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Almost forgot it’s EASD

We’re not sure anyone has noticed but the virtual version of EASD has been going on this week. Not like it really matters all that much as virtual or live these shows have become somewhat predictable. It will be interesting when we head to Vegas for CES and then San Francisco for JPM what a live conference will feel like in the covid age. It’s ironic that during EASD Novo Nordisk...

Podcast #19

Before we get into the subject of today’s podcast, we’d like to offer our condolences to the family and friends of John Klopp. John spent several years at LifeScan and was instrumental in its success. A true gentleman John’s wisdom and insight will be sorely missed. Ironically today’s guest is Val Asbury LifeScan’s CEO another outstanding individual who’s been instrumental in the company’s success. Listen as Val describes how LifeScan once...

Diabetes or Obesity?

This morning Lilly announced they would be lowering the cost of insulin Lispro. Per a company issued press release; “Lilly's Insulin Lispro Injection, 100 units/mL -- first introduced at half the list price of branded Humalog® (insulin lispro injection, 100 units/mL) in 2019 -- will now have a 70 percent lower list price than Humalog U-100 starting January 1, 2022” We see three reasons Lilly made this move; 1. It’s great PR although...

A change in direction?

Way back in the day when Medtronic owned the insulin pump space, we speculated that about the only way this would change was if they screwed it up. Which is exactly what happened. Today Tandem and Insulet dominate the insulin pump space with Medtronic now relegated to an afterthought. Tandem and Insulet have better products, better pipelines, and most importantly better management. We’re beginning to wonder given with what’s going on...

Anyone paying attention

Once again Apple has released their new iPhones and an updated version of the Apple Watch. Yes, these systems have many exciting new features it’s equally important to pay attention to what isn’t new. While everyone continues to believe that Apple will add glucose monitoring to the Apple Watch it’s still nowhere to be seen. Meanwhile Dexcom and Abbott continue to gobble up new patients making it even harder for...

The downside of upside

There is no question even with Covid the markets have been on a roll. After taking an initial hit the markets have come roaring back hitting new highs. This is great news for investors of course but there is a downside to all this goodness. It provides the fuel companies need to stay alive even when their product and/or service doesn’t stand an ice cubes chance in hell of being...

Every day is Labor Day

Before we get into the gist of today’s post, we’d like to wish everyone a great Labor Day weekend and to our fellow tribe members a happy, healthy and prosperous New Year. We’d also like to thank the many who have already donated for my upcoming triathlon which goes off next Sunday September 12 here in beautiful San Diego. Please check out doingitthreeways.com and please donate if you can as...