Tag Archives: astrazeneca

Roxadustat Adcom May Be Impacted By Roster Changes

Ahead of the AstraZeneca/Fibrogen roxadustat FDA adcom on July 15, 2021, FENIX has identified a recent event that may be impactful to the overall result. More specifically, the Cardiovascular and Renal Drugs Advisory Committee (CRDAC) roster has been updated with three committee member terms ending and two new members being added. Below, FENIX provides thoughts on how the updated roster could favor/disfavor AZ/Fibrogen.

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Meet AZ Management Investor Event Highlights

AstraZeneca hosted its virtual Meet AZ BioPharmaceuticals Management investor event (view slides) in which it provided updates across its business, including CVRM near-term opportunities (view slides) and its emerging pipeline (view slides). Below, FENIX provides highlights and insights from the event.

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Glooko Raises $30M Series D; AZ and BrightInsight Launch Digital Platform; Oramed Randomizes 25% of Patients in Ph3 Oral Insulin Trial

Three diabetes-related news items have been observed: Glooko announced it raised $30M in a Series D funding round; BrightInsight announced the launch of AstraZeneca’s AMAZE Disease Management Platform for chronic diseases, including diabetes, heart failure, and CKD; and Oramed announced it has enrolled and randomized 25% of the 675 patients planned for its Ph3 oral insulin trial in T2DM. Below, FENIX provides highlights and insights for the respective news items, including thoughts on Glooko’s Series D being a down round.

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Farxiga DAPA-CKD Receives Priority Review from FDA

AstraZeneca announced FDA granted Priority Review to Farxiga for the treatment of chronic kidney disease in patients with and without T2DM based on results from the DAPA-CKD study. Recall, FDA previously granted Breakthrough Therapy designation to Farxiga for CKD in October 2020 following positive results from the DAPA-CKD trial which were first presented at ESC 2020. Of note, AZ stated the PDUFA date will occur in Q2 ’21. Below, FENIX provides a projected approval timeline for the impending DAPA-CKD regulatory review as well as readthrough to the SGLT2i class.

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AZ, Provention Bio, Teva, and BD Q3 ’20 Earnings Updates

AstraZeneca (press release; slides), Provention Bio (press release), Teva (press release; slides), and Becton Dickinson (press release) hosted their respective Q3 ’20 earnings calls. Below, FENIX provides diabetes-related highlights and insights from the calls, including insight into AZ’s curious move to advance the development of its PCSK9i mAb.

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DAPA-HF Receives Positive CHMP Opinion; Oramed Oral Insulin Ph3 T2DM Development Update; Livongo Partners with GuideWell

Three diabetes-related news items have been observed: DAPA-HF received a positive CHMP opinion (view here); Oramed announced it has come to an agreement with FDA regarding the Ph3 T2DM program design for its oral insulin (ORMD-0801), with the company planning to initiate the trials in Q4 ’20; and Livongo has partnered with Guidewell (Florida Blue) to expand access to Livongo’s Diabetes platform in Florida. As of this publication, an AstraZeneca press release regarding the DAPA-HF CHMP opinion has not been observed. Below, FENIX provide highlights and insights for the respective news items.

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Farxiga Receives Breakthrough Therapy Designation for CKD

AstraZeneca announced FDA granted Breakthrough Therapy Designation (BTD) to Farxiga for the treatment of chronic kidney disease in patients with and without diabetes. Below, FENIX provides thoughts on the impending DAPA-CKD regulatory review in the context of Janssen’s CREDENCE and readthrough to BI/Lilly’s EMPA-KIDNEY.

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AZ Provides Additional DAPA-CKD Commentary During Post-Results Investor Call

Following the DAPA-CKD results, which were presented at ESC 2020 on August 30 (previous FENIX insight), AZ hosted a call with investors (view slides here). Beyond reviewing the DAPA-CKD results, AZ senior management and DAPA-CKD investigators provided commentary on the trial results and the new Farxiga market potential. Below, FENIX provides highlights from the investor call as well as additional perspective on the impact of DAPA-CKD.

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One Drop Launches New Membership Program; AZ Partners with RenalytixAI for Chronic Disease Precision Medicine

Two diabetes-related news items have been observed: yesterday, One Drop announced it has launched a new “Digital Membership” platform and AstraZeneca has entered into a partnership with RenalytixAI for “precision medicine strategies” in CV, renal, and metabolic diseases. Below, FENIX provides highlights and insights from the respective news items, including thoughts on why One Drop’s Digital Membership may be an admission that its current diabetes solution and commercial infrastructure is lacking.

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AZ to Withdraw Qtrilmet Marketing Authorization; CHMP Agenda August 17-20

The CHMP agenda for this month’s meeting (August 17-20) has been released, and it includes one notable item: Qtrilmet marketing authorization withdrawal. Of note, the August 2020 CHMP meeting agenda was just posted today despite the fact that the meeting started on August 17. Additionally, the August CHMP meeting does not include oral explanations, only written procedures. Below, FENIX provides diabetes-related highlights and insights from the August 2020 CHMP agenda.

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