Category Archives: Other

Sanofi Head of Strategy to Leave End of November

Reuters is reporting that Muzammil Mansuri, Sanofi’s EVP of strategy and business development, is set to leave the company at the end of November 2019. The same report says that Alban de la Sabliere and Laurent Van Lerberghe will assume Mansuri’s responsibilities. Below, FENIX provides brief thoughts on Mansuri’s departure in the context of the larger management and strategy changes within the Sanofi organization.

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Sanofi Ends Sensile Medical Partnership; Onduo Parnters with Hidrate; Other Diabetes-Related News

A series of diabetes-related news has been observed today including Sanofi canceling its deal with Sensile Medical, a new Onduo partnership with Hidrate, an update to Oramed’s oral insulin program, and pre-clinical islet replacement data from Kadimastem. Below, FENIX provides highlights and insights for each respective news item.

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New Novo Partnership with Dicerna for RNAi Therapeutics

Novo Nordisk and Dicerna announced a partnership for the discovery and development of RNAi therapeutics targeting liver-related cardio-metabolic diseases including T2DM, NASH, obesity, other chronic liver diseases, and rare diseases. Following the announcement, Dicerna hosted a call with investors to discuss the implications to its business. Below, FENIX provides thoughts on the Novo/Dicerna partnership, particularly in the context of Dicerna’s other existing partnerships including Lilly and Boehringer Ingelheim (separately from the BI/Lilly CV/Met alliance).

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Novo has a PCSK9i; Novo Q3 ’19 Earnings Update

Novo Nordisk hosted its Q3 ’19 earnings call (press release) and provided updates to its diabetes business, including details on the Ozempic and Rybelsus launches, discontinuation of an oral GLP-1RA (OG2023SC) due to promising new formulations of oral semaglutide, and other pipeline activities. Of note, Novo disclosed that it is developing a PCSK9i compound for potential co-formulation with its other pipeline products. Below, FENIX provides highlights and insights from the call.

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Thoughts on Verily/Onduo Novel Diabetes Life Insurance Program

Verily, Onduo, and John Hancock recently launched a novel program, called “John Hancock Aspire,” which offers life insurance to patients with diabetes. As part of the program, eligible T2DM participants will have access to Onduo’s diabetes management and coaching solution. According to the press release, Aspire life insurance will be available starting November 18, 2019. Below, FENIX provides thoughts on this new program including insight into the motivating factors for each company and the potential business model.

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New Lilly Ph1 Trial; Likely GGG Tri-agonist

Lilly has initiated a new Ph1 trial evaluating an unknown compound (LY3437943) vs. Trulicity in T2DM patients. Below, FENIX has conducted an analysis to help identify the compound and potential MOA.

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Abbott Acknowledges Libre 2 Delay; Abbott and Roche Q3 ’19 Earnings Updates

Abbott and Roche hosted their respective Q3 ’19 earnings calls and provided updates to their diabetes businesses. Of note, Abbott confirmed that Libre 2 US approval is delayed from initial expectations, and Abbott indicated they are working through several items with FDA. Below, FENIX provides highlights and insights from the respective calls.

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Abbott and Tandem partnership; Livongo partners with VSP Vision Care

Abbott and Tandem Diabetes Care announced plans to develop an integrated diabetes solution utilizing Abbott’s glucose monitoring sensors (Libre) and Tandem’s insulin delivery systems. Additionally, Livongo and VSP Vision Care announced a partnership to expand eye care outreach efforts to Livongo members with diabetes. Below, FENIX provides context and broader implications on these partnerships.

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Abbott Partners with Omada; New Senseonics BCBS Coverage; Adocia Receives €15M in Funding; Roche Partners with iHeartMedia

Today, three major news items were observed covering a new partnership between Abbott and Omada Health, Senseonics Eversense new BCBS coverage decision, €15 million in financing for Adocia, and a Roche/iHeartMedia diabetes awareness concert. Below, FENIX provides thoughts and analysis for each respective news item.

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