Senseonics, Xeris, Mannkind, and Bayer hosted their Q1 ’21 earnings calls and provided updates to their respective businesses. Below, FENIX provides highlights and insights from the calls.
Zealand recently announced its dasiglucagon hypoglycemia rescue product, branded as “Zegalogue,” received FDA approval (view label; previous FENIX insight). Following the approval, Zealand hosted an investor webcast to provide additional details surrounding the commercialization of Zegalogue (view slides). Below, FENIX has conducted a Zegalogue label analysis in the context of Lilly’s Baqsimi and Xeris’s Gvoke.
A series of diabetes-related news items have been observed: the November 2020 CHMP agenda has been released and includes one notable item, EMPEROR-Reduced; Bayer announced it has filed finerenone for patients with CKD and T2DM with the FDA and EMA; and Xeris hosted its Q3 ’20 earnings call. Below, FENIX provides highlights and insights from the respective news items, including thoughts on the potentially curious EMPEROR-Reduced appearance on the November CHMP agenda.
The CHMP agenda for this month (September 14-17) has been released, and it includes three notable items: high-dose Trulicity, Dapa-HF, Xeris’s Gvoke, as well as several other agenda items. Below, FENIX provides diabetes-related highlights and insights from the September 2020 CHMP agenda.
FDA’s Office of Prescription Drug Promotion (OPDP) has issued a letter to Xeris regarding misleading advertising for its Gvoke glucagon product (view OPDP letter here; view Xeris Gvoke DTC here). Below, FENIX provides an overview of OPDP’s asserted false or misleading claims as well as implications to the ongoing Gvoke launch.
Xeris announced the launch of its Gvoke HypoPen autoinjector (pictured below) for the treatment of severe hypoglycemia. The Gvoke website has also been updated, and it now includes a patient DTC video for HypoPen (view here). Below, FENIX provides thoughts on the Gvoke HypoPen launch as well as an analysis of the new DTC campaign in the context of Lilly’s Baqsimi (nasal glucagon) launch.
Today, twelve diabetes-related news items were observed: DAPA-HF delays T2DM onset, teplizumab follow-up results, Arecor uRAI Ph1 data, new Afrezza practical data, Diasome HDV Ph2 results, Hua Medicine Ph3 GKA data, ORMD-0801 in NASH, Glytec CGM POC data, Biolinq’s first-in-human CGM data, and more. Below, FENIX provides context and analysis for the announcements.
Novo Nordisk hosted its post-Q1 ’20 earnings roadshow event. Additionally, Xeris, Teva, and Becton Dickinson held their respective Q1 ’20 earnings calls. Teva did not discuss its generic liraglutide nor did BD discuss the status of its T2DM patch pump. Below, FENIX provides highlights and insights from the respective earnings calls.
Two diabetes news items were observed today. First, Xeris made Gvoke PFS available for home delivery via Amazon Pharmacy and grounded its field force (press release). Of note, Gvoke PFS is now available for home delivery to commercially insured patients through PillPack by Amazon Pharmacy and Xeris has grounded its field force. Additionally, Oramed announced positive feedback from its oral insulin ORMD-0801 End-of-Phase2 (EoP2) CMC meeting with the FDA (press release). Below, FENIX provides highlights and thoughts surrounding these updates, including how the home delivery option could present an opportunity for Xeris and Zealand amid the COVID-19 pandemic.
Xeris hosted its Q4 ’19 earnings call (press release) and provided updates on its newly launched hypoglycemia rescue product Gvoke and other pipeline assets. To the best of our memory, this is believed to be the first time that Xeris hosted an earnings conference call to accompany its earnings release. Of note, Xeris also posted an updated corporate presentation from March 2020 to its IR website (presentation slides). Below, FENIX provides highlights and thoughts surrounding these updates, including how the coronavirus disruption could present an opportunity to Xeris.