Category Archives: Topics

Abbott FreeStyle Libre to utilize Apple’s NFC technology

Abbott’s FreeStyle LibreLink is reportedly the first third-party iOS app to utilize Apple’s NFC technology (previously NFC use was limited to Apple Pay). The LibreLink app is believed to currently only be available in Europe, but it is assumed a US version is on the horizon.

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Merck Q4 ’17 Earnings Update

Merck hosted their Q4 ’17 earnings call and briefly discussed Januvia and the newly-approved Stegaltro franchise.

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AZ Q4 ’17 Earnings Update

AZ hosted their Q4 ’17 earnings call (press release) and briefly discussed their diabetes portfolio, with a particular focus on Farxiga and Bydureon.

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Jardiance outcomes-based contract with Prime Therapeutics

Prime Therapeutics announced it has entered into a Jardiance outcomes-based contract (OBC) with BI as part of the Prime CareCentered Contracting program. According to the press release, Prime will measure outcomes by assessing the overall cost per patient on Jardiance vs “patients taking other diabetic medications.”

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JDRF partners with Korean patch pump manufacturer

JDRF announced a partnership with EOFlow, a South Korean medical device company, to develop a patch pump automated insulin delivery system. EOFlow currently has two diabetes pipeline products including a wearable insulin pump-only (EOPatch) and an artificial pancreas system (EOPancreas).

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Biocon CY Q4 ’17 (FY Q3 ’18) Earnings Update

Biocon hosted its CY Q4 ’17 (FY Q3 ’18) earnings call and provided updates on its insulin portfolio including bs-glargine regulatory status, bs-aspart Ph1 initiation, and Tregopil (oral insulin) Ph2/3 initiation in India. Below are highlights from the call.

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Abbott Q4 ’17 Earnings Update

Abbott hosted its Q4 and full year 2017 earnings updates. Furthermore, Abbott provided an update on its recently launched Libre Consumer. Below are highlights from the call.

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Novartis Q4 ’17 Earnings Update

Novartis hosted its Q4 and full year 2017 earnings updates. Novartis briefly discussed its SGLT1/2i (LIK066), which is being developed for obesity. Of note, Novartis said it anticipates completing their Ph2b trial in H2 ’18 with Ph3 to potentially initiate as early as YE ’18 or early 2019. Below are highlights from the calls.

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J&J Q4 ’17 Earnings Update

J&J hosted their Q4 ’17 earnings call and briefly discussed the diabetes business unit, including declining Invokana sales and the future of their diabetes device business. Notably, in response to analyst questions regarding potential diabetes divestitures, management was noncommittal.

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FENIX Analysis: Bydureon BCise now available

In early January AZ announced the availability of Bydureon BCise autoinjector in US pharmacies after receiving FDA approval in Oct 2017. FENIX has conducted GLP-1RA market, pricing, and co-pay card analyses.

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