Category Archives: Topics

Thoughts on Bayer’s 2021 Capital Markets Day

Earlier this week, Bayer hosted its 2021 Capital Markets Day and provided a company-wide update (view transforming pharma slides; view pharma R&D slides). Bayer’s President of Pharmaceuticals, Stefan Oelrich, provided a strategic update on the business, insights into the ongoing transformation, and the path for creating value through 2024. Unsurprisingly, finerenone and Verquvo (vericiguat) were highlighted as key parts of the company’s return-to-growth strategy in the context of the impending Xarelto and Eylea LOEs. Below, FENIX provides highlights and insights from the Bayer 2021 CMD event related to CVRM.

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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Zealand Q4 ’20 Earnings Update; Nemaura Submits for sugarBEAT Reimbursement in Germany

Two diabetes-related news items have been observed: Zealand hosted its Q4 and FY 2020 earnings call (press release; slides); and Nemaura announced it has submitted sugarBEAT for reimbursement in Germany. In case you missed it, FENIX provided coverage of Zealand’s R&D Day on March 5, 2021 (previous FENIX insight). Below FENIX provides highlights and insights from the respective news items, including an analysis on whether Beta Bionics, who is partnered with Zealand for dasiglucagon, would launch the insulin-only iLet configuration or if it would wait for the bi-hormonal system.

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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Purchase Blast$599.00

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

Lexicon Confident in Sota HF Label After Entresto Approval; Lexicon Q4 and FY ’20 Earnings Update

Lexicon (press release) hosted its Q4 and FY ’20 earnings calls and provided updates to its diabetes business, including the company’s anticipated H2 ’21 sotagliflozin NDA filing for a heart failure indication. Recall, SOLOIST and SCORED positive results were first presented at AHA 2020 and published in the NEJM (SOLOIST-WHF publication and SCORED publication). Below, FENIX provides highlights and insights from the event.

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.

Lannett Receives FDA Feedback for Bs-glargine; Adocia Initiates Ph2 M1Pram Trial; Vertex Receives Fast Track Designation for VX-880 in T1DM; Welldoc Hires New CMO; Intercept CFO to Depart

A series of diabetes-related news items has been observed: Lannett announced it received FDA feedback regarding its biosimilar insulin glargine Ph3 program; Adocia announced the initiation of a Ph2 study evaluating M1Pram (pramlintide+insulin FRC) vs. Humalog in patients with T1DM; Vertex announced FDA granted Fast Track Designation to VX-880 for the treatment of T1DM; Welldoc announced the hiring of Marina Dorotheo as CMO; and Intercept announced the resignation of CFO, Sandip Kapadia. 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.

Xeris and Dario Q4 and FY ’20 Earnings Calls; Lilly Research Collaboration for Diabetes; Metacrine Initiates Ph2a Trial in NASH

A series of cardiometabolic-related news items have been observed: Xeris and Dario hosted their Q4 and FY ’20 earnings calls; Lilly announced it entered a research collaboration and license agreement with Biolojic Design for AI drug discovery of an antibody-based diabetes treatment; and Metacrine announced that it initiated a Ph2a trial of MET642 for the treatment of patients with NASH. Below, FENIX provides highlights and insights from 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.

Zealand R&D Day Highlights

Zealand hosted its R&D day (view slides) and provided updates to its diabetes and obesity development programs. Specifically, Zealand highlighted the near-term US approval and launch of the HypoPal glucagon rescue pen, medium-term development of the bi-hormonal iLet pump with Beta Bionics, and long-term research activities in obesity (e.g. amylin analog and GIP agonist). Below, FENIX provides highlights and insights from the events.

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.

Senseonics Q4 ’20 Earnings Update; Provention Bio Extended Follow-up Data Published; Voluntis Collaborates with Zendesk for Global Customer Support

A series of diabetes-related news items have been observed: Senseonics hosted its Q4 and FY ’20 earnings call; Provention Bio announced the extended follow-up data from the pivotal “At-Risk” TN-10 Study has been published in Science Translational Medicine; and Voluntis announced a collaboration with Zendesk to upgrade its global customer support infrastructure. 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.

Payback for Lilly as Tirzepatide Beats Ozempic in Ph3 SURPASS-2 H2H Trial

Lilly announced positive topline results from the H2H Ph3 SURPASS-2 trial comparing tirzepatide to 1.0 mg Ozempic in patients with T2DM.  Lilly’s CSO provided further commentary on tirzepatide and SURPASS-2 during the 2021 Cowen Health Care Conference. According to the press release, the 15mg tirzepatide dose reduced A1C by -2.46% and weight by -12.4kg in the SURPASS-2 trial. Further, the lowest dose of tirzepatide (5mg) reduced A1C by -2.09% and body weight by -7.8kg compared to 1.0mg injectable semaglutide at -1.86% and -6.2kg. Full results from SURPASS-2 are scheduled to be presented at ADA 2021 (June 25-29). Below, FENIX provides an overview of the topline SURPASS data, what tirzepatide list pricing could be, Novo’s potential counter-message, and a summary of Lilly management commentary from today at Cowen.

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.

BI and Gubra Partner for Obesity Drug Development; Diabeloop DBLG1 Integrates with Accu-Chek Insight Pump; Tandem Appoints Jordan Pinsker as VP and Medical Director

A series of cardiometabolic-related news items have been observed: Boehringer Ingelheim and Gubra announced a research and licensing agreement for discovering and evaluating targets and innovative peptide compounds for the treatment of obesity; Diabeloop announced the integration of the Accu-Chek Insight insulin pump into the DBLG1 System; Tandem announced Jordan Pinsker from Sansum has been appointed as VP and Medical Director. 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.

Viatris Generic Rybelsus in the Pipeline; Viatris 2021 Investor Day

Viatris hosted its first Investor Day (view slides), and the company provided updates across its diabetes generics and biosimilars portfolio. Importantly, the company disclosed plans to develop a generic version of Novo Nordisk’s Rybelsus (oral semaglutide). Below, FENIX provides brief highlights from the Investor Day as well as insight into challenges and questions of generic Rybelsus development.

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.