Tag Archives: bs-glargine

Insulet, Mannkind, and Lannett Q3 ’20 Earnings Updates

Insulet (press release), Mannkind (press release), and Lannett (press release) hosted their respective Q3 ’20 earnings calls. Of note, Insulet provided updates to its Omnipod 5 development plans, including the recent initiation of a T2DM feasibility study. Furthermore, following a meeting between Lannett and FDA in June 2020, Lannett said it is finalizing the trial protocol evaluating its bs-glargine in healthy volunteers. Below, FENIX provides highlights and insights from the calls.

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Biocon/Mylan Launch Semglee in US at 65% WAC Discount to Lantus

Biocon/Mylan announced the US launch of its Semglee 10mL vials and pre-filled pens (glargine U100) at a 65% discount to Lantus. According to Biocon/Mylan, the WAC for a package of 5 x 3mL pens is $147.98 and a 10mL vial is $98.65. Interestingly, Biocon/Mylan said the Semglee pen price matches the Lantus 2007 WAC and the Semglee vial list price matches the Lantus 2010 price. Below, FENIX provides a comparative pricing analysis across the basal insulin market, the Semglee launch implications to Sanofi and Lilly, and thoughts on how the Biocon/Mylan strategy may impact other bs-glargine manufacturers (e.g. Sandoz/G&L and Lannett/HEC).

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Lannett To Forego Bs-Glargine U100 Interchangeability; Lannett Q2 ’20 Earnings Update

Yesterday, Lannett (press release) hosted its CY Q2 ’20 (FY Q4 ’20) earnings call and provided updates to its biosimilar glargine U100 development and regulatory plans. Importantly, Lannett disclosed that its bs-glargine U100 strategy is to forego interchangeability and compete as an “affordable alternative.” Below, FENIX provides highlights and insights from the call, including thoughts on Lannett’s strategy as the 5th-to-market bs-glargine U100 in the US.

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Mylan Filed for Glargine Interchangeability; Insulet, Mylan, and BD Q2 ’20 Earnings Updates

Mylan (press release; slides), Insulet (press release), and Becton Dickinson (press release; slides) hosted their respective Q2 ’20 earnings calls. Of note, Mylan disclosed it has submitted “all necessary documentation to seek biosimilar interchangeability [for Semglee]” as well as a BLA for its bs-aspart with FDA. Below, FENIX provides highlights and insights from the respective earnings calls.

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Sanofi Q2 ’20 Earnings Update

Sanofi hosted its Q2 ’20 earnings call (press release; slides) and provided a brief update to its diabetes business in the context of the continued decline in glargine revenue. Unsurprisingly, the vast majority of the call was dedicated to Dupixent performance and Sanofi’s preparation for the upcoming flu season. Below, FENIX provides a financial summary of the diabetes portfolio and insights from the call.

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Biocon Levels-up Insulin Strategy – Biocon CY Q2 ’20 Earnings Update

Biocon hosted its CY Q2 ’20 earnings call (FY Q1 ’21) and provided updates to the business including its biosimilar insulins portfolio (view press release). Of note, Biocon Biologics CEO Christiane Hamacher commented that the recent Voluntis “…digital therapeutic is not a nice to have, it’s a must-have.” Below, FENIX provides an updated perspective on the Biocon/Voluntis partnership, including thoughts on how the partnership may signal that Biocon could have altered its bs-insulin strategy.

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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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Mylan Wins Final Patent Dispute vs. Sanofi; Biocon Bs-glargine Final FDA Approval Imminent

Mylan announced the US Patent and Trademark Appeal Board (PTAB) ruled in Mylan’s favor during recent inter partes review (IPR) proceedings. Importantly, Mylan’s outgoing CEO, Heather Bresch, commented, “…with this final victory in hand, we now look forward to working with FDA to complete the regulatory review process and introduce Semglee in the U.S. as soon as possible.” Recall, Mylan/Biocon has disclosed that the FDA action date for their bs-glargine is sometime in June 2020. Below, FENIX provides a brief overview of the PTAB ruling as well as thoughts on the impending approval and launch of the Mylan/Biocon bs-glargine product.

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Livongo, MannKind, and Lannett Q1 ’20 Earnings Updates; Senseonics Receives Positive BCBS Coverage Decisions

Livongo, MannKind, and Lannett each hosted their Q1 ’20 earnings call and provided updates to their respective businesses. Senseonics also announced positive coverage decisions from three BCBS plans. Importantly, Lannett said it believes it can file their bs-glargine with FDA as early as 2022. Below, FENIX provides highlights and insights from the calls.

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Thoughts on Lilly’s “Tempo Pen” for Connected Care

In November 2019, the product labels for Lilly’s Basaglar and Humalog were updated to include administration via a new disposable connected pen called the “Tempo Pen.” Ahead of Lilly’s Q1 ’20 earnings call on Thursday, April 23, FENIX provides thoughts on the Tempo Pen since Lilly has not made any public announcements as of yet.

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