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Crazy like a fox

When we were the first to report that Abbott was considering selling their diabetes franchise, we honestly believed this was one of the rumors that started around the water cooler got overheard and off it went. Well, it seems this is no longer a rumor but an actual albeit remote possibility. It seems Mr. Ford Abbott CEO is willing to part with his baby as he feels his baby is...

The Ozempic Effect

It happened again during the Medtronic the now standard question on how GLP-1 therapies such as Ozempic and Mounjaro are impacting the diabetes tech market. Geoff Martha CEO gave a pretty good answer basically saying there is no impact in Type 1 diabetes. Which is 100% accurate but that hasn’t changed the widely held perception that these therapies will crush diabetes tech companies. Pure diabetes tech companies have seen their shares...

Payback is a ….

This morning Medtronic reported first quarter results which indicated the 780G is doing what we thought it would and keeping patients in the Medtronic fold. The system which has received positive user reviews has placed the company’s main competitor Tandem in an even more difficult position. While this isn’t related to the results Tandem announced Brian B. Hansen, EVP and CCO, notified the company of his decision to resign on...

Taking Wackiness to new heights

Just when you think you have seen or heard it all something completely wacky comes out of nowhere that stuns you. This happened to me over the weekend when I heard perhaps the wackiest rumor ever and that’s saying something given, I’ve been doing this almost 30 years. It seems that troops at Abbott Diabetes Care believe the division is about to be sold. That Robert Ford Abbott CEO would...

The Arms Race Continues

It wasn’t that long ago that the USA and USSR engaged in a race to build the largest nuclear arms arsenal. Back in the day many of us became familiar with the term mutually assured destruction. Thankfully those days have passed and have now moved into our wacky world only it’s not the USA vs USSR but Novo Nordisk vs Lilly. Just this morning Novo made the following announcement- “Novo Nordisk...

The Vanity Factor

There’s a reason a historical perspective combined with “real” facts leads to common sense conclusions. Unlike what we are seeing as analysts who lack historical perspective and don’t bother to learn the facts spout their uninformed mostly useless opinions. Only problem is investors who rely on these analysts to provide informed analysis act on them. This is exactly what happened Tuesday when diabetes technology stocks git hammered. All of a sudden...

Let’s get VERY real.

Before we get into the Insulet earnings analysis it’s critical to get VERY real about how drugs like Ozempic and Mounjaro are impacting the overall diabetes market. As everyone should know by now, I am a huge fan of these drugs and the many follow-on offerings in development. As I noted in my post yesterday there are good reasons why shares of Lilly and Novo Nordisk are hitting new highs....