In conjunction with the Dexcom G6 approval FDA created a new device category under class II defined as “integrated continuous glucose monitoring,” or iCGM. Below, FENIX has provided an analysis and summary of this class’ FDA controls in the context of future CGM development by manufacturers such as Dexcom, Abbott, Medtronic, and Senseonics.
FDA and Dexcom announced approval of the Dexcom G6 CGM after a notably short 6-month review time, suggesting increased FDA comfort with CGM technology. The new device is the first real-time CGM approved for standalone and interoperable use. Launch is anticipated in Q2 ‘18, and Dexcom is projected to have a significant presence at ADA.
Briefing documents for the Senseonics implantable Eversense CGM were posted today by FDA in advance of the March 29, 2018 adcom. Also of note, FDA today announced approval of the Dexcom G6 and a new lower risk classification of interoperable CGM (“iCGM”). Below, FENIX has analyzed the key issues anticipated to be discussed during the adcom.
AZ has begun actively promoting Bydureon BCise, the new autoinjector device which became available in US pharmacies in January 2018. Below, FENIX has conducted a launch analysis in the context of the broader GLP-1RA market including assessment of prescription data trends.
Novo Nordisk began actively promoting Ozempic (sc QW semaglutide) in the field in early February 2018, two months after the December 2017 approval. Below, FENIX has conducted a launch analysis, including thoughts on promotional materials, sampling strategy, and early insights from NRx trends.
Two new clinical trials for Lilly’s ultra-rapid-acting insulin lispro (LY900014; also called ultra-rapid lispro or “URLi” pronounced “early” [ur-lee] by Lilly at ATTD 2018), have been observed on CT.gov including a Ph1 H2H PK trial vs. Novo’s Fiasp and a Ph3 study in pumps called PRONTO-Pump.
In light of the recent journal publication of PRECISE II, the US pivotal IDE trial for Senseonics’s Eversense implantable CGM, FENIX has conducted a comparative analysis vs. Abbott Freestyle Libre and Dexcom G5 Mobile, with a particular focus on sensor accuracy across glucose ranges.
In early January AZ announced the availability of Bydureon BCise autoinjector in US pharmacies after receiving FDA approval in Oct 2017. FENIX has conducted GLP-1RA market, pricing, and co-pay card analyses.
FENIX has conducted a pricing analysis of the SGLT2i and SGLT2i+DPP-IVi FDC classes.
Lilly disclosed major announcements about its diabetes connected care strategy, including intentions to develop an in-house automated insulin-delivery (AID) device as well as a wireless smart pen injection device. As a part of this endeavor, Lilly has engaged in collaborations with Deka R&D Corp., CGM-manufacturer Dexcom, and acquired Montreal-based algorithm startup Class AP. In light of these developments, Lilly has indicated plans to initiate trials by YE 2017 and has suggested it will take 2-3 years for these new devices to reach the market.