Category Archives: Insulin Delivery

FENIX Analysis: Post-AACE 2018 Device Promotional Material

In the second installment of our post-AACE 2018 promotional material coverage (see first installment on diabetes drugs), FENIX has conducted an analysis of diabetes device promotional materials covering Dexcom G6, Abbott Freestyle Libre, Medtronic 670G, Insulet Omnipod, and Tandem t:slim X2.

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Insulet Omnipod DASH Cleared by FDA

Insulet has announced FDA 510(k) clearance of its next generation handheld personal diabetes manager (PDM) called “Omnipod DASH.” Below, FENIX provides insight into the DASH system including Insulet’s decision to give DASH away at no cost.

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Zealand Q1 ‘18 Earnings Update

Zealand hosted its Q1 ‘18 earnings call and provided updates on its diabetes portfolio including dasiglucagon. Additionally, Zealand discussed the potential of a priority review voucher (PRV) for dasiglucagon in congenital hyperinsulinism (CHI).

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Novo Nordisk Q1 ’18 Earnings Update

Novo hosted its Q1 ’18 earnings call (press release) and provided updates on its marketed and pipeline diabetes products. Of note, Novo discussed the relaunch of Tresiba based on the recent DEVOTE label update. Furthermore, Novo disclosed plans to initiate Ph2 for its QW basal insulin (LAI287) by YE ’18. Below are highlights from the call.

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Lilly Q1 ’18 Earnings Update

Lilly hosted its Q1 ’18 earnings call (press release) and provided updates on its diabetes business unit. Of note, Lilly affirmed REWIND (Trulicity CVOT) topline readout is anticipated in early Q4 ’18 with full results at ADA 2019. Below are highlights from the call.

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Common Sensing and Haselmeier Thoughts

Common Sensing announced close of $6.6M in Series A funding. Of note, Haselmeier joined this funding round as a new investor along with other venture capital firms which is curious since Haselmeier is an injection delivery device engineering company.

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New Lilly uRAI trials including H2H vs. Fiasp

Two new clinical trials for Lilly’s ultra-rapid-acting insulin lispro (LY900014; also called ultra-rapid lispro or “URLi” pronounced “early” [ur-lee] by Lilly at ATTD 2018), have been observed on CT.gov including a Ph1 H2H PK trial vs. Novo’s Fiasp and a Ph3 study in pumps called PRONTO-Pump.

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JPM Day 2: Sanofi, Lilly, Lexicon, Dexcom and more

During Day 2 of JPM, presentations ranged across both diabetes drug (Sanofi, Lilly, Lexicon, and Mylan) and device manufacturers (Dexcom, Insulet, and Roche), although Mylan and Roche did not discuss their diabetes portfolios. Below, find key takeaways from JPM followed by more in-depth coverage.

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Insulet Q4 ’17 Earnings Update

Insulet hosted its Q4 ’17 earnings call and provided commercial and R&D business updates. Below are highlights from the call.

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Dexcom displays representation of Lilly connected insulin pen

It was reported on Twitter that at ATTD 2018, Dexcom displayed a slide (pictured below) showing a representation of a smart insulin pen. Additionally, Dexcom presented information on the “fully enhanced Dexcom G6 CGM system” including “Urgent Low Soon Alerts.”

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