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Fighting for Crumbs

With Abbott reporting first quarter results this morning it’s about time to acknowledge some very pesky facts. 1. Libre sales not surprisingly were strong. 2. As Abbott CEO Robert Ford noted reimbursement for CGM continues to improve. 3. Surprisingly Mr. Ford seemed realistic about gaining share now that Libre is integrated with the Control IQ and Omnipod 5. 4. Equally surprising was his claim that Libre is doing well in the non-intensive insulin market. 5....

Value Destruction Personified

There’s a great quote from Vernon Law which says, “Experience is a hard teacher as she gives the test first and the lesson afterward.” We were reminded of this looking at two companies who are becoming very adept at destroying shareholder value. The first is implantable sensor maker Senseonics and the second is Embecta. At this moment Senseonics market cap has fallen below $250 million and there is no hope for...

New People Same DNA

Early Wednesday morning Abbott will kick off first quarter’s earnings season. Traditionally the first quarter is the slowest for diabetes tech and we don’t expect this to change. What is changing and worth paying attention to is the slowing pace of Libre sales. Now some of this is frankly anticipated as Libre has grown into a $6 billion franchise. But signs of Abbott’s past are remerging, and this does not...

Preview of coming attractions

It’s fair to say that Jaws released in the summer of 1975 was the first summer blockbuster and began a trend that continues today. With the kids out of school studios battle for position planning well in advance the release dates for their summer blockbusters. The diabetes world is not that different as our annual summer blockbuster event The ADA Scientific Sessions or as I like to call it the...

What do they see?

Today much of the country will experience a full or partial solar eclipse. And don’t be surprised if sometime after some research group will publish a paper that examines the relationship between a solar eclipse and diabetes. This being a rare event it’s not surprising much of the nation is captivated hoping to catch a glimpse. But just what will they see? You can ask the same question to the venture...

What it could look like.

Something different, something creative, something truly innovative. These are the things I have been clamoring for. My wish list so to speak. But as Momma Kliff used to say if no one will give you what you want do it yourself. So here is MY wish list what I would like to see. 1. Get away from conventional pay as you go and go to a lease vs buy model. This model...

Who’s needs are being met?

When you look at all the Omnipod and Dexcom wannabes one might get the impression there is something wrong with the Omnipod or the Dexcom sensor. That there is an unmet need these wannabes provide. That they are solving a problem and are not another solution looking for a problem to solve. The reality is while these wannabes may have some features the others do not the only need they...