Losing touch with reality
Listening to the earnings call for Abbott this morning it’s becoming obvious that both the company and the analysts who cover the company are losing touch with reality when it comes to the Libre franchise. As we anticipated growth in CGM is slowing which really is no surprise. This is not news. CGM is following almost the exact same path as BGM did. In the beginning intensive insulin patients were...
Table Scraps
Back in the day when BGM was the latest greatest diabetes technology the market was dominated by LifeScan, Roche and Abbott. These three players effectively controlled over 90% of the market. Today in CGM Dexcom and Abbott have a duopoly. The insulin pump market is dominated by three players Insulet, Tandem and MiniMed. This creates somewhat of a challenge for the minor players and wannabes. Given that scale is critical the...
Tic – Tac – Toe
When was the last time you played Tic Tac Toe? Unless you have grandkids it probably was a very long time ago. It’s not like you get together with friends and say hey lets play Tic Tac Toe. Like most normal humans you understand the futility of playing, there is no way to win. The game becomes boring. This is how I see the Abbott sensor that will measure ketones along...
The Final Option
Back when Ronald Regan was elected President his advisors who knew the Presidents strong anti-communist beliefs devised a strategy they felt would put an end to the Soviet Union. Keep in mind this back during the Cold War which had two superpowers America and the USSR. The advisors knew that America was stronger financially and could use this financial superiority to bring the USSR to its knees. The President heeded...
Will it get better?
As we close out the first quarter of 2026 the insulin pump companies are likely saying goodbye and good riddance. Traditionally the first quarter is the slowest for pump sales but in this case the first quarter has been brutal for share prices. Not one of the major pump companies Insulet, Tandem, Beta Bionics or MiniMed stands in positive territory on a year-to-date basis. Insulet recently hit a. 52 week...
TGI
If it weren’t for my Fighting Illini making into the Elite 8 along with fellow Big Ten members Purdue and Iowa I’d be throwing a hissy fit today. And before we get to my rant lets root for Michigan and Michigan State to make the Elite 8 a Big Ten Party. Thank goodness for college basketball as our wacky world is going off the rails. Example 1 Glucotrack You may or may...
Send them to jail
We’ve seen our fair share of scams or outright greed in our day. Most related to the quest for the Holy Grail of diabetes technology a non-invasive glucose monitor. The shenanigans pulled by these companies would make members of the Mafia blush. But as Canada Bill Jones used to say it’s against the law to let a fool keep their money. Or as I have said many times you can...