Happy Thanksgiving from CVRM! Coming Soon in December…
Happy Thanksgiving from the CVRM team!
Happy Thanksgiving from the CVRM team!
A series of cardiometabolic-related news items have been observed: Medtronic hosted its CY Q3 ’21 (FY Q2 ’22) earnings call (press release; slides); HAGAR announced that its non-invasive CGM (GWave) has received Breakthrough Device Designation; Oramed announced it has enrolled and randomized 75% of the 675 T2DM patients in its Ph3 trial (ORA-D-013-1) evaluating its oral insulin; and Beyond Type 1 announced it has launched its web platform in Arabic. Below, FENIX provides highlights and insights for the respective new items.
Three cardiometabolic-related news items have been observed: It has been reported that Intarcia Therapeutics has filed for a Notice of Opportunity for a Hearing with FDA for ITCA-650 (link to WSJ article); Provention Bio announced topline results from preliminary analysis of popPK model; and Zealand announced topline results for Ph1b trial with GLP1-GLP2 dual receptor agonist (dapiglutide). Below, FENIX provides highlights and insights for the respective new items.
Alnylam hosted its 2021 R&D webinar (view here; slides) and discussed its 2022 product and pipeline goals, including CVRM assets. Below, FENIX provides highlights and insights from the Alnylam R&D event.
Three cardiometabolic-related news items have been observed: Teladoc Health hosted its 2021 Investor Day (view here; slides); Better Therapeutics announced the pivotal study evaluating the safety and efficacy of BT-001 for the treatment of T2DM has completed enrollment; and Dario announced it has entered into contracts with a national transportation employer for diabetes, and a regional employer for behavioral health. Below, FENIX provides highlights and insights for the respective new items.
Novo Nordisk and Dicerna Pharmaceuticals announced they have entered into a definitive agreement under which Novo will acquire Dicerna for $3.3B. The $3.3B total is equal to $38.25 per share in cash and a premium of 80% to Dicerna’s closing price on November 17, 2021. The transaction is expected to close in Q4 ’21. Below, FENIX provides thoughts on the acquisition, including insight into Novo’s potential motivations and the impact on Dicerna’s existing partners (e.g. Lilly and BI).
A series of cardiometabolic-related news items have been observed from Viatris/Biocon, Lexicon, CRISPR Therapeutics/ViaCyte, Innovation Zed, Nemaura Medical, and Dario Health. Below, FENIX provides highlights and insights for the respective news items.
Bayer hosted its Kerendia (finerenone) investor webinar (view here), highlighting Kerendia’s clinical profile, how it fits into the treatment landscape, US market strategy, and LCM initiatives. Unsurprisingly, much of the event, including the Q&A, focused on the differentiation with the SGLT2i class. Separately, Bayer announced the initiation of a new Ph3 trial (FIONA) evaluating finerenone in pediatrics with CKD and severely increased proteinuria. Below, FENIX provides highlights from the presentation as well as additional thoughts on the Kerendia launch.
Two cardiometabolic-related news items have been observed: Novo Nordisk announced that its high-dose Ozempic (2.0mg semaglutide) has received a positive CHMP opinion and Movano hosted its Q3 ’21 earnings call (press release; view Movano website). Below, FENIX provides highlights and insights from the respective news items.
Two cardiometabolic-related news items have been observed: AstraZeneca hosted its Q3 ’21 earnings call (press release; slides) and J&J announced plans to split the company’s pharma/med device and consumer businesses into separate companies. Below, FENIX provides highlights and insights from the respective news items.