Lilly hosted its Q4 ’21 earnings call (press release; slides) and provided updates across its CVRM portfolio with a particular focus on tirzepatide. Of note, Lilly did not discuss its CVRM pipeline assets including its QW insulin (basal insulin Fc) which is scheduled to enter Ph3 this year. Below are highlights and insights from the call.
Novartis hosted its Q4 ’21 earnings call (press release; slides) and provided brief updates to its CVRM business, including Entresto’s market performance and updates on Leqvio’s US and UK launches. Although not discussed in detail, management stated clinical trials for both iptacopan and pelacarsen remain on track. Additionally, management stated that the Sandoz strategic review remains in progress and Novartis will “hopefully come to a decision” in H2 ’22. Below are highlights from the call.
Novo Nordisk hosted its Q4 and FY ’21 earnings call (press release; slides) and provided updates across its commercial and pipeline activities, including the ongoing Wegovy supply shortage and a Rybelsus launch update. Of note, Novo disclosed it has been notified of four Paragraph IV ANDA filings for generic Ozempic. Additionally, Novo reminded about its upcoming 2022 Capital Markets Day on March 3, 2022. Below, FENIX provides highlights and insights from the call.
Three cardiometabolic-related news items have been observed: Pfizer and Ionis announced they are discontinuing vupanorsen development for dyslipidemia following Ph2b topline results; Glooko announced it has acquired xbird; and Madrigal Pharmaceuticals announced positive topline results from its Ph3 MAESTRO-NAFLD-1 resmetirom study and hosted an associated webcast (listen to webcast here; slides). Below, FENIX provides highlights and insights for the respective new items.
A series of cardiometabolic-related news items have been observed: Insulet announced FDA has cleared its Omnipod 5 for T1DM patients ≥ 6 years of age; BI/Lilly announced Jardiance (empagliflozin) has received a positive CHMP opinion for extension of indication to add the treatment of patients with HFpEF; Provention hosted a call with investors to provide additional details on the teplizumab BLA resubmission as well as teplizumab LCM initiatives (listen here); and Lilly announced plans to invest over $1.5B in two new manufacturing sites in Concord, North Carolina, and Limerick, Ireland. Below, FENIX provides highlights and insights for the respective new items.
Three cardiometabolic-related news items have been observed: Provention Bio announced plans to resubmit the teplizumab BLA following its Type B pre-BLA resubmission meeting with FDA; It has been reported that Novo’s Wegovy shortage may be resolved by H2 ’22 (view article); and Vertex hosted its Q4 ’21 earnings call (press release; slides). Below, FENIX provides highlights and insights for the respective new items.
Two cardiometabolic-related news items have been observed: Abbott hosted its Q4 ’21 earnings call (press release; view infographic) where it disclosed it filed the Libre 3 CGM with FDA in 2021; and FDA’s Office of Prescription Drug Promotion (OPDP) has issued a letter to Lilly regarding misleading Trulicity social media post (view OPDP letter here; view Trulicity Promo Materials here). Below, FENIX provides highlights and insights for the respective new items.
Three cardiometabolic-related news items have been observed: J&J hosted its Q4 ’21 earnings call (press release; slides); Glytec announced a strategic partnership with Nebraska Medicine to implement Glytec’s eGlycemic Management System (eGMS); and Daewoong Pharmaceutical announced positive topline results from its Ph3 enavogliflozin program. Below, FENIX provides highlights and insights for the respective new items.
The CHMP agenda for this month’s meeting (January 24-27) has been released, and it includes one notable item, a potential CHMP opinion for Jardiance HFpEF indication extension, as well as several other agenda items. Below, FENIX provides diabetes-related highlights and insights from the January 2022 CHMP agenda.
Two cardiometabolic-related news items have been observed: Lannett announced FDA has approved the IND application for Lannett’s bs-glargine; and Biocon hosted its Q4 ’21 (FY Q3 ’22) earnings call (press release). Below, FENIX provides highlights and insights for the respective new items.