Tag Archives: Sanofi

Biocorp’s SoloSmart receives CE Mark; EASD 2022 Key Press Releases (Sept 19)

On the first day of EASD 2022, Biocorp announced it received CE Mark for SoloSmart, an accessory medical device for Sanofi’s SoloStar/DoubleStar pens that records dose information (e.g., dose amount, time, and date). According to the press release, Biocorp will provide more details regarding the SoloSmart launch during its CY Q3 ’22 earnings call scheduled for September 29th. Below, FENIX provides brief thoughts on the new SoloSmart device as well as potential implications for Novo Nordisk, Lilly, and other insulin pen manufacturers.

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Tresiba AG vs. Basal Insulin Pricing Analysis

Recently, Novo announced plans to launch an authorized generic (AG) version of Tresiba (insulin degludec) which will be available in the US in Fall 2022 at a 65% discount to the Tresiba branded list price (previous FENIX insight). Below, FENIX has conducted a pricing analysis of the basal insulin market, including insight into how the market dynamics may be shifting.

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DELIVER Filed in US? August 2022 CHMP Agenda

The CHMP agenda for this month’s meeting (August 16-19) has been released and includes several cardiometabolic-related agenda items. Of note, the August CHMP meeting only has written procedures, not oral explanations. Notably, AZ’s Forxiga (dapagliflozin) has been filed for an indication extension based on the DELIVER HFpEF trial results. Below, FENIX provides highlights from the August 2022 CHMP agenda.

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Insulet Initiates Omnipod 5 US Broad Launch; Arecor Buys Tetris Pharma; Sanofi/Optum Partner for Insulin Affordability

A series of diabetes-related news items have been observed: Insulet announced the full market release of its Omnipod 5 hybrid closed-loop system; Arecor is acquiring Tetris Pharma who is partnered with Xeris for UK/EU/CH Ogluo commercialization (view Xeris press release); and Sanofi/Optum have partnered to reduce the cost of insulin to uninsured patients (press release). Below, FENIX provides context and insight on the respective news items.

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Dexcom G7 Delayed in US; Dexcom, Pfizer, Biocon, Sanofi, and Teladoc Q2 ’22 Earnings Updates

A series of cardiometabolic-related news items have been observed: Dexcom (press release; slides), Pfizer (press release; slides), Biocon (press release), Sanofi (press release; slides), and Teladoc (press release; slides) hosted their respective Q2 ’22 earnings calls. Importantly, Dexcom disclosed the G7 FDA review has been delayed due to updates needed for the app. Below, FENIX provides highlights and insights from the respective earnings calls.

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Novo Sues Orbicular Pharmaceuticals Over Generic Saxenda; Sema Ph2 NASH Trial Disappoints; Kerendia Receives New Recommendations from ADA; Sanofi Cuts Insulin Price and Partners with Direct Relief; Novartis to Cut 8,000 Jobs Worldwide; Lifescan Publishes Connected BGM RWE

A series of cardiometabolic-related news items have been observed from Novo Nordisk, Bayer, Sanofi, Novartis, and Lifescan. Below, FENIX provides highlights and insights for the respective new items.

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Zealand Presents Ph1 Dapiglutide Trial Data; Novo and GluCare Partnership for Innovative Weight Management Program; Ginkgo and Novo Collaboration on Expression Systems; Sanofi launches first Digital Accelerator

Four cardiometabolic-related news items have been observed: Zealand recently announced results from its Ph1b GLP-1/GLP-2 dapiglutide; GluCare.Health announced a partnership with Novo Nordisk for an innovative weight management pilot program to launch in September; Ginkgo Bioworks recently announced a collaboration with Novo Nordisk to create new expression hosts for pharmaceutical products using synthetic biology; and Sanofi recently announced the launch of its first Digital Accelerator. Below, FENIX provides highlights and insights for the respective new items. 

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Thoughts after ATTD and ADA 2022

Now that we’re on the other side of ADA 2022, FENIX provides provocative thoughts below on various items in the cardiometabolic space. Included are thoughts about Lilly, Novo, Sanofi, Dexcom, Abbott, Medtronic, Bigfoot, and Beta Bionics.

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Novo, Dexcom, AZ, Sanofi, Biocon, and Teladoc Q1 ’22 Earnings Updates

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.

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