Insulet hosted its Q3 ’23 earnings call (press release; slides) and provided updates to its business, including the ongoing O5 launch and development programs, Omnipod GO commercial pilot, the EOFlow lawsuit, and more. Below, FENIX provides highlights and insights from the call.
Lilly hosted its Q3 ’23 earnings call (press release; slides) and provided updates across its CVRM portfolio. Management noted the 2024 guidance call will be held in January which is new as the company traditionally hosted these calls in December of the preceding year. Below, FENIX provides highlights and insights from the call.
Novo Nordisk hosted its Q3 ’23 earnings call (press release; slides) and provided updates across its CVRM portfolio. Novo provided important new disclosures including SELECT’s priority review, a high-dose oral sema regulatory filing delay, and a new subcutaneous amycretin asset in Ph1 development. Below, FENIX provides highlights and insights from the call, including thoughts on why SC amycretin makes sense from a strategic standpoint.
A series of cardiometabolic-related news items have been observed from Sibionics, Silence Therapeutics, Lilly, Tandem, Amarin, Lexicon, Dario, Abbott, Insulet, and BI/Lilly. Below, FENIX provides highlights and insights into the respective news items.
A series of cardiometabolic-related news items have been observed from Lilly/Verve, Know Labs, Endpoints News, Sigrid Therapeutics, Porosome Therapeutics, Pfizer, and Amgen. Below, FENIX provides highlights and insights into the respective news items.
A series of cardiometabolic-related news items have been observed from Sernova, Lilly/BioAge, Lilly/Redwire, EMA, and Sanofi. Below, FENIX provides highlights and insights into the respective news items.
Three cardiometabolic-related news items have been observed: Sanofi hosted its Q3 ’23 earnings call (press release; slides; infographic); Sernova announced positive interim results from its ongoing Ph1/2 Cell Pouch study (view press release); and GSK initiated a new Ph2 study evaluating GSK4532990 in participants with NASH and suspected NASH (view CT.gov record). Below, FENIX provides highlights and insights into the respective news items.
Dexcom hosted its Q3 ’23 earnings call (press release; slides) and provided updates across its business. Of note, Dexcom’s stock price increased approximately +15% in after-hours trading due to the positive quarterly performance. Below, FENIX provides highlights and insights from the call.
Four cardiometabolic-related news items have been observed: FDA granted Fast Track Designation to Altimmune’s pemvidutide for the treatment of NASH (view press release); Diamyd announced results from a retrospective follow-up study of two prior trials, DiAPREV-IT and DiAPREV-IT2 (view press release); Viking (press release) and Merck (press release; slides) hosted their respective Q3 ’23 earnings call. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items have been observed from Akebia, Glooko, Novo, Diasome, and Teladoc. Below, FENIX provides highlights and insights into the respective news items.