Full Archive

It never gets old

Yesterday shares of Teladoc closed at $69.95 breeching the $70 threshold and proving once again that Momma Kliff did not raise an idiot. From the start we stated there were only two possibilities for Livongo, either they get acquired or it becomes the greatest short of all time. Well as things have turned out we were right twice which when you think about it is a pretty neat trick. Teladoc...

An unanticipated impact

Talk with anyone in pharma or MedTech and they will tell you the FDA continues to struggle with the backlog created by Covid. It took forever to get the Omnipod 5 approved, the G7 is still awaiting approval as are several other items in the diabetes world. It’s anyone’s guess how long it will take for the Libre 3 or tirzepatide to be approved as they have both been recently...

Who will cry uncle?

Now that Novo Nordisk and Lilly have reported full year results it’s time to make another prediction – at some point one of them will cry uncle and exit the insulin business. You don’t have to be the brightest blub on the tree to see that when it comes to diabetes GLP-1 is where it’s at and insulin while still profitable is basically an afterthought. The question we have is...

Where is this going?

Yesterday, Alphabet, Google’s parent company, announced a 20 for 1 stock split to go along with their solid earnings. Now this may not seem to have anything to do with our wacky world but given that is wacky it does. Verily is the life sciences unit of Google and under Verily is Onduo their diabetes unit, under that is free parking. Ok just kidding anyway as so often happens Onduo...

The truth tells all

“You will know the truth and the truth will set you free” is a well-known verse and is particularly appropriate in our wacky world. Earlier today we introduced our new Wacky Crazy Matrix and outlined the wackiness going on in the MedTech world. Now since the Wacky Crazy matrix is based on the hot crazy matrix, we thought we’d more closely examine how these relationships in diabetes are working out. Let’s...

The Crazy Wacky Matrix

"May you live in interesting times" is an English expression that is claimed to be a translation of a traditional Chinese curse. Well, when it comes to our wacky world we are definitely living in interesting times. So much so that we have established a new metric to measure the extent of wackiness – welcome to the Diabetic Investor Crazy Wacky Matrix. Now as much as we’d like to take...

One down one to go

Finally, at long last the FDA has officially approved the Omnipod 5, which puts Dexcom in the on-deck circle as we suspect the G7 will be approved soon. While this news was anticipated it couldn’t come at a better time for Insulet stakeholders who like everyone else in MedTech has been beaten like a rug. It also sets the scenario we described in a previous post – let’s review –...