Email Alerts

The Gobblers

With the Thanksgiving holiday tomorrow, we thought it’s a good time to give out our annual Gobbler awards. Now we aren’t sure what’s worse earning a Gobbler or being forced to watch my beloved but very bad Chicago Bears play the equally bad Detroit Lions on Thanksgiving Day. Trust us on this if you can find something else to do tomorrow when the game is on do it. Being a...

Is Medtronic pulling an Animas?

Before we get into an analysis for the earnings Medtronic released this morning, we wanted to say something nice. We’ve been tough on the company as they go about destroying the value of their diabetes unit and thought since Thanksgiving is Thursday, we should find a silver lining among the dark clouds. So here goes – kudos to the investor relations team for a very nice PowerPoint presentation which accompanied...

Pennies + Nickels = Billions

In our continuing quest to spread facts and not bullshit we thought today we would prove just how childish corporations can be. As much as we’d like to think there are adults at the table when it comes to this battle between Abbott and Dexcom, the Abbott side of the table has lots of highchairs. Based on the most recent earnings Nine Month Sales Abbott $3.2 BILLION of which $2.29 BILLION was...

A Sharp Contrast

With all the wackiness going on we thought about BD yes that same BD that makes billions of dollars selling needles, syringes, and other sharp objects. Over the years the company has ventured from their core competency only to realize there is nothing wrong with making billions of dollars from selling very sharp objects. Especially when you own 80% of the market, have excellent brand name recognition and don’t have...

Guess we hit a nerve

Yesterday we stated clearly that in our opinion Abbott paid to have the Libre3 named as an CES Innovation award winner. Just as a refresher here is the direct quote. Are we saying that Abbott bought this award? Yep, that’s exactly what we are saying. Remember we’re from Chicago which also happens to be home to Abbott and in Chicago brides are just one more cost of doing business. It’s also...

Wacky, hinky or both?

Not sure how many people saw the news that Abbott garnered a CES Innovation Award for the FreeStyle Libre 3. Now we don’t want to say this is just a little hinky but consider this 1. The Libre 3 isn’t even approved here in the US, and it’s only being used by a handful of patients in Germany. 2. As everyone should know by now Abbott CEO Robert Ford is the keynote...

Going mainstream?

For years we’ve been saying that CGM is not just a diabetes management tool but a complete health and wellness tool. That one day people who do not have diabetes will use a CGM as regularly as a Type 1. At the same time, we have accurately pointed out that CGM even with its vast growth has not yet deeply penetrated the diabetes patient population. That even without venturing into...

Fighting for scraps

Back when BGM ruled the glucose monitoring world the market was dominated by two major players LifeScan and Roche, two minor players Bayer and Abbott and then everyone else. The majors controlled over 65% of the market, the minors another 15%-20% leaving everyone else fighting for about 15% or less of the overall market. It wasn’t much different in the insulin pump market which was basically the domain of MiniMed...

The transformation has begun

We suspect that this year’s CES show will be dominated by wearables, sensors, etc. There is no question that digital health is in the midst of a major transformation. It’s no accident that the keynote speaker this year is none other than Abbott’s CEO Robert Ford. The fact is it is finally dawning on everyone that devices like the Libre and the G6 are no longer medical devices but consumer...

Strange goings on

Before we begin today it would be advisable that you are sitting down while reading this as there are some very strange goings on in our wacky world. “Sanofi and Roche Diabetes Care France - two leaders convinced of the added value of new technologies for better management and personalized support of patients with diabetes - have joined forces regarding the smart device Mallya® for SoloStar developed by Biocorp (Paris:ALCOR) -...