Full Archive

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...

Fighting for scraps

Back when BGM ruled the glucose monitoring world the market was dominated by two major players LifeScan and Roche, two minor players Bayer and Abbott and then everyone else. The majors controlled over 65% of the market, the minors another 15%-20% leaving everyone else fighting for about 15% or less of the overall market. It wasn’t much different in the insulin pump market which was basically the domain of MiniMed...

The transformation has begun

We suspect that this year’s CES show will be dominated by wearables, sensors, etc. There is no question that digital health is in the midst of a major transformation. It’s no accident that the keynote speaker this year is none other than Abbott’s CEO Robert Ford. The fact is it is finally dawning on everyone that devices like the Libre and the G6 are no longer medical devices but consumer...

Strange goings on

Before we begin today it would be advisable that you are sitting down while reading this as there are some very strange goings on in our wacky world. “Sanofi and Roche Diabetes Care France - two leaders convinced of the added value of new technologies for better management and personalized support of patients with diabetes - have joined forces regarding the smart device Mallya® for SoloStar developed by Biocorp (Paris:ALCOR) -...

Yes, it’s big but …..

Now that we’re moving out of earnings season and headed towards the holidays it’s time to examine a developing theme. Yes, we know that analysts aren’t always the sharpest knives in the drawer, but they do know a huge market when they see one and there is no larger market in diabetes than the Type 2 patient population. Hence the reason Dexcom, Abbott, Tandem and Insulet all made a point...

Two pump perspectives

Now that both Tandem and Insulet have reported it’s critical to look beyond the numbers. Not that there was anything wrong with the numbers the numbers for both were just fine and as has become standard operating procedure both companies raised guidance as well. The critical points are these 1. Covid continues to impact sales both domestically and internationally. The good news here is that demand continues to be strong. 2. Thankfully...

Wacky, Crazy or both

We haven’t quite decided whether our wacky world has transformed from just being wacky to being outright crazy. Yet looking at some recent announcements we are beginning to believe that if we have not reached full blown crazy already, we are well on our way to full blown crazy. However, before we get to crazy let’s make a few observations on the results Novo Nordisk released this morning. 1. Not sure...