Full Archive

Toys R Us

It’s almost ironic that the biggest story coming out of last week’s toy fair was Novo’s pill that works as well or better than Wegovy. Never let it be said that real life isn’t stranger than fiction. Thankfully the toys at the toy fair did not disappoint and here is what’s important- 1. When it comes to CGM Dexcom may not be number one in terms of sales, but they are...

Talent always wins.

Yesterday the world basically went nuts when Novo Nordisk during their Capital Markets day talked their early-stage obesity pill. By the end of trading yesterday Novo surpassed Tesla in terms of market cap and the folks in Denmark we’re doing the hippie hippie or whatever happy dance they do in Denmark. None of this really should come as a surprise as Novo has invested heavily to remain on the obesity...

This is so Roche

I’m not sure how much money how much time or how many people worked on the Roche CGM, but I will say this – the money has been wasted – the time has been wasted – and these people should be fired and whoever spearheaded this joke of a CGM should be shown the door as well. For goodness’ sake the damn thing has to be calibrated which automatically puts...

Small Steps make big one’s possible!

As expected, the toy fair is producing lots of news some of which is actually important. Yesterday here in America the FDA approved the Dexcom Stelo for sale over the counter without a prescription. The Stelo is targeted at patients with Type 2 diabetes and NOT using insulin. No, the company did not say how much the Stelo would cost or whether insurance would cover the device. The BIG takeaway...

Walks like a duck, quacks like a duck, it’s a ….

The toy fair does not officially open until tomorrow but that doesn’t mean there is nothing going on in our wacky world. So, let’s have at – 1. Late yesterday afternoon Tandem announced a private placement of convertible notes. We were slightly baffled by this move as other than generating fees for the investment bankers why do this. The company still has plenty of cash on hand. Best we can tell...

Not in the Know

With the diabetes toy fair about to begin I thought it would be a good idea to separate fact from fiction. As Momma Kliff would say there’s a lot of manure being spread around these days with the hope that something good will grow when in fact it only stinks bad. There are two areas where the manure is being spread very thick and smells very bad – all the...

What a wacky week!

As the diabetes community heads off to Florence for the latest diabetes toy fair it’s not a bad idea to look at the week that was and what to expect from the toy fair. So, let’s get right too it. Yesterday Senseonics reported results, and this is what stuck out – they expect their GLOBAL net revenue for the FIRST HALF of 2024 to reach … wait for it … $10...