Tag Archives: Diabetes

New dapa HF study (DICTATE-AHF) in T2DM patients with acute decompensated heart failure

Last week, a Ph3 dapagliflozin trial (DICTATE-AHF) in T2DM patients with acute decompensated heart failure (ADHF) was observed on CT.gov. Of note, the study is assessing the decongesting effects of dapagliflozin and protocolized diuretic therapy in ADHF patients. Below, FENIX provides thoughts on this new trial in the context of other SGLT2 HF trials and what it could mean for AZ.

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Voluntis Deprioritizes Diabetes in Favor of Oncology

Voluntis announced it is moving in a new strategic direction, which includes deprioritizing its Insulia diabetes solution in favor of its oncology business. Of note, the updated strategy comes a day after Voluntis entered into an agreement with BMS to create a mobile solution to support treatment and track symptoms for oncology patients. Below, FENIX provides thoughts on Voluntis’s reprioritization in the context of other digital health solutions from Onduo and Livongo.

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Thoughts on Tandem Basal IQ iAGC Designation

Tandem recently announced it received FDA clearance for its Basal IQ algorithm as an Interoperable Automated Glycemic Controller (iAGC). Basal IQ is the second algorithm to receive the iAGC designation behind Tandem’s Control IQ (approved in December 2019). Below, FENIX provides thoughts on the Basal IQ iAGC clearance in the context of FDA’s iAGC special controls as well as potential implications to other glycemic control algorithm developers.

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Nemaura Launches sugarBEAT CGM App on Google Play

Nemaura Medical announced it has launched an updated sugarBEAT app on Google Play (download here) ahead of the BEAT diabetes subscription-based service UK launch in April 2020. Recall, Nemaura recently disclosed plans to conduct a H2H trial comparing its non-invasive CGM to a “highly successful major incumbent CGM sensor.” Below, FENIX provides brief thoughts on the new app in the context of Nemaura’s overall non-invasive CGM ecosystem.

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Livongo Q4 ’19 Earnings Update

Livongo hosted its Q4 and FY 2019 earnings call and provided updates to its business. Unsurprisingly, the vast majority of the call focused on the user and revenue growth outlook for the Livongo platform. Below, FENIX provides highlights and insights from the call.

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Omnipod Horizon Pivotal Trial Delayed

Insulet announced it will be pausing Omnipod Horizon pivotal trial due to a recently-discovered “software anomaly.” The updated software is expected to be available by the end of April 2020; however, the Omnipod Horizon launch timeline has been pushed back to early 2021. Below, FENIX provides potential insights on the delay as well as implications to other insulin delivery algorithm developers.

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New Ozempic Switching Study from other GLP-1RA (SUSTAIN SWITCH)

A new CT.gov record for a high-dose semaglutide switching study (SUSTAIN SWITCH) has been observed. In the study, patients will switch from their existing GLP-1RA therapy (not injectable semaglutide) to subcutaneous QW semaglutide (either 0.25 or 0.5mg starting dose) and titrate up to 2.0mg sema. Below, FENIX provides an overview of SUSTAIN SWITCH as well as insight into how Novo Nordisk may leverage the study to pre-emptively position Ozempic vs. Lilly’s tirzepatide.

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Mylan Q4 ’19 Earnings Update; Bs-glargine Briefly Discussed

Mylan hosted its Q4 and FY 2019 earnings call and provided updates to its business. The vast majority of the call revolved around the pending merger with Pfizer’s Upjohn. Of note, Mylan briefly discussed the US regulatory status of its bs-glargine and bs-aspart (in partnership with Biocon). Below, FENIX provides highlights and insights from the call.

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Oramed Oral Insulin Ph2b Cohort B Results

Oramed announced positive topline results from Cohort B of the Ph2b trial evaluating its oral insulin (ORMD-0801) in T2DM patients. Oramed also hosted an associated call with investors to discuss the results. Recall, Oramed announced results from Cohort A of this Ph2b study in November 2019, which demonstrated a statistically significant result for the QD and BID doses but not with the TID dose (previous FENIX insight). Below, FENIX provides highlights of the new data and brief thoughts in the context of the previous Ph2b results, Tresiba’s CVOT (DEVOTE), and Novo’s QW basal insulin (icodec).

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FDA Approves Senseonics Extension Study for 365-Day CGM

Senseonics announced FDA approved an extension phase of the PROMISE clinical trial to allow for a subset of patients to continue the trial for a total of 365 days with a single Eversense implantable CGM sensor. Below, FENIX provides thoughts on how the move from a 90-day sensor to 180- and 365-day sensors may be the catalyst that Senseonics needs to turn around its business.

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