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What’s the plan?

Once again, the rumors are swirling that Senseonics is for sale. Now this really is nothing new as Senseonics would like nothing better than to be bought. Yet the Senseonics saga does bring into focus a central question for every Dexcom and Libre wannabe; what’s the plan? Assuming you can get your way cool whiz bang toy through the FDA what next. How do you get this way cool whiz...

Closing the loop

On a day when the market is sinking two diabetes companies are up Insulet and Tandem, who coincidentally reported earnings this week. Now will they finish the day up is really unimportant what is important is these companies both of whom seemed destine to be steamrolled by Medtronic way back in the day now rule the insulin pump universe. To those of us with gray hair who remember MiniMed growing...

Kool Aid or Cannabis?

Frankly we aren’t sure what to make of the earnings Medtronic released this morning. The diabetes franchise continues to sink into the abyss and nothing in the pipeline will come to the rescue. The dynamics of the insulin pump market are changing and no matter what Medtronic does or when they do it will impact the future in a positive way. The real question is how realistic Medtronic is about...

Yep, Right Twice

It’s difficult not to gloat just a little as we really did nail it with Livongo and then Teladoc. We always stated that for Livongo there were two possibilities – the company gets acquired or it’s the greatest short of all time. Well as it turns out we were right on both accounts as Teladoc paid $19 billion for Livongo and over the past year shares of Teladoc have fallen...

A path to nowhere

This morning we read that Beta Bionics raised another $57 million – the official press release states “Beta Bionics, Inc. — a clinical stage medical technology company committed to the design, development, and commercialization of the iLet® Bionic Pancreas System — today announced the completion of a $57 million Series C equity financing. Proceeds from the financing will support product development, regulatory submissions, and preparations for the commercialization of the insulin...

Three down one to go

Per a company issued press release; “Tandem Diabetes Care, Inc. (NASDAQ:TNDM), a leading insulin delivery and diabetes technology company, today announced U.S. Food and Drug Administration (FDA) clearance of bolus insulin dosing on the t:slim X2 insulin pump using the t:connect mobile app. This represents the first-ever FDA-cleared smartphone application capable of initiating insulin delivery on both iOS and Android operating systems. The updated t:connect mobile app is designed to offer...

The beat goes on

It’s becoming increasingly difficult to find new and creative ways to explain the CGM market. Dexcom released results yesterday which were just fine and all anyone cares about is when the G7 will get here. Senseonics receives FDA approval for their 180-day sensor which is nice but won’t change their long-term outlook. If form follows function Dexcom shares will trade down while Senseonics shares should get a boost. But as...