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Wannabe Heaven

Oscar Wilde once said, “Imitation is the sincerest form of flattery”. No quote is more appropriate when it comes to all the CGM wannabes. It seems like each day a new wannabe goes public. Never mind that this market is owned by Dexcom and Abbott. Or that there really is no unmet need. Nope everyone wants a piece of the action. Are any of these wannabes even close to having...

The Ford Effect

This morning Dexcom released a new report of the state of Type 2 diabetes. The report was revealing in many aspects not all of which were anticipated by Dexcom who understandably is using it to sell more sensors to patients with Type 2 diabetes. Now with an OTC indication Dexcom has an opportunity to do something their rival Abbott should have done years ago and could have dome years ago. As...

They never learn

Before we get going today you know things are getting pretty wacky when news of a fire at Novo’s new production facility in Denmark is a big event. Thankfully there were no injuries and according to Novo the fire will not delay or impact the construction timeline. Now onto more wackiness in CGM land. A land dominated by Dexcom and Abbott. A land where all the wannabes are desperately searching for...

Running the playbook

Looking at the earnings reported by Insulet this afternoon it’s look like they are taking a page from the Dexcom playbook. Dexcom has a great habit of under promising and over delivering. Like Dexcom seems to do with consistency Insulet is following suit by raising its full year revenue guidance from 12% to 17% to 14% to 18%. As we alluded to earlier today when we covered the Embecta earnings call...

Not Ready For Prime Time

Shares of Embecta are skyrocketing this morning on better-than-expected earnings. This increase has nothing whatsoever to do with their patch pump. In fact, we would tell investors to enjoy this jump while they can as once the patch pump gets here it will kill any momentum shares had. The simple fact is besides the current competitive environment the company is clueless when it comes to what running an insulin pump...

What will it take?

As Ozempic, Wegovy, Mounjaro and Zepbound continue to rake in billions it’s not surprising that everyone wants a piece of the weight loss action. However, what most of the possible competitors don’t seem to understand is just matching the weight loss isn’t enough. As we are learning these drugs do not just help patients with diabetes and provide weight loss. These drugs also help with sleep apnea, carry cardiovascular benefits,...

Earnings Review Trends Emerging

As we approach the end of earnings season, Insulet reporting next week will close out reporting. Some trends are emerging that are worth noting. 1. Not surprisingly shares of Tandem are skyrocketing today even though earnings while ok were not exactly spectacular. The reality here is that things were so bad for the company that any signs of life is viewed in a positive light. Just as the 780G kept Medtronic...

The Tandem Roller Coaster ride continues.

It’s a huge understatement to say that Tandem has been on a roller coaster ride since it’s inception. Once on the verge of bankruptcy the company rose from the ashes only to fall back into the abyss after several missteps. Looking at the earnings released this afternoon and listening to the call this ride continues. While the company hasn’t bet the ranch on the Mobi there is no question the Mobi...

Novo being Novo

There have been many positive changes at Novo over the past few years. Yet Novo being Novo they just can’t get away from their DNA. It’s an understatement to say that things are going well, more like fantastic. Sales of Wegovy are skyrocketing, Ozempic has become the poster child for weight loss medications and has people singing that nifty jingle. Just as the CGM market has developed into a duopoly so...

Beyond the gold rush

Before we get into the Lilly earnings results a few items of interest. 1. “Senseonics Holdings, Inc. (NYSE American: SENS), a medical technology company focused on the development and manufacturing of long-term, implantable continuous glucose monitoring (CGM) systems for people with diabetes and Ascensia Diabetes Care, a global diabetes care company, announced that Eversense® has been granted an integrated CGM (iCGM) designation by the US Food and Drug Administration (FDA). “ That’s...