Tag Archives: astrazeneca

AZ CVRM Q1 ’20 Earnings Update

AstraZeneca hosted its Q1 ’20 earnings call and briefly discussed its diabetes business including the recent topline data readout from DAPA-CKD, which stopped early for overwhelming efficacy. Interestingly, AZ said it does not project DAPA-CKD filing acceptance until 2021. Below, FENIX provides highlights and insights from the call, including thoughts on why the DAPA-CKD submission is later than expected.

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DAPA-CKD Stopped Early for Overwhelming Efficacy

AstraZeneca announced that an independent data monitoring committee (DMC) has recommended stopping the DAPA-CKD study early due to overwhelming efficacy. According to CT.gov, the early trial closeout is ~8 months ahead of the full trial completion date (initially scheduled to complete in November 2020). Below, FENIX provides thoughts on DAPA-CKD in the context of Janssen’s CREDENCE, which was also stopped early, as well as potential read through to BI/Lilly and Lexicon.

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AZ Partners with Silence Therapeutics for siRNA Targeting; AZ Leverages BrightInsight for Digital Platform

AstraZeneca has entered into two new collaborations: Silence Therapeutics and BrightInsight. The partnership with Silence Therapeutics covers the discovery and development of novel siRNA targeting of CV, renal, metabolic, and respiratory diseases. Separately, the collaboration with BrightInsight is intended to support AZ’s digital health solutions for the “chronic disease management space”. Below, FENIX provides highlights and insights related to the respective partnerships, including Silence’s accompanying investor call.

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AstraZeneca Q4 ’19 Earnings Update

AstraZeneca hosted its Q4 ’19 and FY ’19 earnings call and provided updates to its diabetes business. Of note, AZ disclosed it received Fast Track designation for the development of cotadutide (dual GLP-1/GCG agonist) for the treatment of NASH. Below, FENIX provides highlights and insights from the call.

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Farxiga DAPA-HF receives priority review; Fiasp pediatric approval in US; MannKind launching in Brazil

A series of diabetes-related news items were observed today from AstraZeneca, Novo Nordisk, and MannKind. AZ announced FDA filing acceptance and granting of priority review for the Farxiga DAPA-HF sNDA. According to AZ, the PDUFA date is in Q2 2020. Additionally, Novo announced US approval of Fiasp for pediatric populations. Further, MannKind announced that it has received approval of the proposed price of Afrezza in Brazil, and intends to commence marketing and distribution the week of January 13, 2020. Below, FENIX provides context and insights regarding these news items.

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AZ Updates Farxiga Heart Failure Promotion on Websites

AstraZeneca has recently updated its patient and HCP websites with new messaging for its heart failure indication based on the approval of the DECLARE CVOT. Recall, in November 2019, AZ also initiated an unbranded disease state education campaign called “Diabetes Can Break Your Heart.” Below, FENIX provides analysis of the new promotion in the context of the evolving SGLT2i HF story including the DAPA-HF indication.

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Would AZ, Teva, or Mylan/Upjohn Buy Sanofi’s DCV Business?

Earlier this week, Sanofi hosted its 2019 Capital Markets Day and the company disclosed plans to re-structure its diabetes and cardiovascular business. As part of the discussion, senior management entertained the idea that it would consider divesting the business and/or its assets if it found the right suitor. Below, FENIX provides analysis of companies who could potentially be interested in Sanofi’s DCV assets and why AstraZeneca, Teva, or even Viatris (Mylan/Upjohn) could be viable options.

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AZ’s Qtrilmet Triple-combo Receives EC Approval; New Data from Fractyl, Dario, and Valeritas

Today, a series of diabetes-related news has been observed including the EC approval of AZ’s Qtrilmet (dapa+saxa+met triple FDC)as well as new data from Fractyl, Dario, and Valeritas related to the concurrent Diabetes Technology Meeting occurring in Bethesda. Below, FENIX provides highlights and insights on the respective news items.

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AstraZeneca Q3 ’19 Earnings Update

AZ hosted its Q3 ’19 earnings call (press release) and provided updates to their diabetes commercial, clinical, and regulatory activities. Importantly, AZ highlighted the DECLARE US and EU approvals as well as continued HF and CKD LCM for Farxiga. Below, FENIX provides diabetes-related highlights and insights from the call.

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Thoughts on DECLARE FDA Approval

AstraZeneca announced FDA approved a Farxiga heart failure indication in T2DM patients based on results from the DECLARE CVOT. Below, FENIX provides a DECLARE label analysis as well as potential market implications to the SGLT2i class particularly ahead of the DAPA-HF FDA filing/approval.

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