Tag Archives: Dexcom

Dexcom and Sanofi Q3 ’24 Earnings; Zepbound Label Update

Three cardiometabolic-related news items have been observed: Dexcom hosted its Q3 ’24 earnings call (press release; slides); the Zepbound US label has been updated to include SURMOUNT-3 and -4 data (view label); and Sanofi hosted its Q3 ’24 earnings call (press release; slides; infographic). Below, FENIX provides highlights and insights for the respective news items.

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Abbott Partners with Beta Bionics; Dexcom at Wells Fargo; Lilly Partners for Drug Discovery; AZ Initiates Oral GLP-1RA Ph2b Trial in T2DM; BioAge Files for IPO; Bayer, Arrowhead, and Lexicon Data at ESC 2024; Esperion Secures Additional Nexletol/Nexlizet Coverage; Skye Appoints New CMO; Scholar Rock Appoints New CBO

A series of cardiometabolic-related news items have been observed from Beta Bionics/Abbott, Dexcom, Lilly/HAYA, AstraZeneca, BioAge Labs, Bayer, Arrowhead Pharmaceuticals, Lexicon Pharmaceuticals, Esperion Therapeutics, Skye Biosciences, and Scholar Rock. Below, FENIX provides highlights and insights for the respective news items.

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Dexcom launches Stelo OTC Glucose Biosensor in the US

Dexcom announced Stelo, its OTC “Glucose Biosensor,” is now available for purchase in the US via its website (view website). Recall, in March 2024, FDA cleared Stelo for use without a prescription for T2DM patients 18 years and older who do not use insulin (previous FENIX insight). Additionally, the company is initiating its “Welcome to Stelo: Personalizing Choices, Revolutionizing Glucose Health” webinar series on August 27, 2024 (view website). Below, FENIX has conducted an analysis of the Stelo product, website, and pricing, including thoughts on Dexcom’s Stelo branding strategy and the impending launch of Abbott’s own OTC products (Lingo and Rio).

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FENIX Analysis: CGM Promotional Materials Post-ADA 2024

In this second installment of the post-ADA promotional materials analysis, FENIX is evaluating CGMs from Dexcom, Abbott, and Ascensia/Senseonics. Medtronic did not have any leave-behind promotional materials for its CGM portfolio. The final installment will focus on insulin pumps/AID systems. Of note, neither Dexcom nor Abbott promoted their respective OTC CGM products (Stelo, Rio, and Lingo), although the launches are anticipated in the near future (previous FENIX insight; previous FENIX insight).

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Abbott/Medtronic Strategic Partnership; Simplera Updates; Madrigal and MannKind Q2 ’24 Earnings

Three cardiometabolic-related news items have been observed: Abbott announced a partnership with Medtronic for the development of a new CGM that is exclusively compatible with Medtronic’s AID and smart insulin pens (press release); Medtronic announced the FDA approval of its Simplera CGM (press release); Madrigal (press release; slides) and MannKind (press release; slides) hosted their respective Q2 ’24 earnings. Below, FENIX provides highlights and insights for the respective news items, along with an analysis of the Abbott/Medtronic partnership.

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Dexcom Q2 ’24 Earnings

Dexcom hosted its Q2 ’24 earnings call (press release; slides) and provided updates across its business, including the impending launch of its first OTC CGM (Stelo). Dexcom lowered its full-year guidance which has led to a ~38% drop in the company’s stock price. Below, FENIX provides highlights and insights from the call.

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Abbott and Novartis Q2 ’24 Earnings

Two cardiometabolic-related news items have been observed: Abbott (press release; infographic) and Novartis (press release; slides) hosted their respective Q2 ’24 earnings calls. Below, FENIX provides highlights and insights about the respective items.

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