Category Archives: SGLT2i

Novo Q4 ’21 London Earnings; Sanofi and Regeneron Q4 ‘21 and FY ‘21 Earnings Updates

A series of cardiometabolic-related news items have been observed: Novo Nordisk hosted its post-Q4 ’21 earnings event (see previous FENIX insight on Q4 ’21 Novo earnings from February 2); and Sanofi (press release; slides; view infographic) and Regeneron (press release; slides), hosted their respective Q4 and FY ’21 earnings calls. Below, FENIX provides highlights and insights for the respective new items.

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Lannett, Merck, Roche, and BD Q4 ‘21 and FY ’21 Earnings Updates

A series of cardiometabolic-related news items have been observed: Lannett (press release), Merck (press release; slides), Roche (press release; slides), and BD (press release; slides) hosted their respective Q4 ’21 earnings calls. Below, FENIX provides highlights and insights for the respective new items.

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Lilly Q4 ‘21 and FY ‘21 Earnings Update

Lilly hosted its Q4 ’21 earnings call (press release; slides) and provided updates across its CVRM portfolio with a particular focus on tirzepatide. Of note, Lilly did not discuss its CVRM pipeline assets including its QW insulin (basal insulin Fc) which is scheduled to enter Ph3 this year. Below are highlights and insights from the call.

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Insulet Omnipod 5 Receives FDA Clearance; BI/Lilly’s Jardiance HFpEF Indication Receives Positive CHMP Opinion; Provention Hosts Teplizumab BLA Resubmission Call with Investors; Lilly to Invest $1.5B in Two New Manufacturing Sites

A series of cardiometabolic-related news items have been observed: Insulet announced FDA has cleared its Omnipod 5 for T1DM patients ≥ 6 years of age; BI/Lilly announced Jardiance (empagliflozin) has received a positive CHMP opinion for extension of indication to add the treatment of patients with HFpEF; Provention hosted a call with investors to provide additional details on the teplizumab BLA resubmission as well as teplizumab LCM initiatives (listen here); and Lilly announced plans to invest over $1.5B in two new manufacturing sites in Concord, North Carolina, and Limerick, Ireland. Below, FENIX provides highlights and insights for the respective new items.

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J&J Q4 ’21 Earnings Update; Glytec Partners with Nebraska Medicine; Daewoong Pharma Announces Positive Ph3 Enavogliflozin Results in T2DM

Three cardiometabolic-related news items have been observed: J&J hosted its Q4 ’21 earnings call (press release; slides); Glytec announced a strategic partnership with Nebraska Medicine to implement Glytec’s eGlycemic Management System (eGMS); and Daewoong Pharmaceutical announced positive topline results from its Ph3 enavogliflozin program. Below, FENIX provides highlights and insights for the respective new items.

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JPM 2022 Day 4: Lexicon and Esperion; Imcyse Reports Positive Data from Interim Analysis of Ph2 IMPACT Trial; vTv Therapeutics Provides Update on TTP399 Development; Nemaura Launches Miboko to Employers and Insurers

On the final day of JPM 2022, FENIX has provided coverage of presentations by major CVRM companies including Lexicon and Esperion. Additionally, three separate cardiometabolic-related news items have been observed: Imcyse reported positive biomarker data from an interim analysis of the Ph2 IMPACT trial (view press release); vTv Therapeutics has published a new corporate presentation in which the company disclosed plans to initiate the TTP399 Ph3 program in 2022 (view press release); and Nemaura has launched its Miboko wellness program for employer and payer reimbursement (view press release). Below, FENIX provides a topline summary of key takeaways followed by more in-depth coverage.

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Holiday Hangover: Novo Completes Dicerna Acquisition; FDA Approves Novartis’s Leqvio; Lexicon Submits NDA for Sotagliflozin; CMS Medicare Coverage Expansion Includes Non-adjunctive CGMs; Viatris Beats Sanofi’s Insulin-Pen Patent Invalidation Appeal; Beta Bionics iLet Bionic Pancreas Pivotal Trials Update

During the holiday break, a series of cardiometabolic-related news items were observed from Novo Nordisk, Novartis, Lexicon, Medtronic, Viatris, and Beta Bionics. Below, FENIX provides highlights and insights for the respective news items.

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December 13-16 CHMP Agenda; Novo Invests Further in Kalundborg Manufacturing Facilities; CytoDyn Reports Additional Data from Ph2 Leronlimab NASH Trial; Adocia Files Patent for Oral Delivery Technology of Peptides

A series of cardiometabolic-related news items have been observed: the CHMP agenda for this month’s meeting (December 13-16) has been released, and Bayer’s finerenone is up for an opinion; Novo Nordisk announced an investment of DKK 17B (~$2.6B USD) into expanding its manufacturing facilities in Kalundborg, Denmark; CytoDyn announced additional preliminary results to date from the 20 patients who have completed the Ph2 open-label trial evaluating the impact of leronlimab on liver fibrosis associated with NASH; and Adocia announced it has filed a patent for an oral delivery technology. Below, FENIX provides highlights and insights for the respective new items. 

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Viatris/Biocon Launch Interchangeable Semglee in US; Lexicon Presents SOLOIST/SCORED Renal Subcuts at AHA; CRISPR/ViaCyte to Initiate Ph1 Trial in T1DM; Innovation Zed Announces InsulCheck DOSE 2022 Launch; Nemaura and Dario Q3 ’21 Earnings Updates

A series of cardiometabolic-related news items have been observed from Viatris/Biocon, Lexicon, CRISPR Therapeutics/ViaCyte, Innovation Zed, Nemaura Medical, and Dario Health. Below, FENIX provides highlights and insights for the respective news items.

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