Category Archives: Topics

New BI/Zealand Trials in NASH and Obesity; vTv Granted BTD for TTP399; Jaguar Gene Therapy $139M Series B; CeQur $115M Series C5; Nemaura Launches BEATdiabetes App and proBEAT CGM Pilot; BioCorp/Roche Launch Mallya in France; Amarin CEO to Retire

A series of cardiometabolic-related new items have recently been observed from Boehringer Ingelheim/Zealand, vTv Therapeutics, Jaguar Gene Therapy, CeQur, Nemaura Medical, Biocorp/Roche, and Amarin. Below, FENIX provides highlights and insights for the respective news items.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Novo Connected Pens Now Integrate with mySugr; Abbott Partners with Olympic Runner for Libre Sense Glucose Biosensor; New Non-invasive Glucose Monitoring Meter?

A series of diabetes-related news items have recently been observed: mySugr announced the integration of the Novo Nordisk NovoPen 6 and NovoPen Echo Plus connected pens into the mySugr Logbook on iOS; Abbott announced a partnership with Olympic runner, Eliud Kipchoge, and the NN Running Team to support their athletic training program through the use of Abbott’s Libre Sense Glucose Sport Biosensor; and Dongwoon Anatech is seeking US and Korean regulatory approvals for a saliva-based glucose monitor, called D-SaLife. Below, FENIX provides highlights and insights for the respective news items.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Provention Bio Delay Appears Inevitable; Better Therapeutics To Go Public; Dexcom G6 Direct Distribution in the Netherlands; Sanofi Furthers Social Responsibility Outreach; Medtronic Commits to Three Initiatives to Address Healthcare Equity; Expanded Access to CGM and Insulin Pumps in Canada

A series of cardiometabolic-related news items have recently been observed from Provention Bio, Better Therapeutics, Dexcom, Sanofi, Medtronic, and JDRF Canada. Below, FENIX provides highlights and insights for the respective news items, including thoughts on how bad the teplizumab delay may really be.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Roxa Data Hiccup Embarrassing But Not Catastrophic

Yesterday, Fibrogen issued a press release and hosted a call with investors in which the company provided clarification on certain prior disclosures of US primary CV safety analyses from the roxadustat Ph3 program for the treatment of CKD anemia. According to the press release, while senior management was preparing for the roxadustat adcom (tentatively scheduled for July 15, 2021), it became clear that the “primary cardiovascular safety analyses included post-hoc changes to the stratification factors.” Below, FENIX provides thoughts from various angles that suggest the ~40% share price hit to Fibrogen is a non-contextualized Wall Street overreaction.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

AZ and Mass Gen Hospital Collaborate with AMAZE Platform; Ionis to Reduce Akcea Workforce by ~70%; Galectin Launches Website for NAVIGATE Trial in NASH; Blue Shield of California Adds Two New Services to Wellvolution Platform

A series of cardiometabolic-related news items have been observed: AstraZeneca announced a collaboration agreement with Massachusetts General Hospital to utilize the AMAZE platform in two pivotal, real-world studies for HF and asthma; Ionis disclosed a reorganization of its Akcea business, including a workforce reduction of nearly 70%; Galectin Therapeutics announced the launch of NAVIGATEnash.com to highlight the Ph2b/3 trial and educate HCPs and patients on liver cirrhosis from NASH; and Blue Shield of California announced the addition of two new services to its Wellvolution platform to provide personalized care and nutrition support for patients with T2DM. Below, FENIX provides highlights and insights for the respective news items.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Thoughts on Novo/Mylan (Viatris) Dismissing Their Victoza Patent Dispute; Did Viatris Just Abandon Its Generic?

On March 31, 2021, Novo Nordisk and Mylan (now Viatris) dismissed all claims from a US patent dispute over generic Victoza (view court documents). Recall, in August 2019, Novo filed a lawsuit against Mylan over Mylan’s ANDA Paragraph IV filing of a generic Victoza asserting that it was infringing upon 7 Novo patents. No further details regarding the agreement to dismiss the case were disclosed, and neither Novo nor Viatris has issued a press release. Below, FENIX provides thoughts on the litigation dismissal and how the evolving GLP-1RA market dynamics through 2025 could suggest Viatris will no longer pursue generic Victoza in the US.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Dexcom and Welldoc Expand Partnership for T2DM

Dexcom and Welldoc announced “the first customer for a new integrated offering to drive improved health for people with Type 2 diabetes,” which is thought to mean the companies are transitioning from an integration/development focus to a commercial collaboration. According to the press release, the expanded partnership will combine real-time CGM and “AI-driven digital health coaching” to improve the management of T2DM. Below, FENIX provides thoughts on why the Dexcom/Welldoc collaboration makes sense as well as insight into the impending battle between AI and human coaching tools.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Novo Initiates Ph3 Sema NASH Trial; BrightInsight Secures $101M in Series C Funding; Amarin Receives EC Approval for Vazkepa CV Risk Reduction; Glytec Updates Glucommander Insulin Dosing Algorithm; Voluntis FY ’20 Earnings Update

A series of cardiometabolic-related news items have been observed: a CT.gov record for Novo Nordisk’s first Ph3 semaglutide NASH trial has been observed; BrightInsight announced it has raised $101M in Series C financing; Amarin announced EC approval of Vazkepa (icosapent ethyl) to reduce the risk of CV events in high-risk, statin-treated adults with elevated triglycerides (≥150 mg/dL) and either established CVD or diabetes and at least one additional CV risk factor; Glytec announced updates to its Glucommander algorithm; and Voluntis announced its FY 2020 results. Below, FENIX provides highlights and insights for the respective news items.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

New Medtronic/InPen MDI Basal+Bolus Advisement Connected System

A trial for a new Medtronic Guardian Connect CGM + connected insulin pen has been observed (view CT.gov record). Interestingly, the CT.gov record states the trial will use the Guardian Connect CGM, smart insulin pens, InPen Diabetes Management app, and a new device referred to as the “InPen Basal smart cap.” Below, FENIX provides an overview of the trial, insight into the potential features of the InPen Basal smart cap, and why this new product may be a reason to adopt a Medtronic solution over a Dexcom solution.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Novo’s Oral Sema Alzheimer’s Studies Posted on CT.gov; Saxenda Receives Positive CHMP Opinion

Two cardiometabolic-related news items have been observed: the CT.gov records for Novo’s oral semaglutide Ph3 Alzheimer’s disease trials have been posted and Novo Nordisk announced Saxenda received a positive CHMP opinion for the treatment of obesity in adolescents. Below, FENIX provides highlights and insights for the respective items.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.