Tag Archives: Diabetes

Trulicity CV Protection DTC Initiated; Lilly Announces $35 Co-Pay for COVID-19 Help

Two diabetes-related items have recently been observed from Lilly: the launch of the Trulicity CV protection patient DTC and a press release announcing Lilly’s Insulin Value Program and $35 co-pay as a COVID-19 response measure. Below, FENIX provides thoughts on the CV protection indication promotion for Trulicity, how it compares to Novo Nordisk’s recent Ozempic CV protection indication DTC, and brief thoughts on the Lilly insulin program.

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CGM: Thoughts on Lifescan/Sanvita CGM Trial Impact from COVID-19

With the ongoing COVID-19 pandemic, a number of clinical trials have been impacted across the industry. Lifescan/Sanvita Medical’s CGM pilot study, in particular, is ongoing but it remains unclear if or how COVID-19 will impact the overall development of the novel CGM. Recall, in May 2019, Lifescan announced it entered into an exclusive agreement with Sanvita Medical to distribute the Sanvita CGM. Below, FENIX provides thoughts on the impact of COVID-19 on Lifescan/Sanvita’s CGM trial, the possibility of FDA favoritism for Libre 2 from Abbott’s COVID-19 testing wins, as well as the potential impact on Dexcom’s CGM business.

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Biocon’s Malaysian Facility Passes Pre-Approval Glargine FDA Inspection

Biocon has issued a press release announcing they received the FDA “Establishment Inspection Report” for the bs-glargine pre-approval inspection of its Malaysian manufacturing facility. The closing of the inspection comes after several failed inspections over the past few years. Below, FENIX provides thoughts on Biocon passing its inspection, including the impact on the impending June 2020 bs-glargine FDA action date.

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Glucagon: Zealand Submits NDA for Dasiglucagon HypoPal Rescue Pen

Zealand Pharma announced it has submitted the dasiglucagon HypoPal Rescue Pen NDA for the treatment of severe hypoglycemia. Below, FENIX shares thoughts on the filing as well as the potential impact on the current glucagon rescue market including Lilly’s Baqsimi and Xeris’s Gvoke.

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DAPA-CKD Stopped Early for Overwhelming Efficacy

AstraZeneca announced that an independent data monitoring committee (DMC) has recommended stopping the DAPA-CKD study early due to overwhelming efficacy. According to CT.gov, the early trial closeout is ~8 months ahead of the full trial completion date (initially scheduled to complete in November 2020). Below, FENIX provides thoughts on DAPA-CKD in the context of Janssen’s CREDENCE, which was also stopped early, as well as potential read through to BI/Lilly and Lexicon.

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FENIX Analysis: Ozempic and Trulicity CV Indication Initial Promotion

Novo Nordisk and Lilly have updated their Ozempic and Trulicity HCP websites with new messaging for their respective CV protection indications. Below, FENIX provides an initial HCP website promotional analysis, which includes insight into how the differences in the respective indications could potentially blur HCP perceptions of the Ozempic and Trulicity brands.

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Senseonics Suspends US Commercial Sales to New Patients

In a recent 8K SEC filing, Senseonics disclosed that it will no longer ship Eversense implantable CGMs to new customers in the US; however, the company intends to maintain supply for existing customers. The news comes just days after Senseonics announced plans to explore strategic options for the company, including a potential sale. Below, FENIX provides additional thoughts on Senseonics’s current position.

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AZ Partners with Silence Therapeutics for siRNA Targeting; AZ Leverages BrightInsight for Digital Platform

AstraZeneca has entered into two new collaborations: Silence Therapeutics and BrightInsight. The partnership with Silence Therapeutics covers the discovery and development of novel siRNA targeting of CV, renal, metabolic, and respiratory diseases. Separately, the collaboration with BrightInsight is intended to support AZ’s digital health solutions for the “chronic disease management space”. Below, FENIX provides highlights and insights related to the respective partnerships, including Silence’s accompanying investor call.

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DarioHealth Partners with Vitality Group

DarioHealth announced a partnership with Vitality Group to integrate Dario digital therapeutics for chronic conditions into Vitality’s wellness solution platform. According to Dario, the partnership is intended to accelerate penetration into the self-insured employer US market. Below, FENIX provides insight into the Dario/Vitality partnership as well as potential implications to Livongo and Onduo.

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Senseonics Exploring Strategic Alternatives

Senseonics announced today that the company is exploring strategic alternatives, including a potential sale. Below, FENIX provides a summary of the press release and a favors/disfavors analysis regarding a possible acquisition as the company searches for new financing sources.

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