ADA 2019 abstract and session titles are available through the ADA desktop app. According to the ADA website, full abstract text will be available Tuesday, June 4 at 5:00 pm ET.
Senseonics and Beckton Dickinson hosted their respective CY Q1 ’19 earnings calls and provided updates to their diabetes businesses. Additionally, Xeris Pharmaceuticals released its Q1 ’19 earnings but did not have an associated call. Of note, BD disclosed that the launch of its T2DM patch pump (called “Swatch”) will be delayed after it received feedback from FDA. Below, FENIX provides highlights and insights from the calls.
MannKind and Mylan both hosted their respective Q1 ’19 earnings calls. Of note, Mylan did not discuss its biosimilar insulin programs (including bs-glargine) or bs-glucagon. Below, FENIX provides highlights and insights from the MannKind earnings call.
A new Ph1 study of an early Lilly compound has been observed on CT.gov. LY3305677 is believed to be Lilly’s Ph1 injectable oxyntomodulin analog. Recall, in 2016, Lilly opted out of developing the Transition Therapeutics oxyntomodulin analog (TT401; now being developed by OPKO as OPK88003). Below, FENIX provides the rationale for why LY3305677 is likely Lilly’s oxyntomodulin and thoughts on its development in light of tirzepatide (GLP/GIP dual agonist) already moving to Ph3 in both T2DM and obesity.
Novo Nordisk hosted its post-Q1 ’19 earnings event in London. The session included a brief presentation from management followed by Q&A. Below, FENIX provides highlights and insights from the call.
AstraZeneca announced FDA approval for its triple combination, Qternmet XR (dapagliflozin+saxagliptin+metformin XR), for improvement of glycemic control in patients with T2DM (Qternmet XR FDA label). Additionally, the Qtern label (dapagliflozin+saxagliptin) was updated with 3 notable changes: 1) eGFR cutoff lowered to 45ml/min/1.73m2 which is now consistent with Farxiga, 2) a new 5mg dapa/5mg saxa strength is now available, and 3) the indication no longer requires dapa failure or concurrent use of dapa and saxa. Below, FENIX provides thoughts on the new triple combination FDC and Qtern label updates.
Novo Nordisk hosted its Q1 ’19 earnings call (press release) and provided updates to its diabetes business including the recent oral semaglutide and Ozempic regulatory filings. Of note, Novo reported topline results from the Tresiba vs. Toujeo H2H trial. Below, FENIX provides highlights and insights from the call including thoughts on how the Tresiba vs. Toujeo H2H trial may impact the basal insulin market.
Insulet hosted its Q1 ’19 earnings call and provided updates to its Omnipod business including the recent launch of the Omnipod Dash PDM as well as development of the Omnipod Horizon hybrid closed-loop. Below are highlights and insights from the call.
Dexcom hosted its Q1 ’19 earnings call and provided updates to its diabetes business. Of note, this is believed to be the first time that Dexcom distributed slides as part of an earnings release. Below, FENIX provides highlights and insights from the earnings call.
Lexicon hosted its Q1 ’19 earnings call and briefly discussed the ongoing US regulatory situation for sotagliflozin following the March 22, 2019 CRL. Below, FENIX provides highlights and insights from the call including thoughts on the T2DM submission and approval timeline.