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Take a deep breath

Yes we know that Monday isn’t the normal day to release another version of our Wacky World of Diabetes podcast but this isn’t exactly a normal podcast either as we are delighted to welcome Michael Castagna CEO of MannKind to our list of distinguished guest. As longtime subscribers know we’ve been following MannKind since day one when the late Al Mann founded the company. To say that MannKind and their lead...

Time to limbo

For better or worse Teladoc has become the de facto gauge for digital/virtual health. At the height of Covid shares soared to $300+ but as Covid has subsided shares have fallen below $150. Along the way the company used their soaring price to value Livongo at a whopping $19 Billion which now looks a huge misstep. Something we said many times but hey being right is what we do around...

Never get sick of being right

This really should shock no one but according to the latest numbers telehealth utilization rates continue to fall now that people are coming out of the Covid cave. Now we don’t want to say we told you so, but we did. As we accurately predicted once Covid began to subside people would want to get out and it would only be a matter of time before they reverted to their...

Who wins?

It seems almost silly to ask this question but with all the diabetes toy wannabes who wins here. The simple answer should be but unfortunately isn’t the patient wins. See this is the wacky world of diabetes and in our wacky world rarely if ever are these companies putting the patient first. Sure they all say they have noble intentions but in reality these wannabes want one thing and one...

A solution?

As everyone knows our belief is that Tyler – connected insulin pen/cap cover- CGM – app – has the potential to change the diabetes management landscape for patients following multiple daily injection (MDI) therapy. Yet it is also true there are patients who for a wide variety of reasons either do not have access to or do not want to use a CGM. Hence the reason you have so many...

A losing proposition

It’s no shock that when it comes to the toys in the diabetes toy chest there is no shortage of copycat me too toys. The formula is pretty simple actually a market gets developed begins to grow and all of sudden money starts to flow into wannabes. We watched this in the early days of the insulin pump market when everyone wanted to be the next MiniMed. We also watched...

How this will play out

Now that Abbott has countersued Dexcom it’s time to play this out to the end. First and foremost remember how the legal process works. This legal action if it plays out to the very end, which we doubt, will take YEARS. While it may be best for both parties to come to their senses and settle this dispute logic does not always carry the day. As we have said before...