An Interesting Week

As the week winds down we’re wondering if when looked back upon five years from now will this week be seen as transition point. All week we’ve been following the social media and mainstream media firestorm over the technical issues Dexcom had with their sharing platform. Judging from the various Facebook posts and the visceral reaction from angry patients, parents, caregivers and some nutty conspiracy theorists one just might think there was something wrong with the PRODUCT Dexcom makes. When instead the problem lies inside a bank of computers otherwise known as the cloud.

Lost in this . . .

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Living the dream

There was a time whenever we wrote about the insulin pump market the post would contain the following statement;

The insulin pump market is not large enough nor is it growing fast enough to support all the existing players let alone the many who want to enter the market.

This statement is still true today although we have seen evidence recently that growth has gone beyond the low to mid-single digits to the low to mid double digits. Insulet with their pay as you go pharmacy benefit model deserves a great deal of credit for making this happen. The . . .

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Old school vs New School

Before we get into the gist of our post today a few hopefully final thoughts on the Dexcom technical glitch which has created somewhat of a social media firestorm. First it was nice to see Dexcom acknowledge that they need to do a better job with the system. As has become their SOP the company isn’t running away from the issue but running towards it. This is just another reason we believe hands down Dexcom has the best management team in diabetes devices.

While we weren’t surprised by the social media reaction it does show just how deeply . . .

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Going after the big fish

Yesterday Onduo issued a press release which stated;

“Today, Onduo announced its first peer-reviewed publication of clinical outcomes in JDST1. The company published real-world evidence demonstrating significant clinical benefit for people living with type 2 diabetes who participated in its behavior-change program and accessed its virtual diabetes clinic. The article presents data on 740 Onduo participants located in 21 states in the U.S., with 30% living in rural communities. Most notably, the results show that 92% of Onduo participants with the highest initial HbA1c improved their glycemic control, with an average decrease in HbA1c of 2 . . .

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Get a grip and calm down

There it is right on page B4 of the Wall Street Journal “Outage Threatens Care for Child Diabetics”. The article states;

“Parents of young diabetes patients say they haven’t been getting crucial readings from blood-sugar monitors worn by their children since early Saturday.

The technological breakdown, the origin of which isn’t certain, threatens the proper care of the young diabetes patients.

DexCom Inc., which makes the continuous blood-sugar monitors, said in statements on its website and Facebook that it is experiencing an issue with a feature called DexCom Follow that may cause users to not receive . . .

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Bring out your dead

One of our favorite movies of all time is the classic Monty Python and the Holy Grail. This movie is filed with some classic scenes (The Black Knight) and classic quotes (It’s only a flesh wound) and stands out as a favorite to the millions of Python fans. Included in this classic is the bring out your dead scene https://youtu.be/GU0d8kpybVg.

We were reminded of this scene while reading an email about a recent conference which included the following companies:

Bigfoot Biomedical – which isn’t officially dead but isn’t exactly in great shape.

GlySens which was . . .

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Giving Thanks

Even with all the wackiness in our wacky world there are several reasons to give thanks. So here is our 2019 Thanksgiving list for reasons we are grateful.

1. The Three Amigos Tandem – Dexcom – Insulet

These three stocks on are a year to date basis are up … and we’d recommend sitting down for this – 107.76% - 95.54% and 151.91% - now we don’t know about everyone else but the shareholders of these three companies damn well better be grateful for if they are not Momma Kliff is going to take them to the woodshed.

2 . . .

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The problem in a nutshell

“I think in the sensor area we still have more work to do. And I think it’s going to take a little longer in reducing the number of finger sticks, where we continue to make progress, but that’s going to be an area of pressure even going into next year” – these words come from Michael Coyle Executive Vice President Group President Medtronic Cardiac and Vascular Group – Mr. Coyle was taking question on the diabetes franchise as the new EVP for diabetes Mr. Salmon was not part of the earnings call.

Now we hate to be captain . . .

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Time for some perspective

This past Wednesday an FDA panel voted not to approve Lilly’s Jardiance as an add-on therapy for patients with Type 1 diabetes. We weren’t surprised by this vote as quite frankly the data wasn’t overly compelling. What did check our eye was this from a company issued press release;

"With about 40,000 Americans diagnosed with type 1 diabetes every year, we see today's meeting as an important means of elevating the discussion around the challenges of managing blood sugar levels for those with type 1 diabetes and the need for new treatment options," said . . .

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Happy Birthday Tyler

While many may not realize it today is a very special day as today on World Diabetes Day Tyler turns 2 years old. Now for those new to Diabetic Investor Tyler, besides being a scrappy two-year-old who’s cute as a dickens, is our term for a connected insulin pen/CGM/app insulin delivery system. The big difference between the real Tyler and the system Tyler is that the real Tyler is growing up and making a name for himself, unlike the system Tyler who continues to languish in development.

Frankly we’re aren’t surprised the real . . .

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