Category Archives: Topics

Two New Gracell Early Ph1 Trials in MM and NHL Posted

Two new early Ph1 trials from Gracell have been observed on CT.gov: a BCMA/CD19 dual CAR-T in ≥4L R/R MM and another trial evaluating GC022F, a CD22 CAR-T rapidly manufactured <24 hours in ≥2L R/R NHL. Interestingly, both trials are being conducted at the same hospital. Below, FENIX provides insights on these new trials, particularly around how a BCMA/CD19 dual CAR-T could differentiate Gracell within the crowded BCMA MM space.

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CREDENCE Approved by EC

Late yesterday, Janssen’s EU partner, Mundipharma, announced the European Commission approved the Invokana renal protection indication based on results from the CREDENCE  renal outcomes study (view the updated summary of product characteristics here). Recall, CREDENCE received a positive CHMP opinion on May 29, 2020 (previous FENIX insight). Below, FENIX provides brief thoughts on the EC approval and expanded market potential.

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Xeris Launches Gvoke HypoPen Autoinjector

Xeris announced the launch of its Gvoke HypoPen autoinjector (pictured below) for the treatment of severe hypoglycemia. The Gvoke website has also been updated, and it now includes a patient DTC video for HypoPen (view here). Below, FENIX provides thoughts on the Gvoke HypoPen launch as well as an analysis of the new DTC campaign in the context of Lilly’s Baqsimi (nasal glucagon) launch.

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UnitedHealth to Cover Tandem Pumps

Several equity research analyst sources are reporting UnitedHealth Group is now covering Tandem’s insulin pumps (view article here). Although an official policy document from UnitedHealth (UNH) could not be found in a timely manner, FENIX provides brief thoughts on the United coverage in the context of the previous exclusive agreement between United/Medtronic as well as Tandem’s recent FDA pediatric approval for Control IQ.

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Biocorp Partners with Roche in France for Mallya Distribution

Biocorp announced it has signed an agreement with Roche Diabetes Care France for the distribution of Biocorp’s Mallya device in France. Recall, Mallya turns any disposable or reusable insulin pen into a connected device that collects dosing information and sends it to a companion app. Below, FENIX provides thoughts on the Biocorp/Roche partnership in the context of Biocorp’s other partnerships, notably Sanofi, WaveForm (formerly AgaMatrix), and DreaMed.

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Abbott/Tandem Finalize AID Partnership; What is Tandem’s Role?

Abbott and Tandem Diabetes Care announced the finalization of an agreement for the two companies to develop and commercialize “integrated diabetes solutions.” Recall, the companies first announced their intention to work together in October 2019 (previous FENIX insight). Below, FENIX provides thoughts on the partnership, including potential insight into how Abbott may be leveraging the Tandem partnership to deal with the Libre 2 Vitamin C interference issue.

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Menarini Launches GlucoMen CGM in Europe

Menarini announced its GlucoMen Day CGM is now broadly available in Europe through Menarini’s affiliates and partners (in territories not directly covered by Menarini). Recall, in April 2019, WaveForm (formerly AgaMatrix) partnered with Menarini to market the CGM in ex-US geographies (previous FENIX insight). WaveForm received CE Mark for the CGM in November 2019 (previous FENIX insight). Below, FENIX provides thoughts on the market potential for GlucoMen in the context of its key differentiators (e.g. needle-less insertion sensor insertion).

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Lilly Launches Educational Initiative; Thane Wettig Joins FibroGen; Tandem Acquires Sugarmate; BI Doses First Patient in Ph2 Dual-agonist Trial; IM Therapeutics Doses First Patient with Novel T1DM Therapy

Five diabetes-related news items have been observed: Lilly initiated a hypoglycemia awareness campaign; former Lilly and Intarcia executive, Thane Wettig, joins FibroGen; Tandem announced the acquisition of Sugarmate; and more. Below, FENIX provides highlights and insights on the respective news items.

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Lyumjev (ultra-rapid lispro) Label Analysis and Supply Conversion Thoughts

Last week, FDA approved Lilly’s ultra-rapid lispro as “Lyumjev,” pronounced [LOOM-jehv] as the second ultra rapid-acting injectable insulin behind Novo’s Fiasp. Of note, the generic name for Lyumjev is lispro-aabc. Below, FENIX provides an in-depth Lyumjev label analysis, including a comparison with Novo on RAI supply conversion strategy, and potential insights into Lilly’s connected pen solution.

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