Full Archive

Headwinds, rough waters, etc.

First, it’s refreshing when a company doesn’t use the normal corporate code words when talking about their franchises. Now right off the bat let’s make it clear things are not going badly for Abbott and the Libre. There are however signs to be aware of particularly when it comes to domestic sales and the state of the Libre3. Here is our take on what was and was not said yesterday...

Meet Tyler’s little sister

By know everyone should know how much I believe Tyler could change the insulin delivery market. Just as a refresher Tyler is our name for an insulin delivery system which includes a connected pen/cap cover – CGM – insulin dosing algorithm and app. As much as we like the new hybrid closed loop insulin pumps it would be foolish to believe these systems are the end all be all. Here...

Results or Money?

It seems as if Diabetic Investor has once again struck a nerve with our statement that digital/virtual diabetes management has been a colossal failure. This at a time when more money flows into the space. Which begs the question are we judging success by how much money a company raises and is eventually sold for or are results what matters. Results like not just improving patient outcomes but doing so...

Is it time, money or something else?

The flow of money into digital/virtual health may have slowed but the faucet is still on, and the water is still flowing. This in spite of the fact that digital/virtual health has been a colossal failure. The folks at Teladoc may not like it but they are the posterchild for the failure of digital/virtual health. We’ll say it one more time just because it’s true and it bears repeating –...

Finding a way out

Anyone who has ever played poker has likely faced a situation where they become pot committed. They have so much in the pot they cannot reasonably back away from their hand. They must play the cards they have even though they may not be the best cards in the game. It’s likely the other players at table know exactly what’s going on and will press their advantage forcing the pot...

A grown-up baby

It’s not often when a “new” company has nearly 100 years of experience but last Friday while we were fooling our subscribers BD parted with Embecta which began trading on the NASDAQ. Now we’ll say right from the start we would own this stock as we really don’t think it will remain an independent company for too long. How long will it take before they are gobbled up not sure...

All hat no cattle

f“Apps, smart devices, sleep tracking, and other digital solutions help empower and encourage individuals to take a more active role in their wellbeing and disease management.” “COVID has not only accelerated telehealth adoption around the world, but also shinned a light on the need to more tightly integrate digital health solutions into care, both to better support health between office visits, but also to ensure that our health ecosystems can offer...