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Which story is it?

Looking over the results and reading the transcript we can’t exactly figure out which story goes with Senseonics. Is it the little engine that could as it remains around despite very difficult odds? Or is Senseonics Dead Man Walking? Just look at some of things said yesterday: “Through the first half of the year, the global commercial partnership integration has progress to Ascensia taking full commercial operations, and we have collaboratively...

Becoming clearer everyday

First, we owe an apology to the folks at Tandem who reported solid earnings last week and we missed the call. Now we’re not sure how that happened and contrary to rumors happy hour had nothing to do with this. We’d like to promise that this won’t happen again, but Momma Kliff told us never to make a promise you are not sure you can keep. So, let’s say we...

The Street is WRONG

Let’s get to the point quickly today as it is Friday and I know everyone wants to get an early start on the weekend– the street is dead wrong about Insulet and any sell off in the stock is a great opportunity for investors to jump in. While we didn’t listen to the call, we did read the transcript and nothing the company said was unexpected that is if people...

Guess what day it is

Before we get started with an analysis of the results released by Novo Nordisk it’s appropriate that slide deck used by the company ran 138 slides. Keep in mind this is not full year results but quarterly results – this is so damn Novo. Just as Lilly is focused on GLP-1 sales Novo too is now GLP-1 first insulin second. Just look at this from their earnings announcement “Sales of GLP-1 diabetes...

Bringing good things to light

Not sure what made us think of GE today but hey it’s Wednesday and that means another addition of the Wacky World of Diabetes podcast. Today’s guest is David Weingard Founder and Executive Chair at Cecelia Health. Have known David for some time as he was one of the first Type 1 triathletes, I had the pleasure to meet. Unlike me David does the real thing Ironman triathlons consisting of...

Numbers don’t lie

Not like we needed even more evidence that Lilly is now a GLP-1 first insulin second company here are some numbers from today’s earnings release all of which are year to date sales Trulicity $2.98 Billion Humalog $1.2 Billion Humulin $637 million Basaglar $457 million Sales of the three insulin products added together still do not match what Trulicity is doing. Want more reasons why GLP-1’s are getting all the attention and not just because...

Will it matter

This week both Lilly and Novo Nordisk report earnings and while they are still in the insulin business insulin is no longer their bread-and-butter product. Yes, they still sell a ton of insulin but when it comes to making money GLP-1’s is what drives profits. The fact is these two legacy diabetes companies are now GLP-1 first and insulin second. Insulin for all practical purposes has become a commodity. Now in...