Two diabetes-related news items have been observed including an announcement from Lilly that the company is donating 200k insulin pens over 3 years and Fractyl is launching its Revita DMR device in the UK. Below, FENIX provides highlights and insights from the respective news items.
On the third day of JPM 2020, there were no webcasts for any diabetes-related presentations. Separately, Tandem announced the launch of its t:slim X2 with Control IQ. Tomorrow (the final day of JPM 2020), FENIX will cover the Lexicon presentation (the only diabetes session). Below, FENIX provides brief thoughts on the Control IQ launch.
Fibrogen announced it has appointed Enrique Conterno as its new CEO. Recall, during Lilly’s Q3 ’19 earnings call, the company announced that Conterno would retire at the end of 2019 to be succeeded by Mike Mason. Below, FENIX provides brief thoughts on Conterno’s new role as the head of Fibrogen.
ADA recently updated its Standards of Medical Care in Diabetes for 2020, which includes key additions across multiple drug classes. Of note, the standards now include a recommendation for initiating SGLT2i or GLP-1RA therapy in patients with ASCVD, HF, or CKD (SGLT2i only) who are already at their A1C goal. Interestingly, while the guidelines were updated to include discussion of the CANVAS/R, CREDENCE, DECLARE, REWIND, and CARMELINA trials, CAROLINA and DAPA-HF trials were not addressed. Below, FENIX provides thoughts and market implications for selected guideline updates.
Mylan has challenged a patent for Novo Nordisk’s Victoza. Additionally, several diabetes players including Lexicon, Poxel, MannKind, and Diamyd have announced clinical results before the holiday break. Below, FENIX provides contexts and insights on these news items.
A series of diabetes-related news has been observed including a new partnership between Novo Nordisk and UVA, Roche amended its agreement with Senseonics to reduce the minimum CGM volume obligation, and Lilly publishes an open letter on insulin pricing. Below, FENIX provides highlights and insights for the respective news items.
A series of diabetes-related new items were observed today including an update on Provention Bio’s teplizumab, a new Sanofi/Biocorp connected pen partnership, Livongo’s preferred status on ESI, Insulet’s Omnipod Horizon pivotal study, and more. Below FENIX provides insights and context from each respective news item.
Sanofi hosted its 2019 Capital Markets Day and outlined its new strategy including the R&D focus, which does not include diabetes or cardiovascular projects. In a separate press release, Sanofi also announced it is restructuring the deal with Regeneron for Praluent and Kevzara. Below, FENIX provides CV/Met related highlights from the CMD presentation as well as thoughts on the new direction for Sanofi’s business.
A series of diabetes-related news has been observed including Senseonics’s launch of its Eversense implantable CGM non-adjunctive claim, an issue with Dexcom’s CGM follow app, and new Onduo real-world evidence. Below, FENIX provides highlights and insights from the respective news.
Poxel announced positive topline results from the Imeglimin Ph3 (TIMES 3) 36-week open-label extension which evaluated the drug in Japanese patients with T2DM. Following the announcement, Poxel hosted a conference call to discuss the results. The company continues to state that it plans to file a Japanese NDA in 2020. Below, FENIX provides an overview of the Imeglimin Ph3 topline results as well as analysis of the market potential for Imeglimin in Japan.