Today, the FDA published a notice in the Federal Register announcing the sotagliflozin adcom for Jan 17, which was press released yesterday by Lexicon. No notable new details were provided, and the proposed indication is in-line with expectations as “…Adjunct to insulin therapy to improve glycemic control in adults with type 1 diabetes mellitus.”
Today, Lexicon announced that FDA will hold an advisory committee meeting for Zynquista (sotagliflozin in T1DM) on January 17, 2019. This news is in-line with previous guidance from Lexicon’s Q3 ‘18 earnings call. Recall, the PDUFA date for Zynquista is March 22, 2019 (previous FENIX insight). FENIX will provide coverage and analysis of the FDA briefing documents as well as the adcom meeting. The following updates are occurring in the map: Adcom announcement is being added under respective map entries… If you receive our email blasts, you already have an account. Log in nowContext counts when making decisions.Purchase Blast$599.00You can read the article’s full…
Last week, Novo initiated a Ph2 trial for the company’s QW basal insulin analog, “Insulin 287” (NN1436), in T2DM patients. This new trial is in line with previous guidance from Novo’s Q1 ’18 earnings call, indicating the Ph2 initiation of Insulin 287 by YE 2018 (see presentation slide below). FENIX provides thoughts on this new Ph2 T2DM trial for Insulin 287 including the use of CGM, observations about dose titration, and the potential for a Ph2 T1DM trial. Source: Novo Q1 ’18 earnings presentation Although Novo previously indicated the completion of Ph1 Insulin 287 trials, additional Ph1 studies have been observed (previous FENIX insight)…….
The ACC published their 2018 ACC Expert Consensus Decision Pathway on Novel Therapies for CV Risk Reduction in Patients with T2DM and ASCVD in JACC. Notably, the ACC recommends SGLT2i use for potential CV benefits and GLP-1RA use for those patients who may have an unsuitable risk profile for SGLT2i use. Below, FENIX provides a winners-and-losers analysis based on the recent ACC recommendations compared to the updated ADA/EASD guidelines from October 2018.
J&J recently updated the Invokana patient and HCP websites to reflect the recent approval of the Invokana CV indication, i.e., reduction of 3P-MACE from CANVAS/R (previous FENIX insight). Of note, this is the first OAD drug to receive an indication for 3P-MACE risk reduction. Below, FENIX provides additional details on messaging across the SGLT2i class. The updated Invokana patient website indicates that “Invokana is the only type 2 diabetes pill approved to help lower your A1C and reduce the risk of major cardiovascular events including heart attack, stroke, CV death.” The updated promotion depicting a male character doing a heart sign also seems to be new…….
According to Drugs@FDA, Novo Nordisk has received US approval for the commercialization of a 10mL vial of Tresiba U-100. Of note, Novo has not received approval for a U-200 vial. Below FENIX provides additional details on the new vial, specifically as it pertains to pediatric use.
On Friday, Novo Nordisk announced positive top-line results from the oral semaglutide CVOT, PIONEER-6. Although PIONEER-6 did not meet superiority for 3P-MACE, Novo reported statistically significant (ss) ~50% RRRs for CV death and all-cause mortality. Below, FENIX discusses the likelihood for the semaglutide franchise to receive a CV risk reduction indication in the context of the somewhat divergent PIONEER-6 results, a description of different filing scenarios against Lilly characterized as high likelihood, low likelihood, and “power move”, what an FDA adcom could look like, and finally, external factors of influence. PIONEER-6 consistency check Below is a table comparing the results……
Medtronic announced plans to acquire Nutrino Health, a company focused on providing nutrition-related data services, analytics, and technologies. Recall, Medtronic has an existing relationship with Nutrino to integrate Nutrino’s FoodPrint app with the iPro2 professional CGM (previous FENIX insight). Below, FENIX provides thoughts on the acquisition and how Medtronic could leverage Nutrino’s capabilities moving forward. With the launch of Medtronic’s Guardian Connect stand-alone CGM, the company is placing increased focus and resources toward the CGM market. As previously stated by FENIX, Medtronic is looking to create the “smart CGM” category through software-based features like Nutrino. Therefore, it makes sense for Medtronic to acquire……
Dexcom and Verily recently announced an amendment to their collaboration and license agreement for the development of next-gen CGM systems. The updated agreement and shift in focus toward the second gen “Band-Aid-like” sensor is consistent with Dexcom senior management commentary during the Q3 ’18 earnings call. While the amendment to the agreement appears to suggest an underlying confidence in its product development, Wallstreet did not react as $DXCM has remained flat. Below, FENIX provides thoughts on the potential impact of the updated agreement on Dexcom and its competitors in the CGM market.
Onduo announced it is giving away subscriptions to its virtual diabetes program to patients in Georgia. Additionally, Insulet announced it received ISO 27001 certification for its Omnipod Dash. Below, FENIX provides insight into how Onduo could be leveraging the giveaway with payers and the impact of digital security to Insulet’s smartphone-controlled pumps. Onduo Virtual Diabetes Care According to the press release, Onduo will giveaway a 12-month subscription to its virtual diabetes care program to the first 1,000 eligible patients in Georgia. Of note, the promotion coincides with National Diabetes Awareness month. While it remains speculation, Onduo managed care coverage in Georgia could be lagging behind the……