Category Archives: Topics

Novartis Resubmits Inclisiran NDA; Provention Bio Receives CRL for Teplizumab

Two cardiometabolic-related news items have been observed: Novartis announced the inclisiran NDA has been resubmitted to FDA and Provention Bio announced it received a CRL from FDA for the teplizumab BLA citing the need for additional data regarding PK comparability. Of note, the Provention Bio CRL did not cite any clinical deficiencies related to the efficacy and safety data packages and confirmed the acceptability of the proposed proprietary name for teplizumab, Tzield. Below, FENIX provides highlights and insights from the respective news items.

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Jardiance Positive HFpEF Topline Results (EMPEROR-Preserved)

BI/Lilly announced positive topline results from the Ph3 EMPEROR-Preserved trial, but it did not provide any information on the magnitude of effect. For context, EMPEROR-Preserved was evaluating 10mg empagliflozin in 5,988 adults with HFpEF, regardless of whether they have diabetes. Full results from EMPEROR-Preserved are scheduled to be presented as a Hot Line session at ESC 2021 on August 27. Below, FENIX provides a preliminary favors/disfavors analysis, including thoughts on how Lexicon’s sotagliflozin may still have residual value.

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Why Lilly Will Terminate GGG; Lilly ADA 2021 Investor Update

Lilly hosted an ADA investor event in which the company covered tirzepatide, tri-agonist GGG, QW basal insulin, oral incretins, and a summary slide of Lilly’s CVRM R&D portfolio. Below, FENIX provides highlights and insights from the event, including why GGG won’t progress beyond Ph2.

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ADA 2021 Key Press Releases (June 29)

On the final day of ADA 2021, six cardiometabolic-related press releases were observed from Novo/Walmart, Lilly, Lexicon, Hanmi, Dario, and Adocia. Below, FENIX provides context and analysis for the announcements, including an RAI price-ranking following the Novo/Walmart partnership for ReliOn NovoLog.

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ADA 2021 Key Press Releases (June 28)

On day four of ADA 2021, eight cardiometabolic-related news items were observed from Bigfoot, AZ, Mannkind, Medtronic, Senseonics, BI/Lilly, Sanofi, and REMD Biotherapeutics. Below, FENIX provides context and analysis for the announcements, including thoughts on how the ALT increases observed in REMD’s Ph2 volagidemab trial could spell disaster in Ph3.

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Novo Dual Agonist T2DM Intentions Disclosed at ADA Investor Event; Lilly Could Pursue Hypo Claim vs. Degludec in QW Basal Ph3

Two cardiometabolic presentations from Novo Nordisk and Lilly have recently been observed: Novo hosted an ADA investor event and Lilly presented CGM data from the Ph2 QW insulin trial at ADA 2021. Below, FENIX provides insight on what Novo really hopes to accomplish vs. tirzepatide, and how Lilly may pursue a hypo reduction claim vs. degludec for its QW basal insulin.

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ADA 2021 Key Press Releases (June 27)

On day three of ADA 2021, five cardiometabolic-related news items were observed from Novo Nordisk, Lilly, Insulet, Beta Bionics, and Tandem. Below, FENIX provides context and analysis for the announcements.

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Wegovy Website Analysis

There have been no cardiometabolic press releases observed yet on the second day of ADA 2021. However, it appears that Novo Nordisk has recently launched the Wegovy patient website. Of note, the HCP website is not yet live as the wegovypro.com URL redirects to NovoMedLink. Below, FENIX provides an analysis of the Wegovy patient website and insights as to when to expect a DTC campaign launch.

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ADA 2021 Key Press Releases (June 25)

On the first day of ADA 2021, eleven cardiometabolic-related news items were observed from Medtronic, Lilly, AstraZeneca, CeQur, Abbott, Onduo, Glooko, Mannkind, ViaCyte, Glytec, and Akero. Below, FENIX provides context and analysis for the announcements.

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Bigfoot Unity and Zegalogue RTU Dasiglucagon Now Available in the US; Carmot Initiates GIP/GLP Trial in Obesity and T2DM; Dexcom Launches TIR Educational Campaign; Dario Selected as Digital Health Provider for Coastal Family Health Center

Ahead of the 2021 ADA conference (June 25-29), a series of cardiometabolic-related news items have been observed: Bigfoot announced the Bigfoot Unity connected system is now available in select markets across the US; Zealand announced US commercial availability of its dasiglucagon hypoglycemia product, Zegalogue; Carmot Therapeutics announced initiation of a Ph1 trial evaluating a QW dual GLP-1/GIP RA, CT-388; Dexcom announced the launch of an awareness and educational campaign called The Global Movement for Time in Range; and Dario Health announced it was selected as a digital health provider for Coastal Family Health Center. Below, FENIX provides highlights and insights for the respective news items.

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