Category Archives: Topics

Thoughts on New CVS Program to Eliminate Diabetes Drug OOP Costs

CVS Health recently announced a new program called “RxZERO,” which is said to completely eliminate all out of pocket costs (OOP) for diabetes prescription drugs. According to the press release, RxZERO will provide the benefit to members “without raising costs for the plan sponsor or increasing premiums or deductibles for all plan members.” Below, FENIX provides thoughts on the RxZERO program in the context of the ongoing drug pricing debate in the US.

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Lilly and Roche Q4 ’19 Earnings Updates

Lilly and Roche hosted their respective Q4 and FY 2019 earnings calls and provided updates to their respective diabetes businesses. Of note, Lilly disclosed additional information regarding the impending initiation of the tirzepatide T2DM CVOT, and Roche indicated it plans to pursue smartphone pump control. Below, FENIX provides highlights and insights from the calls including thoughts on how Lilly’s tirzepatide CVOT trial design compares to the 2008 FDA Guidance.

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Lilly to Donate Insulin Pens; Fractyl Launches Revita DMR in the UK

Two diabetes-related news items have been observed including an announcement from Lilly that the company is donating 200k insulin pens over 3 years and Fractyl is launching its Revita DMR device in the UK. Below, FENIX provides highlights and insights from the respective news items.

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Trijardy XR (empa/lina/met XR FDC) Approved; Trijardy Label and Market Analysis

Late yesterday, Boehringer Ingelheim and Lilly announced FDA approval for their empagliflozin+linagliptin+metformin XR triple FDC, branded as “Trijardy XR.” Below, FENIX has conducted a Trijardy XR label analysis which includes a comparison to AstraZeneca’s Qternmet XR (dapa+saxa+met XR) as well as thoughts on the potential impact of the triple FDCs on the OAD market segment.

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Oral Semaglutide and URLi CHMP Opinions Anticipated; Forxiga Lower-limb Warning?; Xeris Gvoke Filed (CHMP Agenda January 27-30)

The CHMP agenda for this month’s meeting (January 27-30) has been released, and it includes four notable items (oral semaglutide opinion, URLi opinion, potential Forxiga lower limb amputation warning, and Xeris’s Gvoke initial filing) as well as some other items. Below, FENIX provides diabetes-related highlights and insights from the January 2020 CHMP agenda.

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i-SENS Receives FDA Clearance for Another BT BGM

Approximately 1 week after i-SENS received 510(k) clearance for the Caresens S Fit BT BGM, FDA has cleared another i-SENS Bluetooth BGM called “Caresens S Clear BT.” Below, FENIX provides brief thoughts on the new i-SENS BGM.

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Biocon/Mylan Bs-Glargine PDUFA in June 2020; Biocon CY Q4 ’19 (FY Q3 ’20) Earnings Update

Biocon hosted its CY Q4 ’19 (FY Q3 ’20) earnings call and provided updates to the ongoing bs-glargine US review including a more specific FDA approval and launch timeline. Additionally, Biocon discussed how recent legislation has aided the bs-glargine review given the impending March 23, 2020 insulin reclassification. Below, FENIX provides insight and context on the Biocon/Mylan bs-glargine product.

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New G&L Bs-Glargine Ph1 Trial to Support Approval; J&J and Abbott Q4 ’19 Earnings Updates; New Medtronic AHCL Study; Biocon Generic Dapa Tentatively Approved by FDA

A series of diabetes-related news items have been observed including Gan & Lee completed a Ph1 biosimilarity study for its glargine, earnings calls from Johnson & Johnson and Abbott, Medtronic initiated a new advanced hybrid closed-loop study, and Biocon received tentative approval for generic dapagliflozin. Below, FENIX provides diabetes-related highlights and insights from the calls including thoughts on how the G&L study appears to be in-line with FDA’s thinking on biosimilar insulins.

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New i-SENS BT BGM 510(k) Clearance; Integrity Non-invasive Glucose Meter CE Mark; Livongo Available to Horizon BCBS NJ; Jay Skyler Joins Oramed Advisory Board

A series of diabetes-related news has been observed including the 510(k) clearance for a new i-SENS BGM (believed to have Bluetooth connectivity), Integrity Applications received CE Mark for its non-invasive glucose meter, Livongo is now available to Horizon BCBS NJ, and Oramed appointed Jay Skyler to its scientific advisory board. Below, FENIX provides highlights and insights related to the respective news items.

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Thoughts on Ozempic CV Indication and Rybelsus Data-on-label

Novo Nordisk announced the FDA approval for the Ozempic CV protection indication while Rybelsus only received data-on-label. Recall, Novo separately filed the Ozempic and Rybelsus CV risk reduction indications as a means to mitigate the regulatory risk. Below, FENIX provides thoughts on the new Ozempic indication, insight into why the lack of a Rybelsus CV indication may not really matter in the long run, and readthrough to Lilly (REWIND) and Intarcia (ITCA-650).

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