Category Archives: Topics

Thoughts on Merck’s Digital Diabetes App

Merck and its partner Healthy Interactions launched a newly updated unbranded digital diabetes app called Map4health. Previously, the app was available with fewer features under the name “Conversation Map.” Interestingly, the platform can be used by both patients and HCPs; however, Merck and Healthy Interactions are primarily marketing the platform to HCPs with the intent to drive patient uptake through HCP recommendations. Below, FENIX provides an overview of the app features as well as thoughts on the program.

This content is for Read Less members only.
Register

Already a member? Log in here

Medtronic Guardian Sensor 3 CGM Now Integrated with 630G

Medtronic has started notifying HCPs that its 630G sensor augmented pump (SAP) with low glucose suspend is now available with the Guardian Sensor 3 CGM. This is the same sensor that is being used with the 670G hybrid closed-loop as well as the standalone Guardian Connect CGM system. Medtronic did not issue a press release on the new 630G/Guardian Sensor 3 integration. Below, FENIX provides observations and thoughts on the upgraded sensor integration.

This content is for Read Less members only.
Register

Already a member? Log in here

$TNDM Breaks $40 Barrier

Tandem’s stock price has broken the $40 mark (see chart below) for the first time since Medtronic became United Healthcare’s preferred in-network insulin pump provider in May 2016. Below, FENIX provides its thoughts on Tandem’s future market opportunity.

This content is for Read Less members only.
Register

Already a member? Log in here

UPDATED FENIX Analysis: SGLT2i HF CVOTs and Stopping Early Scenarios

Based on the recent AZ announcement for the initiation of a Farxiga HFpEF Ph3b study, FENIX has updated its previous SGLT2i heart failure CVOT tale-of-the-tape analysis (published June 1, 2018) and projected timeline for filings and launches.

This content is for Read Less members only.
Register

Already a member? Log in here

Thoughts on New Dapa HF CVOT (DELIVER)

Late last week, AZ announced a new HF CVOT for Farxiga named DELIVER. Curiously enough, the news was not seen on any global newswires. Below, FENIX provides its thoughts on the trial, including the checkered past of Scott Solomon and the choice of him as PI on DELIVER.

This content is for Read Less members only.
Register

Already a member? Log in here

Dexcom Acquires TypeZero

Dexcom announced it has acquired TypeZero. Recall, TypeZero has developed a proprietary inControl algorithm for insulin dose adjustments. The acquisition is viewed as highly positive for both sides: Dexcom gains future revenue streams and IP while TypeZero investors are able to exit with a presumably attractive return. Below, FENIX provides insight into the acquisition.

This content is for Read Less members only.
Register

Already a member? Log in here

Novo Partners for Early Stage Small Molecule Development

Novo Nordisk has formed a strategic alliance with Evotec for the discovery and development of novel small molecule compounds for the treatment of diabetes, obesity, NASH, CVD, and diabetic kidney disease. The partnership with Evotec is Novo’s 5th external R&D collaboration since the start of 2018. Financial terms of the agreement were not disclosed. Below, FENIX provides insight into Novo’s ongoing efforts to build up its early stage pipeline in adjacent therapy areas to diabetes via external partnerships.

This content is for Read Less members only.
Register

Already a member? Log in here

Medtronic CY Q2 ’18 (FY Q1 ’19) Earnings Update

Medtronic hosted its CY Q2 ’18 (FY Q1 ’19) earnings (press release) and provided a brief update to its diabetes business unit. Below are highlights from the call.

This content is for Read Less members only.
Register

Already a member? Log in here

Oral semaglutide shows superiority in renal impairment patients (PIONEER 5)

Novo announced positive top-line results from PIONEER 5 demonstrating superiority in A1C and weight loss at 26-weeks for 14mg oral semaglutide vs. placebo in T2DM patients with moderate renal impairment. Below is a table representing all of the PIONEER data released thus far for oral semaglutide including PIONEER 1, 2, 3, 4, 5 and 7. FENIX also provides insights on the oral semaglutide development program, SGLT2i eGFR comparison, and a new Ph1 oral sema tablet bioequivalence study.

This content is for Read Less members only.
Register

Already a member? Log in here

Novo acquires Ziylo for glucose responsive insulin development

Novo announced (press release) the acquisition of Ziylo, a small incubator company based out of the University of Bristol developing synthetic glucose binding molecules. The purchase of Ziylo aligns with Novo’s strategic goal of developing glucose responsive insulin.

This content is for Read Less members only.
Register

Already a member? Log in here