Tag Archives: NA

New H2H Tresiba vs. “Lantus” CGM Crossover Study (SWITCH PRO)

A CT.gov record for a new Ph4 T2DM basal-only crossover study (SWITCH PRO) comparing Tresiba (U100) to “Lantus” has been observed. The study was likely named SWITCH PRO because of the crossover design and the use of Abbott’s Libre Pro blinded CGM. Below, FENIX provides thoughts on how Novo could leverage the study to augment its results from the previous SWITCH 1 and SWITCH 2 studies as well as context for the use of time-in-range as the primary endpoint to be first such trial included in the Tresiba label.

This content is for Read Less members only.
Register

Already a member? Log in here

UPDATED: Lilly Oral GLP-1RA with Chugai

UPDATED: FENIX has included abstract text and the associated poster (download PDF here) that was presented at ADA 2018

Lilly announced it has in-licensed the global development and commercialization rights to Chugai’s non-peptidic GLP-1RA, which is ready to enter Ph1. Below, FENIX provides more details and insight on the deal, especially in the context of Novo’s oral semaglutide. According to the press release, Chugai will receive $50M in an upfront payment and is eligible for undisclosed milestone payments as well as royalties if OWL833 is commercialized.

This content is for Read Less members only.
Register

Already a member? Log in here

Novo To Layoff 250 US Workers

Novo Nordisk is reportedly cutting 250 US-based jobs. The most recent round of layoffs appears to be part of the June 7 report that Novo was considering cutting 3000 jobs. Recall, on September 18, the company also announced plans to restructure its global R&D organization which included cutting 400 R&D jobs. Below, FENIX provides known details of the US job cuts and an updated headwinds/tailwinds analysis for the ongoing Novo personnel reductions.

This content is for Read Less members only.
Register

Already a member? Log in here

New Sanofi Efpeglentatide vs. Trulicity Study Initiated

A new CT.gov record for a superiority study evaluating efpeglentatide vs. Trulicity (AMPLITUDE-D) has been observed. The trial appears to be similar to Novo’s SUSTAIN 7 (Ozempic vs. Trulicity) where Ozempic was shown to be superior to Trulicity in terms of glycemic control and weight loss. Below, FENIX provides thoughts on AMPLITUDE-D and Sanofi’s potential strategy to avoid a H2H study vs. Novo’s Ozempic.

This content is for Read Less members only.
Register

Already a member? Log in here

Zealand Initiates Ph3 Dasiglucagon Pediatric Hypoglycemia Study

Zealand announced it has initiated a Ph3 pediatric dasiglucagon hypoglycemia study, which is consistent with timing previously provided by Zealand (September 2018). Recall, Zealand recently released positive topline results for its Ph3 pivotal study in adults. Below, FENIX provides an overview the of pediatric dasiglucagon study as well as thoughts on the pediatric glucagon rescue market.

This content is for Read Less members only.
Register

Already a member? Log in here

Lilly Oral GLP-1RA with Chugai

This content is for Read Less members only.
Register

Already a member? Log in here

Roche and Senseonics Expand Partnership

Roche announced it has expanded its partnership with Senseonics to integrate data from the Eversense CGM into Roche’s digital diabetes management solutions (mySugr app and Accu-Chek Smart Pix). According to the press release, the data integration will be available by early 2019. Interestingly, the press release does not discuss what geographies are covered in the partnership expansion. While the Roche/Senseonics commercial partnership is currently limited to Ex-US geographies (Europe, Middle East, and Africa), the expansion of their collaboration could suggest that a US partnership/acquisition is on the horizon. Below, FENIX provides thoughts on how Eversense data integration fits into both companies’ strategies.

This content is for Read Less members only.
Register

Already a member? Log in here

HARMONY @ EASD: Why You, AZ, and LLY, Should Care

With the upcoming Tanzeum CVOT (HARMONY Outcomes) presentation at EASD 2018 (Tues Oct 2 at 1200pm CET) and in the context of the DECLARE topline results and EXSCEL EU label update for Bydureon (previous FENIX insight), FENIX has conducted an analysis that describes the rationale where by HARMONY Outcomes could act as a potential catalyst for AZ to conduct their next large T2DM CVOT, either as GLP-1RA+SGLT2i or GLP-1/GCG dual-agonist on SGLT2i background therapy. In conjunction, FENIX has conducted a pieces-of-the-puzzle analysis that balances the likelihood HARMONY reads out positive for superiority at EASD.

This content is for Read Less members only.
Register

Already a member? Log in here

Tandem to Pioneer iPump Regulatory Pathway; Shares Close to $50

Tandem hosted its 2018 Institutional Investor & Analyst Day as well as announcing an increase to its 2018 sales guidance. Of note, Tandem disclosed plans to create a new pump category called iPump (via the de novo regulatory pathway), interoperable insulin delivery algorithms, and plans to accelerate development of its t:sport pump. Below, FENIX provides highlights from the investor event with insight into the potential market impact of Tandem’s pipeline, including how iPump could work for Medtronic.

This content is for Read Less members only.
Register

Already a member? Log in here

Bydureon EU label to Include All-Cause Mortality Data from EXSCEL

AstraZeneca announced Bydureon received a positive CHMP opinion to include EXSCEL CVOT data in the EU label. Importantly, the CHMP opinion also recommends inclusion of the pre-specified all-cause mortality secondary outcome data, which demonstrated a 14% RRR. Below, FENIX provides thoughts on the CHMP opinion and insight into potential read-through to a US Bydureon label update.

This content is for Read Less members only.
Register

Already a member? Log in here