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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...

It all depends

Success is sometimes a subjective test unlike a math problem which typically yields an answer when completed. This past Sunday my Bears lost to the Dolphins on the scoreboard, but our quarterback had a successful day. This is the difference between a math problem, the score, and a subjective success Mr. Fields performance. This by the way is in sharp contrast to a certain quarterback who has now lost five...

It’s a very wacky world

It’s appropriate with November being diabetes month that wackiness is reaching new heights so let’s get right to it Say Goodbye to Glysens who will be officially closing their doors next week. It’s been a long run but frankly we aren’t all that surprised not because the technology is bad but as we have seen with Senseonics (who just might be next) there isn’t much of a demand for an implantable...

Up is better

There are times when you sit and wonder just what people are thinking. Yesterday the Tandem story was all about their downward revision to guidance and the reasons for this downward revision. Today the story with Insulet who reported this afternoon is the same only in the opposite direction as they revised guidance upward and as expected the street is responding positively with shares now up over 10% in after-hours...

Rough Waters Ahead

What jumps out from the earnings announcement from Tandem are these items “In this highly variable environment, we are factoring greater caution into our guidance to re-baseline expectations for the next few quarters,” said Leigh Vosseller, executive vice president and chief financial officer. “The timing of our potential new product introductions next year adds increased complexity to the current market dynamics, so we feel it’s prudent for our guidance to reflect...

Is this a supply chain battle?

As anticipated the results from Novo Nordisk were driven by Ozempic and Wegovy. Insulin continues to be drag on results but that too was expected. So just as they battled it out over insulin Novo and Lilly are now battling for supremacy in the GLP-1 ring. The irony here is this battle could ultimately be decided by who has the better supply chain and manufacturing capabilities. The reality here is both...