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The more things ….

Not sure why but decided to take a look at the latest results released by Roche earlier this week. Perhaps I was feeling nostalgic as also earlier this week I attended a Styx REO Speedwagon concert two great bands from a time gone by. While I didn’t bother to listen to the call, I did peruse the earnings release which stated- “Diabetes Care. Focuses on integrated personalised diabetes management for people...

This works how?

To be honest we aren’t all that surprised that Amazon paid almost $4 billion to buy One Medical. Although when you think about it that’s pretty cheap compared to the nearly $19 Billion Teladoc paid for Livongo which seems like forever ago but does show how much things have changed. And believe it or not these two deals are somewhat related as it shows how badly digital health has fallen...

Every Dog Has There Day

After seeing Abbott’s second quarter results and reading through the earnings transcript we just couldn’t come up with an appropriate headline. Then we remembered that not only did Abbott release results yesterday, but it was also National Hot Dog Day. Now coming from the great city of Chicago I can state with 100% certainty there is no better city in the world for hot dogs. This is an undisputed fact....

A Sigh of relief

All of a sudden everyone wants to be in the insulin business and the folks at Lilly, Novo Nordisk and to some extent Sanofi are breathing a huge sigh of relief. For years now we have been stating the obvious insulin is a commodity and in a commodity market price trumps performance. We noted that for all the public furor over the “high” out of pocket cost of insulin outcomes...

Just when you think it couldn’t get worse

Before we begin today, I want to take a moment to support the good people of Highland Park Illinois who became the latest victims of senseless violence. This tragedy has touched me personally as I had several friends and family members who were at the event. Thankfully everyone is safe and physically unharmed. Please if you can support these good people all good people who are impacted by these continuing...

The fight against fat

Back when Novo Nordisk decided to enter the obesity arena, we thought this was a brilliant move. Victoza their lead diabetes GLP-1 like most GLP-1’s has proven weight loss benefits, was easy to administer and few adverse events. Heck they really didn’t have to do much other than get Victoza approved for weight loss and rename it. There was the additional benefit that their rival Lilly was not yet in...

Summer Vacation

Yep, it’s that time of year, the kids are out of school, the sun is shining so off everyone goes for their summer vacation. Before we hit the beach for the Fourth of July holiday, we thought we’d get a few things out of the way. 1. Here come the mega-blockbuster Mounjaro. Ok it hasn’t been on the market very long, but early indications are Mounjaro is everything we thought it...