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High-dose Trulicity, DAPA-HF and Gvoke up for Opinions; CHMP Agenda September 14-17

The CHMP agenda for this month (September 14-17) has been released, and it includes three notable items: high-dose Trulicity, Dapa-HF, Xeris’s Gvoke, as well as several other agenda items. Below, FENIX provides diabetes-related highlights and insights from the September 2020 CHMP agenda.

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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Thoughts on Newly Permanent Lilly Insulin+Baqsimi Copay Cards; New Novo+ACC ASCVD Registry; ProSciento Receives VC Investment

A series of diabetes-related news items have been observed: Lilly permanently committed to the Insulin Value Program $35 copay card besides other savings options for Humulin R U500 and Baqsimi; Novo Nordisk and ACC are launching a new ASCVD T2DM registry; and ProSciento closed a venture capital funding round. Below, FENIX provides an overview of the respective news items as well as thoughts on the economic benefit of the $35 insulin copay card compared to Semglee in addition to how the ACC partnership is beneficial to Novo.

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.

New Tirzepatide + Glargine U100 vs. Basal-Bolus Trial (SURPASS-6)

A new CT.gov record has been observed for a Lilly-sponsored Ph3 trial (SURPASS-6) comparing the safety and efficacy of tirzepatide vs. insulin lispro U100 in T2DM patients inadequately controlled on glargine U100 with or without metformin. Below, FENIX provides an overview of SURPASS-6 as well as insight into why the trial makes sense in the context of similar LCM trials conducted for Ozempic, Trulicity, Tanzeum, and Bydureon.

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.

Thoughts on Autolus’s CAR-T Program; Q2 2020 Earnings Call

On Thursday, August 6, Autolus held their Q2 2020 earnings call (press release/ presentation). The company announced that updated data from the AUTO3 Ph1/2 ALEXANDER study in ≥3L DLBCL will be presented at ESMO on September 18, 2020. In addition, management stated that they have experienced minimal interruption to their clinical program from COVID-19, except for the Ph1 AUTO4 trial (≥2L r/r TRBC1+ TCL) where data readout has been delayed from Q4 2020 to H1 2021. Below, Celltelligence provides key takeaways from the call, and thoughts on how Autolus’s CAR-T program, particularly in ALL (AUTO1) and DLBCL (AUTO3), may be able to compete with CAR-T leaders Novartis, Gilead, and BMS.

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.

Danilo Verge and David Kendall Join Zealand

Zealand announced it has appointed Danilo Verge and David Kendall to lead the company’s Medical Affairs organization. Verge, the former VP of AZ CVRM and VP of Novo Medical Affairs USA, will serve as Zealand’s Head of Global Medical Affairs for Zealand’s metabolic and gastrointestinal franchises (pictured bottom left; view LinkedIn profile). Kendall, former CMO at MannKind and VP of Lilly Global Medical Affairs, will serve as Senior Global Medical Advisor Metabolism (pictured bottom right; view LinkedIn profile). Below, FENIX provides thoughts on the new leadership in the context of Zealand’s emerging commercial business as well as Verge and Kendall’s moves.

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.

Gilead Highlights No Impact of COVID-19 on Yescarta Sales; Two New LCM Initiatives for Yescarta; Q2 2020 Earnings Call Summary

On Thursday, July 30, Gilead held their Q2 2020 earnings call (press release / financial report / presentation). The company highlighted resilient Yescarta sales despite the COVID-19 pandemic, growing 11% QoQ and 37% YoY WW. Of note, Gilead highlighted the recent approval of Tecartus and ongoing LCM efforts for both approved CAR-T’s. Below Celltelligence highlights key LCM initiatives for 2021 and the significance of a synergistic authorized treatment center (ATC) onboarding protocol for Gilead.

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.

High-dose Trulicity Approved by FDA

Lilly announced FDA approval of high-dose Trulicity (3.0 and 4.5mg; view updated label here) which is in-line with FENIX’s projection of August-September 2020 (previous FENIX insight). Per the updated Trulicity label, patients requiring additional glycemic control can uptitrate to the 3.0mg Trulicity dose after 4 weeks on the 1.5mg dose. An additional 4 weeks on the 3.0mg dose is required before moving to the 4.5mg dose. Below, FENIX provides an overview of the high-dose Trulicity label update and additional thoughts its approval.

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.

Medtronic to Restructure Business; Nemaura proBEAT and sugarBEAT Launch Updates

Two diabetes-related news items have been observed: yesterday, Medtronic filed a form 8-K, reporting that the company is reorganizing its current business with the intention of saving ~$450M annually (view Form 8-K) and Nemaura Medical presented at the LD 500 virtual investor conference and discussed updates to its sugarBEAT and proBEAT US and ex-US commercial plans (press release; view presentation). Below, FENIX provides insight into how the Medtronic reorganization may impact its diabetes business as well as an updated perspective on the potential impact of Nemaura’s non-invasive CGM.

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bluebird bio Highlights Ide-cel Resubmission; Q2 2020 Earnings Call

On Wednesday, August 5, bluebird bio released their Q2 2020 financial results (press release). No new data was reported; however, the company highlighted the successful resubmission of their ide-cel BLA application. Below, Celltelligence provides insights on ide-cel’s potential approval date in the EU and a possible alternative messaging strategy for the CAR-T in earlier lines of therapy.

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.

Former Head of BI Diabetes/CardioMetabolism Joins Novo

Boehringer Ingelheim’s former Head of Medicine for the Diabetes and CardioMetabolism business, Jyothis George (pictured below; view LinkedIn profile), has recently joined Novo Nordisk as the VP of Clinical, Medical, and Regulatory for Northwest Europe. Below, FENIX provides thoughts on George’s move, including insight into why it seems to make sense given Novo’s expanding focus beyond diabetes.

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.