Reality starting to set in
Looking at the results Abbott released this morning and listening to the call which accompanied the release it’s becoming clearer with each quarter that reality is beginning to set. The reality that CGM has become a mature market, double digit quarter over quarter growth is a thing of the past and future growth is dependent upon expanding reimbursement. CGM is no longer about improving product performance nor is it about...
The Race is on!
There is no question that when it comes to the insulin pump market it’s a race to see who can catch Insulet. Every major player is getting set to introduce their Omnipod wannabe. While none of these wannabes are a true disposable patch pump with no tubing or automatic cannula insertion they each offer their own version of discreet pumping. The real question isn’t who has a better mouse trap...
Whose choice is it?
There is no question that AI will play a greater role in diabetes management in the future. Now that almost every toy in the toy chest works with a smartphone we have the computing power necessary to run AI. The question isn’t whether AI will be adapted into diabetes management but when and how it will be adapted into diabetes management. Which brings another unasked question will patients accept it,...
This isn’t going to end well
When we last left the drama at Breakthrough Type 1 and the T1D Fund it appeared that this situation was going to get worse before it got better. Unfortunately the situation is now spiraling out of control and if cooler heads don’t prevail soon this could well be an unmitigated disaster for Breakthrough Type 1. Diabetic Investor has learned that the exodus of donor money from the T1D Fund is not...
Let’s not do that again
To say that the first half of 2026 has been difficult for diabetes device companies is like saying it gets hot in Arizona in the summer. Take a look at how the various companies have done so far this year in terms of stock performance. MiniMed down 19.74% Insulet down 44.57% Tandem down 30.03% Beta Bionics down 46.85% Modular Medical down 59.02% Abbott down 25.83% Senseoincs UP 1.81% Dexcom UP 3.41% Not exactly what Momma Kliff would call stellular...
So much for transparency.
It’s truly unfortunate that the situation at Breakthrough Type 1 and the T1D Fund has disintegrated to the point where Breakthrough Type 1 has made the decision not to be transparent. They have chosen instead to hide behind their legal consul Veneable LLP. Breakthrough Type 1 is represented by George E. Constantine, Esq. and Mark E. Schamel. Let’s put some context to how we got to where we are today. My...
Is this really a good idea to start with?
When the T1D Fund was founded back in 2016 Breakthrough Type 1, then known as the JDRF, stated- “BREAKTHROUGH T1D FOUNDED THE T1D FUND: A BREAKTHROUGH T1D VENTURE (T1DFUND.ORG). THE T1D FUND, WHICH IS AN INDEPENDENTLY RUN SUBSIDIARY OF BREAKTHROUGH T1D, IS AN IMPACT INVESTMENT FUND FOCUSED ON ACCELERATING LIFE-CHANGING SOLUTIONS TO TREAT, PREVENT, AND ULTIMATELY CURE TYPE 1 DIABETES (T1D) THROUGH EQUITY INVESTMENTS. FUNDED THROUGH DONATIONS FROM BREAKTHROUGH T1D, OTHER...