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A battle for second

Just as a quick FYI some of you might be getting this twice   With the run for the roses this weekend one wonders if we’ll ever see the likes of Secretariat ever again. Widely acknowledged as the greatest racehorse of all time Secretariat didn’t just win the Triple Crown but did so in convincing fashion winning the Belmont by an amazing 31 lengths. Basically, it was Secretariat way out front and...

It’s now a battle for second.

With the run for the roses this weekend one wonders if we’ll ever see the likes of Secretariat ever again. Widely acknowledged as the greatest racehorse of all time Secretariat didn’t just win the Triple Crown but did so in convincing fashion winning the Belmont by an amazing 31 lengths. Basically, it was Secretariat way out front and a battle for second place. This is exactly what’s happening right this...

Hidden in plain sight.

As we anticipated and predicted things would get worse before that get better at Tandem. Looking at their results released yesterday it’s evident the company continues to struggle. The Omnipod 5 still remains the hottest thing going and now Tandem faces a new threat with the recently approved 780 which is getting some early positive reviews. Although we have no advanced knowledge of what Insulet will say later today we...

Been there done that.

Back in the day before MiniMed was acquired by Medtronic an executive said running an insulin pump company is like running an airline, you never shut down. Insulin pumps have become much smarter since then, there are new forms of information readily available to patients, yet this is a medical device and as much patients don’t like it medical devices fail and/or malfunction. Perhaps the biggest strategic blunder made by Medtronic...

No drama here

With each passing earnings call it’s getting more difficult to say the same thing in a different way. And quite frankly it doesn’t matter whose earnings are being released Abbott or in this case Dexcom. The CGM market is their domain, they own it, will continue to own it and barring a major screw up will own it for quite some time. Their systems are only getting better, access to...

Hypocrisy in its highest form.

Roughly two out of three U.S. adults are overweight or obese (69 percent) and one out of three are obese (36 percent). – Harvard school of public health The US obesity prevalence was 41.9% in 2017 - CDC The estimated annual medical cost of obesity in the United States was nearly $173 billion in 2019 dollars. Medical costs for adults who had obesity were $1,861 higher than medical costs for people with...

Off we GO

This morning Insulet announced they had received FDA approval for the basal only system the Omnipod GO. Now we’ll state upfront that we don’t expect the GO to add materially to Insulet’s bottom line. This is really nothing against the GO it’s just we don’t believe in basal only systems such as the GO. Yet unlike other basal only systems the GO has some things going for it that the...