Category Archives: Topics

JPM 2022 Day 3: Akebia, Ionis, and Hikma; Oramed Provides Updates on Ph3 Oral Insulin Program

On the third day of JPM 2022, FENIX has provided coverage of presentations by major CVRM companies including Akebia, Ionis, and Hikma. Additionally, a separate cardiometabolic-related news item has been observed: Oramed issued an annual message to shareholders and provided an update on the ORMD-0801 Ph3 oral insulin program for T2DM (view press release). Below, FENIX provides a topline summary of key takeaways followed by more in-depth coverage.

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JPM 2022 Day 2: LLY, ABT, AMRN, SNY, AMGN, RHHBY, and TEVA

On the second day of JPM 2022, FENIX has provided coverage of presentations by major CVRM companies including Lilly, Abbott, Amarin, Sanofi, Amgen, Roche, and Teva. Below, FENIX provides a topline summary of key takeaways followed by more in-depth coverage

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JPM 2022 Day 1: DXCM, NVS, BAYRY, MDT, TDOC, VRTX; Sanofi Partners with BrightInsight; Viking Initiates GLP-1/GIP Dual Agonist Ph1 Trial

On the first day of JPM 2022, FENIX has provided coverage of presentations by major CVRM companies including Dexcom, Novartis, Bayer, Medtronic, Teladoc, Vertex, Pfizer, Merck, and JNJ. Additionally, two separate cardiometabolic-related news items have been observed: Sanofi announced a partnership with BrightInsight for a digital companion app (potentially for diabetes); and Viking Therapeutics announced the initiation of a Ph1 trial evaluating its novel GLP-1+GIP dual agonist (VK2735). Below, FENIX provides a topline summary of key takeaways followed by more in-depth coverage.

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Senseonics Announces FDA Review for 180-day CGM Nearing Completion; Alnylam and Novartis Announce Collaboration for Liver Failure

Two cardiometabolic-related news items have recently been observed: Senseonics announced updates to its business, including an anticipated PMA supplement approval for its Eversense 180-day CGM “in the coming weeks”; and Alnylam and Novartis announced an exclusive three-year research collaboration to develop an siRNA-based targeted therapy for end-stage liver diseases. Below, FENIX provides highlights and insights for the respective new items.

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Abbott Announces New Category of Biowearables at CES 2022

During Abbott’s Keynote at CES 2022, Abbott announced plans to develop a new category of consumer Biowearables called “Lingo” designed to help people “understand their body’s unique language” (view Keynote Speech here starting at 1:22:22). These new sensors will separately monitor glucose, ketones, lactate, and alcohol biomarkers to allow patients to make better decisions about general health, nutrition, and athletic performance (view image below). Abbott did not disclose details on the launch timing; however, the company may provide additional context during its upcoming JPM Healthcare Conference presentation on Tuesday, January 11, 2022 at 9:00 AM ET. Below, FENIX provides insights on Abbott’s Lingo platform, including thoughts on how Dexcom’s G7 may be a catalyst for it to also expand into the wellness category.

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Holiday Hangover: Novo Completes Dicerna Acquisition; FDA Approves Novartis’s Leqvio; Lexicon Submits NDA for Sotagliflozin; CMS Medicare Coverage Expansion Includes Non-adjunctive CGMs; Viatris Beats Sanofi’s Insulin-Pen Patent Invalidation Appeal; Beta Bionics iLet Bionic Pancreas Pivotal Trials Update

During the holiday break, a series of cardiometabolic-related news items were observed from Novo Nordisk, Novartis, Lexicon, Medtronic, Viatris, and Beta Bionics. Below, FENIX provides highlights and insights for the respective news items.

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Novo Hosts Wegovy Shortage Call with Investors; Lannett Files Bs-glargine IND; Provention Adds New Management; Intercept NASH Data Delayed

A series of CVRM-related news items have been observed: Novo Nordisk hosted a call with investors to provide additional information and context on the recent announcement regarding its Wegovy supply constraints (view slides); Lannett announced it has filed an IND for its bs-glargine with the pivotal trial to begin in March 2022; Provention Bio announced it has expanded its executive team; and Intercept announced its Ph3 REVERSE trial topline data readout will be delayed to Q1 ’22. Below, FENIX provides highlights and insights from the respective news items.

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Novo Faces New Wegovy Supply Shortage

Novo Nordisk announced it is facing new Wegovy supply challenges in the US, and Novo will not be able to meet demand through H1 ’22. Novo said it will prioritize patients who have already initiated Wegovy treatment. According to the press release, the contract manufacturer has temporarily stopped deliveries and manufacturing due to “issues with Good Manufacturing Practices.” Novo plans to host a call with investors on December 20, 2021 to further discuss the Wegovy supply issue. Below, FENIX provides brief thoughts on the impact to the Wegovy launch.

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Medtronic Diabetes Receives FDA Warning; Bigfoot Hires New Senior Leaders; Omada’s mHealth Programs Gain Preferred Status on Evernorth Digital Health Formulary

Three cardiometabolic-related news items have been observed: Medtronic announced it has received a warning letter from FDA on December 9, 2021 for its Diabetes Business headquarters in Northridge, CA; Bigfoot announced the appointment of three new senior leaders; and Omada Health announced that its cardiometabolic digital chronic care programs will be included on the Evernorth Digital Health Formulary. Below, FENIX provides highlights and insights for the respective new items.

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Lilly Hosts 2021 Investment Community Meeting

Lilly hosted its 2021 Investment Community Meeting (view presentation replay; view diabetes/obesity slides). During the event, Lilly highlighted a new strategy to expand its focus beyond diabetes to include obesity-related diseases (e.g. CV, liver, and kidney) by leveraging tirzepatide’s best-in-class profile. As part of the update, Lilly also provided an overview of the Ph3 QW insulin program as well as an overview of its early CVRM pipeline assets. Below, FENIX provides highlights and insights from the call.

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