Category Archives: Uncategorized

Biocorp’s SoloSmart receives CE Mark; EASD 2022 Key Press Releases (Sept 19)

On the first day of EASD 2022, Biocorp announced it received CE Mark for SoloSmart, an accessory medical device for Sanofi’s SoloStar/DoubleStar pens that records dose information (e.g., dose amount, time, and date). According to the press release, Biocorp will provide more details regarding the SoloSmart launch during its CY Q3 ’22 earnings call scheduled for September 29th. Below, FENIX provides brief thoughts on the new SoloSmart device as well as potential implications for Novo Nordisk, Lilly, and other insulin pen manufacturers.

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Daprodustat FDA Adcom Scheduled for October 26, 2022

FDA has requested an advisory committee on October 26, 2022, to discuss the use of GSK’s daprodustat for the treatment of anemia due to CKD in non-dialysis dependent (NDD) and dialysis-dependent (DD) adults (view FDA document here). Recall, in April 2022, FDA accepted the daprodustat NDA and set a PDUFA date for February 1, 2023, suggesting a standard review of 12 months total for an NME (previous FENIX insight). The NDA was based on positive results from five Ph3 studies in the ASCEND program which were reported in July 2021 (previous FENIX insight). Below, FENIX provides brief thoughts on the dapro adcom in the context of roxadustat and vadadustat.

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Dexcom Promotes Jake Leach to COO; Biocon Receives More Form 483 Observations; Seraxis Appoints Paul Strumph as CMO; Intarcia ITCA-650 CRL Chronicle Concludes

A series of cardiometabolic-related updates have been observed: Dexcom announced Jake Leach (view LinkedIn) has been promoted to COO; Biocon announced it received more Form 483 observations; Seraxis announced the appointment of Paul Strumph (view LinkedIn) to CMO; and Intarcia Therapeutics received a letter from FDA (view here) denying a hearing for ITCA-650. Below, FENIX provides context and insight on the respective news items.

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Ypsomed Launches Remote Bolus Feature; Lannett Completes Bs-glargine Pivotal Trial; Madrigal Initiates MAESTRO-NASH Outcomes Study for Resmetirom

Three cardiometabolic-related news items have been observed: Ypsomed announced the launch of a smartphone bolus delivery feature for its mylife YpsoPump using the mylife App; Lannett announced it completed subject dosing in its Ph1 bs-glargine pivotal trial (view CT.gov record); and Madrigal announced the initiation of a Ph3 MAESTRO-NASH Outcomes study evaluating the effect of QD oral 80mg resmetirom compared to placebo in patients with compensated NASH cirrhosis (view CT.gov record). Below, FENIX provides context and insight on the respective news items.

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Under-DELIVERed: Results Parity for AZ at ESC

Results from AZ’s Ph3 DELIVER (Farxiga HF outcomes trial in HFpEF; press release) and new results from a pre-specified pooled analysis from the Ph3 DAPA-HF and DELIVER trials (press release) were presented at ESC 2022 and simultaneously published in the NEJM (view publication) and Nature Medicine (view publication), respectively. Of note, an 18% RRR was observed in the DELIVER primary composite endpoint (hHF+urgent hospitalization and CV death). Below, FENIX provides highlights, insights, and implications from DELIVER in the context of BI/Lilly’s EMPEROR-Preserved and the evolving CVRM global landscape.

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AZ to Initiate Ph2 Dapa + Zibotentan Trial in Cirrhosis; Esperion’s BA Included in ACC’s ECDP Guidelines

Two cardiometabolic-related news items have been observed: an AZ-sponsored Ph2 dapa + zibotentan combination trial in cirrhosis (ZEAL) has been observed (view CT.gov record); and Esperion announced the ACC’s ECDP guidelines now include bempedoic acid as an oral non-statin therapy to lower LDL-C. Below, FENIX provides context and insight on the respective news items.

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“Mass” Layoff at Beta Bionics?; Novo Initiates Ph3 Ozempic + Lower-Dose Glargine Trial; Novartis to Spin Off Sandoz; Lannett and Adocia CY Q2 ’22 Earnings Updates; Hygieia Appoints New CEO

A series of cardiometabolic-related updates have been observed: Beta Bionics has reportedly laid off an unknown number of employees (view LinkedIn post); a Novo-sponsored Ph3 trial evaluating Ozempic and lower-dose insulin glargine has been observed (SUSTAIN OPTIMIZE; view CT.gov record); Novartis announced plans to spin off Sandoz (press release); Lannett (press release) and Adocia (press release) released their Q2 ’22 earnings; and Hygieia announced the appointment of a new CEO. Below, FENIX provides context and insight on the respective news items.

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Novo Q2 ’22 London Earnings; Vertex and Amgen Q2 ’22 Earnings Updates

A series of cardiometabolic-related news items have been observed: Novo Nordisk hosted its post-Q2 ’22 earnings (see previous FENIX insight on Q2 ’22 Novo earnings from August 3); Vertex (press release; slides), and Amgen (press release; slides) hosted their Q2 ’22 earnings calls. Below, FENIX provides highlights and insights from the respective news items.

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Mounjaro Off to an Impressive Start; Lilly Q2 ’22 Earnings Update

Lilly hosted its Q2 ’22 earnings call (press release; slides) and provided updates across its CVRM portfolio. During the call, Lilly discussed the impressive Mounjaro launch trajectory, disclosed plans to initiate an H2H tirzepatide vs. Wegovy obesity trial (SURPASS 5), and reviewed other CVRM pipeline assets. Below, FENIX provides highlights and insights from the call, including a Mounjaro time-aligned launch analysis with Ozempic, Trulicity, Rybelsus, and Wegovy.

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Novo’s QW Insulin Icodec Meets Primary Endpoints in ONWARDS 3 and 4; AZ and Alnylam Q2 ’22 earnings updates; Better Therapeutics Meets Secondary Endpoint in BT-001 Pivotal Trial in T2DM

A series of cardiometabolic-related news items have been observed: Novo announced topline results from the QW insulin icodec Ph3 ONWARDS 3 and ONWARDS 4 trials in T2DM; AZ (press release; slides) and Alnylam (press release; slides) hosted their respective earnings calls; and Better Therapeutics (BT) announced positive secondary endpoint results for its BT-001 pivotal clinical trial in T2DM and held an associated investor call (view webcast). Below, FENIX provides highlights and insights for the respective new items.

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