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Basal Insulin, Bolus Insulin, DPP-IVi, Dual/triple agonist, GLP-1RA, GLP-1RA + Basal, Glucagon, Glucose Monitoring, Insulin Delivery, Other, SGLT2i, Topics

October 16, 2018

J&J Q3 '18 Earnings Update

Here is a brief preview of this blast: J&J hosted its Q3 ’18 earnings call but only briefly discussed the Invokana franchise. Senior management did not comment on the CANVAS/R review which is anticipated this month. Recall, in July 2018, J&J announced FDA extended the CANVAS/R sNDA review by 3 months. Below, FENIX provides thoughts on the CANVAS review as well as potential read-through from Lilly’s Ph2b dual agonist results to J&J’s dual agonist, JNJ-64565111.