Category Archives: Other

Zealand’s Dasiglucagon Approved; March 22-25 CHMP Agenda; Fractyl Enrolls First Patient in T2DM Study; Twist Bioscience Announces Positive Preclinical Data

A series of cardiometabolic-related news items have been observed: Zealand’s dasiglucagon has been approved in the US as “Zegalogue” for the treatment of severe hypoglycemia in patients 6 years of age and older; the CHMP agenda for this month’s meeting (March 22-25, 2021) has been released; Fractyl announced the first patient has been enrolled in a pivotal trial of Revita DMR; and Twist Bioscience announced positive preclinical data in which its library identified GLP-1R antibodies that demonstrated glucose control. Below, FENIX provides highlights and insights from the respective news items, including thoughts on two potential generic sitagliptin products on the CHMP agenda.

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Biocorp Partners to Integrate Mallya into Diabeloop AID System; vTv Initiates New TTP399 Study; Adocia and Sigilon Q4 ’20 Earnings Updates

A series of diabetes-related news items have been observed: Biocorp and Diabeloop announced a partnership to combine Biocorp’s Mallya connected pen device with Diabeloop’s insulin delivery algorithm; vTv Therapeutics announced the initiation of a study exploring the effects of TTP399 on ketone body formation during insulin withdrawal in people with T1DM; and Adocia (press release) and Sigilon (press release) announced their respective Q4 and FY ’20 earnings. Below, FENIX provides highlights and insights for the respective news items.

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New Implantable CGM Study from Indigo; Gilead/Novo Expand NASH Collaboration; Metacrine Q4 ’20 Earnings Update; Cytokinetics to Present GALACTIC-HF Analysis at ACC 2021

A series of cardiometabolic-related news items has been observed: Indigo Diabetes announced the first three participants in the GLOW early feasibility study have been implanted with Indigo’s “YANG sensor” for continuous glucose, ketone, and lactate monitoring; Gilead and Novo announced the companies have expanded their clinical collaboration in NASH following positive Ph2 POC data evaluating the combination of semaglutide+cilofexor+firsocostat; Metacrine hosted its Q4 and FY ’20 earnings call and provided development updates on MET642 and MET409 in NASH; and Cytokinetics announced a secondary analysis of GALACTIC-HF will be presented at ACC 2021 (May 15-17). Below, FENIX provides highlights and insights for the respective news items.

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Thoughts on Bayer’s 2021 Capital Markets Day

Earlier this week, Bayer hosted its 2021 Capital Markets Day and provided a company-wide update (view transforming pharma slides; view pharma R&D slides). Bayer’s President of Pharmaceuticals, Stefan Oelrich, provided a strategic update on the business, insights into the ongoing transformation, and the path for creating value through 2024. Unsurprisingly, finerenone and Verquvo (vericiguat) were highlighted as key parts of the company’s return-to-growth strategy in the context of the impending Xarelto and Eylea LOEs. Below, FENIX provides highlights and insights from the Bayer 2021 CMD event related to CVRM.

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Lannett Receives FDA Feedback for Bs-glargine; Adocia Initiates Ph2 M1Pram Trial; Vertex Receives Fast Track Designation for VX-880 in T1DM; Welldoc Hires New CMO; Intercept CFO to Depart

A series of diabetes-related news items has been observed: Lannett announced it received FDA feedback regarding its biosimilar insulin glargine Ph3 program; Adocia announced the initiation of a Ph2 study evaluating M1Pram (pramlintide+insulin FRC) vs. Humalog in patients with T1DM; Vertex announced FDA granted Fast Track Designation to VX-880 for the treatment of T1DM; Welldoc announced the hiring of Marina Dorotheo as CMO; and Intercept announced the resignation of CFO, Sandip Kapadia. Below, FENIX provides highlights and insights for the respective news items.

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Xeris and Dario Q4 and FY ’20 Earnings Calls; Lilly Research Collaboration for Diabetes; Metacrine Initiates Ph2a Trial in NASH

A series of cardiometabolic-related news items have been observed: Xeris and Dario hosted their Q4 and FY ’20 earnings calls; Lilly announced it entered a research collaboration and license agreement with Biolojic Design for AI drug discovery of an antibody-based diabetes treatment; and Metacrine announced that it initiated a Ph2a trial of MET642 for the treatment of patients with NASH. Below, FENIX provides highlights and insights from the respective news items.

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Zealand R&D Day Highlights

Zealand hosted its R&D day (view slides) and provided updates to its diabetes and obesity development programs. Specifically, Zealand highlighted the near-term US approval and launch of the HypoPal glucagon rescue pen, medium-term development of the bi-hormonal iLet pump with Beta Bionics, and long-term research activities in obesity (e.g. amylin analog and GIP agonist). Below, FENIX provides highlights and insights from the events.

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Senseonics Q4 ’20 Earnings Update; Provention Bio Extended Follow-up Data Published; Voluntis Collaborates with Zendesk for Global Customer Support

A series of diabetes-related news items have been observed: Senseonics hosted its Q4 and FY ’20 earnings call; Provention Bio announced the extended follow-up data from the pivotal “At-Risk” TN-10 Study has been published in Science Translational Medicine; and Voluntis announced a collaboration with Zendesk to upgrade its global customer support infrastructure. Below, FENIX provides highlights and insights for the respective news items.

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BI and Gubra Partner for Obesity Drug Development; Diabeloop DBLG1 Integrates with Accu-Chek Insight Pump; Tandem Appoints Jordan Pinsker as VP and Medical Director

A series of cardiometabolic-related news items have been observed: Boehringer Ingelheim and Gubra announced a research and licensing agreement for discovering and evaluating targets and innovative peptide compounds for the treatment of obesity; Diabeloop announced the integration of the Accu-Chek Insight insulin pump into the DBLG1 System; Tandem announced Jordan Pinsker from Sansum has been appointed as VP and Medical Director. Below, FENIX provides highlights and insights for the respective news items.

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Thoughts on Sotagliflozin HF Indication after Entresto’s PARAGON Approval

Last week, Novartis received FDA approval for expanding the Entresto label in HF beyond HFrEF (previous FENIX insight). Ahead of Lexicon’s Q4 2020 earnings later in March, FENIX provides a reminder on the recent sequence of events in HF and thoughts on how the new HF labeling for Entresto could apply to Lexicon’s SGLTi, sotagliflozin.

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