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.
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.
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.
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).
Livongo announced results from a 12-week study evaluating the impact of its Livongo for Hypertension program. Full results from the study will be presented at the AHA conference on November 16, 2019. Below, FENIX provides brief thoughts on the new Livongo data.