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 be long before we learn the answer to a question that’s been debated since Covid reared its ugly head. Once in the rearview mirror will . . .

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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 site. Not sure when the new look will be up but let’s be honest it’s time for a new look. Of course we’ll . . .

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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 like to explore as when it comes to digital diabetes as there are far too many companies doing the same thing. Yes there are some . . .

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Rather be lucky than good

There are times when it’s better to be lucky than good. Years ago and we do mean years ago we came across two Novo Nordisk executives celebrating at a bar. We asked what the celebration was all about they noted they had just signed a deal with JNJ. (Anyone remember the InDuo device.) Well thanks to my beautiful bride who kept asking question I knew this would be yet another Diabetic Investor scope, which it was. Imagine how these guys felt when the JNJ team joined them and informed them that they had just been talking with David Kliff . . .

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It’s not over yet

As the end of the first quarter approaches the question becomes has this recent sell off in MedTech Digital Health run its course or is there more to come. To us it’s a split answer as we see more selling in Digital Health and a buying opportunity in the diabetes device area. Let’s take a closer look at the reasons why and let’s start with digital health.

Covid isn’t over yet but signs are beginning to emerge that after a long hiatus people are going back to the doctor’s office. Yes it’s still early . . .

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Is anyone paying attention?

There are times when we sit back, and wonder is anyone paying attention to what’s going on. A few days ago BioCorp and Diabeloop announced a collaboration. Now just as a refresher Diabeloop develops automated insulin delivery (AID) systems while BioCorp has Mallya, an intelligent sensor for insulin pens. Now if you haven’t caught on yet this sure sounds like all the makings of a Tyler.

This move comes after Medtronic acquired Companion who has the InPen right now the only FDA approved connected insulin pen. And yep, Medtronic is moving forward with a Tyler of their very . . .

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It’s not the end but it doesn’t help either

Novo Nordisk has disclosed that the FDA issued a refusal-to-file letter regarding the company's marketing application seeking to expand approval of Ozempic (semaglutide) to include a 2-mg dose for the treatment of type 2 diabetes.

Per the company’s press release:

“In the letter, FDA has requested additional information including data relating to a proposed new manufacturing site. While additional information needs to be included in the resubmission, Novo Nordisk believes the already completed clinical trial programme will be sufficient for approval of the label expansion application.”

Now we don’t think this will kill . . .

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Game On

Ok before we get into today’s post a big shout out to the Loyola Ramblers who whooped my Fighting Illini. Being from Chicago we weren’t surprised that the Ramblers brought a gun to a knife fight along with their good luck charm Sister Jen. Will the Ramblers return to the Final Four and make another magical run, who knows but given how wacky this year’s tournament has been we wouldn’t count them out. The Ramblers are a talented, motivated well coached team.

Another talented, motivated well managed team are the folks at Insulet who over the . . .

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The wackiness never ends

Before we get into today’s post first a correction as everyone knows we’re lining some very impressive guests for our upcoming podcasts. One group includes noted diabetes researcher Dr. Steven Edelman who also is the founder of TCOYD not TCYOD, it seems we got our O and Y mixed up so sorry about that. Now onto the latest round of wackiness….

1. Would be nice to have something to sell.

Yep it seems like the folks at Bigfoot are at it again raising another $57 million. Now we aren’t sure how much in total Bigfoot . . .

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Housekeeping

Not sure where to begin as lots going here at Diabetic Investor so lets get to it.

1. We have some outstanding podcasts either recorded or lined up. Take a look at this very impressive lineup;

Eric Verhoef – Seagrove Partners
David Panzirer – The Helmsely Trust
Kevin Sayer – CEO Dexcom
Tandem
Insulet
Nadia Al-Samarrie – CEO- Custom Publisher BTB & BTC, Columnist & Author

The Three Amigos – Steven Edelman MD founder of TCYOD – Irl Hirsch MD Professor of Medicine UW Medicine Diabetes Institute and Satish Garg MD

But we aren’t stopping with this extraordinarily impressive lineup – given we . . .

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