Full Archive

Two down two to go

When it comes to the earnings announcement from Lilly last week only one thing matters and one thing only – from the earnings release “Lilly announces today its U.S. submission of tirzepatide in type 2 diabetes using a priority review voucher”. Anyone who has reviewed the extensive data portfolio complied for tirzepatide understands why expectations are sky high and why Lilly isn’t screwing around using a priority review voucher. Lilly...

On the brink

As we move full steam ahead into earnings season two dates stand out above the rest. This Thursday Dexcom reports and a week later Insulet reports. Yet for both companies the results, which we expect will be just fine, matter less than what they have to say about the future. The Dexcom G7 and the OmniPod 5 are two of the most widely anticipated products coming to the diabetes toy...

Place your bets

Now that gambling has gone from a vice to a major online industry it’s time to incorporate diabetes. Diabetic Investor has reached out to the major players in the gambling industry in the hopes of established betting lines on the many CGM and OmniPod wannabes. Think how fun this could be. It’s not like there is a shortage of these companies and rather than foolishly invest in these companies most...

Time for a new look

There comes a time when a market becomes the domain of just a few players who as long as they don’t screw up will continue to print money. Way back in the day the BGM was like this until competitive bidding came along and believe it or not the very early days of the insulin pump market were like this. Today CGM is like this with Abbott and Dexcom kings...

Thinking the unthinkable

Let’s take a quick look at the insulin market. Even with the advent of biosimilar’s Lilly, Novo Nordisk and Sanofi still dominate the market. While insulin remains the most heavily rebated drug it at the same time has become a commodity. Yes, there are slight differences between the insulin offerings both short and long acting but for all practical purposes they are interchangeable. Try as they might to develop “newer” versions...

Crazy Stupid

In our many years we have seen some incredibly crazy and stupid moves in the insulin pump space. In 2003 Roche paid over a BILLION bucks to buy Disetronic who was then the number two player behind MiniMed. Shortly after the acquisition the FDA halted sales of Disetronic pumps and the company never recovered. Yet not content to blow a BILLION bucks Roche doubled down and bought Medingo in 2010...

Has anyone bothered to notice?

Well, if it’s Monday it’s time to either celebrate or commiserate depending on how your football teams did over the weekend. My beloved Bears held up well against their hated rivals to the north but once again that future Jeopardy host who is currently their QB does what he always does. Now you wouldn’t think there is a connection between the Packers once again beating up on my Bears and...