Full Archive

This is NOT the way.

It was late May 2001 when Medtronic paid almost $4 Billion for MiniMed. In 2002 Terry Gregg left MiniMed only to resurface later as CEO of Dexcom. Ironically, he was replaced at Medtronic MiniMed by Kevin Sayer who is the now the current CEO of Dexcom. These were the last two qualified individuals to run what is now called Medtronic Diabetes. Not surprisingly both Mr. Gregg and Mr. Sayer worked...

Next Up?

So, the natural expectation now that Medtronic has backed out of their deal to buy EOFlow is who’s next up. Medtronic foolishly wants to be in the patch pump business, when they really should be getting out of diabetes, so who’s next. Why not Embecta as they have a way cool whiz bang patch pump for Type 2 patients. Or what about our friends here in San Diego Modular Medical....

Another one bites the dust.

In a move that should not surprise readers as we predicted it Medtronic killed their deal to acquire EOFlow and in the process likely pushed EOFlow into bankruptcy as Medtronic is NOT paying a termination fee. Here is the exact wording from the 8K Medtronic filed yesterday. “On May 25, 2023, Medtronic plc (Medtronic) announced that it had entered into a set of definitive agreements (Agreements) to acquire EOFlow Co. Ltd....

What really matters.

This morning Tandem announced that the t: slim X2 now works with Dexcom G7 sensor. This really isn’t big news as Insulet will soon have the Omnipod working with the G7 as will Beta Bionics have the iLet. What really is news here is the absence of any news on any of these systems working with any version of the Libre. A. system which has an iCGM designation which it...

The reason why!

Yesterday I noted that the iLet by Beta Bionics has the opportunity to hurt both Tandem and Medtronic. The biggest reason isn’t because the iLet is easy to use no the biggest reason is Beta Bionics has done what Tandem and Medtronic have been unable or incapable of doing, the iLet will be available through the pharmacy channel and will not have to compete with the 780G or Control IQ...

A Couple of Turkeys

Listen we know everyone is getting ready for the Thanksgiving holiday but there are a few items to comment on before we chow down on Turkey and watch the Lions beat the Packers. (You realize as a Bears fan we must root for any team that plays the Packers and this year the Lions are pretty damn good.) Ok we’ll get plenty of football over the next few days so...

Super Fight II

Before we get into things today some shameless self-promotion for my special report The Ozempic Effect The Hype The Hysteria The Truth which is about to be published and in hot demand. Just a reminder that as a subscriber you get a 10% discount and can order this great report by contacting me directly at dkliff@diabeticinvestor.com. Now onto business Not sure how many remember the three major title fights between Muhammad Ali...