Novo Nordisk hosted its Q2 ’18 earnings call and provided updates to its diabetes and obesity portfolio. Of note, Novo disclosed it will be launching Ozempic in Europe with 3 pens (0.25mg for titration as well as 0.5 and 1.0mg for treatment) as compared to 2 pens in the US. Below, FENIX provides highlights and key insights form the call.
Express Scripts has released its Exclusion List Changes for the 2019 National Preferred commercial formulary.
Senseonics has announced the official US launch of the Eversense CGM as well as its first commercial coverage by Horizon BCBS of New Jersey and Horizon Healthcare of New Jersey. According to the press release, product shipments began the last week of July. Tomorrow, August 8, 2018, Senseonics is holding its Q2 ’18 earnings call and will likely provide more insight into the Eversense launch.
A Ph1 CT.gov record for a new Novo drug (NNC0113-2023; NN9023) has been observed. The compound appears to be an oral peptide for multiple reasons including the fact that it uses SNAC, the same gut delivery technology as oral semaglutide. Below, FENIX provides evidence and insight into potential MOAs of the compound.
The first Ozempic TV DTC commercial, called “Oh!,” has been observed. Of note, the commercial is set to the tune of the 1975 hit “Magic” by Pilot, likely in an attempt to build upon the success of the jingle from the “Tresiba Ready” DTC campaign. Interestingly, the commercial primarily uses messaging from the SUSTAIN 2 (vs. Januvia) and SUSTAIN 6 (CVOT) studies. Below, FENIX analyzes the first Ozempic TV commercial and provides an update on the Ozempic launch.
Yesterday, MannKind hosted its Q2 ’18 earnings call and provided updates on its clinical and commercial activities. Of note, MannKind recently hired a new Chief Marketing Officer, Garrett Ingram, who formerly held positions as SVP Managed Markets at Dexcom, VP Market Access at Sanofi, and VP Market Access Strategy at BMS. Additionally, MannKind discussed BlueHale, its connected care attachment for the Dreamboat device, which measures successful dose administration via a pressure gauge. Below are highlights from the call.
Insulet hosted its Q2 ’18 earnings call and provided updates on its Omnipod business including pipeline activities for the Omnipod Horizon hybrid closed-loop. Below are highlights from the call.
Janssen announced CHMP has granted a positive opinion to update the Invokana and Vokanamet labels to include data on the reduction of 3P-MACE in patients with T2DM and a history of CVD or at least 2 risk factors.
Becton Dickinson hosted its CY Q2 ’18 Earnings (FY Q3 ’18) call and provided an update on the development of their T2DM patch pump, called Swatch. BD plans to file the device in both the US and EU later this year with an initial limited launch in late FY 2019 (CY Q3 ’19). Below, FENIX provides further details into the BD Swatch pump and insight into its impact to the T2DM market.
Dexcom hosted its Q2 ’18 earnings call and provided updates to its CGM marketing and pipeline activities. Of note, Terry Gregg, former CEO and Chairman of the Board, has retired. Kevin Sayer, Dexcom’s current CEO, will fill the position. Below are highlights from the call.