Category Archives: Other

Novo Nordisk Q3 ’22 Earnings Update; FY Guidance Raised

Novo Nordisk hosted its Q3 ’22 earnings call (press release; slides) and announced an increase to its 2022 financial guidance. During the call, management provided updates across its business, including the semaglutide global supply constraints as well as the high-dose oral sema and new QW oral sema development projects. Additionally, Novo disclosed it has terminated development of its oral PCSK9i and LA-GDF15 development programs. Of note, the Q&A portion of the call was terminated early due to technical difficulties. Below, FENIX provides highlights and insights from the call.

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Pfizer, Esperion, and Intercept Q3 ’22 Earnings Updates; First Patient Dosed in Biomea’s Ph1/2 BMF-219 T2DM Trial

A series of cardiometabolic-related news items have been observed: Pfizer (press release; slides), Esperion (press release; slides), and Intercept (press release; slides) hosted their Q3 ’22 earnings call; and Biomea announced the first T2DM patient has been dosed in the Ph1/2 COVALENT-111 trial evaluating the company’s novel menin inhibitor, BMF-219. Below, FENIX provides highlights and insights for the respective new items.

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Lilly Q3 ’22 Earnings Update

Lilly hosted its Q3 ’22 earnings call (press release; slides) and provided updates across its CVRM portfolio. Unsurprisingly, much of the call was focused on the Mounjaro US launch, manufacturing capacity considerations, and LCM initiatives. Other topics highlighted during the call included the ongoing QW insulin Ph3 program (QWINT), recent Tempo Smart Button US/EU regulatory approvals, and ANGPTL-3 siRNA advancement into Ph2. Below, FENIX provides highlights and insights from the call.

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Vertex and Sanofi Q3 ’22 Earnings Updates; Sciwind Reports Positive Interim Results from Ph2b Ecnoglutide Obesity Trial

A series of cardiometabolic-related news items have been observed: Vertex (press release; slides) and Sanofi (press release; slides) hosted their respective Q3 ’22 earnings calls; and Sciwind announced positive results from an interim analysis of the ecnoglutide (XW003) Ph2b trial in obesity. Below, FENIX provides highlights and insights for the respective news items.

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Dexcom Q3 ’22 Earnings Update; Kerendia Receives New Recommendations from ADA and KDIGO

A series of cardiometabolic-related news items have been observed: Dexcom hosted its Q3 ’22 earnings call (press release; slides); and Bayer announced that Kerendia (finerenone) received a favorable recommendation from both ADA and KDIGO for the treatment of CKD associated with T2DM. Below, FENIX provides highlights and insights for the respective new items.

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Teladoc, Alnylam, and Amarin Q3 ’22 Earnings Updates

A series of cardiometabolic-related news items have been observed: Teladoc (press release; slides), Alnylam (press release; slides), and Amarin (press release; slides) hosted their Q3 ’22 earnings calls. Below, FENIX provides highlights and insights for the respective new items.

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Biocorp and Novo Sign New Connected Care Agreement; Daprodustat Adcom: 13-3 in Favor of Dapro in DD; 5-11 Against Dapro in NDD

Two cardiometabolic-related news items have been observed: Biocorp announced it signed a new agreement with Novo Nordisk reinforcing their partnership to develop the Mallya smart add-on device compatible with the Novo FlexTouch platform; and FDA hosted an adcom for GSK’s daprodustat where the panel voted 13-3 in favor of the dapro benefit/risk profile in the DD patient population and 5-11 against the benefit/risk profile in the NDD patient population. Below, FENIX provides highlights and insights for the respective new items.

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Novartis and Adocia Q3 ’22 Earnings Updates

Two cardiometabolic-related news items have been observed; Novartis (press release; slides) hosted its Q3 ’22 earnings call; and Adocia issued a press release for its Q3 ’22 earnings, though it did not host an associated webcast. Below, FENIX provides highlights and insights from the respective new items.

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Biocon Receives Second Bs-aspart CRL; EMA Approves Malaysian Facility

Biocon disclosed that the company received a second CRL from FDA regarding its bs-aspart BLA filed by Viatris  (view announcement). For context, Biocon received its first bs-aspart CRL from FDA in January 2022 (view Biocon announcement). In the same announcement, Biocon noted its integrated insulin manufacturing facility in Malaysia was approved by EMA following a July 2022 site inspection. Below FENIX provides brief thoughts on the new CRL and potential impact on the bs-aspart approval timeline.

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