Do the math
Later today Dexcom will report results which really should come with few surprises as back on January 9th during JPM the company issued preliminary unaudited results. Since then, the company has announced they are returning to the Superbowl with another Nick Jonas spot. A spot which is generating tons of free publicity for the G7 already a wildly anticipated product. Now we must admit other than the fact that Mr. Jonas...
Bringing out the heavy artillery
Many years way back in the day when BGM not CGM ruled the glucose monitoring universe I predicted that one day we would see TV commercials for glucose monitors. That same prediction noted that besides TV commercials BGM companies would start issuing coupons and other tactics employed by consumer products. The reason was simple while everyone was seeing a medical device, we saw BGM as a consumer device and therefore...
Is it even a fair fight?
When it comes to weight loss or perhaps, we should say sustained weight loss behavior change just doesn’t cut it. More often than not after losing all the weight the person goes back to their old behavior and regains the weight. Of course, there are exceptions to this but based on numerous studies this is more the norm. This is one reason we’ve never been a huge fan of any...
The Battle Rages On
Before I get into my thoughts and commentary on the results released by Lilly and Novo Nordisk let’s start with a nice short rant. Will someone please tell these analysts and uninformed journalists that Wegovy and Ozempic are basically the same drug used for two different indications, one for diabetes the other for weight loss. Trulicity and now Mounjaro are both diabetes drugs, but each does very well in the...
The Wacky World of CGM Wannabes
Not sure what’s up but there’s been a plethora of news in the world of CGM wannabes so let’s get right too it. 1. Rockley Photonics files for bankruptcy. We list this first as it really is our favorite item for today’s grab bag. Rockley was one of those who claimed they could measure glucose non-invasively and even signed a partnership with Apple which led many to believe that one day...
Covid wasn’t enough
The cycle goes something like this – a sector gets hotter than Georgia asphalt – boatloads of money come in – valuations go crazy with no reasonable basis and the champagne begins to flow. This party rages out of control and in some cases gets even more out of control with a little unexpected help. Everyone is having much too good a time to worry about the coming massive hangover...
A big yawn
Here’s a conundrum you have a pretty good toy, but you can possibly create more sales of this toy if it played well with others. The problem is your toy has an issue which prevents it from playing with others. The toy maker is doing what they can to fix this issue without having to completely redesign the toy. It’s not like this issue is hurting toys sales but it...