Reality vs. Fantasy

This morning Abbott reported fourth quarter and full year results which for Libre came in as expected. For the full year diabetes care sales surpassed the $3 Billion level coming in at almost $3.3 Billion. With results like that, with a market that continues to grow, with system adoption increasing and new applications being found it’s easy to understand why everyone is going gaga over these rumors that Apple and Samsung are about to enter the market.

Let’s make something very clear from the start Apple and Samsung MAY enter this market one day but that . . .

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Here we go yet again

It’s not surprising that once again rumors are circulating that Apple is adding glucose monitoring to the Apple Watch. According to a story published on the MacRumors website.

“Apple is intending to bring blood glucose monitoring to the upcoming Apple Watch Series 7 using a non-invasive optical sensor.”

Another report on the ETNews website states suggest that Samsung is also looking into the same technology for their upcoming Galaxy Watch 4.

We hate to let those pesky facts get in the way of a juicy rumor, but we don’t see this happening. Yes there was . . .

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Hotel California

Hotel California is not just a great Eagles song it’s also a story about our wacky world. As the song goes “ you can check out, but you never leave.” The latest guest is none other than Senseonics the makers of the Eversense implantable CGM. Now let’s be clear about a few things unlike so many other Dexcom and Abbott wannabes the product works and is being used by patients. The issue with Senseonics is not the product its market potential.

In many respects Senseonics is like MannKind with Afrezza it’s not a question whether the product . . .

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We also have a dream

Today as America celebrates the legacy and impact of Dr. King a man with a dream. The wacky world of diabetes also has a dream. No it’s not the dream of Dr. King but to the millions of us with diabetes it’s a reoccurring dream each time we check our sugars, administer insulin or take a pill. We dream of the day when we don’t have to do any of that. We dream of eating a meal and not wondering if we counted the carbs correctly. For those of us attached to multiple devices we dream of . . .

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No sense plus nonsense does not equal common sense

For years we have been extolling the virtues of Tyler. Thanks to advanced insulin delivery technology, either a connected insulin pen or insulin pen cap cover, CGM and insulin dosing algorithms patients following multiple daily injection (MDI) therapy can achieve insulin pump like outcomes at a fraction of the cost of an insulin pump. As we have stated many times Tyler is the single largest threat to the insulin pump market but congruently can also be used as tool to transition MDI patients to a pump. Hence the reason Medtronic acquired Companion Medical.

It’s also known that you can . . .

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What happens after COVID?

Years from now after COVID is gone people will look back and see companies that built on the opportunity that Covid created and others that blew it. The reality is Covid for all the hardship it has and continues to create also created opportunities. Nowhere is this more evident than the explosion of virtual health companies. Prior to Covid telehealth was a technology used by a few with vast untapped potential. Thanks to Covid digital health has become the primary option for millions of patients.

We’ve said it before and will say it again there is no way on . . .

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Not the sharpest …..

This morning Dexcom released preliminary fourth quarter results along with guidance for 2021. At first we couldn’t figure out why then we remembered that today marks the beginning of the J P Morgan Healthcare Conference which like every other conference is now a virtual event. The results as per Dexcom tradition came in just fine with the 2021 guidance disappointing also a Dexcom tradition. Naturally shares have been selling off in early trading which is creating an opportunity for smart investors to jump in or add to their holdings.

It almost seems silly that investors have yet to learn . . .

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It’s about time

Yesterday Tidepool announced that finally at long last they have submitted their app to the FDA. Per a company issued press release

“Tidepool, a 501(c)3 nonprofit, today announced completion of its FDA submission of Tidepool Loop, an automated insulin dosing app intended for the management of type 1 diabetes.

The nonprofit was notified on December 22, 2020, that the submission had completed FDA’s administrative acceptance review and was proceeding to substantive review as an interoperable automated glycemic controller (iAGC). If cleared, Tidepool Loop could become the first app for iOS cleared for the automatic dosing of insulin . . .

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Building arsenals

While it seems laughable today there was a time when people weren’t worried about a Russian cyber-attack they were worried about a nuclear missile attack. The nuclear arms race between the USA and Russia eventually bankrupted Russia forcing the country to rethink communism and adopt their form of capitalism. We no longer talk about doomsday clocks, ICBM’s, nuclear arms treaties, mutually assured destruction although we continue to worry about nuts with nukes.

Today UnitedHealthcare’s Optum unit has agreed to buy Change Healthcare for almost $8 Billion in cash plus the assumption of another $5 Billion in . . .

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What it means

Yesterday Berkshire Hathaway, JP Morgan Chase and Amazon announced they were ending their joint healthcare venture which they called Haven. Naturally everyone is speculating as to why this happened, but the fact is it did happen and in the end it really does not matter why. What does matter is how the health insurance is changing in 2021 and who’s changing it.

Unfortunately as we enter 2021 COVID remains as the dominating theme surrounding healthcare. COVID is recking havoc on hospitals, businesses and just about every aspect of our world and economy. It’s also impacting the FDA approval . . .

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