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It’s not that complex

The other day while watching CNN they ran a story on rising home prices and then another on falling rents in downtown New York. At the end of the story on home prices the anchor for some reason noted that rising home prices are making home ownership unaffordable for some. Now not sure where this anchor went to school but that’s how capitalism works, when the demand rises and supply...

Time to Un-Load It?

It should shock no one that telehealth investing is setting all sorts of records these days. According to CB Insights investment hit $4.2 Billion in just 139 days nearly doubling the $2.2 Billion raised in the first quarter last year. There is no question that everyone wants in on the act and that investors aren’t that picky in deciding where to place their bets. Yes we have reached that point...

Heavy lifting works

When it comes to digital diabetes there is one indisputable fact, that if you can get the patient to do the heavy lifting you will see improvements in outcomes. As we note continuously the issue isn’t telling the patient how to manage their diabetes, the issue getting the patient to want to manage their diabetes, to do all the heavy lifting. Once that hurdle and it’s a big one has been...

Doing what?

Back in the day we were pretty excited when Google, Amazon and Apple began to dive into the diabetes pool. We figured with their combination of resources (capital and talent), brand name recognition and consumer focus they would bring much needed change to the diabetes landscape. The one worry we had is while they were unencumbered by past mistakes in diabetes would they be smart enough to avoid falling into...

Can’t make this up

A close friend of Diabetic Investor is fond of saying the best way of accumulating a small fortune is to start with a big one. Yesterday’s news that CeQur has raised another $115 million is a reminder of this. We noted yesterday that the dumb patch pump space is basically a sinkhole with lots of money invested and not one commercially viable product. This fact does not seem to impact...

A headscratcher?

This morning CeQur the makers of the Simplicity patch pump announced they have raised $115 million in Series C5 financing. Per a company issued press release; “Credit Suisse Entrepreneur Capital Ltd. and Endeavour Vision led the financing with significant participation from new investors, including Tandem Diabetes Care, Inc. (NASDAQ: TNDM), Ypsomed Group (SWX: YPSN), Federated Hermes Kaufmann Funds, Kingdon Capital, and GMS Capital, as well as existing investors, Schroder & Co....

Where’s Waldo?

It seems as if each day we get closer and closer to having multiple Tyler’s on the market. Just today BioCorp and Roche announced that Mallya, BioCorp’s connected pen is available in France. Medtronic who acquired Companion is moving forward with their Tyler. Lilly, Novo Nordisk both have Tyler’s yet continue to move at glacial speed getting them to market. WellDoc just expanded their partnership with Dexcom, who for reasons...