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A big yawn

Here’s a conundrum you have a pretty good toy, but you can possibly create more sales of this toy if it played well with others. The problem is your toy has an issue which prevents it from playing with others. The toy maker is doing what they can to fix this issue without having to completely redesign the toy. It’s not like this issue is hurting toys sales but it...

The times we live in

Way back in the day before streaming services like Netflix, Hulu and YouTube TV. Way way back before cable even people used to sit around their TV’s watching shows like 60 Minutes thinking they were watching the truth. That Dan Rather and Morley Safer we’re telling us the truth. Well, if you believe the nonprofit public health advocacy group the Physicians Committee Novo Nordisk bought a segment that aired on...

Danger Will Robinson

Not sure how many readers remember the TV show Lost in Space, but it had one of the coolest Robot characters who would on occasion go around saying “Danger Will Robinson” – again this is worth looking up on YouTube. I thought of this while reading an email promoting the latest diabetes device scam GlucoTrack, a stock which is deservedly down almost 70% over the last year. Here is just...

Just how many is too many?

There comes a point when you have to wonder how many toys, we need in the toy chest. As it stands today there are 3 FDA approved CGM systems and 3 established insulin pump companies. Yes, the diabetes device market has room for growth but not so much growth to support all the CGM and insulin pump wannabes. The simplest way to think about this is like the game of...

The past leads to the future

A few observations on the most recent edition of the JP Morgan Healthcare confab in a rainy and cold city by the bay. 1. Know your audience! It’s important to keep in mind that this is an investment conference and the messages being sent aren’t designed for patients with diabetes. Yes, there is lots of pontificating about value-based care and producing better patient outcomes but in the end it’s all about what...

Some housekeeping items

Before I start posting a few housekeeping items that everyone should be aware of. 1. The site has undergone some maintenance mostly on the part you do not see. 2. I am told from the techie’s everything is in good working order. 3. Yes, I was at JPM and yes, I will be posting several items from the conference. 4. I did notify everyone via LinkedIn of this issue and will do so in...

Lump of coal

As a winter storm bears down on the Midwest, Santa put a lump of coal in Embecta’s stocking when they announced less than impressive results this morning. Now some of this selling is overdone as let’s be honest here the company hasn’t been a stand-alone entity for very long and they are still learning how to manage expectations. Frankly it’s difficult to analyze the financial results given last year at...