Category Archives: Uncategorized

JPM 2019 Day 2: LLY, SNY, LXRX, ABT, PODD, MYL

The second day of the 2019 J.P. Morgan Healthcare conference included diabetes-related presentations from Lilly, Sanofi, Lexicon, Mylan, Abbott, and Insulet. Separately, Lilly announced plans to further increase drug pricing transparency using Trulicity TV DTC. The commercials will include a portion directing patients to a Lilly website for more information on list price and average copays. Below, find a topline summary of key JPM takeaways by company followed by more in-depth coverage. In case you missed it, here is a link to FENIX’s Day 1 JPM 2019 insights. Lilly Lilly’s CEO provided a brief introduction to the company and referenced the……

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JPM 2019 Day 1: DXCM, MDT, JNJ, MRK; New Bigfoot Deal with Lilly

The first day of the 2019 J.P. Morgan Healthcare conference kicked off with diabetes-related presentations from Dexcom, Medtronic, J&J, and Merck. Additionally, Bigfoot announced a non-exclusive license with Lilly for inclusion of Lilly RAI in Bigfoot’s connected care ecosystem and Ascensia entered into an agreement with POCTech for CGM distribution in 13 undisclosed geographies. Also of note, FENIX provides a brief discussion on an early stage CGM company called Glutalor which has David Simmons, former Vice President and Chief Medical Officer at Ascensia Diabetes Care, on the scientific board. Below, find a topline summary of key takeaways by company followed by more in-depth……

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SENS: Eversense XL US Pivotal Trial and Insulin Dosing Claim sPMA

Earlier this week, Senseonics announced that the first US study participant has been implanted with the 180-day Eversense XL sensor for the pivotal PROMISE study. Additionally, Senseonics also announced they have submitted PMA supplements for an insulin dosing claim and for the removal of an MRI contraindication for the Eversense 90-day CGM system. Below, FENIX provides additional thoughts on each of these topics. Eversense XL PROMISE study details The aim of this study is to evaluate the efficacy and safety of the Eversense XL CGM in 180 diabetes patients over a 180-day period. Of note, a brief CT.gov search for Senseonics’ PROMISE study did not show any records. Recall, Eversense XL 180-day sensor is commercially available in Europe……

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New Afrezza TV DTC campaign on Jan 14, 2019

Today, MannKind hosted a business update call and provided guidance on Afrezza commercialization and their financial position. MannKind held this call as they are not presenting at the upcoming JPM healthcare conference (Jan 7-10, 2019). Of note, management indicated it has increased its consumer focus on Afrezza to drive greater uptake in 2019 by launching an Afrezza TV DTC campaign on January 14, 2019. Additionally, the company commented on CGM market penetration as a potential growth driver for Afrezza in 2019 and beyond. Below, FENIX provides diabetes-related highlights from the call. Afrezza TV DTC– On January 14, 2019, MannKind plans to launch an Afrezza TV DTC……

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New Medtronic IQcast Feature And Adocia RAI iLet Trial

Yesterday, Medtronic announced a hypoglycemia prediction feature called “IQcast” for the Sugar.IQ personal diabetes assistant app while Adocia announced the initiation of an AID trial evaluating BioChaperone Lispro and other RAI using the Beta Bionics’ iLet closed-loop system. Below, FENIX provides additional thoughts on each of the topics. Medtronic launches ‘IQcast’ hypo prediction feature for Sugar.IQ users According to the press release, IQcast can predict the likelihood of a hypoglycemia event anywhere between 1-4 hours in advance. This news is in-line with previous guidance from Medtronic indicating its intentions to extend the predictive alert time of Guardian Connect up to 4 hours. Of note, Medtronic denoted……

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New Novo Ph1 Combo Study of QW Insulin 287 + Ozempic

Last week, Novo Nordisk initiated a new Ph1 trial evaluating its QW basal insulin analog, Insulin 287, as a fixed-ratio combination with Ozempic in T2DM patients. Below, FENIX provides additional thoughts on the new Novo combo study and the potential for Lilly and Sanofi to develop next-gen fixed-ratio products in the GLP-1RA+basal insulin class. The initiation of this Ph1 trial indicates that Novo is considering developing the QW fixed-ratio GLP-1RA+basal combination. The market opportunity for a QW basal insulin seems a bit unclear due to hypo concerns; thus it may not be practical in T1DM. Presumably, as part of its franchise market forecast for the QW basal insulin, a GLP-1RA+basal fixed-ratio combo……

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Happy Holidays from FENIX!

This holiday season, we genuinely thank you for your readership to our FENIX news updates. In the year 2018, we successfully shared 350+ updates on the most current diabetes news with impactful market insights using our deep thought leadership. We look forward to another successful year in 2019. Have a safe and happy holiday break! Warm regards, FENIX Team :)… If you receive our email blasts, you already have an account. Log in nowContext counts when making decisions.Purchase Blast$599.00You can read the article’s full content online after purchase. About The Author Matthew Maryniak | President of Fenix Group International Matthew…

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LX2761 positive Ph1 topline results and JDRF’s 2018 T1D research developments

Yesterday, Lexicon announced positive topline results from their Ph1 studies of oral SGLT1i ‘LX2761’ and JDRF announced its overall T1DM research developments from 2018. Below, FENIX provides additional thoughts on each topic. LX2761 Ph1 topline results LX2761 Ph1 topline results contained data from two studies, including a Ph1a single ascending-dose study in healthy, T2DM patients and a Ph1b multiple ascending-dose study in T2DM patients. The timing of this announcement is aligned with guidance from Lexicon’s Q3 ’18 earnings call, which indicated topline results by YE ’18 (previous FENIX insight). Notably, a brief CT.gov search for Lexicon’s LX2761 Ph1 studies did not show……

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Onduo-Walgreens T2DM strategic partnership

Yesterday, Verily announced a strategic partnership with Walgreens Boots Alliance (WBA) to improve health outcomes for patients with chronic conditions, including diabetes. Of note, WBA is Verily’s first retail pharmacy development and commercialization partner. Below, FENIX provides additional thoughts on this partnership in relation to Sanofi/Verily’s joint venture ‘Onduo’ and Dexcom. According to the press release, Verily and WBA will focus on developing a medication adherence pilot project that will utilize devices and other approaches to improve adherence. Under this collaboration, Walgreens and Onduo will launch a “Virtual Diabetes Program” through the Walgreens employee health plan to those with T2DM. This service will include coaching and remote access to specialty care services. The financial……

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Lilly 2019 Guidance Summary

Today, Lilly hosted its 2019 Guidance and Investment Community Meeting and discussed potential key milestones for 2019. Importantly, Lilly announced late stage development plans in obesity and NASH and provided more information on the Ph3 dose titration for its QW injectable GIP/GLP-1 dual agonist tirzepatide. Connected care was also featured, and several comments were made on guidelines updates and new PBM coverage positively affecting Trulicity and Jardiance in 2019. Below, FENIX provides a summary and thoughts on diabetes-related highlights from the event.

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