Tag Archives: MYL

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.

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Glucagon: Thoughts on Mylan Generic and Novel Launch Timings

The glucagon market for severe hypoglycemia rescue will be evolving in the near future with the anticipated filings of new ready-to-use products from Lilly and Xeris. However, the upcoming Mylan rescue product announced a few months ago will play a significant role in the rescue market ahead of the novel product launches. Below, FENIX provides a rich analysis on the potential timing of the upcoming glucagon rescue entrants from Lilly and Xeris, including also what Mylan’s product may or may not be.

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Mylan IR Day Highlights; Biosimilar Victoza and Toujeo in Development

Mylan hosted its Investor Day and provided updates on biosimilar Lantus and Novolog, as well as disclosing for the first time its intentions to develop biosimilar versions of Toujeo, Victoza, and Saxenda. Below, FENIX provides analysis and market implications for each of the biosimilar programs.

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JPM Day 2: Sanofi, Lilly, Lexicon, Dexcom and more

During Day 2 of JPM, presentations ranged across both diabetes drug (Sanofi, Lilly, Lexicon, and Mylan) and device manufacturers (Dexcom, Insulet, and Roche), although Mylan and Roche did not discuss their diabetes portfolios. Below, find key takeaways from JPM followed by more in-depth coverage.

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Biocon CY Q4 ’17 (FY Q3 ’18) Earnings Update

Biocon hosted its CY Q4 ’17 (FY Q3 ’18) earnings call and provided updates on its insulin portfolio including bs-glargine regulatory status, bs-aspart Ph1 initiation, and Tregopil (oral insulin) Ph2/3 initiation in India. Below are highlights from the call.

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