Category Archives: Other

New Novo Ph1 Oral Peptide?

A Ph1 CT.gov record for a new Novo drug (NNC0113-2023; NN9023) has been observed. The compound appears to be an oral peptide for multiple reasons including the fact that it uses SNAC, the same gut delivery technology as oral semaglutide. Below, FENIX provides evidence and insight into potential MOAs of the compound.

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LLY Dual Agonist Advances to Ph3; Q2 ’18 Earnings Update

Lilly hosted its Q2 ’18 earnings call and provided updates on its marketed and pipeline products. Lilly announced three major pipeline updates including advancement of their QW GIP/GLP-1 agonist to Ph3 after meeting a “high bar” in Ph2 trials, filing of nasal glucagon, and discontinuation of their Ph1 GPR142 agonist. Of further interest, President of Lilly Diabetes, Enrique Conterno, indicated the median follow-up for REWIND would be ~5 years (providing an additional ~1 year for Kaplan-Meier curve separation compared to the 3.8-year median follow-up for LEADER).

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Senseonics to integrate with Glooko

Senseonics has announced a global partnership with Glooko, allowing for integration of the Eversense implantable CGM with Glooko’s diabetes data management platform. Under the partnership, Eversense data can be synced to the Glooko platform directly from the Senseonics cloud, allowing both users and HCPs to access historical glucose and related data. Below, FENIX analyzes the value of this partnership for Senseonics.

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“Smart CGM is a new category” – Medtronic ADA 2018 investor event summary

In conjunction with the ADA 2018 congress, Medtronic hosted an investor event (slide presentation) and the diabetes senior management team provided additional insights into their evolving business philosophy beyond the June 5 investor day. Below, FENIX provides a summary of the investor event, which had a large amount of news, as well as analysis behind Medtronic’s deliberate strategic choice to compete near-term in CGM features and solutions vs. hardware convenience.

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Voluntis and Monarch Medical Partnership Will Compete with Glytec

Voluntis and Monarch Medical Technologies have announced a strategic collaborationto integrate Voluntis’s personal T2DM diabetes platform (Insulia) with Monarch’s in-patient insulin titration tools (EndoTool IV and EndoTool SubQ). Below, FENIX provides insight into the collaboration including perspective on competition to Glytec who provides a similar product.

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Lilly invests in beta cell encapsulation development

Lilly and Sigilon Therapeutics announced a collaboration to develop encapsulated beta cell therapies for the potential treatment of T1DM. While other beta cell therapies have remained in early stages of development, Lilly’s financial support and considerable resources greatly increase the likelihood of Sigilon’s therapy advancing.

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