What’s the end game?
Back when Senseonics reported their most recent results the stock took a healthy jump. Today news comes that activist investor Sessa Capital has taken a sizeable stake in the company pushing the stock even higher. The question now becomes what happens next. Activist investors don’t tend to hang around for the long term. While we have no idea what Sessa hopes to accomplish our gut and history tells us they...
Will it be any different?
With some much interest in AI and diabetes management it might be helpful to use the past as a guide to the future. The reality is AI is just the latest technology to be applied to diabetes management. Before AI came along there was something called disease management. After disease management came digital diabetes which became the rage during COVID. Today AI is the rage. Basically the goal has always...
Time will tell
The other day Abbott and Google announced they’d be working together using AI to help Lingo users. The Abbott issued press release states: “Abbott (NYSE: ABT) today announced a first-of-its-kind partnership with Google Health to redefine how people understand and manage their health. By combining glucose insights from Abbott's Lingo biowearable with Google's expertise in artificial intelligence (AI) and consumer technology, the multi-year collaboration makes personalized metabolic insights more actionable, helping...
How this plays out
Now that all the pump companies have reported results it’s time to look how the rest of 2026 will play out and what’s in store for 2027. Insulet YTD stock performance -50.33% With numerous competitors coming later this year Insulet’s main goal is to regain investor confidence while building their installed base. Tandem YTD stock performance +1.82% Set the table for Tobi while continuing their transition to pay as go. Beta Bionics YTD stock performance...
A Battle of Narratives
When Tandem decided to bite the bullet and finally convert from DME to the pharmacy channel we noted that 2026 was a throw away year for the company. To their credit the company knew this would be a difficult transition but they also knew it had to be done. With Tobi, the tubeless version of Mobi, now at the FDA the company continues to fully transition to pay as you...
Unnecessary roughness
With the football season beginning tomorrow with a meaningless preseason game it’s only appropriate that we transition from soccer metaphors to football metaphors. Insulet is the current Superbowl champ when it comes to insulin pumps and their results today show that. So why is the stock getting hammered? Yep they lowered their full year guidance by … wait for it … 1%. Now to be fair US guidance was lowered...
Predictable and rather boring
Back in the day when Terry Gregg was running things at Dexcom he liked to talk about the mundane aspects of running the company. The blocking and tackling aspects. When Kevin Sayer took the helm Dexcom was in full blown growth mode. Today with Jake Leach playing quarterback Dexcom has come full circle still growing but also executing very well on the financial side of things. Simply put the results...