Tag Archives: LLY

Lilly 2019 Guidance Summary

Today, Lilly hosted its 2019 Guidance and Investment Community Meeting and discussed potential key milestones for 2019. Importantly, Lilly announced late stage development plans in obesity and NASH and provided more information on the Ph3 dose titration for its QW injectable GIP/GLP-1 dual agonist tirzepatide. Connected care was also featured, and several comments were made on guidelines updates and new PBM coverage positively affecting Trulicity and Jardiance in 2019. Below, FENIX provides a summary and thoughts on diabetes-related highlights from the event. 

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Thoughts on New ACC T2DM ASCVD Recommendations

The ACC published their 2018 ACC Expert Consensus Decision Pathway on Novel Therapies for CV Risk Reduction in Patients with T2DM and ASCVD in JACC. Notably, the ACC recommends SGLT2i use for potential CV benefits and GLP-1RA use for those patients who may have an unsuitable risk profile for SGLT2i use. Below, FENIX provides a winners-and-losers analysis based on the recent ACC recommendations compared to the updated ADA/EASD guidelines from October 2018.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Novo’s Onset 7 Fulfills Pediatric Post-Marketing Commitment

Today at the 2018 ISPAD congress, Novo Nordisk presented data from Onset 7, the first study evaluating Fiasp (faster-acting insulin aspart) in pediatric/adolescent patients. Below, FENIX provides thoughts on the ultra-rapid-acting (uRAI) market, the use of these agents in pediatric T1DM patients, and Onset 7 in the context of Fiasp’s post-approval pediatric commitment.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Merck Cancels Bs-glargine Agreement with Samsung

Merck has reportedly asked Samsung Bioepis to cancel their development and commercialization deal for biosimilar glargine. The report comes from a filing with the Korean stock exchange. While it remains unknown, this news may signal Merck’s intention to abandon the global commercialization of its bs-glargine. According to the filing, Merck has offered to pay $155M to Samsung to end the contract. Below, FENIX provides thoughts on potential reasons to cancel the deal as well as read-through to the other basal insulin manufacturers.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

New ADA/EASD Guidelines Recommend GLP-1RA Over Insulin and Make Other New H2H Drug Recommendations

ADA and EASD have updated their T2DM consensus guidelines (journal publication) with notable changes to the framework of the treatment algorithm (pictured below). Now, the algorithm takes a patient-centric approach and suggests a stepwise methodology based on the highest priority for the patient (ASCVD, CKD, hypoglycemia minimization, weight loss, and cost). Importantly, the guidelines recommend the use of GLP-1RA over insulin as the first injectable therapy as well as other in-class H2H drug recommendations. Below, FENIX provides a winners-and-losers analysis, highlights of the guideline updates, and how the identified knowledge gaps may be addressed.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Purchase Blast$599.00

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Lilly Dual Agonist Ph3 Analysis; EASD Investor Presentation

Following Lilly’s Ph2b data presentation for its GIP/GLP-1RA dual agonist (LY3298176), the company hosted an analyst call (slides here) to discuss the data. Of note, Lilly outlined its Ph3 development program called “SURPASS” (pictured below) which includes a H2H study vs. semaglutide. Lilly is planning to initiate Ph3 in late 2018 or early 2019 and is projecting global submissions in 2022. Additionally, Lilly disclosed that it will bring the 5, 10, and 15mg doses into Ph3 and will use an auto-injector device. Earlier today, FENIX outlined the LY Ph2b results and provided the potential impact to Novo Nordisk and Sanofi. Below, FENIX conducted a comparative analysis on contemporary Ph3 GLP-1RA pivotal programs, potential rationales behind Lilly’s Ph3 study choices, and how the LY dual agonist is a pipeline-in-a-product similar to Novo’s semaglutide.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Purchase Blast$599.00

You can read the article’s full content online after purchase.

CARMELINA Neutral on CV and Renal Outcomes; No Increased hHF Risk

BI/Lilly presented data from CARMELINA, the Tradjenta CV and renal outcomes study (press release). Unsurprisingly, the trial failed to demonstrate superiority for either CV or renal composite endpoints. Of note, there was no increased risk of hospitalization for heart failure with Tradjenta. Below, FENIX provides thoughts on the neutral CARMELINA result.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Lilly Dual-Agonist Shows Impressive A1C and Weight Control, High Rate of GI AEs

Lilly presented results from a Ph2b study evaluating its GIP/GLP-1 dual-agonist (LY3298176) vs. 1.5mg Trulicity, both dosed QW. The results were also published in The Lancet. The trial demonstrated at 26 weeks up to -2.4% reductions in A1C and -11.3 kg weight loss on the highest dose of the LY dual-agonist. Of note, Lilly disclosed plans to initiate Ph3 for LY3298176 “no later than early 2019” with trial completion in 2021. The T2DM Ph3 program will be called “SURPASS,” which seems like it could be a subtle dig at Novo’s injectable semaglutide Ph3 program called SUSTAIN, since Lilly will attempt to surpass semaglutide with its dual-agonist. Additionally, Lilly said it is planning to evaluate the GIP/GLP-1RA in obesity and “…other conditions” (likely NASH). Below, FENIX provides an overview of the LY Ph2b results and their potential impact to Novo Nordisk and Sanofi.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Purchase Blast$599.00

You can read the article’s full content online after purchase.

CORRECTING AND REPLACING: Empa T1DM 2.5mg Safe; 1 Death at High Dose; Paul Strumph no longer with Lexicon

Today at the EASD 2018 conference, BI/Lilly presented data from the Ph3 EASE-2 and EASE-3 empagliflozin T1DM studies along with simultaneous publication in Diabetes Care. Results demonstrated slightly greater reductions in A1C compared to the sotagliflozin and dapagliflozin Ph3 studies; however, there was one death from DKA in a patient on 25mg empagliflozin. Details about the death are described in the EASE Ph3 publication supplementary appendix. Below, FENIX provides a curious press release observation, a winners & losers analysis, and a comparative DKA SGLTi analysis and overview of the EASE-2 and EASE-3 results.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Positive LLY URLi Ph3 Topline Results

Lilly announced positive topline results from two Ph3 studies (PRONTO-T1D and PRONTO-T2D) for its ultra rapid-acting insulin lispro (URLi). According to the press release, URLi demonstrated non-inferiority in A1C to Humalog along with significant improvements in PPG. Below, FENIX provides thoughts on URLi implications to the overall ultra rapid-acting insulin market.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.