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More of the same unfortunately

Perhaps there will come a day when the Tandem board wakes up stops ignoring the many issues facing the company and actually does something. Sadly, that day is not today. As we expected the earnings released this afternoon were less than impressive and no matter what the company claims the situation is not going to improve anytime soon. Take a look at these numbers from the release. “Worldwide installed base increased 7...

Stabilization vs. Growth

After 30 years covering this wacky world of ours, I have become somewhat of an expert on corporate speak. Over the years companies have come up with some creative ways to describe how business is doing and then it’s up to the rest of us to translate corporate speak into plain English. Today Medtronic reported earnings and claimed that the diabetes franchise is growing again. Well, that might be technically...

There is no secret sauce.

When it comes to diabetes technology the mantra is not if you build it, they will buy it. The mantra is if you build it can you get it into the hands of patients, can you support those patients and can you get the damn thing paid for. Building toys is not the hard part. To fully appreciate the obstacles that stand between throwing money down the toilet and actually...

Preview of coming attractions

This thankfully is an off-week earnings wise as next week we have the insulin pump trifecta. Medtronic on the 20th, Tandem the 21st and Insulet the 22nd. This trio effectively encompasses the entire insulin pump market, and each has their own unique set of problems they are facing. So, let’s take them in order of calls starting with Medtronic. It really should shock no one that Medtronic’s biggest problem is being...

The Impossible Dream

Before we get into our thoughts on the Dexcom and Embecta earnings calls a new study found patients taking Ozempic Wegovy Mounjaro are less likely to be diagnosed with depression and anxiety after starting the medication. Now I hate to be captain obvious here, but do we really need a study to tell us that people feel better about themselves when they are losing weight. I won’t say this is...

A Plethora of possibilities

Ok now that Lilly and Novo have reported we all knew what was obvious – they are just killing it and battling it out once again. The hype and hysteria over weight loss continues so much so that the Amgen call was dominated by a very early-stage obesity drug that may or may not ever make it to market. The hysteria extended to the fast-food executives who have been calling...

What you didn’t see today.

Let’s be honest here did anyone really think the results released by Novo Nordisk wouldn’t be great. Sales of obesity drugs continue to increase; the company is working on meeting demand and the pipeline looks very promising. Just as an FYI we’re going to hear the same thing when Lilly reports results next week. These two longtime rivals first with insulin now with GLP-1’s are at it again and making...