Category Archives: Topics

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.

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$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.

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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.

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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.

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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.

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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.

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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.

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Diabetes Tech Update: Xeris, Tandem, and Voluntis

Xeris, Tandem, and Voluntis have announced news related to their respective diabetes business units. Below, FENIX has provided a summary of these updates, the most interesting of which is from Xeris.

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