Category Archives: Insulin Delivery

Livongo-Abbott Integration with Libre Pro

Livongo announced a partnership with Abbott to integrate the FreeStyle Libre Pro into the Livongo for Diabetes program. The integration with a professional (retrospective) CGM makes sense given Livongo’s focus on patient education and behavior-based treatment. Below, FENIX provides a unique perspective that the Abbott partnership could signal a limitation in Livongo’s diabetes solution.

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Sanofi DCV CMO Leaves

Riccardo Perfetti (pictured below), Sanofi’s VP Medical Affairs and Head of the DCV Global Medical Team, has reportedly left Sanofi to serve as the CMO of Applied Therapeutics. Perfetti had been with Sanofi since October 2007.

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Medtronic Guardian Sensor 3 CGM Now Integrated with 630G

Medtronic has started notifying HCPs that its 630G sensor augmented pump (SAP) with low glucose suspend is now available with the Guardian Sensor 3 CGM. This is the same sensor that is being used with the 670G hybrid closed-loop as well as the standalone Guardian Connect CGM system. Medtronic did not issue a press release on the new 630G/Guardian Sensor 3 integration. Below, FENIX provides observations and thoughts on the upgraded sensor integration.

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$TNDM Breaks $40 Barrier

Tandem’s stock price has broken the $40 mark (see chart below) for the first time since Medtronic became United Healthcare’s preferred in-network insulin pump provider in May 2016. Below, FENIX provides its thoughts on Tandem’s future market opportunity.

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Diabetes Tech Update: Xeris, Tandem, and Voluntis

Xeris, Tandem, and Voluntis have announced news related to their respective diabetes business units. Below, FENIX has provided a summary of these updates, the most interesting of which is from Xeris.

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Medtronic Launches 670G & Guardian Connect Gamification App

Medtronic announced the launch of its “Inner Circle” patient engagement program for patients on either the 670G hybrid closed-loop or the standalone Guardian Connect CGM. Recall, Medtronic initially disclosed its plans for Inner Circle during the June 2018 Investor Day.

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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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