Has Insulin become BGM?
Don’t ask why but decided to take a look at the results Roche released maybe I wanted a trip down memory lane. Yes, Abbott reported as well and yes, the results came in as expected so nothing really newsworthy there. Yet looking at the Roche results made me think of two relevant ideas – first while CGM is taking over the glucose monitoring world BGM is still alive and kicking...
Not Today
Just in case anyone missed it on the Today show they covered the hottest topic in Tinseltown Hollywood’s obsession with Ozempic. Yes, thanks to Tik Toc and other forms of social media the rest of the world knows what we’ve been saying for some time now that the fight against fat could very well be the best thing ever for diabetes. This isn’t just good news for Novo Nordisk the...
Sitting on the Iron Throne
Long time readers of Diabetic Investor have come to learn our mantra that in the end talent wins and in our wacky world talent is in short supply. But talent is not just the man or woman who sits in the executive suite, talent extends to the team they have assembled and the direction they have been given. We have also consistently noted that a talented company will put the patient...
Why they fail
Before we get started today this is one of those rare posts that you can share with anyone and not violate the Diabetic Investor copyright. As everyone knows there are a plethora of statistics when it comes to diabetes. Diabetes continues to grow at epidemic rates and continues to be not just a healthcare crisis but an economic crisis as well. While many advances have been made over the years for...
If it walks like a …..
Before CGM was all the rage the in thing was finding the Holy Grail of diabetes a non-invasive glucose monitor. Everyone and I do mean everyone thought that this was a can’t miss product because patients would no longer suffer through painful fingersticks. Millions perhaps billions were thrown at this technology and yep there is no FDA approved Holy Grail. It was fun covering these companies most of which were designed...
Below the water line
Since CGM technology came on the scene we have said from day one the adoption seen now is the only the tip of the iceberg. The best part is what’s not seen the much larger market opportunity the huge base of the iceberg below the water line. We have consistently noted that CGM is not just a technology for Type 1 patients or patients following intensive insulin therapy but ALL...
It doesn’t get any better than this
In baseball we’ve got Yankees Red Sox – football Bears Packers – basketball Lakers Celtics and diabetes Lilly Novo Nordisk. These two are at again and the stakes have gotten even higher as Lilly is about to invade Novo’s turf as the FDA has fast tracked tirzepatide for obesity. So just as they have done with insulin Novo and Lilly are about to butt heads again in the expanding obesity...