Category Archives: Uncategorized

Dexcom G7 Delayed in US; Dexcom, Pfizer, Biocon, Sanofi, and Teladoc Q2 ’22 Earnings Updates

A series of cardiometabolic-related news items have been observed: Dexcom (press release; slides), Pfizer (press release; slides), Biocon (press release), Sanofi (press release; slides), and Teladoc (press release; slides) hosted their respective Q2 ’22 earnings calls. Importantly, Dexcom disclosed the G7 FDA review has been delayed due to updates needed for the app. Below, FENIX provides highlights and insights from the respective earnings calls.

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Lexicon’s Sota HF NDA Accepted by FDA in Patients With and Without T2DM

Lexicon announced FDA accepted the sotagliflozin HF NDA with a PDUFA date in May 2023. Importantly, Lexicon disclosed the filed indication includes a broad patient population for those with and without T2DM despite the SCORED and SOLOIST trials being conducted in patients with T2DM. Recall, Lexicon resubmitted the sota NDA in May 2022 after a voluntary NDA withdrawal in February 2022 due to an unintentional exclusion of supportive documents (previous FENIX insight). Below, FENIX provides brief thoughts on the sota standard review, including a potential savvy maneuver by Lexicon.

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vTv Receives $10M Investment from CinPax, LLC; Oramed Reaches 50% Enrollment in Second Ph3 Oral Insulin Trial; Esperion Establishes Scientific Advisory Board

Three cardiometabolic-related news items have been observed: vTv announced it received a $10M investment from CinPax; Oramed announced it has reached over 50% enrollment in its second Ph3 oral insulin trial in T2DM; and Esperion established a Scientific Advisory Board to support pipeline and LCM initiatives. Below, FENIX provides highlights and insights for the respective new items.

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Novartis and J&J Q2 ’22 Earnings Updates

Two cardiometabolic-related news items have been observed: Novartis (press release; slides) and J&J (press release; slides) hosted their respective Q2 ’22 earnings calls. Below, FENIX provides highlights and insights for the respective new items.

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Tirzepatide up for CHMP Opinion; July 18-21 CHMP Agenda; Lilly Initiates QW Insulin T2DM MDI Trial (QWINT-4); UHC Eliminates Insulin OOP Costs

A series of cardiometabolic-related news items have been observed: the CHMP agenda for this month’s meeting (July 18-21) has been released and it appears Lilly’s tirzepatide is up for an opinion; a third trial from Lilly’s Ph3 QW insulin program (BIF; LY3209590) has been observed (view CT.gov record); and UnitedHealthcare announced that starting January 1, 2023, it will eliminate out-of-pocket costs for certain preferred prescription drugs, including insulin and four medical emergency drugs. Below, FENIX provides highlights and insights for the respective new items.

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Novo Sues Orbicular Pharmaceuticals Over Generic Saxenda; Sema Ph2 NASH Trial Disappoints; Kerendia Receives New Recommendations from ADA; Sanofi Cuts Insulin Price and Partners with Direct Relief; Novartis to Cut 8,000 Jobs Worldwide; Lifescan Publishes Connected BGM RWE

A series of cardiometabolic-related news items have been observed from Novo Nordisk, Bayer, Sanofi, Novartis, and Lifescan. Below, FENIX provides highlights and insights for the respective new items.

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Illinois Expands Insurance Coverage to Include CGMs; Adocia Announces Positive Top-line Results from Ph2 M1Pram Trial; June 20-23 CHMP Agenda

Three cardiometabolic-related news items have been observed; new Illinois law requires insurance and managed health plans to expand insurance coverage to include CGMs for people with T1DM and T2DM (view article); Adocia announced positive top-line results from its Ph2 trial (view CT.gov record) comparing M1Pram to Humalog in T1DM; and the CHMP agenda for this month’s meeting (June 20-23) has been released. Below, FENIX provides highlights and insights for the respective new items.

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Novo Hosts ADA 2022 Investor Event

Novo Nordisk hosted its 2022 ADA investor event primarily focusing on its obesity and QW insulin portfolio (view slides). Of note, management emphasized GLP-1RA class growth, SELECT’s upcoming interim analysis, plans to study even higher doses of semaglutide in T2DM, and the feasibility of a cagrisema H2H trial vs. tirzepatide. Below are highlights and insights from the call.

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Abbott Announces Libre 3 Clearance; Lexicon Resubmits Sota NDA; Dexcom Denies Insulet Acquisition Speculation

Three cardiometabolic-related news items have been observed: Abbott issued a press release addressing the recent FDA clearance of its Freestyle Libre 3 (view press release); Lexicon announced it has resubmitted the sota HF NDA; and Dexcom issued a press release responding to recent media and market speculation that the company was in the process of acquiring Insulet (view press release). Below, FENIX provides highlights and insights for the respective new items.

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May 16-19 CHMP Agenda; Glyscend Therapeutics Completes Ph1 GLY-200 Trial in T2DM

Two cardiometabolic-related news items have been observed: The CHMP agenda for this month’s meeting (May 16-19) has been released; and Glyscend Therapeutics announced the completion of its single and multiple ascending dose (SAD/MAD) Ph1 GLY-200 trial in T2DM. Below, FENIX provides highlights and insights for the respective new items.

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