Mylan hosted its Q4 and FY 2019 earnings call and provided updates to its business. The vast majority of the call revolved around the pending merger with Pfizer’s Upjohn. Of note, Mylan briefly discussed the US regulatory status of its bs-glargine and bs-aspart (in partnership with Biocon). Below, FENIX provides highlights and insights from the call.
Oramed announced positive topline results from Cohort B of the Ph2b trial evaluating its oral insulin (ORMD-0801) in T2DM patients. Oramed also hosted an associated call with investors to discuss the results. Recall, Oramed announced results from Cohort A of this Ph2b study in November 2019, which demonstrated a statistically significant result for the QD and BID doses but not with the TID dose (previous FENIX insight). Below, FENIX provides highlights of the new data and brief thoughts in the context of the previous Ph2b results, Tresiba’s CVOT (DEVOTE), and Novo’s QW basal insulin (icodec).
Senseonics announced FDA approved an extension phase of the PROMISE clinical trial to allow for a subset of patients to continue the trial for a total of 365 days with a single Eversense implantable CGM sensor. Below, FENIX provides thoughts on how the move from a 90-day sensor to 180- and 365-day sensors may be the catalyst that Senseonics needs to turn around its business.
Insulet hosted its Q4 ’19 earnings call (press release) and provided updates to its Omnipod business including the Omnipod Horizon closed-loop system. Of note, Insulet disclosed that it has completed enrollment in the Omnipod Horizon pivotal trial and indicated its intentions to deprioritize concentrated insulin development. Below are highlights and insights from the call.
A series of diabetes-related news has been observed including an announcement that Nemaura plans to initiate a H2H study comparing its sugarBEAT CGM with a “highly successful major incumbent CGM sensor” (press release) as well as Welldoc’s new strategic partnership with Redox Inc., to integrate BlueStar with EHRs (press release). Below, FENIX provides additional highlights and insights on Nemaura’s H2H study, especially in the context of the comparative CGM used in the study.
MannKind hosted its Q4 and FY 2019 earnings call and highlighted its new strategy to focus on two therapy areas: endocrinology and orphan lung diseases. Additionally, MannKind laid out its roadmap for an Afrezza pediatric indication. Below, FENIX provides highlights and insights from the call.
The CHMP agenda for this month’s meeting (February 24-27) has been released, and it includes two notable items (CREDENCE opinion and DAPA-HF filing) as well as some others. Below, FENIX provides diabetes-related highlights and insights from the February 2020 CHMP agenda.
Tandem hosted its Q4 ’19 earnings call and provided updates to its commercial and pipeline activities including the recent launch of Control IQ. Of note, for what is believed to be the first time, Tandem disclosed plans to launch a t:slim X2 remote bolusing feature in H2 ’20. Below, FENIX provides highlights and insights from the call.
Today, a new record appeared on FDA’s 510(k) website that shows Companion Medical received clearance for additional bolus dose calculation modes in their connected app for InPen. Below, FENIX provides highlights and insights from the approval.
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.