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Sale prices

Before we begin today a quick note to anyone who freaked looking at shares of Dexcom, no the company was not accused of a nefarious dealing just a four for one stock split. Still, it was somewhat of a shock seeing shares at $70 after seeing them well over $600 not that long ago. With G7 approval coming, the launch of the Omnipod 5 and the general growth in CGM...

Who’s listening?

Before we get into the gist of our post today two items are worth mentioning 1. Teladoc is being hit with a class action shareholder lawsuit that claims the company was less than truthful something we noted very long ago. Shares closed at $34.82 well below its once lofty levels. Listen we knew this was a house of cards with no real structure or purpose or as they would say in...

Did we learn anything?

There comes a time when you realize that for all the progress being made far too often it’s two steps forward and one step backwards. This is our takeaway from ADA. Going in we expected more excitement – there was the rumored Dexcom Insulet deal – the FDA approval of Libre3 – Lilly’s new drug and this was the first live in person domestic event in two years. What we got...

Have a little vision

It’s a little surprising that in a world as wacky as ours with the crazy deals that have been done that so few lack vision. Now this could be because deals in our wacky world often are not logical. The most recent being Medtronic paying some $400 million for Companion. The deal itself made sense IF and when Medtronic is involved this is a huge IF, they actually had a...

No Buzz

Before this conference began, we were pretty excited. We anticipated some excitement some buzz and what we got was one big wet noodle. The exhibit hall was relatively empty and the few attendees walking around seemed more interested in getting together with friends than talking with the exhibiting companies. The fact is these shows are becoming increasingly irrelevant in their current form. Change is needed if the ADA, AACE and...

Build it, support it and get it paid for

Upon arriving in hot and muggy New Orleans for the first live in person ADA in two years it was time to sit down with some good friend’s key opinion leaders all. Naturally the discussion turned to all the way cool whiz bang shiny new toys around. One opined that we would see a real non-invasive CGM within 5 years that it was just a matter of time before this...

A deep breath

Typically, we need to decompress after ADA and not before but given the whirlwind of events leading up to this year’s show today hopefully will be a no news day. Considering everything that has, or should we say has not happened the market appears to be taking things in stride. Our gut tells us this is a temporary lull in the action, that much more wackiness is coming. A few...