Category Archives: Topics

Lilly REWIND Approved for Primary and Secondary Prevention

Late Friday night, Lilly announced FDA approved the Trulicity CV protection indication based on results from the REWIND CVOT. Trulicity is now the first antihyperglycemic agent to also have a CV risk reduction indication for primary and secondary prevention. Of note, a warning for increased risk of diabetic retinopathy has also been added to the Trulicity label. Below, FENIX provides an analysis of the updated Trulicity label and market implications of the REWIND CV protection indication including readthrough to Ozempic and Rybelsus.

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Biocon Insulin Manufacturing Facility Fails Another FDA Inspection

Biocon issued a press release stating it received a Form 483 with three observations following an FDA inspection (Feb 10-21) of its Malaysian manufacturing facility. The deficiencies were noted by FDA during the pre-approval inspection for the company’s biosimilar glargine. Recall, during Biocon’s recent earnings call, Biocon disclosed FDA has set an action date in June 2020. Below, FENIX provides brief thoughts on the failed inspection and how it could impact US commercialization of its bs-glargine product.

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First Look at Sanofi’s Connected Insulin Pen Solutions?

During the ATTD 2020 conference, a slide was presented with what is possibly Sanofi’s connected insulin pen solutions. Below, FENIX provides pictures and brief thoughts on the potential Sanofi connected pen platform for disposable and reusable insulin pens.

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FDA Issues Final Rule on Definition of “biological product”; ATTD 2020 Key Press Releases (Feb 20)

On the second day of the ATTD 2020 conference, a series of diabetes-related press releases have been observed including Abbott Libre RWE, Tandem to file Control IQ for peds in March 2020, Roche’s new “InsulinStart” program, Companion Medical compatibility with Fiasp, and MannKind Afrezza PK and pulmonary function data. Separate from the conference, FDA announced that it has issued a final rule on the definition of a biological product ahead of the March 23, 2020 insulin reclassification from a drug to a biologic. Below, FENIX provides highlights and insights from the respective news items.

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Insulet Partners with Dexcom and Abbott; ATTD 2020 Key Press Releases (Feb 19)

With the start of the ATTD 2020 conference, a series of diabetes technology-related press releases have been observed including partnerships between Insulet/Dexcom, Insulet/Abbott, Dexcom/Dreamed, and Biocorp/iSage Rx. Additionally, Dario Health presented new data at ATTD 2020 for its connected BGM platform, and Diabeloop initiated a trial to support 510(k) clearance of its automated insulin delivery algorithm. Below, FENIX provides highlights and insights from the respective news items.

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Medtronic CY Q4 ’19 (FY Q3 ’20); Cigna Reimburses Eversense Implantable CGM; Diasome HDV-Lispro Ph2 Topline Data

Yesterday, a series of diabetes-related news were observed including Medtronic’s CY Q4 ’19 (FY Q3 ’20) earnings call, Senseonics’s positive coverage decision from Cigna for the Eversense implantable CGM, and Diasome’s topline data from its Ph2 OPTI-1 study. Below, FENIX provides highlights and insights from the respective news items.

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AstraZeneca Q4 ’19 Earnings Update

AstraZeneca hosted its Q4 ’19 and FY ’19 earnings call and provided updates to its diabetes business. Of note, AZ disclosed it received Fast Track designation for the development of cotadutide (dual GLP-1/GCG agonist) for the treatment of NASH. Below, FENIX provides highlights and insights from the call.

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Dexcom Q4 ’19 Earnings Update

Dexcom hosted its Q4 ’19 and FY ’19 earnings call and provided updates to its CGM business. Of note, Dexcom has continued to show significant revenue growth, reaching total topline sales of nearly $1.5B in 2019 (+43% YOY). Below, FENIX provides highlights and insights from the earnings call including a Dexcom comment on Lilly’s smartpen launch.

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Insulet Omnipod DASH Software Bug; No Injuries Reported

Insulet announced it has initiated a “voluntary Medical Device Correction” for all Omnipod DASH devices. According to Insulet, on some rare occasions when the bolus calculator is left open or an alarm interrupts a bolus calculation, DASH may suggest incorrect boluses based on older glucose values. Below, FENIX provides thoughts on the Omnipod DASH issue in the context of Medtronic’s recent 630G/670G pump recall as well as potential readthrough to Tandem, Bigfoot, and Beta Bionics.

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Medtronic Recalls 630G/670G Pumps After Thousands of Injuries and One Death

FDA’s medical device recalls website has been updated with a new recall alert regarding the Medtronic 600 series pump platform (630G and 670G products). According to the FDA website, the recall is based on a faulty or missing retainer ring which helps lock the insulin cartridge into place. Medtronic is said to have received over 26k complaints about the defect with at least 2,175 injuries and 1 patient death. Below, FENIX provides thoughts on the Medtronic insulin pump recall including insight as to why Tandem may be the big winner.

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