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A confusing approval

Normally when the FDA approves a new device it’s a pretty straight forward event but there are exceptions. In our wacky world one of the stranger approvals came when Abbott got an iCGM designation for a CGM that couldn’t be used with automated insulin delivery (AID) systems. Now it seems as if  Abbott is again connected to a strange FDA approval as the Bigfoot Unity has been FDA cleared. But...

Rising Expectations

Not sure how many baseball fans  we have reading Diabetic Investor or how many follow my beloved Chicago White Sox but there is a parallel between White Sox rookie sensation Yermín Mercedes, the Yerminator as we like to call him and Insulet. The Yerminator is off to an incredible start and becoming a fan favorite. Insulet is also a fan favorite but has run into something the Yerminator has yet...

Let’s make it official

Now that both Lilly and Novo Nordisk have reported can we just make it official that when it comes to their respective diabetes franchises it’s all about GLP-1’s and insulin is just one more product they sell. Where these two legacy companies diverge is the tracks they have selected to grow their GLP-1’s. Yes diabetes is still the primary target, but Novo is weighing more heavily into the obesity market....

Change of direction

First off lets state that the Tandem earnings we’re great any way you look at them. Strong US sales, improving international sales and of course raising guidance. None of this should surprise anyone as for months we’ve been stating that when it comes to conventional pumps the Control-IQ is beating any Medtronic system like a drum. However as we have also been saying while Tandem is kicking Medtronic’s butt they...

Right Twice

Before Teladoc paid a whopping $18.5 BILLION for Livongo we stated that Livongo would either get bought or become the greatest short of all time. We also noted that we could actually be right twice as after being bought whoever acquired the company would then become a great short. Well it’s looking more and more like we’ll be right twice. Teladoc may not become the greatest short of all time...

A well-traveled road

There are just some ideas that just won’t die, even though many have tried, and all have failed there are those who must try. When BGM was all the rage it was non-invasive glucose monitoring now that CGM is all the rage it is now non-invasive continuous glucose monitoring. Yes everyone and we do mean everyone expects that someday the Apple Watch will also measure blood glucose and it will...

How about something different?

When it comes to the weather in San Diego we like to tell people that its boringly consistent. The same can said for Dexcom and their earnings which have also become boringly consistent. The company had another strong quarter and is again raising full year guidance. Honestly this has become so redundant that it’s becoming increasingly difficult to find new and creative ways to write about these boringly consistent results. So...