Xeris, Amarin, Regeneron, and BD hosted their respective Q2 ’21 earnings calls, Below, FENIX provides highlights and insights from the events.
Insulet (press release), Provention Bio (press release), and Bayer (press release; slides) hosted their respective Q2 ’21 earnings calls. Importantly, Insulet disclosed the projected Omnipod 5 FDA clearance and launch have been delayed. Below, FENIX provides highlights and insights from the calls.
Five cardiometabolic-related news items have recently been observed: Tandem, Ionis, Esperion, and Amgen hosted their respective Q2 ‘21 earnings calls; and Dario Health announced it was selected as the digital behavioral health provider for an undisclosed national professional services company. Below, FENIX provides highlights and insights for the respective news items.
Novo Nordisk hosted its Q2 ’21 earnings call and provided updates across its commercial and pipeline activities, including the ongoing Wegovy and Rybelsus launches and Novo’s intentions to develop and launch an ASCVD or HF product between 2024 and 2028. Of note, the earnings call was previously scheduled for tomorrow (August 5, 2021), but the company curiously moved it up by a day. Below, FENIX provides highlights and insights from the call.
Two cardiometabolic-related news items have been observed: Abbott announced the Libre 2 iOS app received FDA clearance and Ionis announced the pelacarsen CVOT, called Lp(a) HORIZON, has reached 50% enrollment. Below, FENIX provides highlights and insights for the respective news items.
Three cardiometabolic-related news items have been observed: Lexicon, Merck, and Intercept hosted their Q2 ’21 earnings calls and provided updates to their respective CV/Met businesses. Below, FENIX provides highlights and insights for the calls.
AstraZeneca hosted its Q2 ’21 earnings call, and once again, much of the prepared remarks and Q&A focused on the company’s COVID-19 vaccine development and oncology portfolio. Below, FENIX provides highlights and insights from the call.
A series of cardiometabolic-related new items have recently been observed: Lifescan and Noom announced an expanded partnership focused on Noom’s Diabetes Support Program; Supersapiens announced the addition of Howard Zisser and Robby Ketchell to the company’s executive team; Teladoc (press release; slides), Pfizer (press release; slides), and Teva (press release; slides) hosted their respective Q2 ’21 earnings calls. Below, FENIX provides highlights and insights for the respective news items.
AstraZeneca and Regeneron announced a collaboration for the research, development, and commercialization of small molecule compounds against the GPR75 gene to treat obesity and related comorbidities. For context, genetic mutations in GPR75 have been linked to patients having a lower BMI and experiencing a 54% lower risk of obesity than those without the mutation. According to the press release, AZ and Regeneron will evenly split the research and development costs as well as any future profits.
Bayer recently announced 10mg and 20mg finerenone, branded as “Kerendia,” received FDA approval. The approval of finerenone is based on the positive results of the FIDELIO-DKD study which demonstrated an 18% RRR in the primary composite endpoint. Below, FENIX has conducted a Kerendia label and website analysis.