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Takeaways

Since I did not physically attend JPM I cannot say for sure that the conference is back to its former glory. However, from a news flow perspective JPM 2024 was impressive yet also somewhat underwhelming. Everyone knew going in that the obesity market the fight between Lilly and Novo Nordisk would be the dominate story, which it was. Yes, everyone and we do mean everyone wants to join the fight...

The best or a mess?

Right now, there are two companies in our wacky world who really should be taken out by private equity, Tandem and Embecta. Quite frankly neither company should be publicly traded just for different reasons. Tandem as we have outlined is pretty much a mess that needs to be cleaned up. Embecta on the other hand is the very best at making sharp objects that stick people, no one is better. Yet...

It’s time to call BS.

Later this afternoon at 2:15 PST Embecta will present and tells us all about their way cool whiz bang patch pump for patients with Type 2 diabetes that they just submitted to the FDA. They will tell us how large and underpenetrated the market is and how new solutions are needed. What they won’t tell us is how they plan to compete with patch pump and insulin pump market leader...

Wacky as ever

Before we begin today let me state that rather than writing about each and every presentation at JPM our plan is to have a comprehensive JPM wrap up post published on Friday. However, some news today required a post as Insulet announced a Class I recall for the OmniPod 5 app for Android smartphones. Just as a reminder this is correction and NOT a product recall. This news comes as Embecta...

Change coming?

While the healthcare world gathers in that beautiful city by the bay the biggest news in the wacky world of diabetes might just be coming out of sunny San Diego. With JP Morgan getting underway it’s all about who can take on Lilly and Novo Nordisk as they continue to expand their presence in the growing GLP-1 category. Dexcom and Abbott will both present as they continue their duopoly in...

Out with the old

I think it’s an obligation of every publication to publish a piece at the end of the year taking a look back at the year gone by and the new year that lies ahead. So here goes and let’s be honest the one and only story in 2023 was OZEMPIC and as such this gives me another chance to shamelessly self-promote my special report The Ozempic Effect The Hype The...

Looking ahead to 2024

This hasn’t exactly been a great year when it comes to investing in diabetes tech – insulin pump market leader Insulet s down almost 30% on a year to date basis – Dexcom is UP a little over 9% YTD – but get a load of these year to date stats – Tandem down over 40% - Senseonics down almost 40% -Embecta down almost 30% and the winner for the...