Johnson & Johnson hosted their Q3 ’19 earnings call (press release) and briefly discussed the Invokana franchise. Of note, J&J only briefly mentioned the recent Invokana DKD approval based on results from the CREDENCE trial. Below, FENIX provides highlights and diabetes-related insights from the call.
The CHMP agenda for this week’s meeting (October 14-17) has been released, and it includes two notable items (Lilly nasal glucagon opinion and Toujeo age indication extension). Below, FENIX provides diabetes-related highlights and insights from the CHMP agenda.
FDA has requested an advisory committee on November 13, 2019 to discuss the use of empagliflozin in T1DM. Of note, the empa T1DM adcom appears to be part of a 2-day adcom with Amarin’s REDUCE-IT which is scheduled for November 14. As always, FENIX will provide full coverage and analysis of the adcom. Below, FENIX provides brief thoughts on the empa T1DM adcom including hypotheses as to why the empa T1DM review has progressed to an adcom while Lexicon and AZ received CRLs for sota and dapa, respectively.
Yesterday, Janssen announced FDA approval of the Invokana renal protection indication based on results from the CREDENCE trial. Following the approval, Janssen has already updated the Invokana patient and HCP websites with CREDENCE being front and center. Below, FENIX analyzes the updated messaging and provides insights into the impending field launch for the new renal protection indication.
Janssen announced FDA approval of a new Invokana indication to reduce the risk of kidney disease, CV death, and heart failure hospitalizations in T2DM patients who have diabetic nephropathy with albuminuria. Recall, FDA granted priority review to the CREDENCE sNDA shortening the review time to 6 months. CREDENCE is the second first-pass priority review approval in a row for diabetes following Novo’s Rybelsus (oral semaglutide) on Sept 20. Below, FENIX provides thoughts on the new indication and SGLT2i market implications with special attention to the Invokana HF indication.
Earlier in September 2019, Vifor Pharma announced the appointment of Klaus Henning Jensen as the company’s new CMO and member of the executive committee starting in January 2020. Recall, Jensen joined Sanofi in 2016 as the Head of Diabetes Development and was subsequently promoted to Head of Diabetes and Cardiovascular Development in January 2019. Below, FENIX provides insights into Jensen’s departure in the context of the ongoing leadership changes within the Sanofi organization.
AstraZeneca announced it received a positive CHMP opinion for the FDC of dapagliflozin+saxagliptin+metformin branded as “Qtrilmet.” Recall, FDA approved AZ’s triple FDC (called Qternmet XR in the US) in May 2019. Below, FENIX provides brief thoughts on the Qtrilmet positive CHMP opinion.
Over the last few months, the fate of Lexicon and sotagliflozin have remained in question; however, in recent days it appears that both have the potential to make a strong comeback. Below, FENIX analyzes Lexicon’s stock price in the context of the recent DAPA-HF results and settlement with Sanofi.
The CHMP agenda for this week’s meeting (September 16-20) has been released, and it includes two notable items (REWIND and dapa/saxa/met triple FDC opinions). Below, FENIX provides diabetes-related highlights and insights from the CHMP agenda.
With the start of the 2019 EASD conference, a series of diabetes drug and device-related press releases have been observed including connected care partnerships between Novo/Medtronic and Sanofi/Abbott. Additionally, AstraZeneca announced that FDA granted Fast Track designation for dapagliflozin in worsening heart failure. Below FENIX insights and context from each respective announcement.