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A nod and a wink

There is no way to sugarcoat this as Tandem is turning into Medtronic and if they don’t make some changes, they will suffer the same fate as Medtronic. It will be interesting to see how shares trade today given their earnings and the horrendous call that came with the earnings release. Here are the lowlights: 1. Growth is slowing to a crawl. 2. Even if it gets here this year Mobi is...

The Math Doesn’t Add Up

Take a look at this statement from Medtronic today when they released earnings- “Diabetes revenue of $570 million decreased 2% as reported and increased 3% organic. U.S. revenue declined mid-teens, given the absence of new product approvals. This was more than offset by high-teens growth in non-U.S. developed markets and low-twenties growth in emerging markets. Sales outside the U.S. included high-teens growth of insulin pumps and mid-thirties growth of continuous glucose...

Something doesn’t add up here.

There are times when you sit back scratch your head and wonder just what’s going on. The other day Insulet pays Bigfoot $25 million for their patent portfolio related to automated insulin dosing (AID). Which was a win win as it provides Bigfoot with desperately needed capital and strengthens Insulet’s patent position. Yet the irony here the head scratcher is what Abbott whose an investor in Bigfoot didn’t do. Abbott CEO...

History repeats itself

Not sure how many of my readers remember the FreeStyle Navigator and its history but it’s worth reviewing. We thought of the Navigator and its history while looking over the results released by Embecta this morning. Embecta is best at making sharp objects that stick people, yet they continue to pursue projects outside of their competency. The latest and most talked about is their closed loop patch pump for Type...

A Step Closer

We won’t claim victory just yet but another prediction we made just became more of a possibility with Insulet acquiring patents from Bigfoot Biomedical. “Insulet Corporation (NASDAQ: PODD) (Insulet), the global leader in tubeless insulin pump technology with its Omnipod® brand of products, and Bigfoot Biomedical (Bigfoot), a leader in developing intelligent connected injection support systems, today announced Insulet has acquired assets related to Bigfoot’s pump-based automated insulin delivery (AID) technologies....

Fact Vs Fiction

Before we  begin feel free to share this post with anyone you like. Since President Biden mentioned capping the out-of-pocket cost of insulin in his State of the Union address there have been a plethora of articles on the subject. Many are like the one posted by Vox entitled Insulin is way too expensive. California has a solution: Make its own. Written by Dylan Scott. Let me state from the outset that...

It took a big bat

Back in the day Momma Kliff was fond of saying that sometimes you have hit people with a baseball bat before they pay attention. This is how I felt listening to the Dexcom earnings call as all of sudden it started to dawn on analysts that hey Dexcom really has a good thing going and it almost doesn’t matter what Abbott says. We say almost because there are still some...

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