What won’t be discussed.
As our wacky world gathers in New Orleans for the annual ADA money grab lots of attention will be paid to the toys in the toy chest and drugs in the medicine cabinet. Yet one subject likely won’t get much attention. Whether our wacky world realizes it or not AI is about to forever change diabetes management. We now have the tools to make the role of the physician even...
Is history repeating itself?
When it comes to the insulin pump market success comes not so much from building a better mouse trap but poor decision made by management. This happened when Roche bought Disetronic allowing MiniMed to become the premier insulin pump company. It happened again with Animas when JNJ ran it into the ground and then had to PAY MiniMed to take the company off their hands. It happened again when it...
PBJ
Here’s the real truth about this wacky world of ours and why it’s so screwed up. The other day I wrote about Tyler my name for an insulin dosing platform designed specifically for patients following multiple daily injection (MDI) therapy. The platform consists of a connected insulin delivery device – this could be a durable pen like the InPen or button cover for disposable pens or cap covers for disposable...
Trouble from an unlikely source
When it comes to the insulin pump market there are certain pesky facts that everyone needs to wrap their arms around. 1. The market is NOT large enough NOR is it growing fast enough to support all the existing players let alone all the wannabes. 2. The pharmacy channel pay as you go model brings benefits and creates problems. 3. The DME channel is not dead yet and still plays an important role...
Not a kid anymore
It’s hard not to look at Dexcom and have some very fond memories of how this all started. There is no question that CGM has gone from a toy to one of the most if not the most valuable tools for diabetes management. For those of us who have been there from the start it’s almost nostalgic to look at the company and see it as it really is and...
Is it even possible?
Before I get into today’s post a little shameless self-promotion for my annual ADA special report which this year will be device focused outlining not where we are but where we are going and what it’s going to look like when we get there. Frankly I am somewhat shocked that besides analysts who are clueless about how this market really works but even people inside this wacky world can’t see...
It damn well matters!
Not sure how many times we’ve said it but when it comes to success or failure in this wacky world of ours give me the most talented management team over way cool whiz bang any day of the week and twice on Sunday’s. This is the reason so many ex-diabetes executives state the best to way to make a small fortune is to start with a big one. Why in...