AZ Q1 ‘18 Earnings Updates
AZ hosted their Q1 ’18 earnings call and briefly discussed their diabetes portfolio, with a particular focus on Farxiga, including H2 ‘18 readout of the DECLARE CVOT and planned H2 ’18 US filing in T1DM.
AZ hosted their Q1 ’18 earnings call and briefly discussed their diabetes portfolio, with a particular focus on Farxiga, including H2 ‘18 readout of the DECLARE CVOT and planned H2 ’18 US filing in T1DM.
Lilly hosted its Q1 ’18 earnings call (press release) and provided updates on its diabetes business unit. Of note, Lilly affirmed REWIND (Trulicity CVOT) topline readout is anticipated in early Q4 ’18 with full results at ADA 2019. Below are highlights from the call.
J&J hosted its Q1 ’18 earnings call and provided brief updates on its diabetes business including the declining Invokana sales and recent bid for its Lifescan BGM business.
Boehringer and Lilly announced a collaboration with the University of Oxford to conduct a trial (EMPA-KIDNEY) evaluating the effects of Jardiance on kidney disease progression in patients with established CKD (with and without diabetes).
Lexicon hosted its R&D Day and provided an overview of clinical and regulatory activities for its diabetes portfolio including sotagliflozin and LX2761 (selective SGLT1i). Below, FENIX provides highlights of the R&D day as well as thoughts on the impact of sotagliflozin on the T1DM and T2DM markets.
During Day 2 of JPM, presentations ranged across both diabetes drug (Sanofi, Lilly, Lexicon, and Mylan) and device manufacturers (Dexcom, Insulet, and Roche), although Mylan and Roche did not discuss their diabetes portfolios. Below, find key takeaways from JPM followed by more in-depth coverage.
AstraZeneca recently announced the European Medicines Agency has accepted the Forxiga application for the treatment of T1DM. Of note, AZ filed with 52-week DEPICT-1 data but only 24-week data from DEPICT-2. FDA filing for Farxiga in T1DM remains projected for H2 ’18.
Lexicon hosted its Q4 ’17 earnings call and provided updates on its T1DM and T2DM sotagliflozin development programs. Interestingly, Lexicon disclosed they plan to file sotagliflozin in T1DM in the US and EU in the coming weeks, which is more specific than previously projected (H1 ’18).
AZ hosted their Q4 ’17 earnings call (press release) and briefly discussed their diabetes portfolio, with a particular focus on Farxiga and Bydureon.
Merck hosted their Q4 ’17 earnings call and briefly discussed Januvia and the newly-approved Stegaltro franchise.