Category Archives: SGLT2i

Lilly Q1 ’18 Earnings Update

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.

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J&J Q1 ’18 Earnings Update

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.

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BI/Lilly to Initiate New Jardiance CKD Study

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).

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Lexicon Hosts R&D Day

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.

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JPM Day 2: Sanofi, Lilly, Lexicon, Dexcom and more

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.

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AZ’s Forxiga T1DM filed in EU

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.

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Lexicon Q4 ’17 Earnings Update

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).

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AZ Q4 ’17 Earnings Update

AZ hosted their Q4 ’17 earnings call (press release) and briefly discussed their diabetes portfolio, with a particular focus on Farxiga and Bydureon.

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Jardiance outcomes-based contract with Prime Therapeutics

Prime Therapeutics announced it has entered into a Jardiance outcomes-based contract (OBC) with BI as part of the Prime CareCentered Contracting program. According to the press release, Prime will measure outcomes by assessing the overall cost per patient on Jardiance vs “patients taking other diabetic medications.”

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