Tag Archives: Stelo

Vertex, Biomea, and Esperion Q1 ‘25 Earnings; Oura Launches Glucose Feature 

A series of cardiometabolic-related news items has been observed from Vertex Pharmaceuticals, Oura, Biomea Fusion, and Esperion. Below, FENIX provides highlights and insights for the respective news items. 

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Purchase Blast$599.00

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FDA accepts Oral Sema NDA; Dexcom and Amgen Q1 ‘25 Earnings; Lilly Launches New Mounjaro Campaign 

A series of cardiometabolic-related news items has been observed from Novo Nordisk, Dexcom, Amgen, and Lilly. Below, FENIX provides highlights and insights for the respective news items. 

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Dexcom Q4 ’24 Earnings

Dexcom hosted its Q4 ‘24 earnings call (press release; slides) and provided updates across its business. Importantly, the company provided additional details into its next-gen G8 sensor platform. Below, FENIX provides highlights and insights from the call.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

JPM 2025 Day 1: DXCM, AMGN, VKTX, PFE, ZEAL, MDT, REGN, VTX, ALNY, CYTK; Metsera Files for IPO; Fractyl REVEAL-1 Data; Ro Zepbound DTC; 89bio 2025 Outlook

On the first day of JPM 2025, FENIX has provided coverage of presentations by major CVRM companies, including Dexcom, Amgen, Viking, Pfizer, Zealand, Medtronic, Regeneron, Vertex, Alnylam, and Cytokinetics. Roche also presented at JPM 2025 but had no meaningful discussion relating to its CVRM portfolio. Additionally, a series of CVRM-related news items have been observed:

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Dexcom Integrates AI Into Stelo; Biomea Topline Icovamenib T2DM Data

Two cardiometabolic-related news items have been observed: Dexcom announced it is integrating Generative AI (GenAI) into its Stelo CGM platform to analyze individual health data patterns (view press release); and Biomea Fusion announced positive topline results from the ongoing COVALENT-111 study in T2DM (view CT.gov record). Below, FENIX provides highlights and insights for the respective news items.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Dexcom and Sanofi Q3 ’24 Earnings; Zepbound Label Update

Three cardiometabolic-related news items have been observed: Dexcom hosted its Q3 ’24 earnings call (press release; slides); the Zepbound US label has been updated to include SURMOUNT-3 and -4 data (view label); and Sanofi hosted its Q3 ’24 earnings call (press release; slides; infographic). Below, FENIX provides highlights and insights for the respective news items.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Abbott Partners with Beta Bionics; Dexcom at Wells Fargo; Lilly Partners for Drug Discovery; AZ Initiates Oral GLP-1RA Ph2b Trial in T2DM; BioAge Files for IPO; Bayer, Arrowhead, and Lexicon Data at ESC 2024; Esperion Secures Additional Nexletol/Nexlizet Coverage; Skye Appoints New CMO; Scholar Rock Appoints New CBO

A series of cardiometabolic-related news items have been observed from Beta Bionics/Abbott, Dexcom, Lilly/HAYA, AstraZeneca, BioAge Labs, Bayer, Arrowhead Pharmaceuticals, Lexicon Pharmaceuticals, Esperion Therapeutics, Skye Biosciences, and Scholar Rock. Below, FENIX provides highlights and insights for the respective news items.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Dexcom Hosts Stelo Webinar; Libre 3 CGM Recall; Novartis Positive Ph3 Leqvio Trial Results; President Biden Releases Statement on AOM Prices

A series of cardiometabolic-related news items have been observed from Dexcom, Abbott, Novartis, and the Biden Administration. Below, FENIX provides highlights and insights for the respective news items. 

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Dexcom launches Stelo OTC Glucose Biosensor in the US

Dexcom announced Stelo, its OTC “Glucose Biosensor,” is now available for purchase in the US via its website (view website). Recall, in March 2024, FDA cleared Stelo for use without a prescription for T2DM patients 18 years and older who do not use insulin (previous FENIX insight). Additionally, the company is initiating its “Welcome to Stelo: Personalizing Choices, Revolutionizing Glucose Health” webinar series on August 27, 2024 (view website). Below, FENIX has conducted an analysis of the Stelo product, website, and pricing, including thoughts on Dexcom’s Stelo branding strategy and the impending launch of Abbott’s own OTC products (Lingo and Rio).

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.

Dexcom Q2 ’24 Earnings

Dexcom hosted its Q2 ’24 earnings call (press release; slides) and provided updates across its business, including the impending launch of its first OTC CGM (Stelo). Dexcom lowered its full-year guidance which has led to a ~38% drop in the company’s stock price. Below, FENIX provides highlights and insights from the call.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

If you receive our email blasts, you already have an account.

Purchase Blast$599.00

You can read the article’s full content online after purchase.