Novo Nordisk hosted its 2022 ADA investor event primarily focusing on its obesity and QW insulin portfolio (view slides). Of note, management emphasized GLP-1RA class growth, SELECT’s upcoming interim analysis, plans to study even higher doses of semaglutide in T2DM, and the feasibility of a cagrisema H2H trial vs. tirzepatide. Below are highlights and insights from the call.
On the first day of ADA 2022, four cardiometabolic-related news items were observed from Novo, Abbott, Dario, and Zealand. Below, FENIX provides context and analysis for the announcements.
Two cardiometabolic-related news items have been observed: Novo has launched a new iteration of its “Get Real About Diabetes” campaign focusing on CV risk in T2DM (view article); and Xeris hosted its Q1 ‘22 earnings call (press release). Below, FENIX provides highlights and insights for the respective new items.
A series of cardiometabolic-related news items have been observed: Senseonics hosted its Q1 ‘22 earnings call (press release); Novo Nordisk announced a strategic collaboration with Flagship Pioneering for the development of novel research programs in cardiometabolic and rare diseases; Viatris (press release; slides) and Bayer (press release; slides) hosted their respective Q1 ’22 earnings calls; and Adocia announced the first patient has been dosed in its Ph3 BC Lispro program being conducted by partner Tonghua Dongbao (THDB). Below, FENIX provides highlights and insights for the respective new items.
A series of cardiometabolic-related news items have been observed: Novo Nordisk hosted its post-Q1 ’22 earnings event (see previous FENIX insight on Q1 ’22 Novo earnings from April 29); a second trial from Lilly’s Ph3 QW insulin program (BIF; LY3209590) has been observed (view CT.gov record); Lexicon (press release), Ionis (press release; slides), Provention Bio (press release), and Lannett (press release) hosted their respective Q1 ‘22 earnings calls. Below, FENIX provides highlights and insights for the respective new items.
A series of cardiometabolic-related news items have been observed: Novo (press release; slides), Dexcom (press release; slides), AZ (press release; slides), Sanofi (press release; slides), Biocon (press release), and Teladoc (press release; slides) hosted their respective Q1 ’22 earnings calls. Below, FENIX provides highlights and insights from the respective earnings calls.
Novo announced topline results from its first QW basal insulin icodec Ph3 program (ONWARDS 2) comparing icodec to degludec in 526 patients with T2DM switching from QD insulin. Data demonstrated a statistically superior 0.93% reduction in A1C with icodec vs. 0.71% reduction with degludec. Below, FENIX provides thoughts into ONWARDS 2 icodec results.
Novo Nordisk announced its 2.0mg dose of Ozempic has been approved by FDA (view label), which is in line with FENIX’s projection. Recall, on May 28, 2021, Novo announced it resubmitted the sNDA to FDA following a Refusal to File Letter in January 2021 (previous FENIX insight). Of note, Novo indicated plans to launch 2.0mg Ozempic in Q2 ’22. Below, FENIX provides brief thoughts on the 2.0mg Ozempic approval.
A series of cardiometabolic-related news items have been observed: An Abbott-sponsored YouTube video highlighting several of Abbott’s devices was recently posted by YouTube creator UrAvgConsumer (view video); it has been reported that Novo Nordisk and Novartis’s Sandoz have settled their generic Victoza patent infringement lawsuit (view article); and Dario hosted its Q4 and FY ’21 earnings call (press release) and announced two additional new employer contracts (press release). Below, FENIX provides highlights and insights for the respective new items.
Two cardiometabolic-related news items have been observed: Novo Nordisk announced it will be expanding its existing research collaboration for oral drug delivery technologies with MIT and Brigham and Women’s Hospital; and eGenesis announced a research collaboration with the University of Miami Leonard M. Miller School of Medicine to evaluate gene-edited pancreatic human-compatible islet cells in T1DM. Below, FENIX provides highlights and insights for the respective new items.