Category Archives: Topics

First Results for Bayer’s FIDELIO @ Kidney Week; ASN High-impact Trials Released

On Friday Oct 9, ASN posted more sessions for Virtual Kidney Week. Importantly, Bayer’s FIDELIO-DKD trial for finerenone will seemingly have first results presented during Kidney Week, rather than at Virtual AHA (previous FENIX insight). Below, FENIX provides a bit more detail and thought on a dynamic 3-4 weeks between Kidney Week and AHA.

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Novo Launches the First Rybelsus Video DTC campaign; New Omnipod DTC from Insulet

Two new DTC commercials have recently been observed: Novo Nordisk launched a Rybelsus video DTC called “Wake Up” and Insulet initiated an Omnipod video DTC called “Simplify Life with Omnipod.” Of note, this is the first Rybelsus video DTC to be observed since the Rybelsus US approval in September 2019. Below, FENIX provides analyses for both of the DTC commercials, including insight into the ongoing Rybelsus launch.

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GALACTIC-HF Results Disappoint; Omecamtiv Approval, but Utility is Questionable

Amgen, Cytokinetics, and Servier announced topline results from the Ph3 GALACTIC–HF trial, evaluating omecamtiv mecarbil in patients with HFrEF. Results demonstrated a statistically significant 8% RRR in the primary composite endpoint (CV death or HF events) but failed to show a benefit in CV death alone. Below, FENIX provides an overview of the topline data and thoughts on the results.

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Lilly and Dexcom Partner to Promote Lyumjev and G6 CGM; Omar Ishrak to Retire from Medtronic; Patia BioPharma and Precision Diabetes Partner for Diabetes Diagnostics; Capillary Bio Receives $1.5M Loan from Helmsley

A series of diabetes-related news items have been observed: Lilly and Dexcom announced a partnership to launch a joint program for US HCPs, focusing on Lyumjev and G6 CGM’s role in PPG control; Medtronic announced its former CEO, Omar Ishrak, will retire as Executive Chairman and Chairman of the Board, succeeded by CEO, Geoff Martha; Patia Biopharma and Precision Diabetes announced a partnership for diabetes diagnostics; and Capillary Biomedical announced it has received a $1.5M loan from the Helmsley Charitable Trust to conduct trials for an extended-wear infusion set. Below, FENIX provides highlights and insights from the respective news items.

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Sotagliflozin, Finerenone, and Omecamtiv CVOTs @ AHA 2020

The AHA 2020 late-breaking abstract titles have been published and include the sotagliflozin (SOLOIST-WHF and SCORED), finerenone (FIDELIO-DKD), and omecamtiv mecarbil (GALACTIC-HF) CVOTs (view all AHA late-breaking topics here). Recall, Bayer announced positive topline results from FIDELIO-DKD in July 2020 (previous FENIX insight). Lexicon has not released any topline results from the SOLOIST-WHF and SCORED trials, which were closed out early following the Sanofi partnership dissolution (previous FENIX insight). As such, the SCORED and SOLOIST-WHF results are highly anticipated.

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Senseonics Files 180-Day Implantable CGM sPMA; Beyond Type 1 Launches Insulin Affordability Resource; KDIGO Releases New 2020 T2DM+CKD Guidelines

A series of diabetes-related news items have been observed: Senseonics announced the sPMA filing of its 180-day implantable CGM; Beyond Type 1 launched GetInsulin.org as a tool to connect PWD to insulin assistance programs and low-cost insulin solutions (press release); and Kidney Disease: Improving Global Outcomes (KDIGO) recently released its first-ever T2DM CKD guidelines, called 2020 Clinical Practice Guideline for Diabetes Management in CKD (view press release; view complete document here). Below, FENIX provides highlights and insight from the respective news items.

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Farxiga Receives Breakthrough Therapy Designation for CKD

AstraZeneca announced FDA granted Breakthrough Therapy Designation (BTD) to Farxiga for the treatment of chronic kidney disease in patients with and without diabetes. Below, FENIX provides thoughts on the impending DAPA-CKD regulatory review in the context of Janssen’s CREDENCE and readthrough to BI/Lilly’s EMPA-KIDNEY.

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Precision Biosciences Highlights First Patient Dosed with BCMA CAR-T PBCAR269A; PBCAR0191 Clinical Updates Delayed to YE; Q2 2020 Earnings Summary

On Thursday, August 13, Precision Biosciences released their Q2 2020 financial results (press release). While no new data was presented, Precision highlighted that the first patient was dosed with PBCAR269A (an allogeneic BCMA CAR-T) for the Ph1/2 trial in r/r MM. Moreover, management confirmed that interim data from the PBCAR0191 (an allogeneic CD19 CAR-T) Ph1 study in ≥3L r/r NHL and r/r ALL will be delayed due to the COVID-19 pandemic. Below, Celltelligence provides thoughts on key competitors Precision and Allogene’s position within the allogeneic BCMA CAR-T setting and the possibility for a PBCAR0191 presentation at ASH 2020.

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Provention Bio Launches T1DM Screening Awareness Campaign

Provention Bio announced that yesterday, the company launched a national campaign to bring awareness to the importance of screening people with a family history of T1DM. The campaign is made of two complementary modules: Connected by T1D (for providers) and Type 1 Tested (for patients). The campaign initiation follows Provention’s announcement that the clinical module for the teplizumab BLA rolling submission has been submitted to FDA, leaving only the final CMC module to be submitted later this year. Below, FENIX provides thoughts on the campaign in the context of the FDA review of teplizumab.

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