Category Archives: Topics

Tandem Q4 ’23 Earnings

Tandem Diabetes Care hosted its Q4 ’23 earnings call (view press release) and provided updates across its business, including the recently launched Tandem Mobi. Below, FENIX provides highlights and insights into the call.

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Lilly Initiates Retatrutide T2DM Pivotal Program; Medtronic CY Q4 ’23 (FY Q3 ’24) Earnings; February CHMP Agenda; Inventiva Pauses Ph3 MASH Trial; Better Therapeutics Receives BDD for MASH

A series of cardiometabolic-related news items have been observed from Lilly, Medtronic, EMA, Inventiva, and Better Therapeutics. Below, FENIX provides highlights and insights for the respective news items, including thoughts on Lilly’s Ph3 T2DM pivotal program for retatrutide.

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Glyscend Initiates Ph2 GLY-200 Obesity Trial; BioAge Raises $170M Series D; Brenzavvy Mark Cuban Cost Plus Drug Company Update

Three cardiometabolic-related news items have been observed: Glyscend Therapeutics initiated a Ph2 trial evaluating its oral BID GLY-200 in obesity (view CT.gov record); BioAge announced the completion of its Series D financing round at $170M led by Sofinnova Investments and participation from Lilly Ventures and Amgen Ventures (view press release); TheracosBio announced it is extending its collaboration with the Mark Cuban Cost Plus Drug Company for Brenzavvy (view press release). Below, FENIX provides highlights and insights into the respective news items. 

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Tandem Mobi Launched in the US

Tandem announced the launch of its Tandem Mobi pump, which is consistent with the company’s guidance (see image below). Recall, Mobi received FDA clearance in July 2023 (previous FENIX insight). Below, FENIX provides brief insight into how the Mobi launch may impact Tandem’s business.

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Novo Settles Counterfeit Semaglutide Lawsuits; New Ph2 Oral GLP-1RA Study from Jiangsu Hengrui Pharmaceuticals; CSL Fails CSL112 Pivotal Trial; Eversense E3 CGM Medicare Coverage; Biocon CY Q4 ’23 (FY Q3 ’24) Earnings

A series of cardiometabolic-related news items have been observed from Novo Nordisk, Jiangsu Hengrui Pharmaceuticals, CSL, Ascensia, and Biocon. Below, FENIX provides highlights and insights for the respective news items.

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Dexcom Q4 ’23 and FY ’23 Earnings

Dexcom hosted its Q4 ’23 earnings call (press release; slides) and provided updates across its business, including the impending Stelo CGM launch for T2DM patients not on insulin. Below, FENIX provides highlights and insights from the call.

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AZ and Viking Q4 ‘23 Earnings; Madrigal Publishes MAESTRO-NASH Results

Three cardiometabolic-related news items have been observed: AstraZeneca (press release; slides) and Viking Therapeutics (press release) hosted their respective Q4 ’23 earning calls; and Madrigal published Ph3 MAESTRO-NASH results in the NEJM (view press release). Below, FENIX provides highlights and insights for the respective news items.

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Amgen, Arrowhead, and Vertex Q4 ‘23 Earnings; Dexcom Launches Dexcom ONE+; O5 Receives CE Mark for Libre 2 Plus Integration; Brian Hansen Appointed Ascensia CGM President; Scholar Rock Preclinical Data for Obesity

A series of cardiometabolic-related news items have been observed from Amgen, Arrowhead, Dexcom, Insulet, PHC Holdings and Senseonics/Ascensia, Vertex, and Scholar Rock. Below, FENIX provides highlights and insights for the respective news items.

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