Tag Archives: Diabetes

Novo to Initiate Oral Sema Ph3a Obesity Program; Integrity Applications Appoints David Klonoff to Scientific Advisory Board; Roche, Poxel, and Adocia Q1 ’21 Earnings Updates

A series of diabetes-related news items have recently been observed: Novo Nordisk announced its intention to enter Ph3a development of oral semaglutide in obesity; Integrity Applications announced the appointment of notable diabetes device KOL, David Klonoff, to its Scientific Advisory Board; Roche hosted its Q1 ’21 earnings call; Poxel issued its Q1 ’21 earnings and provided an update across its business including imeglimin for T2DM and PXL770/PXL065 for NASH; and Adocia announced its Q1 ’21 earnings update. Below, FENIX provides highlights and insights for the respective news items.

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Novo QW Icodec Ph3 T1DM Trial Initiated; Dexcom G6 Approved for Upper Arm Wear in Canada; Dario Launches Virtual Health Initiative with MediOrbis; J&J and Abbott Q1 ’21 Earnings Updates

A series of diabetes-related news items have been observed: a CT.gov record for Novo’s Ph3 QW insulin icodec T1DM trial (ONWARDS 6) has been observed; Dexcom announced Health Canada has authorize G6 for upper arm wear; Dario announced a virtual care initiative with MediOrbis for telehealth and remote patient monitoring; Abbott hosted its Q1 ’21 earnings call; and J&J hosted its Q1 ’21 earnings call. Below, FENIX provides highlights and insights for the respective news items.

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April 19-22 CHMP Agenda; EMPEROR-REDUCED Opinion?; Virta Health Raises $133M in Series E

Two cardiometabolic-related news items have been observed: the CHMP agenda for this month’s meeting (April 19-22, 2021) has been released and includes one notable item⁠, Jardiance HFrEF is listed under Type II Variations; and Virta Health announced it has raised $133M in a Series E equity financing round at a $2B valuation (up from $1.1B in December 2020). Below, FENIX provides highlights and insights from the respective news items.

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Insulet Omnipod 5 Tale-of-the-tape Analysis

In March 2021, Insulet presented Omnipod 5 pivotal data at the ENDO conference in which Omnipod 5 was shown to reach 68-74% TIR with low rates of hypoglycemia (time spent 54 mg/dL of 0.17% in adults and 0.23% in pediatrics). Below, FENIX provides a tale-of-the-tape comparative analysis between Omnipod 5, Tandem’s Control IQ, and Medtronic’s 780G AHCL, as well as additional thoughts on how Omnipod 5 may effect new entrants to the market.

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Ozempic 4-dose Pen Back in the Label; Diamyd to Initiate DIAGNODE-3 Trial “Later This Year”; Nemaura Appoints New Global Head of Digital Programs

A series of diabetes-related news items have recently been observed: Novo Nordisk’s Ozempic label has been updated once again to include an NDC for a 1mg x 4 dose 3mL pen; Diamyd announced a contract with ICON plc for the Ph3 DIAGNODE trial evaluating its Diamyd diabetes vaccine; and Nemaura Medical announced the appointment of Samantha Sanders as Global Head of Digital Programs. Below, FENIX provides highlights and insights for the respective news items, including the curious thoughts on why Novo may have had the 1mg x 4 dose pen removed from the label and added back.

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Medtronic 7-day Infusion Set Launched in EU; New Medtronic Sensor+Infusion Set Combination Trial

Medtronic announced the EU launch of its 7-day infusion set, branded as Medtronic Extended. Separately, a new CT.gov record has recently been observed for a Medtronic trial evaluating a sensor+infusion set combination. Below, FENIX provides highlights and insights for the respective items, including thoughts on how the advancement in infusion set technology could be a significant differentiator for Medtronic.

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Novo Connected Pens Now Integrate with mySugr; Abbott Partners with Olympic Runner for Libre Sense Glucose Biosensor; New Non-invasive Glucose Monitoring Meter?

A series of diabetes-related news items have recently been observed: mySugr announced the integration of the Novo Nordisk NovoPen 6 and NovoPen Echo Plus connected pens into the mySugr Logbook on iOS; Abbott announced a partnership with Olympic runner, Eliud Kipchoge, and the NN Running Team to support their athletic training program through the use of Abbott’s Libre Sense Glucose Sport Biosensor; and Dongwoon Anatech is seeking US and Korean regulatory approvals for a saliva-based glucose monitor, called D-SaLife. Below, FENIX provides highlights and insights for the respective news items.

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Provention Bio Delay Appears Inevitable; Better Therapeutics To Go Public; Dexcom G6 Direct Distribution in the Netherlands; Sanofi Furthers Social Responsibility Outreach; Medtronic Commits to Three Initiatives to Address Healthcare Equity; Expanded Access to CGM and Insulin Pumps in Canada

A series of cardiometabolic-related news items have recently been observed from Provention Bio, Better Therapeutics, Dexcom, Sanofi, Medtronic, and JDRF Canada. Below, FENIX provides highlights and insights for the respective news items, including thoughts on how bad the teplizumab delay may really be.

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Roxa Data Hiccup Embarrassing But Not Catastrophic

Yesterday, Fibrogen issued a press release and hosted a call with investors in which the company provided clarification on certain prior disclosures of US primary CV safety analyses from the roxadustat Ph3 program for the treatment of CKD anemia. According to the press release, while senior management was preparing for the roxadustat adcom (tentatively scheduled for July 15, 2021), it became clear that the “primary cardiovascular safety analyses included post-hoc changes to the stratification factors.” Below, FENIX provides thoughts from various angles that suggest the ~40% share price hit to Fibrogen is a non-contextualized Wall Street overreaction.

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AZ and Mass Gen Hospital Collaborate with AMAZE Platform; Ionis to Reduce Akcea Workforce by ~70%; Galectin Launches Website for NAVIGATE Trial in NASH; Blue Shield of California Adds Two New Services to Wellvolution Platform

A series of cardiometabolic-related news items have been observed: AstraZeneca announced a collaboration agreement with Massachusetts General Hospital to utilize the AMAZE platform in two pivotal, real-world studies for HF and asthma; Ionis disclosed a reorganization of its Akcea business, including a workforce reduction of nearly 70%; Galectin Therapeutics announced the launch of NAVIGATEnash.com to highlight the Ph2b/3 trial and educate HCPs and patients on liver cirrhosis from NASH; and Blue Shield of California announced the addition of two new services to its Wellvolution platform to provide personalized care and nutrition support for patients with T2DM. Below, FENIX provides highlights and insights for the respective news items.

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