Tag Archives: 780G

Medtronic CY Q3 ’20 (FY Q2 ’21) Earnings Update; Dario Signs New Deal with Fortune 500 Company; Oramed Screens First Patients in the Ph3 ORMD-0801 Trial

A series of diabetes-related news items have been observed: Medtronic hosted its CY Q3 ’20 (FY Q2 ’21) earnings call (press release; slides); Dario signed a deal with a Fortune 500 company (press release); and Oramed announced it has screened the first patients in its Ph3 oral insulin (ORMD-0801) trial. Below, FENIX provides highlights and insights from the respective news items.

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Medtronic 780G Data Impresses, but CGM Remains a Weak Point; Medtronic ADA 2020 Investor Event

Medtronic hosted its annual ADA investor event (view slides) and provided a strategic update to the company’s diabetes business. Medtronic also highlighted the 780G Advanced Hybrid Closed-loop data presented at today’s ADA conference as well as a pipeline update, including the CGM sensor roadmap. Furthermore, Medtronic announced a $337M investment from Blackstone Life Sciences (view press release) to support undisclosed diabetes development programs. Below, FENIX provides highlights from the Medtronic ADA investor event and insight into the potential market implications of 780G and Medtronic’s next-gen CGM platform.

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Biocon/Mylan Bs-glargine Approved; Novo to Acquire Corvidia; Lifescan Launches Verio Reflect; Lannett FDA Bs-glargine Meeting; Medtronic 780G CE Mark; Dexcom Launches G6 Pro; ADA ’20 Key Data and Partnership Press Releases (June 11)

Ahead of the ADA 2020 conference start, a series of diabetes-related press releases have been observed: Biocon/Mylan received FDA approval for its bs-glargine, Novo Nordisk is set to acquire Corvidia, Lannett provided an update on its meeting with FDA for bs-glargine, LifeScan launched the Verio Reflect BGM, Medtronic received CE Mark for the 780G system, Dexcom launches G6 Pro, and DarioHealth entered into new partnership agreements. Below, FENIX provides context and analysis for the announcements.

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JPM 2020 Day 1: DXCM, LVGO, Novo, Bigfoot Biomedical, Companion Medical, MDT

On the first day of JPM 2020, FENIX has provided coverage of presentations by major diabetes manufacturers including Dexcom, Medtronic, Teva, J&J, and Merck. Additionally, four separate diabetes-related news items have been observed including new collaborations between Dexcom/Livongo and Novo Nordisk/Fauna Bio as well as funding rounds from Companion Medical and Bigfoot Biomedical. Below, find a topline summary of key takeaways by company followed by more in-depth coverage.

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Medtronic CY Q3 ’19 (FY Q2 ’20) Earnings Update

Medtronic hosted its CY Q3 ’19 (FY Q2 ’20) earnings call (press release) and provided a brief update to its diabetes business including the development of its 780G advanced hybrid closed-loop system which is projected to launch in FY H2 ’20 (CY late 2020/early 2021). Of note, Medtronic has also initiated a new “Next-Tech Pathway” program for pump upgrades (described below). Below, FENIX provides highlights and insights from the call.

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