Tandem and Teladoc hosted their Q4 and FY ’20 earnings calls and provided updates on their respective businesses. Importantly, Tandem disclosed that the development of its next-gen t:sport pump platform has been delayed by one quarter. Below, FENIX provides highlights and insights from the respective calls.
Tandem Diabetes Care hosted its Q2 ’20 earnings call (press release) and provided updates to key commercial and clinical activities including its curious partnership with Medtronic (previous FENIX insight), t:connect app launch, partnership with Abbott, and more. Below, FENIX provides highlights and insights from the call.
Tandem and Medtronic announced they have entered into a “non-exclusive patent cross-license agreement” for existing and new products and services relating to each companies’ diabetes portfolio; however, there are certain undisclosed exclusions. According to the press release, no payments are being exchanged, and additional terms of the deal are not being disclosed. Below, FENIX provides thoughts on this curious agreement in the context of Tandem’s recent win with UnitedHealthcare (previous FENIX insight).
Two diabetes-related news items have been observed: Tandem announced it is partnering with JDRF for a national T1DM educational awareness campaign focusing on diabetes technology and Priority Health is providing Livongo’s myStrength mental health app for free to its members. Below, FENIX provides insights into the respective news items, notably the timing of the Tandem/JDRF collaboration given the recent favorable reimbursement decision by UnitedHealthcare (previous FENIX insight).
Abbott and Tandem Diabetes Care announced the finalization of an agreement for the two companies to develop and commercialize “integrated diabetes solutions.” Recall, the companies first announced their intention to work together in October 2019 (previous FENIX insight). Below, FENIX provides thoughts on the partnership, including potential insight into how Abbott may be leveraging the Tandem partnership to deal with the Libre 2 Vitamin C interference issue.
Today, nine diabetes-related news items were observed: Trulicity, Ozempic, Afrezza, Libre, Control IQ, and Onduo RWE data were presented at ADA 2020 as well as new data from Lexicon (sota T2DM Ph3 CKD), vTv (Ph2 Simplici-T1), and Zealand (V-Go patch pump). Below, FENIX provides context and analysis for the announcements.
Tandem Diabetes Care hosted its Q1 ’20 earnings call and provided updates to its business. Of note, Tandem disclosed that projected approvals for its remote bolus mobile app and next-gen t:sport pump have been delayed due to the COVID-19 pandemic. Below, FENIX provides highlights and insights from the call.
Tandem hosted its Q4 ’19 earnings call and provided updates to its commercial and pipeline activities including the recent launch of Control IQ. Of note, for what is believed to be the first time, Tandem disclosed plans to launch a t:slim X2 remote bolusing feature in H2 ’20. Below, FENIX provides highlights and insights from the call.
On the third day of JPM 2020, there were no webcasts for any diabetes-related presentations. Separately, Tandem announced the launch of its t:slim X2 with Control IQ. Tomorrow (the final day of JPM 2020), FENIX will cover the Lexicon presentation (the only diabetes session). Below, FENIX provides brief thoughts on the Control IQ launch.
Tandem announced it received FDA clearance for Control IQ as the first “interoperable automated glycemic controller device” (denoted as iAGC below and previously described as “iAlgorithm” by FENIX). Notably, FDA also issued a press release regarding the approval. With Control IQ’s approval, FDA has established new special controls for the final component of interoperable systems. Dexcom’s G6 CGM was the first interoperable CGM (iCGM), and Tandem’s t:slim X2 was the first alternate controller enabled pump (ACE pump). Below, FENIX provides insights on the Control IQ approval in the context of future interoperable systems in development as well as thoughts on how JDRF’s new plea to UHC could help Tandem expand access.