Full Archive

The Gobblers

With the Thanksgiving holiday tomorrow, we thought it’s a good time to give out our annual Gobbler awards. Now we aren’t sure what’s worse earning a Gobbler or being forced to watch my beloved but very bad Chicago Bears play the equally bad Detroit Lions on Thanksgiving Day. Trust us on this if you can find something else to do tomorrow when the game is on do it. Being a...

Is Medtronic pulling an Animas?

Before we get into an analysis for the earnings Medtronic released this morning, we wanted to say something nice. We’ve been tough on the company as they go about destroying the value of their diabetes unit and thought since Thanksgiving is Thursday, we should find a silver lining among the dark clouds. So here goes – kudos to the investor relations team for a very nice PowerPoint presentation which accompanied...

Pennies + Nickels = Billions

In our continuing quest to spread facts and not bullshit we thought today we would prove just how childish corporations can be. As much as we’d like to think there are adults at the table when it comes to this battle between Abbott and Dexcom, the Abbott side of the table has lots of highchairs. Based on the most recent earnings Nine Month Sales Abbott $3.2 BILLION of which $2.29 BILLION was...

A Sharp Contrast

With all the wackiness going on we thought about BD yes that same BD that makes billions of dollars selling needles, syringes, and other sharp objects. Over the years the company has ventured from their core competency only to realize there is nothing wrong with making billions of dollars from selling very sharp objects. Especially when you own 80% of the market, have excellent brand name recognition and don’t have...

Guess we hit a nerve

Yesterday we stated clearly that in our opinion Abbott paid to have the Libre3 named as an CES Innovation award winner. Just as a refresher here is the direct quote. Are we saying that Abbott bought this award? Yep, that’s exactly what we are saying. Remember we’re from Chicago which also happens to be home to Abbott and in Chicago brides are just one more cost of doing business. It’s also...

Wacky, hinky or both?

Not sure how many people saw the news that Abbott garnered a CES Innovation Award for the FreeStyle Libre 3. Now we don’t want to say this is just a little hinky but consider this 1. The Libre 3 isn’t even approved here in the US, and it’s only being used by a handful of patients in Germany. 2. As everyone should know by now Abbott CEO Robert Ford is the keynote...

Going mainstream?

For years we’ve been saying that CGM is not just a diabetes management tool but a complete health and wellness tool. That one day people who do not have diabetes will use a CGM as regularly as a Type 1. At the same time, we have accurately pointed out that CGM even with its vast growth has not yet deeply penetrated the diabetes patient population. That even without venturing into...