Ionis Q4 ’22 Earnings; ATTD 2023 Key Press Releases
A series of cardiometabolic-related news items have been observed from Ionis, Dexcom, Ypsomed, Amgen, and MannKind. Below, FENIX provides highlights and insights into the respective news items.
A series of cardiometabolic-related news items have been observed from Ionis, Dexcom, Ypsomed, Amgen, and MannKind. Below, FENIX provides highlights and insights into the respective news items.
Two cardiometabolic-related news items have been observed: Ypsomed announced Lilly terminated the joint project with Ypsomed to enter the US insulin pump market in 2026 (view press release); and Cytokinetics announced FDA posted briefing documents (view here) for its upcoming omecamtiv adcom which is scheduled for December 13, 2022 (view press release). Below, FENIX provides brief insights on the news items, including how Lilly’s decision to terminate the partnership validates FENIX’s initial thoughts from 2020.
Two cardiometabolic-related news items have been observed: Ypsomed announced that its mylife Loop is authorized to work with Abbott’s FreeStyle Libre 3 in Germany (view press release); and Diamyd announced FDA lifted the clinical hold on the Ph3 DIAGNODE-3 trial (view press release; view CT.gov record). Below, FENIX provides context and insight on the respective news items.
Three cardiometabolic-related news items have been observed: Ypsomed announced the launch of a smartphone bolus delivery feature for its mylife YpsoPump using the mylife App; Lannett announced it completed subject dosing in its Ph1 bs-glargine pivotal trial (view CT.gov record); and Madrigal announced the initiation of a Ph3 MAESTRO-NASH Outcomes study evaluating the effect of QD oral 80mg resmetirom compared to placebo in patients with compensated NASH cirrhosis (view CT.gov record). Below, FENIX provides context and insight on the respective news items.
On the first day of ATTD 2022, a series of diabetes-related press releases have been observed from Insulet, Welldoc, and Tandem. Separate from the conference, Abbott, Ypsomed, and CamDiab announced a partnership for the development of an AID system. Below, FENIX provides highlights and insights from the respective news items.
A series of cardiometabolic-related news items have been observed: Dexcom announced that the company’s Board of Directors has approved a four-for-one forward split of Dexcom’s common stock; Abbott announced the Japanese Ministry of Health, Labor and Welfare has approved reimbursement coverage for Libre in basal-only patients; Ypsomed announced a partnership with CamDiab Ltd for AID system development; and Movano hosted its Q4 ’21 earnings call (press release). Below, FENIX provides highlights and insights for the respective new items.
Two diabetes-related news items have been observed: Lilly and Ypsomed announced a partnership for the commercialization of Ypsomed’s AID system and Tidepool announced layoffs accounting for 40% of their staff. Below, FENIX provides highlights and insights for the respective news items, including thoughts on if the Lilly/Ypsomed partnership may be an admission from Lilly that its AID development is behind expectations and how the material experience of Mike Mason may have contributed to this deal getting done.