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The past leads to the future

A few observations on the most recent edition of the JP Morgan Healthcare confab in a rainy and cold city by the bay. 1. Know your audience! It’s important to keep in mind that this is an investment conference and the messages being sent aren’t designed for patients with diabetes. Yes, there is lots of pontificating about value-based care and producing better patient outcomes but in the end it’s all about what...

Some housekeeping items

Before I start posting a few housekeeping items that everyone should be aware of. 1. The site has undergone some maintenance mostly on the part you do not see. 2. I am told from the techie’s everything is in good working order. 3. Yes, I was at JPM and yes, I will be posting several items from the conference. 4. I did notify everyone via LinkedIn of this issue and will do so in...

Lump of coal

As a winter storm bears down on the Midwest, Santa put a lump of coal in Embecta’s stocking when they announced less than impressive results this morning. Now some of this selling is overdone as let’s be honest here the company hasn’t been a stand-alone entity for very long and they are still learning how to manage expectations. Frankly it’s difficult to analyze the financial results given last year at...

Something for everyone

As we begin the 8 days of Hanukkah and the 12 days of Christmas it seems that our wacky world of diabetes has a gift for you no matter which holiday you celebrate. So, let’s get to it. 1. We’re not sure what’s dumber a study in the JAMA Network Open which indicated there is an increased incidence of Type 2 diabetes in areas with lots of fast-food restaurants or the...

Tandem Acquires Sigi™

This morning Tandem announced they would be acquiring AMF Medical makers of the Sigi™ patch pump. Before we get into an analysis of this deal and what it means for the insulin pump market a few points need to be addressed first. 1. The Sigi is NOT FDA approved although it does have FDA Breakthrough designation. 2. While the company did not provide a timeline for FDA approval, they did note they...

As easy as

If there is one thing you can count on when it comes to our wacky world it’s our unique ability to over complicate things. Instead of making something as easy as a peanut butter and jelly sandwich companies seem intent on finding the longest distance between two points. Back when BGM was king a respected researcher noted that if a patient tested their levels by the book there were 28...

Lilly Calls it quits

Ypsomed announced that Lilly terminated their joint US insulin pump project. Not sure how many partners Lilly has worked with on this ill-fated crazy effort to enter the insulin pump market but hopefully this is the last one. We’d like to say that the company realized it was crazy to compete with Insulet, Tandem and Medtronic. That it was foolish to believe they could make money starting from ground zero....