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.
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.
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.
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.
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.
A series of diabetes-related news has come out today including Sanofi’s plan to unveil its new business strategy during an Investor Day in December. Additionally, Novo Nordisk announced a partnership with Noom for a digital obesity coaching solution, and Lifescan is engaging with Willis Towers Watson to expand access to the OneTouch Reveal Plus digital platform. Below, FENIX provides thoughts and analysis for each respective news item.
On the third day of EASD, 2 key press releases and one new clinical trial were observed. Of note, results from Novo Nordisk’s H2H Tresiba vs. Toujeo trial (CONCLUDE) were presented but a Novo press release was not observed. There is a dedicated session on CONCLUDE tomorrow (September 19) from 12-1pm local time. Below FENIX provides insights and context from each respective announcement.
Zafgen announced that it is planning to “strategic options to maximize shareholder value,” including a merger, acquisition, or in-licensing opportunity. Following preliminary data from a new animal study, Zafgen believes that in the short-term, there is a low probability of resolving the clinical hold placed on ZGN-1061. Below, FENIX provides brief thoughts on potential outcomes for Zafgen and ZGN-1061.
Three key pieces of news have recently been observed: Biocon/Mylan received a CRL from FDA regarding their bs-glargine Malaysian manufacturing facility, Boehringer Ingelheim is advancing its dual agonist into Ph2 (licensed from Zealand), and Vertex entered into a definitive agreement to acquire Semma Therapeutics. Below, FENIX provides thoughts and insights on the respective news items including the uncertainty around Biocon/Mylan’s glargine in the context of the merger with Pfizer.
To celebrate our new office in Barcelona, FENIX will host a social event during EASD on Monday, September 16, 2019, from 7-10pm CET. The venue is in the heart of the city at: Cheri Restaurant (Carrer d’Enric Granados, 122, Barcelona https://goo.gl/maps/r4XujW93NVifKX7MA)
A new Novo Nordisk Ph1 first-in-human trial for an unknown compound (NNC0385-0434) has been observed on CT.gov. According to the CT.gov record, the trial will evaluate a single subcutaneous injection of NNC0385-0434 in both healthy volunteers and in patients with hypercholesterolemia. Below, FENIX provides potential insights into the new compound.