Category Archives: Other

Is Glooko Eying an IPO? New Partnership with Pack Health for Patient Coaching

Pack Health announced it has formed a partnership with Glooko to allow for the integration of Glooko’s patient data into Pack Health’s coaching platform. Of note, the press release states that the two companies have already completed a live beta test of the integrated systems. Below, FENIX provides thoughts on the partnership including insight as to how Glooko may be looking leverage Pack Health to follow in Livongo’s footsteps for a potential Glooko IPO.

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HF Trial Draft Guidance Issued by FDA; Public Hearing in July 2019

FDA announced it has issued draft guidance titled, “Treatment for Heart Failure: Endpoints for Drug Development Guidance for Industry” (download HF draft guidance here). Additionally, FDA will be hosting a public workshop on Friday, July 26, 2019, from 9am to 4pm ET at the White Oak Campus.

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Adocia’s Pramlintide + Insulin Combo (ADO09) Ph1b Trial Posted on CT.gov

Consistent with Adocia’s ADA 2019 press release, a clinicaltrials.gov record has recently been observed for the company’s pramlintide + insulin (ADO09) Ph1b study. Below, FENIX provides an overview of the ADO09 Ph1b trial including thoughts on the market potential for ADO09 as a T1DM adjunctive therapy.

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Sanofi R&D Re-focusing; R&D Layoffs in France and Germany

According to Reuters, Sanofi is set to layoff 466 R&D-related jobs as part of an initiative to prioritize oncology, immunology, rare diseases, and vaccines while at the same time limiting internal CV R&D to its current pipeline. Furthermore, Sanofi is said to maintain the support of its diabetes and CV programs through its partners. Below, FENIX provides thoughts on the Sanofi R&D re-focusing in the context of the company’s CV/Met pipeline and recent senior management changes.

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ADA 2019 Key Press Releases (June 9 and 10)

14 major news items were observed over the past 2 days including Provention Bio’s teplizumab, dasiglucagon pivotal data, DECLARE and EMPA-REG subanalyses, Afrezza pediatric and fixed titration data, Tandem and Insulet hybrid-closed loop data, and more. Below, FENIX provides context and analysis for the announcements.

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Medtronic Calls Out Tandem and Dexcom; Medtronic ADA 2019 Investor Event

Medtronic hosted its annual ADA investor event and provided updates to its diabetes business including a pipeline roadmap over the next 24 months (download slides here). The event appeared to have many of the same themes from the 2018 event with a large focus on competing externally (previous FENIX insight). However, this is believed to be the first time that Medtronic has specifically called out pump and CGM competitors (Tandem and Dexcom), and for the first time, Medtronic management was wearing prototype Synergy CGMs at the event. Below, FENIX provides highlights and insights from the call.

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ADA ’19 Key Data and Partnership Press Releases (June 5)

Ahead of the ADA 2019 conference start, a series of diabetes-device related press releases have been observed including Companion Medical, Glooko, DreaMed, Roche, CeQur, and Virta Health. Below, FENIX provides context and analysis for the announcements.

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Aaron Kowalski to be New JDRF President and CEO

JDRF has appointed Aaron Kowalski (pictured below, Twitter @aaronjkowalski) as the new President and CEO. Previously, Kowalski served as the Chief Mission Officer. He is succeeding Derek Rapp who stepped down in October 2018 after serving as CEO for ~5 years. Below, FENIX provides brief thoughts on Kowalski’s appointment.

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PBMs Take Center Stage at Third Senate Drug Pricing Hearing

Today, the Senate Finance Committee held its third hearing on drug pricing titled “Drug Pricing in America: A Prescription for Change, Part III” which focused particularly on the role of PBMs. As predicted, the PBMs largely tried to deflect attention back onto pharmaceutical manufacturers. Key themes from the hearing include: 1) PBMs blame outdated MPD legislation, PBMs do not set list prices, and PBMs do not want to provide as much transparency as manufacturers do. Below, FENIX provides highlights and insights from the hearing.

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