It’s Turkey Time
Before we get into the gist of our post today a huge shout out to the Wall Street Journal for finally getting it right when it comes to insulin pricing. For years now all we’ve been hearing is how Lilly Novo Nordisk and Sanofi have been, excuse the expression, sticking it to the insulin using community for consistently raising the “wholesale” cost of insulin. That they are somehow responsible for...
Not the time
It seems like the folks at Wells Fargo have more confidence in Tandem then we do given their recent upgrade from underweight to equal weight. It’s not that we have lost confidence in the company more like we see things as they are not as we wish them to be. Having followed Tandem over the years we have learned never to count them out. Remember this is a company that...
Day, month, year, decades
Today is World Diabetes Day which occurs during National Diabetes Month. To be quite honest we aren’t sure exactly what we are celebrating today or this month. Diabetes continues to grow at epidemic rates around the globe. For all the advancements we have seen in diabetes care for all the billions spent one indisputable fact remains the majority of patients are not achieving good control. Even with some great technology...
The Tempo Tyler
For the last five years we’ve been a strong supporter of Tyler – just as a quick refresher Tyler is our name for an insulin delivery system which consists of the following components – an insulin pen – CGM and insulin dosing algorithm. While Tyler could be used with less intensive insulin management it’s better suited for intensive insulin users. We have long contended that given his cost dynamics Tyler...
It all depends
Success is sometimes a subjective test unlike a math problem which typically yields an answer when completed. This past Sunday my Bears lost to the Dolphins on the scoreboard, but our quarterback had a successful day. This is the difference between a math problem, the score, and a subjective success Mr. Fields performance. This by the way is in sharp contrast to a certain quarterback who has now lost five...
It’s a very wacky world
It’s appropriate with November being diabetes month that wackiness is reaching new heights so let’s get right to it Say Goodbye to Glysens who will be officially closing their doors next week. It’s been a long run but frankly we aren’t all that surprised not because the technology is bad but as we have seen with Senseonics (who just might be next) there isn’t much of a demand for an implantable...
Up is better
There are times when you sit and wonder just what people are thinking. Yesterday the Tandem story was all about their downward revision to guidance and the reasons for this downward revision. Today the story with Insulet who reported this afternoon is the same only in the opposite direction as they revised guidance upward and as expected the street is responding positively with shares now up over 10% in after-hours...