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Rough Waters Ahead

What jumps out from the earnings announcement from Tandem are these items “In this highly variable environment, we are factoring greater caution into our guidance to re-baseline expectations for the next few quarters,” said Leigh Vosseller, executive vice president and chief financial officer. “The timing of our potential new product introductions next year adds increased complexity to the current market dynamics, so we feel it’s prudent for our guidance to reflect...

Is this a supply chain battle?

As anticipated the results from Novo Nordisk were driven by Ozempic and Wegovy. Insulin continues to be drag on results but that too was expected. So just as they battled it out over insulin Novo and Lilly are now battling for supremacy in the GLP-1 ring. The irony here is this battle could ultimately be decided by who has the better supply chain and manufacturing capabilities. The reality here is both...

Fattening the bottom line

Not like we needed more evidence, but the results released this morning by Lilly just confirm what we already knew Mounjaro is off to a strong start and well on its way to becoming a mega blockbuster. The FDA granted the drug a fast-track designation for obesity which will set up another bout with their rival Novo Nordisk who reports tomorrow. While it’s early in the Mounjaro launch here are...

So, has anything changed?

Now that Abbott and Dexcom have reported results has anything changed? The simple answer is no they continue to own the CGM space and will do so for the foreseeable future as competition is no existent. Reimbursement conditions continue to improve, there is still plenty of room to grow in the diabetes sector and the non-diabetic sector is growing more rapidly than anticipated. While everyone else continues to view this...

A lesson learned?

Albert Einstein stated that failure is success in progress. When it comes to digital health, we hope that’s true as so far all we have seen is failure. COVID provided the opportunity and resources digital health needed to move to the front of the line. Yet as we kept saying for digital health to remain at the front it would have to prove its value after COVID was gone. Well,...

Diabetes a change agent

It may seem implausible to some, but the fact is diabetes device and drug technology is changing the way people manage their health. Right this very moment we are in the midst of the latest weight lost craze since Oprah bought weight watchers. Drugs originally created and intended for patients with Type 2 diabetes have become the hottest commodity on the street generating mass attention. The difference between this weight loss...

Useless Knowledge

Another post you can share as you like. A report published in the Annal of Internal Medicine entitled Prevalence and Correlates of Patient Rationing of Insulin in the United States: A National Survey is getting lots of attention in the mainstream diabetes unaware media. This study indicates that 1.3 million insulin using patients rationed their insulin. But here’s the kicker the study did not look at or examine if there were...

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