highlights and insights from the updated ADA 2019 Standards of Care.

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Lilly 2019 Guidance Summary

Today, Lilly hosted its 2019 Guidance and Investment Community Meeting and discussed potential key milestones for 2019. Importantly, Lilly announced late stage development plans in obesity and NASH and provided more information on the Ph3 dose titration for its QW injectable GIP/GLP-1 dual agonist tirzepatide. Connected care was also featured, and several comments were made on guidelines updates and new PBM coverage positively affecting Trulicity and Jardiance in 2019. Below, FENIX provides a summary and thoughts on diabetes-related highlights from the event.

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Gan and Lee + Sandoz and FDA Biosimilar Insulin BLA List

Today, Sandoz announced it has in-licensed the biosimilar insulin portfolio of Gan & Lee for commercialization of glargine, aspart, and lispro. Last week, FDA published a Q&A document and a list of biologics that will convert from NDA to BLA under the US BPCI Act of 2010, which include insulin products. Below, FENIX briefly provides thoughts on each topic.

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Lilly’s Evidation Health Collaboration Expanded To Discover Novel Digital Health Measures

Today, Lilly and Evidation Health announced the expansion of their collaboration with a multi-year agreement that will provide Lilly with global access to Evidation’s Andromeda data platform. Of note, Evidation Health also has prior partnerships with Tidepool and Sanofi. Below, FENIX provides additional thoughts on this collaboration in the context of Lilly’s connected care strategy in diabetes. According to the press release, Lilly will leverage the Andromeda data platform across different therapeutic portfolios, including diabetes, to support the clinical utility of digital medicine and improve personalized health outcomes. The press release also noted that Andromeda data platform is being used……

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Tidepool Loop funded at $6M

Today, JDRF and Helmsley Charitable Trust announced a collaborative grant agreement by providing $6M of funding to Tidepool for the development of “Tidepool Loop”. Recall, Loop is an open-source, unregulated automated insulin delivery (AID) app for iPhone that connects to an insulin pump and CGM using BLE (see image below). Of note, Tidepool intends on further developing the app by making it an FDA-regulated, hybrid closed-loop AID app for iOS with interoperability across multiple insulin pumps and CGMs. Below, FENIX provides additional thoughts on Tidepool Loop. Source: Tidepool website This news comes as no surprise considering the recent announcement from Tidepool in October 2018, indicating the initiation of the Loop project, which aimed to develop……

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New Mylan and Lilly trials: Ph3 biosimilar insulin aspart study, Ph2 URLi study in 670G

Last week, new Mylan and Lilly trials were observed on CT.gov. These include a Ph3 biosimilar insulin aspart study in T1DM by Mylan and a Ph2 URLi study by Lilly with Medtronic’s 670G closed-loop system. Below, FENIX provides thoughts on each of the respective studies. Mylan Ph3 Biosimilar Insulin Aspart Study in T1DM Mylan has initiated a Ph3 study for its biosimilar insulin aspart in T1DM with NovoLog as the comparator. This new trial is in-line with previous guidance from Mylan indicating the initiation of a Ph3 study in H2 ’18. Previously, it was anticipated that Mylan would initiate a 52-week Ph3 trial……

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