Category Archives: Insulin Delivery

Novo Q2 ’18 Earnings Update

Novo Nordisk hosted its Q2 ’18 earnings call and provided updates to its diabetes and obesity portfolio. Of note, Novo disclosed it will be launching Ozempic in Europe with 3 pens (0.25mg for titration as well as 0.5 and 1.0mg for treatment) as compared to 2 pens in the US. Below, FENIX provides highlights and key insights form the call.

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MannKind Q2 ’18 Earnings Update

Yesterday, MannKind hosted its Q2 ’18 earnings call and provided updates on its clinical and commercial activities. Of note, MannKind recently hired a new Chief Marketing Officer, Garrett Ingram, who formerly held positions as SVP Managed Markets at Dexcom, VP Market Access at Sanofi, and VP Market Access Strategy at BMS. Additionally, MannKind discussed BlueHale, its connected care attachment for the Dreamboat device, which measures successful dose administration via a pressure gauge. Below are highlights from the call.

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Insulet Q2 ’18 Earnings Update

Insulet hosted its Q2 ’18 earnings call and provided updates on its Omnipod business including pipeline activities for the Omnipod Horizon hybrid closed-loop. Below are highlights from the call.

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BD Patch Pump Update; CY Q2 ’18 Earnings (FY Q3 ’18)

Becton Dickinson hosted its CY Q2 ’18 Earnings (FY Q3 ’18) call and provided an update on the development of their T2DM patch pump, called Swatch. BD plans to file the device in both the US and EU later this year with an initial limited launch in late FY 2019 (CY Q3 ’19). Below, FENIX provides further details into the BD Swatch pump and insight into its impact to the T2DM market.

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Tandem Q2 ’18 Earnings Update

Tandem hosted its Q2 ’18 earnings call and provided updates to its insulin pump business including its closed-loop R&D programs. Tandem has scheduled an institutional investor day for September 25, 2018 where it will provide further updates on its pipeline and international business.

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Roche Q2 ’18 Earnings Update

Roche hosted its Q2 ’18 earnings call and briefly discussed its diabetes devices portfolio including Solo micropump, which recently received CE Mark. Importantly, Roche senior management disclosed their intentions to bring the Solo micropump to the US. Below are highlights from the call including insights from Roche’s recent collaboration and investment in Care Innovations.

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LLY Dual Agonist Advances to Ph3; Q2 ’18 Earnings Update

Lilly hosted its Q2 ’18 earnings call and provided updates on its marketed and pipeline products. Lilly announced three major pipeline updates including advancement of their QW GIP/GLP-1 agonist to Ph3 after meeting a “high bar” in Ph2 trials, filing of nasal glucagon, and discontinuation of their Ph1 GPR142 agonist. Of further interest, President of Lilly Diabetes, Enrique Conterno, indicated the median follow-up for REWIND would be ~5 years (providing an additional ~1 year for Kaplan-Meier curve separation compared to the 3.8-year median follow-up for LEADER).

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Roche Patch Pump CE Marked

Roche has received CE Mark for the Accu-Chek Solo micropump. Recall, during Roche’s Q4 ’17 earnings call, the company added the Solo micropump to its European launch timeline. The device had been noticeably absent in recent years. In the coming weeks, Roche will initiate a limited pilot launch starting in Austria, Poland, Switzerland, and the UK. Below, FENIX provides insight into the Solo micropump including its potential use in a closed-loop system.

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J&J Q2 ’18 Earnings Update

J&J hosted its Q2 ’18 earnings call and provided brief updates on its diabetes business. Importantly, senior management did not make any comments regarding the early stopping of the CREDENCE study or the delay in the CANVAS/R CV indication. Below are highlights from the Q2 2018 J&J earnings call.

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