Three cardiometabolic-related news items have been observed: Lexicon, Merck, and Intercept hosted their Q2 ’21 earnings calls and provided updates to their respective CV/Met businesses. Below, FENIX provides highlights and insights for the calls.
AstraZeneca hosted its Q2 ’21 earnings call, and once again, much of the prepared remarks and Q&A focused on the company’s COVID-19 vaccine development and oncology portfolio. Below, FENIX provides highlights and insights from the call.
Four cardiometabolic-related news items have been observed: Novartis hosted its Q2 ’21 earnings call (press release; slides) and disclosed the Leqvio (inclisiran) PDUFA date is on January 1, 2022; Merck and Bayer received EC approval of vericiguat, branded as “Verquvo,” for the treatment of symptomatic chronic HF (Merck press release here and Bayer press release here); IM Therapeutics announced positive topline results from a Ph1b study evaluating IMT-002 in adults with T1DM and the HLA-DQ8 gene; and Johnson & Johnson hosted its Q2 ’21 earnings call (press release; slides). Below, FENIX provides highlights and insights from the respective news items.
The CHMP agenda for this month (July 19-22) has been released, and it includes two notable items, Forxiga T1DM indication removal and generic sitagliptin, as well as several other cardiometabolic-related entries. Below, FENIX provides highlights and insights from the respective news items.
Five cardiometabolic-related news items have recently been observed: Novo Nordisk and Prothena Corporation announced a definitive purchase agreement in which Novo has acquired Prothena’s clinical-stage antibody PRX004 and broader ATTR amyloidosis program; Provention Bio announced teplizumab was awarded an “Innovation Passport” in the UK for the delay of clinical T1DM in at-risk diabetes; Poxel announced a new strategic direction for its pipeline which focuses on high value, rare metabolic indications and NASH; Dario announced three new employer contracts; and Unichem Laboratories Limited announced tentative FDA approval of its generic sitagliptin. Below, FENIX provides highlights and insights for the respective news items.
BI/Lilly announced positive topline results from the Ph3 EMPEROR-Preserved trial, but it did not provide any information on the magnitude of effect. For context, EMPEROR-Preserved was evaluating 10mg empagliflozin in 5,988 adults with HFpEF, regardless of whether they have diabetes. Full results from EMPEROR-Preserved are scheduled to be presented as a Hot Line session at ESC 2021 on August 27. Below, FENIX provides a preliminary favors/disfavors analysis, including thoughts on how Lexicon’s sotagliflozin may still have residual value.
On the final day of ADA 2021, six cardiometabolic-related press releases were observed from Novo/Walmart, Lilly, Lexicon, Hanmi, Dario, and Adocia. Below, FENIX provides context and analysis for the announcements, including an RAI price-ranking following the Novo/Walmart partnership for ReliOn NovoLog.
On day four of ADA 2021, eight cardiometabolic-related news items were observed from Bigfoot, AZ, Mannkind, Medtronic, Senseonics, BI/Lilly, Sanofi, and REMD Biotherapeutics. Below, FENIX provides context and analysis for the announcements, including thoughts on how the ALT increases observed in REMD’s Ph2 volagidemab trial could spell disaster in Ph3.
On the first day of ADA 2021, eleven cardiometabolic-related news items were observed from Medtronic, Lilly, AstraZeneca, CeQur, Abbott, Onduo, Glooko, Mannkind, ViaCyte, Glytec, and Akero. Below, FENIX provides context and analysis for the announcements.
Two cardiometabolic-related news items have been observed: BI/Lilly announced Jardiance received EC marketing authorization for the HFrEF indication; and the CHMP agenda for this month (June 21-24) has been released, and it includes one notable item, DAPA-CKD, as well as several other cardiometabolic-related entries. Below, FENIX provides highlights and insights from the respective items.