Dexcom announced that CMS is updating its mobile device policy to allow for G5 CGM data to be viewed and shared on a mobile device. Previously, Medicare would not reimburse Dexcom G5 if patients paired the CGM to a smartphone. Additionally, Dexcom presented at William Blair in addition to announcing that G6 CGM has received CE Mark.
The CT.gov record for Novo’s pediatric Victoza study (ELLIPSE) has recently been updated to “completed.” Assuming Novo files ELLIPSE by the end of Q2 ’18, approval is projected in H1 ’19 with an 8 to 10-month review. Below, FENIX provides implications and market context for the Victoza pediatric label update.
Zealand has announced positive topline results from its Ph3 dasiglucagon immunogenicity study. Recall, in March 2018, the company reported results stating the trial met primary and secondary endpoints.
Senseonics and Beta Bionics announced a new collaboration to integrate the Eversense implantable CGM with the iLet bionic pancreas. Below, FENIX analyzes the collaboration including statements from the companies that suggest iCGM systems can be switched between closed-loop systems.
In the second installment of our post-AACE 2018 promotional material coverage (see first installment on diabetes drugs), FENIX has conducted an analysis of diabetes device promotional materials covering Dexcom G6, Abbott Freestyle Libre, Medtronic 670G, Insulet Omnipod, and Tandem t:slim X2.
In advance of ADA 2018 beginning June 21, FENIX has conducted a comprehensive analysis of new and recent promotional materials obtained at AACE 2018. Notably, this was the first major conference opportunity for Novo to promote both Ozempic and the Tresiba DEVOTE label update.
Insulet has announced FDA 510(k) clearance of its next generation handheld personal diabetes manager (PDM) called “Omnipod DASH.” Below, FENIX provides insight into the DASH system including Insulet’s decision to give DASH away at no cost.
Recently, we’ve noticed that Dexcom has started a TV campaign for its new G6 CGM system. Interestingly, the DTC campaign was initiated prior to the June 4th product launch. Although there were a few TV commercials for G5 Mobile, we expect the TV reach to be much broader for the G6 launch. In summary, the ad theme centers on knowledge being a superpower in T1DM that can lead to better glycemic management without being inconvenient. Below, FENIX summarizes the key messages and imagery in the new G6 commercials.
Currently, there are multiple ongoing, label-enabling HF CVOTs in the SGLT2i class for Jardiance, Farxiga, and Zynquista (sotagliflozin), along with other studies exploring surrogate endpoints, biomarkers, and mechanisms of action. FENIX has created a tale-of-the-tape summary of the SGLT2i HF CVOTs along with a projected timeline for filings and launches. In summary, it is believed that AZ’s DAPA-HF CVOT has a high probability of stopping early for overwhelming efficacy and thus creating a priority review scenario to leap AZ ahead of BI/LLY by 6-12 months in this important LCM opportunity. Below is a summary of the rationale and hypothesis comparing the different development approaches by SGLT2i sponsors to improve clinical outcomes in HF patients.
Novo Nordisk has announced topline results from the Ph3 PIONEER 2 study comparing oral semaglutide to BI/Lilly’s Jardiance. Interestingly, this is the second oral semaglutide trial to have topline results (PIONEER 1 FENIX insight); and in each case, Novo has only disclosed on-treatment results. Below, FENIX provides insight into PIONEER 2 results and the impact on oral semaglutide commercialization.