Tag Archives: CGM

Libre 2 Appears to Remain in US Soft Launch; When will Broad Launch Commence?

A series of events and observations have been made that suggest the Libre 2 US commercialization remains in a soft launch; however, a broad launch of the Libre 2 system may be in the near term. Below, FENIX provides analysis on the Libre 2 soft launch, potential insight into Abbott’s rationale to simultaneously market Libre 14-day and Libre 2, and thoughts on whether Abbott would minimize Libre 2 promotional efforts if Libre 3 US approval is around the corner.

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FDA Accepts IND for Lilly/Dicerna Cardiometabolic Asset; Gilead/Novo Announce Ph2 PoC NASH Results; Biocorp Launches Mallya in Europe; Nemaura Q3 ’20 Earnings Update; Diabeloop Partners for AID System in Japan

A series of diabetes-related news items have been observed: Dicerna announced FDA accepted Lilly’s IND application for a novel, unknown cardiometabolic asset, LY3561774; Gilead and Novo Nordisk announced positive results from a Ph2 PoC trial evaluating Novo’s semaglutide in combination with Gilead’s investigational FXR agonist and/or its ACC inhibitor for the treatment of NASH; Biocorp announced the launch of its Mallya insulin connected cap in Europe via a partnership with cgmDiabet; Nemaura Medical announced its CY Q3 ’20 (FY Q2 ’21) earnings; and Diabeloop and Terumo Corporation announced a partnership for the joint development of an AID system and exclusive distribution rights in Japan. Below, FENIX provides highlights and insight for the respective news items including curious questions on the Dicerna target split between Lilly-Novo and semaglutide Ph3 combos in NASH.

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Medtronic Launches InPen with Integrated Guardian Connect

Medtronic announced it has launched the InPen connected insulin pen that now integrates real-time data display with Medtronic’s Guardian Connect CGM. Recall, in August 2020, Medtronic disclosed plans to acquire Companion Medical and InPen (previous FENIX insight). Below, FENIX provides thoughts on the new InPen CGM data display integration in the context of the evolving regulatory environment as well as questions about Lilly and Novo Nordisk’s connected pen solutions.

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Senseonics Q3 ’20 Earnings Update

Senseonics hosted its Q3′ 20 earnings call (press release) and provided updates to its Eversense implantable CGM business, including the renewed US commercial launch via its partnership with Ascensia as well as an update on its LCM initiatives (180-day and 365-day implantable sensors). In conjunction with the earnings call, Senseonics announced it entered into an equity line of credit financing agreement with Energy Capital, LLC for up to $12M. Below, FENIX provides highlights and insight from the call.

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Dexcom G7 Reduced Wear Time; Q3 ’20 Earnings Update

Dexcom hosted its Q3 ’20 earnings call (press release) and provided updates to its clinical and commercial activities, including the impending filing/launch of the G7 CGM. Importantly, Dexcom disclosed G7 will now be launched with a 10-day wear time instead of 15 days, and a virtual investor event will take place on December 9, 2020. Below, FENIX provides highlights and insights from the call.

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Medtronic 2020 Investor Day Highlights

Medtronic hosted its 2020 Investor Day (view slides) and provided updates across its business, including plans to reinvigorate its diabetes business. Importantly, Medtronic disclosed that just yesterday (October 13), the company completed enrollment in its next-gen Synergy CGM sensor pivotal trial. Below, FENIX provides highlights and insights from the diabetes-related portion of the event.

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Livongo Partners with Fresenius for CKD; New CGM/AID Hospital Guidelines

Two diabetes-related news has been observed: Livongo and Fresenius Medical Care announced a partnership focusing on a digital solution for CKD and CGM and AID hospital consensus guidelines were published in JDST. Below, FENIX provides highlights and insights from the respective news items.

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Insulet Expands DASH Availability in Europe; Nemaura In-Licenses Healthimation Diabetes App; Dario Enters Distribution Agreement with HMC; Arecor uRAI to be Presented Tomorrow; Adocia to Host Business Review; EASD 2020 Key Press Releases (Sept 21)

On the first day of EASD, five key press releases were observed from Insulet, Nemaura Medical, DarioHealth, Arecor, and Adocia. Below FENIX provides insights and context from each respective announcement.

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Medtronic Recalls Guardian Connect App After Data Upload Disruptions

FDA’s medical device recalls website has been updated with a new recall alert regarding the Medtronic Guardian Connect CGM app. According to the FDA website, the recall is based on a Medtronic CareLink Personal website software update which resulted in the iOS app not automatically uploading its data to the website. Of note, the Guardian Connect app is compatible with both iOS and Android, though the recall only mentioned iOS issues. Below, FENIX provides thoughts on the Guardian Connect app recall and what it could mean for Medtronic and CGM-competitors Dexcom and Abbott.

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Abbott to Launch the First “Glucose Sport Biosensor”

Abbott announced plans to launch the novel “Libre Sense Glucose Sport Biosensor” (view website), which is intended to provide glucose readings and actionable insights to athletes with and without diabetes. Libre Sense has already received CE Mark, and Abbott said the product will be launched “in the coming weeks” to eight European countries via Abbott’s non-exclusive partnership with Phil Southerland’s Supersapiens (view Supersapiens website). Below, FENIX provides a brief overview of the Libre Sense Glucose Sport Biosensor and implications to the overall glucose-sensing market.

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