Tag Archives: NA

Novo Q2 ’18 London Earnings Event

Novo Nordisk hosted its post-Q2 ’18 earnings event in London. The format of the event was different than in past quarters. This event started with a short presentation by Novo’s CEO and was followed by a “Meet the Management” session that was not available through webcast. Below are highlights from the available presentation.

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SENS: Roche Acquisition Possible; Senseonics Q2 ’18 Earnings Update

Senseonics hosted its Q2 ’18 earnings call and provided insight into their raised financial guidance, the recent Eversense implantable CGM US launch, and LCM activities. Below, FENIX provides highlights from the call, in addition to insight on a potential Senseonics acquisition strategy targeted at Roche Diabetes Care.

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Glucagon: New Xeris Market Survey Detailed in Investor PPT

Today at 4:30pm ET, Xeris has an investor presentation at the Canaccord Genuity investor conference. In advance of today’s presentation, Xeris posted slides late yesterday from a new August 2018 investor presentation in an SEC filing. The slides disclose the results of a 2018 Xeris-sponsored IPSOS market research study that details what the market’s unmet need is for novel glucagon rescue for severe hypoglycemia. Below, FENIX highlights some of the key results from the IPSOS study, including a slide on novel glucagon competitors that may raise worries about intranasal delivery.

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Novo Q2 ’18 Earnings Update

Novo Nordisk hosted its Q2 ’18 earnings call and provided updates to its diabetes and obesity portfolio. Of note, Novo disclosed it will be launching Ozempic in Europe with 3 pens (0.25mg for titration as well as 0.5 and 1.0mg for treatment) as compared to 2 pens in the US. Below, FENIX provides highlights and key insights form the call.

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Senseonics Launches Eversense Implantable CGM

Senseonics has announced the official US launch of the Eversense CGM as well as its first commercial coverage by Horizon BCBS of New Jersey and Horizon Healthcare of New Jersey. According to the press release, product shipments began the last week of July. Tomorrow, August 8, 2018, Senseonics is holding its Q2 ’18 earnings call and will likely provide more insight into the Eversense launch.

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New Novo Ph1 Oral Peptide?

A Ph1 CT.gov record for a new Novo drug (NNC0113-2023; NN9023) has been observed. The compound appears to be an oral peptide for multiple reasons including the fact that it uses SNAC, the same gut delivery technology as oral semaglutide. Below, FENIX provides evidence and insight into potential MOAs of the compound.

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MannKind Q2 ’18 Earnings Update

Yesterday, MannKind hosted its Q2 ’18 earnings call and provided updates on its clinical and commercial activities. Of note, MannKind recently hired a new Chief Marketing Officer, Garrett Ingram, who formerly held positions as SVP Managed Markets at Dexcom, VP Market Access at Sanofi, and VP Market Access Strategy at BMS. Additionally, MannKind discussed BlueHale, its connected care attachment for the Dreamboat device, which measures successful dose administration via a pressure gauge. Below are highlights from the call.

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Insulet Q2 ’18 Earnings Update

Insulet hosted its Q2 ’18 earnings call and provided updates on its Omnipod business including pipeline activities for the Omnipod Horizon hybrid closed-loop. Below are highlights from the call.

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