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Strange things going on, well maybe not.

We’ve paying close attention to the insulin pump space as we see the market at a critical juncture. Medtronic just launched the 780, Tandem’s shares are sinking like a stone, Beta Bionics is about to get FDA approval and Insulet continues to sit firmly upon the Iron Throne. Yet what’s more interesting is how each company is handling their various position. Let’s start with Medtronic. Although it’s early here in the...

How does it end?

In a space that’s growing like an uncontrolled weed it speaks volumes when a company in this space is sinking like a stone in a pond. Dexcom and Abbott own the CGM space have nothing but open field running ahead of them and little if any real competition. Medtronic plays in the CGM sandbox but only to the extent that their sensors are bound to their insulin delivery systems. They...

Diving into the wrong pool

As you can probably guess Momma Kliff didn’t have too much time for nonsense. Raising four rambunctious boys didn’t allow for nonsense. This is why I got a great laugh reading the transcript for yesterday’s Embecta earnings call. Embecta is GREAT at making sharp objects that stick people. However not content to be the best in one category they are foolishly developing a Type 2 patch pump. I will say this...

What now?

Come Sunday we celebrate Mother’s Day, and the most famous diabetes mom is of course Momma Kliff. Right now, not sure what mom is thinking about Tandem whose shares are trading at new lows these days. Knowing mom as we do, we’re pretty sure she’d say they are getting what they deserve. That thanks to poor decisions made while the company was rolling have come back to haunt them. What...

Is CGM next?

There is no question that CGM is transformational technology. Study after study has shown CGM improves outcomes for both Type 1 and Type 2 patients. But the benefits of CGM expand beyond patients with diabetes to regular folk using the technology to improve their health. As we have said many times the usage we see today is just the tip of the iceberg. Under the waterline is far greater population. Here...

Finger-pointing or The Texas Two Step

Anyone who participates on social media and follows diabetes related stories or posts has likely seen the proliferation of ads for what looks to be non-invasive glucose monitors that shockingly look like an Apple Watch. None of these devices are FDA approved nor has any undergone the rigors of the clinical process. These knockoffs as we call them are jumping on the CGM bandwagon. As we have noted in the past...

Looking ahead

Before we take a look at the results released by Novo Nordisk and Lilly a reminder that we did publish on the Insulet results, yet it seems some subscribers did not receive the post. We did republish the post later in the day and it can be viewed by logging into the site. It’s possible some subscribers received the post twice while others did not get it once. Obviously, we...