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Very long odds

Having covered this wacky world for so long we have given up trying to figure out why companies do the things they do. We realized long ago that common sense or logic don’t dictate how decisions are made. We falsely assumed that companies would learn from past mistakes and perform some serious due diligence before proceeding down a new strategy. A strong case in point is the insulin pump market as...

A Pleasant Surprise

Momma Kliff used to say just when you least expect it people will rally to support you because in the end you are right. Frankly I was shocked with the response my post The Reality Check generated. As noted in the post I expected to catch hell for my comments something I have gotten used to over the years. What I did not expect was so many KOL’s agreeing with...

Blind squirrel theory

When it comes to our wacky world, I do subscribe to several theories among them are the blind squirrel, the broken clock (or watch), and my personal favorite even a blind man can see that theory. I thought of these theories while looking at the results of two longtime but lagging companies in our wacky world- Senseonics and MannKind both of whom reported second quarter results yesterday. Sometimes I look at...

Reality Check

fBefore I begin today this post is one that you can share as you wish so no worries about any copyright violations. Second, I’ll likely check hell today because of what I am about to say but this isn’t anything new either. Today’s New York Times has a well-done piece by Andrew Jacobs entitled The Long, Long Wait for a Diabetes Cure. This piece is part of the ongoing excitement in...

Fat and Happy

Is it possible that the fight against fat will not only transform the diabetes drug market but also change the dynamics of the CGM market? It’s not only possible this change is already underway. Right this very moment Lilly and Novo Nordisk are battling for supremacy in the excuse the expression expanding obesity market. Both offer simple and very effective solutions which were originally intended for patients with Type 2...

Did we learn anything?

This recent round of earnings has been particularly revealing yet we wonder is anyone really paying attention. We wonder this often as for reasons unbeknownst to us investors and analysts seem immune to learning. That they focus so heavily on the numbers they forget how those numbers come about and who ultimately is responsible for making them happen. That in the end talent wins and talent at least in the...

Up vs Down

Just to quickly summarize the difference between what Tandem announced yesterday and what Insulet announced this afternoon you only need to read this one line from the earnings release “For the year ending December 31, 2022, the Company is raising its revenue growth guidance range to 14% to 17% (previously 12% to 16%).” Apparently, the headwinds faced by Tandem are not making their way to the east coast. We’re not trying to...