Category Archives: Uncategorized

Verily/Novartis Halts Glucose Sensing Contact Lens Development

Verily announced it has placed a hold on the development of its glucose-sensing contact lens that it had been working on in partnership with Novartis (Alcon). The announcement comes as no surprise given comments from Novartis’s Chairman, Joerg Reinhardt, in May 2017 saying “[The glucose-sensing lens is] a long-term project, not something where we were expecting a breakthrough in the first couple of years” and “I personally think it’s a highly risky project.” Below, FENIX provides thoughts on the Verily/Novartis product as well as the future of non-invasive glucose monitoring.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Zealand Q3 ’18 Earnings; Xeris Initiates New Ph3 Study vs. GlucaGen

Zealand hosted its Q3 ’18 earnings call and provided updates to its dasiglucagon development program. Additionally, a new Ph3 Xeris glucagon study vs. Novo’s GlucaGen has been observed. Of note, Zealand narrowed its filing timeline for dasiglucagon hypoglycemia from H2 ’19 to Q4 ’19. Below, FENIX provides thoughts on the dasiglucagon hypoglycemia rescue program, Zealand’s ongoing partnership discussions for dasiglucagon commercialization, and Xeris’s new Ph3 study.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Purchase Blast$599.00

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Thoughts on the Regulatory Environment in Diabetes

The regulatory environment in diabetes has greatly evolved in the last 10 years since the 2008 FDA CV risk guidance. As recently as ADA and now through EASD in 2018, FENIX considers the regulatory environment in the US and Europe to be highly favorable for sponsors developing diabetes drugs, devices, and technological solutions. Below, FENIX provides its perspective in a winners and losers analysis on how the highly favorable regulatory environment could be positively impactful to the key upcoming 2019 market events in diabetes from sponsors like Lexicon, Sanofi, AZ, Janssen, Novo Nordisk, Xeris, Lilly, BI, Dexcom, Senseonics, Abbott/Bigfoot, Tandem, Insulet, and Medtronic.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Purchase Blast$599.00

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DECLARE Disappoints, Yet Creates Many Implications

Results from the Farxiga CVOT, DECLARE, were presented at the American Heart Association conference (AstraZeneca press release) along with a simultaneous publication in the NEJM. Below, FENIX provides thoughts on the many market implications. DECLARE Initial Takeaways and Potential Implications  (In no particular order…) The DECLARE 17% RRR in the composite primary endpoint could be viewed as somewhat underwhelming since there was no CV death benefit, unlike EMPA-REG’s 38% RRR in CV death. Perhaps, though, the 27% RRR in hHF in DECLARE is in the ballpark of RRR based on EMPA-REG and CANVAS/R hHF sub-analyses. At first glance, the DECLARE indication……

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Purchase Blast$599.00

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Senseonics Q3 ’18 Earnings Update; Abbott FreeStyle Link Now Available

Senseonics hosted its Q3 ’18 earnings call and provided updates on the Eversense implantable CGM launch as well as pipeline activities. Additionally, Abbott recently announced the approval of Libre Link, an app that allows users to scan the Libre device with their iPhone. Below, FENIX provides thoughts on the Eversense launch, ongoing negotiations with Roche, and the potential impact of the Libre Link to accelerate Libre adoption.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Purchase Blast$599.00

You can read the article’s full content online after purchase.

Xeris to Launch Stable Glucagon in H2 ’19

In Xeris’s Q3 ’18 10-Q SEC filing, the company disclosed plans to launch its stable glucagon pen for hypoglycemia rescue in H2 ’19, which is later than previously projected by FENIX. Recall, Xeris recently stated that the FDA PDUFA date is on June 10, 2019. Below, FENIX explores potential reasons for the later-than-anticipated launch as well as key exhibition opportunities for Xeris.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Farxiga T1DM US Filing in Q4 ’18; AZ Q3 ’18 Earnings Update

AZ hosted their Q3 ’18 earnings call (press release) and briefly discussed their diabetes portfolio. Of note, AZ disclosed it plans to file Farxiga for a T1DM indication in Q4 ’18. Previously, AZ had been quiet regarding the US Farxiga T1DM filing during Q2 ’18 earnings. Furthermore, full results from the Farxiga CVOT, DECLARE, are being presented at the AHA conference on November 10, 2018. Below, FENIX provides thoughts on the potential DECLARE indication, Farxiga T1DM filing timing, and other highlights from the call. Farxiga CVOT (DECLARE) Filing Given the upcoming DECLARE data presentation at AHA, AZ senior management only……

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Insulet Partners with Samsung for Smartphone Pump Control

Insulet announced a partnership with Samsung to allow for control of the Omnipod through a Samsung Galaxy smartphone. The specific Samsung device has not been disclosed. Below, FENIX provides thoughts on why a partnership with a single smartphone manufacturer makes sense from a regulatory standpoint.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Xeris Q3 ’18 Earnings Update

Xeris released its Q3 ’18 earnings (press release) and provided updates to its glucagon activities including the recent FDA filing acceptance (PDUFA June 10, 2019). Below are highlights from the earnings release.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

New Dexcom Approvals; Dexcom and BD Q3 ’18 Earnings Updates

Dexcom and Becton Dickinson hosted Q3 ’18 earnings calls and provided updates to their respective businesses. Of note, Dexcom discussed two new 510(k) clearances based on the G6 iCGM regulatory pathway. Furthermore, BD said it has discontinued development of the FlowSmart infusion set in favor of other opportunities, notably the T2DM patch pump which is projected to file “in the coming months.” Below FENIX provides thoughts on how Dexcom is anticipated to leverage these new approvals for future product development and market shaping.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.