Category Archives: SGLT2i

Teplizumab Delayed Even Further; Lexicon Wins with LX9211; Novartis Buys a PRV; Nemaura FY ’21 Earnings Update

A series of cardiometabolic-related news items have been observed: Provention Bio announced FDA extended the teplizumab PDUFA date by 3 months to November 17, 2022; Lexicon announced positive LX9211 results in Diabetic Neuropathic Pain and hosted an associated call with investors (view webcast); Novartis has reportedly purchased a PRV from Mallinckrodt (view SEC filing); and Nemaura announced its fiscal year 2021 financial results, including updates on its non-invasive CGM product launches (press release). Below, FENIX provides highlights and insights for the respective news items.

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Novo to Initiate Ph1 Sema+Dapa FDC Ph1 Trial; ProKidney Publishes Data Supporting MoA of REACT in Patients with Diabetic CKD; Cytokinetics Announces Date for Omecamtiv FDA Adcom; Hygieia licenses d-Nav program in Israel

A series of cardiometabolic-related news items have been observed: a two-part Ph1 Novo-sponsored study evaluating a semaglutide/dapagliflozin FDC has been observed (view CT.gov record); ProKidney recently announced the publication of data from an MoA study of its Renal Autologous Cell Therapy (REACT) in Kidney International Reports (view publication here); Cytokinetics announced FDA informed the company the omecamtiv adcom has been scheduled for December 13, 2022; and Hygieia announced it licensed its d-Nav insulin management system to Movement Group in Israel. Below, FENIX provides highlights and insights for the respective new items.

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ADA 2022 Key Press Releases (June 5-6)

On the third and fourth days of ADA 2022, seven cardiometabolic-related news items were observed from Abbott, Bigfoot, BI/Lilly, Intercept, Amarin, Vertex, and Sernova. Below, FENIX provides context and analysis for the announcements.

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Abbott Announces Libre 3 Clearance; Lexicon Resubmits Sota NDA; Dexcom Denies Insulet Acquisition Speculation

Three cardiometabolic-related news items have been observed: Abbott issued a press release addressing the recent FDA clearance of its Freestyle Libre 3 (view press release); Lexicon announced it has resubmitted the sota HF NDA; and Dexcom issued a press release responding to recent media and market speculation that the company was in the process of acquiring Insulet (view press release). Below, FENIX provides highlights and insights for the respective new items.

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MannKind to Acquire Zealand’s V-Go T2DM Patch Pump; Sernova/Evotec Collaboration for Beta Cell Therapy; AACE Updates NAFLD Guidelines

Three cardiometabolic-related news items have been observed: MannKind announced plans to acquire Zealand’s V-Go insulin delivery device; Sernova and Evotec announced an exclusive global strategic partnership to develop an implantable iPSC-based beta cell replacement therapy and hosted an associated investor call (listen to webcast here); and AACE has updated its NAFLD practice guidelines which favor GLP-1RAs (view guidelines). Below, FENIX provides highlights and insights for the respective new items.

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Novo Q1 ’22 London Earnings; Lilly Initiates Second Trial in Ph3 QWINT Program; Ionis, Provention Bio, Lexicon, and Lannett Q1 ’22 Earnings Updates

A series of cardiometabolic-related news items have been observed: Novo Nordisk hosted its post-Q1 ’22 earnings event (see previous FENIX insight on Q1 ’22 Novo earnings from April 29); a second trial from Lilly’s Ph3 QW insulin program (BIF; LY3209590) has been observed (view CT.gov record); Lexicon (press release), Ionis (press release; slides), Provention Bio (press release), and Lannett (press release) hosted their respective Q1 ‘22 earnings calls. Below, FENIX provides highlights and insights for the respective new items.

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DELIVER Delivers for AZ; Priority Review Depends on CV Death

AstraZeneca announced top-line results from the Ph3 DELIVER trial (view CT.gov record) demonstrating AZ’s Farxiga (dapagliflozin) has met the primary composite endpoint of CV death or worsening HF in HFpEF subjects. Below, FENIX provides initial thoughts.

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Novo, Dexcom, AZ, Sanofi, Biocon, and Teladoc Q1 ’22 Earnings Updates

A series of cardiometabolic-related news items have been observed: Novo (press release; slides), Dexcom (press release; slides), AZ (press release; slides), Sanofi (press release; slides), Biocon (press release), and Teladoc (press release; slides) hosted their respective Q1 ’22 earnings calls. Below, FENIX provides highlights and insights from the respective earnings calls.

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Did Lilly Cure Obesity? SURMOUNT-1 Topline Results; Q1 ‘22 Earnings Updates

Lilly hosted its Q1 ’22 earnings call (press release; slides) and provided updates across its CVRM portfolio. Prior to the earnings call, Lilly announced highly positive topline results from the first Ph3 tirzepatide obesity study (SURMOUNT-1) which demonstrated up to 22.5% weight loss (press release). In prepared remarks, management briefly discussed other CVRM-related topics, including regulatory approvals of EMPEROR-Preserved (previous FENIX insight), the initiation of its QW insulin Ph3 program (QWINT-3; previous FENIX insight), and early termination of EMPA-KIDNEY (previous FENIX insight). Importantly, Lilly confirmed it purchased a PRV in Q1 ’22. Below are highlights and insights from the call.

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Daprodustat NDA Accepted by FDA; Sean Saint Looks to Do It Again; April 19-22 CHMP Agenda; J&J Q1 ’22 Earnings Update

Several cardiometabolic-related news items have recently been observed: GSK announced FDA accepted the daprodustat NDA for the treatment of patients with anemia due to CKD; Sean Saint has started a new company called Luna Diabetes (view website); the CHMP agenda for this month’s meeting (April 19-22) has been released; and J&J hosted their Q1’ 22 earnings call (press release; slides). Below, FENIX provides highlights and insights for the respective new items.

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