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Doing what?

Back in the day we were pretty excited when Google, Amazon and Apple began to dive into the diabetes pool. We figured with their combination of resources (capital and talent), brand name recognition and consumer focus they would bring much needed change to the diabetes landscape. The one worry we had is while they were unencumbered by past mistakes in diabetes would they be smart enough to avoid falling into...

Can’t make this up

A close friend of Diabetic Investor is fond of saying the best way of accumulating a small fortune is to start with a big one. Yesterday’s news that CeQur has raised another $115 million is a reminder of this. We noted yesterday that the dumb patch pump space is basically a sinkhole with lots of money invested and not one commercially viable product. This fact does not seem to impact...

A headscratcher?

This morning CeQur the makers of the Simplicity patch pump announced they have raised $115 million in Series C5 financing. Per a company issued press release; “Credit Suisse Entrepreneur Capital Ltd. and Endeavour Vision led the financing with significant participation from new investors, including Tandem Diabetes Care, Inc. (NASDAQ: TNDM), Ypsomed Group (SWX: YPSN), Federated Hermes Kaufmann Funds, Kingdon Capital, and GMS Capital, as well as existing investors, Schroder & Co....

Where’s Waldo?

It seems as if each day we get closer and closer to having multiple Tyler’s on the market. Just today BioCorp and Roche announced that Mallya, BioCorp’s connected pen is available in France. Medtronic who acquired Companion is moving forward with their Tyler. Lilly, Novo Nordisk both have Tyler’s yet continue to move at glacial speed getting them to market. WellDoc just expanded their partnership with Dexcom, who for reasons...

What now?

Let’s be very clear from the start as much everyone wants to get back to normal, as much as we want Covid to be in the rearview mirror, Covid remains. Thankfully vaccinations are increasing daily and life while not back to normal, or whatever the new normal will be, is showing signs of returning. This is obviously very good news that is unless you own a digital health company. It won’t...

Some Items of Interest

1. It seems that the Wacky World of Diabetes podcast are being well received. We continue to line up new guests and appreciate the feedback we’ve received so far. Just as an FYI since we have Dexcom, Tandem and Insulet coming up we have reached out to Abbott and Medtronic. Frankly we’re not holding our breath, but you never know. 2. We’re in the process of redesigning the Diabetic Investor web...

Commoditizing Quickly

While digital health remains a hot sector the space is also commoditizing quickly, a move we anticipated. What started with a focus on chronic disease states such as diabetes has morphed into a more comprehensive approach including non-chronic disease states and mental health. It’s inventible that the next phase for digital health will be consolidation as companies attempt to bulk up allowing them to compete more aggressively. It’s this area we’d...