Today, Insulet presented Omnipod 5 pivotal data at the 2021 ENDO conference (press release), and the company held an associated call with investors (slides). 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). Insulet reiterated that the company anticipates an Omnipod soft launch in Q2 ’21 with a full market release in 2022.  Below, FENIX provides an overview of the Omnipod 5 pivotal data, a comparative analysis with Tandem’s Control IQ and Medtronic’s 780G AHCL, and thoughts on how Insulet’s T2DM commentary suggests Lilly may be more inclined to use U200 lispro in Lilly’s own AID system.

Yesterday, Insulet announced that the company will host an investor event on Saturday, March 20, 2021 at 12:30PM EST following the presentation of Omnipod 5 pivotal trial data at the virtual ENDO 2021 conference. According to the ENDO program, Insulet Omnipod 5 pivotal trial data for adults and adolescents will be presented from 11:45-11:55AM EST. Recall, during Insulet’s Q4 ’20 earnings call, senior management stated that they continue to anticipate a US Omnipod 5 commercial launch in H2 ’21.