Tag Archives: Lilly

Lilly’s Next-gen Tirzepatide for Oral Delivery? New Lilly GIP/GLP Dual Agonist Ph1 Studies

Two new Ph1 trials for Lilly’s LY3493269 GIP/GLP dual agonist have been observed on CT.gov (NCT04515576 and NCT04498390). Interestingly, the two trials are separately evaluating subcutaneous and oral administration of LY3493269. LY3493269 is believed to be a different molecule than tirzepatide (LY3298176) since it has a different LY number. Below, FENIX provides an overview of the studies as well as thoughts on why Lilly may have had to develop a next-gen tirzepatide for oral delivery.

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Lilly Initiates New Connected Pen Trial

A CT.gov record has recently been observed for a Lilly-sponsored trial evaluating the user experience of its “integrated insulin management” system (IIM) in both T1DM and T2DM adult patients. According to the CT.gov record, the IIM system is comprised of lispro and/or glargine pens, a mobile medical application (MMA), a BLE insulin data transmission (IDT) module, and a commercially available BLE-enabled BGM. Below, FENIX provides an overview of the trial as well as thoughts on how it could indicate Lilly is further behind in its connected pen ecosystem development than originally thought.

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EMPEROR-Reduced Positive Topline Results; AZ Discontinues its GLP-1RA Small Molecule; Lexicon to Reorganize; Lilly, AZ, and Lexicon Q2 ’20 Earnings Updates

Lilly (press release; slides), AstraZeneca (press release; slides), and Lexicon (press release; slides link unavailable) hosted their respective earnings calls. Importantly, BI/Lilly announced positive topline results from the EMPEROR-Reduced outcomes trial in HFrEF patients with and without T2DM, AZ discontinued its small molecule GLP-1RA (MEDI7219), and Lexicon is restructuring its business to shift focus toward R&D. Below, FENIX provides insights into the EMPEROR-Reduced results in the context of the evolving SGLT2i HF market as well as thoughts on how Lexicon’s restructuring could be an indicator for the sotagliflozin CVOT results.

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High-dose Trulicity CHMP Opinion this week?; CHMP Agenda July 20-23

The CHMP agenda for this month (July 20-23) has been released, and it includes one notable item, a potential high-dose Trulicity CHMP opinion, as well as several other agenda items. Below, FENIX provides diabetes-related highlights and insights from the July 2020 CHMP agenda.

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New Lilly QW Insulin Ph2 Trials in T1DM and T2DM

Two new Ph2 trials have been observed on CT.gov evaluating Lilly’s QW basal insulin (LY3209590) in T1DM (view CT.gov record) and insulin-naïve T2DM patients (view CT.gov record). Below, FENIX provides trial details and thoughts on the new trials in the context of Novo Nordisk’s QW basal insulin (icodec), which recently had full Ph2 results presented at ADA 2020 (previous FENIX insight).

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Lyumjev (ultra-rapid lispro) Label Analysis and Supply Conversion Thoughts

Last week, FDA approved Lilly’s ultra-rapid lispro as “Lyumjev,” pronounced [LOOM-jehv] as the second ultra rapid-acting injectable insulin behind Novo’s Fiasp. Of note, the generic name for Lyumjev is lispro-aabc. Below, FENIX provides an in-depth Lyumjev label analysis, including a comparison with Novo on RAI supply conversion strategy, and potential insights into Lilly’s connected pen solution.

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Lilly’s Lyumjev FDA Approved (ultra-rapid lispro)

Today, FDA posted a label for Lyumjev (ultra-rapid lispro) in the Drugs@FDA database ahead of a Lilly press release (see direct link here to the label in PDF). FENIX will have a full label analysis in the coming days.

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Trulicity, Ozempic, Afrezza, Libre, Control IQ, and Onduo RWE at ADA 2020; Sota T2DM CKD Data; vTv Presents TTP399 Ph2 Results; ADA 2020 Key Press Releases (June 13)

Today, nine diabetes-related news items were observed: Trulicity, Ozempic, Afrezza, Libre, Control IQ, and Onduo RWE data were presented at ADA 2020 as well as new data from Lexicon (sota T2DM Ph3 CKD), vTv (Ph2 Simplici-T1), and Zealand (V-Go patch pump). Below, FENIX provides context and analysis for the announcements.

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Tirzepatide CVOT Underway; Dexcom G6 CE Mark for Wear on Upper Arm; Nemaura Medical to Join Russell Indices

A series of diabetes-related news has been observed: Lilly announced it has dosed the first patient in the tirzepatide SURPASS-CVOT study, Dexcom received CE Mark for the G6 CGM to be worn on the back of the upper arm, and Nemaura Medical is set to join the Russell 2000 Index and Russell 3000 Index. Below, FENIX provides highlights and insights from the respective news items.

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New MPD Insulin Savings Program Supported by Lilly, Novo, and Sanofi

Yesterday, President Trump announced a new plan to reduce the monthly cost of insulin to no more than $35 for people on Medicare Part D. The plan, which is scheduled to go into effect on January 1, 2021, is being supported by Lilly, Novo Nordisk, and Sanofi. Following the announcement, Lilly’s CEO, Dave Ricks, issued a statement lauding the new savings model, saying it “fills a critical gap that remained in the system.” Below, FENIX provides thoughts on the new plan in the context of the overall US drug pricing debate.

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