Category Archives: Topics

New Fiasp/Medtronic 670G Study on CT.gov

A CT.gov record for a study evaluating Novo’s Fiasp (faster-acting insulin aspart) in a Medtronic 670G pump has been observed. This Ph4 study is sponsored by Bruce Buckingham’s lab at Stanford, and Medtronic is listed as a collaborator (Novo is not believed to be part of the study). Recall, the Fiasp label does not include designation for use in insulin pumps. Below, FENIX provides insight into the use of ultra-rapid-acting insulin in pumps as well as why a future commercial partnership between Novo and Medtronic could make sense.

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LifeScan Sold for $2.1B; New Business Model Possible

J&J announced it has accepted a final offer from Platinum Equity for the acquisition of the LifeScan BGM business. Recall, the offer was made in March 2018, and according to the press release, the transaction is anticipated to close by YE ’18.

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Dexcom Medicare Smartphone Integration; G6 Receives CE Mark

Dexcom announced that CMS is updating its mobile device policy to allow for G5 CGM data to be viewed and shared on a mobile device. Previously, Medicare would not reimburse Dexcom G5 if patients paired the CGM to a smartphone. Additionally, Dexcom presented at William Blair in addition to announcing that G6 CGM has received CE Mark.

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Victoza T2DM Pediatric Study Completed

The CT.gov record for Novo’s pediatric Victoza study (ELLIPSE) has recently been updated to “completed.” Assuming Novo files ELLIPSE by the end of Q2 ’18, approval is projected in H1 ’19 with an 8 to 10-month review. Below, FENIX provides implications and market context for the Victoza pediatric label update.

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CGM Swapping Supported by Senseonics/Beta Bionics Partnership

Senseonics and Beta Bionics announced a new collaboration to integrate the Eversense implantable CGM with the iLet bionic pancreas. Below, FENIX analyzes the collaboration including statements from the companies that suggest iCGM systems can be switched between closed-loop systems.

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FENIX Analysis: Post-AACE 2018 Device Promotional Material

In the second installment of our post-AACE 2018 promotional material coverage (see first installment on diabetes drugs), FENIX has conducted an analysis of diabetes device promotional materials covering Dexcom G6, Abbott Freestyle Libre, Medtronic 670G, Insulet Omnipod, and Tandem t:slim X2.

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Insulet Omnipod DASH Cleared by FDA

Insulet has announced FDA 510(k) clearance of its next generation handheld personal diabetes manager (PDM) called “Omnipod DASH.” Below, FENIX provides insight into the DASH system including Insulet’s decision to give DASH away at no cost.

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FENIX Analysis: Post-AACE 2018 Drug Promotional Material

In advance of ADA 2018 beginning June 21, FENIX has conducted a comprehensive analysis of new and recent promotional materials obtained at AACE 2018. Notably, this was the first major conference opportunity for Novo to promote both Ozempic and the Tresiba DEVOTE label update.

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Dexcom TV Ads Begin for G6

Recently, we’ve noticed that Dexcom has started a TV campaign for its new G6 CGM system. Interestingly, the DTC campaign was initiated prior to the June 4th product launch. Although there were a few TV commercials for G5 Mobile, we expect the TV reach to be much broader for the G6 launch. In summary, the ad theme centers on knowledge being a superpower in T1DM that can lead to better glycemic management without being inconvenient. Below, FENIX summarizes the key messages and imagery in the new G6 commercials.

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