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The game hasn’t changed

Way back when Diabetic Investor began BGM was state of the art glucose measuring technology. Back then the market was dominated by LifeScan then a unit of JNJ, Roche, Bayer before they foolishly became Ascensia and Abbott. LifeScan and Roche owned about 75% of the market with Bayer, Abbott and lots of wannabes fighting over the remaining 25%. Before competitive bidding came along this was a great business as you...

The Next Frontier

One of the most impressive presentations I have ever seen was made by Tandem a few years back at JP Morgan. Back then Tandem was innovative for their iPhone like design and patient friendly user interface. The company noted back when the Medtronic pumps came online the state of art technology at the time were pagers, so it was no accident that their pumps looked like a pager. Today companies...

Perspective It helps

Right around the Thanksgiving holiday Ypsomed announced that their mylife insulin pump received authorization to work with the Libre 3 sensor in Germany. This would make the mylife system the fourth hybrid closed loop insulin delivery system commercially available with a fifth, the iLet from Beta Bionics in the on-deck circle. What makes this announcement notable is that all the other hybrid closed loop systems work with the Dexcom sensor...

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...