Category Archives: Topics

VERTIS-CV Questions Remain; Dexcom Partnered for COVID-19 Remote Monitoring; New Libre RWE; Nemaura Continues PR Blitz; ADA Key Press Releases (June 16)

On the final day of ADA 2020, four diabetes-related news items were observed: full results from the ertugliflozin VERTIS-CV study, Dexcom partnered with KORE for COVID-19 remote monitoring, additional Libre RWE, Nemaura continues on its ADA PR blitz. Below, FENIX provides context and analysis for the announcements.

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Dapa Reduces Progression to T2DM; Teplizumab Continues to Delay T1DM Onset; Arecor AT247 Faster than Fiasp; ADA Key Press Releases (June 15)

Today, twelve diabetes-related news items were observed: DAPA-HF delays T2DM onset, teplizumab follow-up results, Arecor uRAI Ph1 data, new Afrezza practical data, Diasome HDV Ph2 results, Hua Medicine Ph3 GKA data, ORMD-0801 in NASH, Glytec CGM POC data, Biolinq’s first-in-human CGM data, and more. Below, FENIX provides context and analysis for the announcements.

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Lilly’s Lyumjev FDA Approved (ultra-rapid lispro)

Today, FDA posted a label for Lyumjev (ultra-rapid lispro) in the Drugs@FDA database ahead of a Lilly press release (see direct link here to the label in PDF). FENIX will have a full label analysis in the coming days.

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Libre 2 US Approval Was Worth the Wait for Abbott, but Not Its Pump Partners

Abbott announced FDA approval of the Libre 2 iCGM in patients 4 years of age and older; however, the initial approval comes without closed-loop compatibility. According to FDA’s 510(k) database, Libre 2 was approved on Friday, June 12, but FDA typically doesn’t update the database until Monday. Recall, Libre 2 approval had been delayed for undisclosed reasons, but FENIX recently anticipated a near-term US approval with the closure of Bigfoot’s Series C (previous FENIX insight). Below, FENIX provides thoughts on the Libre 2 approval, a comparative analysis with the Dexcom G6, and potential implications to other CGM manufacturers including Medtronic, Senseonics, Lifescan, Waveform, and Nemaura.

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Novo QW Insulin Icodec Ph2 Data; Lilly Pump Feasibility Data; New Dasiglucagon Data; January.ai Glucose Prediction Algorithm; Key Press Releases (June 14)

Today, four diabetes-related news items were observed: Novo presented Ph2 QW insulin icodec data in T2DM, Lilly presented feasibility data for its automated insulin delivery system, Zealand presented additional dasiglucagon data (including pediatrics), and January.ai showcased its new glucose prediction algorithm. Below, FENIX provides context and analysis for the announcements.

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Trulicity, Ozempic, Afrezza, Libre, Control IQ, and Onduo RWE at ADA 2020; Sota T2DM CKD Data; vTv Presents TTP399 Ph2 Results; ADA 2020 Key Press Releases (June 13)

Today, nine diabetes-related news items were observed: Trulicity, Ozempic, Afrezza, Libre, Control IQ, and Onduo RWE data were presented at ADA 2020 as well as new data from Lexicon (sota T2DM Ph3 CKD), vTv (Ph2 Simplici-T1), and Zealand (V-Go patch pump). Below, FENIX provides context and analysis for the announcements.

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Medtronic 780G Data Impresses, but CGM Remains a Weak Point; Medtronic ADA 2020 Investor Event

Medtronic hosted its annual ADA investor event (view slides) and provided a strategic update to the company’s diabetes business. Medtronic also highlighted the 780G Advanced Hybrid Closed-loop data presented at today’s ADA conference as well as a pipeline update, including the CGM sensor roadmap. Furthermore, Medtronic announced a $337M investment from Blackstone Life Sciences (view press release) to support undisclosed diabetes development programs. Below, FENIX provides highlights from the Medtronic ADA investor event and insight into the potential market implications of 780G and Medtronic’s next-gen CGM platform.

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Novo Reports Final Sema Obesity Ph3 Topline Data; Jim Malone Joins Bigfoot; ADA 2020 Key Press Releases (June 12)

Today, two diabetes-related news items were observed: Novo reported topline results from the final semaglutide obesity Ph3a trials (STEP 2 and 3) and Bigfoot appointed Jim Malone as the company’s new CMO. Recall, Malone previously served as a Senior Medical Director for Lilly where he was responsible for the global development of Lilly insulin products and insulin delivery devices, including connected care. Below, FENIX provides context and analysis for the announcements. Medtronic-related coverage will be provided in a separate blast after their investor call.

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