Tag Archives: semaglutide

Heart Failure: Tirzepatide vs. Semaglutide HFpEF Ph3 Trial Analysis

Lilly has recently initiated the Ph3 tirzepatide HFpEF trial, called SUMMIT (view CT.gov record). Recall, during Lilly’s 2021 guidance call (December 15, 2020), Lilly first disclosed plans to develop tirzepatide for the treatment of HFpEF (previous FENIX insight). Below, FENIX provides an overview of SUMMIT, including a comparative analysis with Novo’s semaglutide HFpEF trial (STEP HFpEF).

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Ozempic 4-dose Pen Back in the Label; Diamyd to Initiate DIAGNODE-3 Trial “Later This Year”; Nemaura Appoints New Global Head of Digital Programs

A series of diabetes-related news items have recently been observed: Novo Nordisk’s Ozempic label has been updated once again to include an NDC for a 1mg x 4 dose 3mL pen; Diamyd announced a contract with ICON plc for the Ph3 DIAGNODE trial evaluating its Diamyd diabetes vaccine; and Nemaura Medical announced the appointment of Samantha Sanders as Global Head of Digital Programs. Below, FENIX provides highlights and insights for the respective news items, including the curious thoughts on why Novo may have had the 1mg x 4 dose pen removed from the label and added back.

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Novo Initiates Ph3 Sema NASH Trial; BrightInsight Secures $101M in Series C Funding; Amarin Receives EC Approval for Vazkepa CV Risk Reduction; Glytec Updates Glucommander Insulin Dosing Algorithm; Voluntis FY ’20 Earnings Update

A series of cardiometabolic-related news items have been observed: a CT.gov record for Novo Nordisk’s first Ph3 semaglutide NASH trial has been observed; BrightInsight announced it has raised $101M in Series C financing; Amarin announced EC approval of Vazkepa (icosapent ethyl) to reduce the risk of CV events in high-risk, statin-treated adults with elevated triglycerides (≥150 mg/dL) and either established CVD or diabetes and at least one additional CV risk factor; Glytec announced updates to its Glucommander algorithm; and Voluntis announced its FY 2020 results. Below, FENIX provides highlights and insights for the respective news items.

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Novo’s Oral Sema Alzheimer’s Studies Posted on CT.gov; Saxenda Receives Positive CHMP Opinion

Two cardiometabolic-related news items have been observed: the CT.gov records for Novo’s oral semaglutide Ph3 Alzheimer’s disease trials have been posted and Novo Nordisk announced Saxenda received a positive CHMP opinion for the treatment of obesity in adolescents. Below, FENIX provides highlights and insights for the respective items.

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High-Dose Ozempic Filing Refused by FDA

Novo Nordisk announced it received a Refusal to File letter from FDA regarding the sNDA for high-dose 2.0mg injectable semaglutide. Recall, Novo initially filed the application with FDA on January 20, 2021 (previous FENIX insight). Novo plans to re-file in Q2 ’21. Below, FENIX provides thoughts on the high-dose semaglutide delay in the context of Lilly’s high-dose Trulicity and tirzepatide assets.

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Novo Files Sema 2.4mg Obesity Indication with EMA

Novo Nordisk announced it has filed the MAA for the semaglutide 2.4mg obesity indication in Europe. Recall, Novo filed sema 2.4mg for obesity with FDA on December 4, 2020. Below, FENIX provides additional insight with regard to the European obesity market.

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Novo Files Sema 2.4mg Obesity Indication with FDA

Novo Nordisk announced it has filed the NDA for the semaglutide 2.4mg obesity indication. Recall, Novo disclosed in October 2020 that it would be using a PRV voucher, which reduces the review to 6 months. Below, FENIX provides thoughts on the anticipated approval timeline for sema 2.4mg and readthrough to Novo’s AM833 (amylin analog) development.

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SUSTAIN FORTE Topline Results: Ozempic 2.0mg Doubles the Dose but not the Efficacy

Novo Nordisk announced topline results from its high-dose injectable semaglutide Ph3 study, SUSTAIN FORTE. The study demonstrated a -2.2% reduction in A1C and -6.9kg weight loss with 2.0mg semaglutide according to the trial product estimand (e.g. per-protocol analysis). Below, FENIX provides a SUSTAIN FORTE comparative analysis, including thoughts on high-dose Ozempic in the context of high-dose Rybelsus, high-dose Trulicity, and tirzepatide, as well as updated perspective on the regulatory timing for Novo’s sema obesity submission with its PRV.

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Lilly Invests in Early-Stage Glucose-Responsive Insulin Company; Novo Presents Full STEP 3 Results; Lifescan Hires New Head of Marketing; New CymaBay GPR119 Hypo Prevention Trial

A series of diabetes-related news items have been observed: Lilly invests in Protomer Technologies, a company developing novel drug therapies, including glucose-responsive insulin (view press release); Novo presents full data from the STEP 3 semaglutide obesity study at the 2020 Obesity Week conference (view press release); Lifescan hires Lisa Rose as the new Chief Marketing Officer (view press release); and CymaBay announced its GPR119 agonist will be evaluated in a T1DM hypo prevention study at Richard Pratley’s Translational Research Institute (view press release). Below, FENIX provides highlights and insights from the respective news items.

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Novo/Gilead NASH PoC Data @ AASLD; Novo Q3 ’20 London Earnings Event

Novo Nordisk hosted its post-Q3 ’20 earnings event in London (see previous FENIX insight on Q3 ’20 Novo earnings from October 30). Below, FENIX provides highlights and insights from the Novo earnings call beyond what was discussed on October 30, including insight into the impending semaglutide NASH Ph3 program initiation and thoughts on the high-dose oral semaglutide approval timeline.

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