A Solution Looking for a problem

In most industries companies try to find solutions to existing problems, in our wacky world we have a host of companies that have developed solutions to problems that really don’t exist. Two of these companies reported earnings yesterday – Senseonics and Valeritas.

Now let’s be very clear about Senseonics who makes an implantable CGM sensor, we never had a problem with the system, it works just fine. Nor have we ever claimed there is no place for an implantable CGM system in the treatment paradigm. Our problem with Senseonics has been and continues to be the business model doesn . . .

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