Category Archives: Uncategorized

Zealand and Dario Q1 ’22 Earnings Updates; NexImmune, Yale, and JDRF research collaboration for T1DM

Three cardiometabolic-related news items have been observed: Zealand (press release; slides) and Dario (press release) hosted their respective Q1 ’22 earnings calls; and NexImmune recently announced a two-year research partnership with Yale and JDRF for the development of a therapy to delay/prevent T1DM. Below, FENIX provides highlights and insights for the respective new items.

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Novo Highlights CV Risks of Diabetes in Unbranded Campaign Featuring Anthony Anderson; Xeris Q1 ’22 Earnings Update

Two cardiometabolic-related news items have been observed: Novo has launched a new iteration of its “Get Real About Diabetes” campaign focusing on CV risk in T2DM (view article); and Xeris hosted its Q1 ‘22 earnings call (press release). Below, FENIX provides highlights and insights for the respective new items.

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Insulet, Vertex, MannKind, and Intercept Q1 ‘22 Earnings Updates

A series of cardiometabolic-related news items have been observed: Insulet (press release), Vertex (press release), MannKind (press release), and Intercept hosted their respective Q1 ‘22 earnings calls. Below, FENIX provides highlights and insights for the respective new items.

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Novo Q1 ’22 London Earnings; Lilly Initiates Second Trial in Ph3 QWINT Program; Ionis, Provention Bio, Lexicon, and Lannett Q1 ’22 Earnings Updates

A series of cardiometabolic-related news items have been observed: Novo Nordisk hosted its post-Q1 ’22 earnings event (see previous FENIX insight on Q1 ’22 Novo earnings from April 29); a second trial from Lilly’s Ph3 QW insulin program (BIF; LY3209590) has been observed (view CT.gov record); Lexicon (press release), Ionis (press release; slides), Provention Bio (press release), and Lannett (press release) hosted their respective Q1 ‘22 earnings calls. Below, FENIX provides highlights and insights for the respective new items.

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Beta Bionics Insulin-only iLet Pivotal Trial Results @ ATTD 2022; Vertex’s Ph1/2 VX-880 Trial Placed on Clinical Hold

Two cardiometabolic-related news items have recently been observed: Beta Bionics presented results from its insulin-only bionic pancreas pivotal trial at ATTD 2022 (press release); and Vertex issued a press release detailing updates to its Ph1/2 VX-880 trial, including that FDA has placed a clinical hold on the study (press release). Below, FENIX provides highlights and insights from the respective news items.

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Novo, Dexcom, AZ, Sanofi, Biocon, and Teladoc Q1 ’22 Earnings Updates

A series of cardiometabolic-related news items have been observed: Novo (press release; slides), Dexcom (press release; slides), AZ (press release; slides), Sanofi (press release; slides), Biocon (press release), and Teladoc (press release; slides) hosted their respective Q1 ’22 earnings calls. Below, FENIX provides highlights and insights from the respective earnings calls.

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Novo Reports First QW Basal Insulin Icodec Ph3 Data

Novo announced topline results from its first QW basal insulin icodec Ph3 program (ONWARDS 2) comparing icodec to degludec in 526 patients with T2DM switching from QD insulin. Data demonstrated a statistically superior 0.93% reduction in A1C with icodec vs. 0.71% reduction with degludec. Below, FENIX provides thoughts into ONWARDS 2 icodec results.

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ATTD 2022 Key Press Releases (April 27); Abbott, Ypsomed, and CamDiab to develop AID System

On the first day of ATTD 2022, a series of diabetes-related press releases have been observed from Insulet, Welldoc, and Tandem. Separate from the conference, Abbott, Ypsomed, and CamDiab announced a partnership for the development of an AID system. Below, FENIX provides highlights and insights from the respective news items.

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Novartis Q1 ’22 Earnings Update

Novartis hosted its Q1 ’22 earnings call (press release; slides) and provided brief updates to its CVRM business, including Entresto’s market performance and Leqvio’s commercialization. Additionally, management stated that the Sandoz strategic review remains in progress and reiterated expectations to provide an update by EOY. Below are highlights from the call.

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Daprodustat NDA Accepted by FDA; Sean Saint Looks to Do It Again; April 19-22 CHMP Agenda; J&J Q1 ’22 Earnings Update

Several cardiometabolic-related news items have recently been observed: GSK announced FDA accepted the daprodustat NDA for the treatment of patients with anemia due to CKD; Sean Saint has started a new company called Luna Diabetes (view website); the CHMP agenda for this month’s meeting (April 19-22) has been released; and J&J hosted their Q1’ 22 earnings call (press release; slides). Below, FENIX provides highlights and insights for the respective new items.

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