Category Archives: SGLT2i

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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New Implantable CGM Study from Indigo; Gilead/Novo Expand NASH Collaboration; Metacrine Q4 ’20 Earnings Update; Cytokinetics to Present GALACTIC-HF Analysis at ACC 2021

A series of cardiometabolic-related news items has been observed: Indigo Diabetes announced the first three participants in the GLOW early feasibility study have been implanted with Indigo’s “YANG sensor” for continuous glucose, ketone, and lactate monitoring; Gilead and Novo announced the companies have expanded their clinical collaboration in NASH following positive Ph2 POC data evaluating the combination of semaglutide+cilofexor+firsocostat; Metacrine hosted its Q4 and FY ’20 earnings call and provided development updates on MET642 and MET409 in NASH; and Cytokinetics announced a secondary analysis of GALACTIC-HF will be presented at ACC 2021 (May 15-17). Below, FENIX provides highlights and insights for the respective news items.

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Glooko Raises $30M Series D; AZ and BrightInsight Launch Digital Platform; Oramed Randomizes 25% of Patients in Ph3 Oral Insulin Trial

Three diabetes-related news items have been observed: Glooko announced it raised $30M in a Series D funding round; BrightInsight announced the launch of AstraZeneca’s AMAZE Disease Management Platform for chronic diseases, including diabetes, heart failure, and CKD; and Oramed announced it has enrolled and randomized 25% of the 675 patients planned for its Ph3 oral insulin trial in T2DM. Below, FENIX provides highlights and insights for the respective news items, including thoughts on Glooko’s Series D being a down round.

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Lexicon Confident in Sota HF Label After Entresto Approval; Lexicon Q4 and FY ’20 Earnings Update

Lexicon (press release) hosted its Q4 and FY ’20 earnings calls and provided updates to its diabetes business, including the company’s anticipated H2 ’21 sotagliflozin NDA filing for a heart failure indication. Recall, SOLOIST and SCORED positive results were first presented at AHA 2020 and published in the NEJM (SOLOIST-WHF publication and SCORED publication). Below, FENIX provides highlights and insights from the event.

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Thoughts on Sotagliflozin HF Indication after Entresto’s PARAGON Approval

Last week, Novartis received FDA approval for expanding the Entresto label in HF beyond HFrEF (previous FENIX insight). Ahead of Lexicon’s Q4 2020 earnings later in March, FENIX provides a reminder on the recent sequence of events in HF and thoughts on how the new HF labeling for Entresto could apply to Lexicon’s SGLTi, sotagliflozin.

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DAPA-CKD filed with EMA; February 22-25 CHMP Agenda; G&L Partners with IDF

A series of cardiometabolic-related news items have been observed: the CHMP agenda for this month’s meeting (February 22-25, 2021) has been released, and it includes one notable item: DAPA-CKD appears for the first time; and Gan & Lee announced a new partnership with IDF. Below, FENIX provides highlights and insights from the respective news items.

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AZ, DXCM, and Teva Q4 ’20 Earnings Updates; Supersapiens Partners with Ironman; Praluent Patent Litigation Upheld by US Court of Appeals; REGN Evinacumab Approved in US as Evkeeza; Former Novo Exec Hired as CMO for Hepion Pharma

Seven cardiometabolic-related news items have recently been observed from AstraZeneca, Dexcom, Supersapiens, Regeneron, Hepion Pharmaceuticals, and Teva. Below, FENIX provides highlights and insights for the respective news items.

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Lilly Advances 5 New CV/Met Assets to Ph1; Lilly Q4 and FY ’20 Earnings Update

Lilly hosted its Q4 and FY ’20 earnings call and provided updates across its diabetes portfolio including the disclosure of five new early-stage pipeline assets that have advanced into Ph1 development. Of note, tirzepatide discussion was limited as much of the call focused on the development of donanemab in early symptomatic Alzheimer’s disease. Below, FENIX provides highlights and insights from the call.

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New Novartis CV Regulatory Comments; Novartis and J&J Q4 ’20 Earnings Updates

Novartis and J&J hosted their Q4 and FY ’20 earnings calls and provided updates to their respective cardiometabolic businesses. Of note, Novartis highlighted the upcoming Q1 ’21 PDUFA date for PARAGON-HF and discussed the inclisiran CRL issued in December 2020. Novartis anticipates responding to FDA’s CRL for inclisiran in Q2 or Q3 ’21. Additionally, J&J comments on its CV/Met portfolio were limited as a majority of the call was focused on the company’s COVID-19 vaccine development. Below, FENIX provides highlights and insights for the respective news items, including thoughts on what the Entresto HFpEF indication may cover.

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