Category Archives: SGLT2i

DAPA-CKD Label Analysis; Farxiga Websites Updated

In late April 2021, FDA approved Farxiga for the treatment of CKD. The approval was based on results from the DAPA-CKD Ph3 trial which demonstrated a highly impressive 39% RRR in the primary composite endpoint (sustained ≥50% decline in eGFR, ESKD, renal death, or CV death; previous FENIX insight). Below, FENIX provides thoughts on the new Farxiga CKD indication, including read-through to finerenone, sotagliflozin, Jardiance and the rest of the SGLT2i class.

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Omnipod 5 Delayed; Insulet and Lexicon Q1 ’21 Earnings Updates

Lexicon (press release) and Insulet (press release) hosted their Q1 ’21 earnings calls and provided updates to their respective businesses. Importantly, Insulet disclosed there will be a delay to the Omnnipod 5 approval due to the COVID-mediated constraints within FDA. Below, FENIX provides highlights and insights from the calls.

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Farxiga DAPA-CKD Approved by FDA

Late today, AZ and FDA announced the approval of DAPA-CKD for Farxiga (AZ press release here | FDA press release here). The indication from the updated label reads as “…to reduce the risk of sustained eGFR decline, end stage kidney disease cardiovascular death and hospitalization for heart failure in adults with chronic kidney disease at risk of progression”.

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Lilly Ph4 Basal Insulin Titration Trial; Lilly Ph2 GGG Tri-agonist Trial; AZ Q1 ’21 Earnings Update; Xeris’s Ogluo Receives UK MHRA Approval

A series of cardiometabolic-related news items have been observed: a CT.gov record for a Ph4 Lilly-sponsored trial investigating Basaglar titration in 50 adults with T2DM has been observed; a CT.gov record for a Ph2 Lilly-sponsored trial investigating QW LY3437943 (GGG tri-agonist) has been observed; AstraZeneca hosted its Q1 ’21 earnings call; and Xeris announced it received UK MHRA approval for its RTU rescue glucagon product, branded as Ogluo. Below, FENIX provides highlights and insights for the respective news items.

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Novo QW Icodec Ph3 T1DM Trial Initiated; Dexcom G6 Approved for Upper Arm Wear in Canada; Dario Launches Virtual Health Initiative with MediOrbis; J&J and Abbott Q1 ’21 Earnings Updates

A series of diabetes-related news items have been observed: a CT.gov record for Novo’s Ph3 QW insulin icodec T1DM trial (ONWARDS 6) has been observed; Dexcom announced Health Canada has authorize G6 for upper arm wear; Dario announced a virtual care initiative with MediOrbis for telehealth and remote patient monitoring; Abbott hosted its Q1 ’21 earnings call; and J&J hosted its Q1 ’21 earnings call. Below, FENIX provides highlights and insights for the respective news items.

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April 19-22 CHMP Agenda; EMPEROR-REDUCED Opinion?; Virta Health Raises $133M in Series E

Two cardiometabolic-related news items have been observed: the CHMP agenda for this month’s meeting (April 19-22, 2021) has been released and includes one notable item⁠, Jardiance HFrEF is listed under Type II Variations; and Virta Health announced it has raised $133M in a Series E equity financing round at a $2B valuation (up from $1.1B in December 2020). Below, FENIX provides highlights and insights from the respective news items.

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AZ and Mass Gen Hospital Collaborate with AMAZE Platform; Ionis to Reduce Akcea Workforce by ~70%; Galectin Launches Website for NAVIGATE Trial in NASH; Blue Shield of California Adds Two New Services to Wellvolution Platform

A series of cardiometabolic-related news items have been observed: AstraZeneca announced a collaboration agreement with Massachusetts General Hospital to utilize the AMAZE platform in two pivotal, real-world studies for HF and asthma; Ionis disclosed a reorganization of its Akcea business, including a workforce reduction of nearly 70%; Galectin Therapeutics announced the launch of NAVIGATEnash.com to highlight the Ph2b/3 trial and educate HCPs and patients on liver cirrhosis from NASH; and Blue Shield of California announced the addition of two new services to its Wellvolution platform to provide personalized care and nutrition support for patients with T2DM. Below, FENIX provides highlights and insights for the respective news items.

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Meet AZ Management Investor Event Highlights

AstraZeneca hosted its virtual Meet AZ BioPharmaceuticals Management investor event (view slides) in which it provided updates across its business, including CVRM near-term opportunities (view slides) and its emerging pipeline (view slides). Below, FENIX provides highlights and insights from the event.

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