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Another Great Podcast now live

Before we get into our latest podcast just a quick note on our last post regarding the Dexcom/Apple deal – it helps to read the entire post and pay attention to the DATE of the post. As Momma Kliff used to say don’t believe everything you read especially when it’s published on April Fool’s Day. Now onto our latest podcast which features David Panzirer of Helmsley Trust fame. David offers some...

Rather be lucky than good

There are times when it’s better to be lucky than good. Years ago and we do mean years ago we came across two Novo Nordisk executives celebrating at a bar. We asked what the celebration was all about they noted they had just signed a deal with JNJ. (Anyone remember the InDuo device.) Well thanks to my beautiful bride who kept asking question I knew this would be yet another...

It’s not over yet

As the end of the first quarter approaches the question becomes has this recent sell off in MedTech Digital Health run its course or is there more to come. To us it’s a split answer as we see more selling in Digital Health and a buying opportunity in the diabetes device area. Let’s take a closer look at the reasons why and let’s start with digital health. Covid isn’t over yet...

Is anyone paying attention?

There are times when we sit back, and wonder is anyone paying attention to what’s going on. A few days ago BioCorp and Diabeloop announced a collaboration. Now just as a refresher Diabeloop develops automated insulin delivery (AID) systems while BioCorp has Mallya, an intelligent sensor for insulin pens. Now if you haven’t caught on yet this sure sounds like all the makings of a Tyler. This move comes after Medtronic...

It’s not the end but it doesn’t help either

Novo Nordisk has disclosed that the FDA issued a refusal-to-file letter regarding the company's marketing application seeking to expand approval of Ozempic (semaglutide) to include a 2-mg dose for the treatment of type 2 diabetes. Per the company’s press release: “In the letter, FDA has requested additional information including data relating to a proposed new manufacturing site. While additional information needs to be included in the resubmission, Novo Nordisk believes the already...

This is getting to be fun

  We just knew if we kept doing this podcast thing we’d eventually find a way to have some fun. Today listen to Eric Verhoef from Seagrove Partners http://www.seagrovepartners.com/. Listener can get in touch with Eric at erikverhoef@seagrovepartners.com or 858-603-6385. After Eric we’ve got some great podcasts in the que; David Panzirer – The Helmsley Trust The Three Amigos – Dr. Irl Hirsch Dr Satish Garg and Dr Steven Edelman Nadia Al-Samarrie DiabetesHealth.com Diabeloop Phil Sutherland Team...

Game On

Ok before we get into today’s post a big shout out to the Loyola Ramblers who whooped my Fighting Illini. Being from Chicago we weren’t surprised that the Ramblers brought a gun to a knife fight along with their good luck charm Sister Jen. Will the Ramblers return to the Final Four and make another magical run, who knows but given how wacky this year’s tournament has been we wouldn’t...