Misleading Results
When MiniMed separated from Medtronic there were many questions the biggest being could management now separated from the mothership turn things around. Looking at today’s results which came in better than anticipated so far so good. However it should be noted that the results were slightly misleading. Thanks to favorable comps sales performance and new pump placements need to be viewed in that perspective. The good news is MiniMed will...
It’s time to see who’s right
Back on April 16th Abbott CEO Robert Ford stated- “You are going to have about 5 million SGLT2 users that are not using the product who will now benefit from having continuous ketone monitoring. “ Now that the FDA has approved the Libre Duo we’re about to find out who's right Robert or I. The general consensus among most in the diabetes community is the Duo provides a data point which is...
Will Sequel join the IPO parade?
As summer is coming to an end and football season is set to kick off attention turns to fall. Fall isn’t just football season it’s also the time for the street to get back to work. Already we have heard that Oura and Dunkin are preparing for IPO’s which makes one wonder whether Sequel the makers of the twiist will join them. When it comes to IPO’s timing is important...
The Path is the same will the destination by any different?
We now have a host of wearables that collect data. Our smartphones has become the epicenter of our personal healthcare universe. It won’t be long before we have wearables/sensors that measure multiple analytes beyond glucose and ketones. A truly engaged user can measure sleep patterns, stress levels, heart rates, activity, etc. It’s also possible thanks to some way cool whiz bang apps to collect food data. All of this data...
What’s the end game?
Back when Senseonics reported their most recent results the stock took a healthy jump. Today news comes that activist investor Sessa Capital has taken a sizeable stake in the company pushing the stock even higher. The question now becomes what happens next. Activist investors don’t tend to hang around for the long term. While we have no idea what Sessa hopes to accomplish our gut and history tells us they...
Will it be any different?
With some much interest in AI and diabetes management it might be helpful to use the past as a guide to the future. The reality is AI is just the latest technology to be applied to diabetes management. Before AI came along there was something called disease management. After disease management came digital diabetes which became the rage during COVID. Today AI is the rage. Basically the goal has always...
Time will tell
The other day Abbott and Google announced they’d be working together using AI to help Lingo users. The Abbott issued press release states: “Abbott (NYSE: ABT) today announced a first-of-its-kind partnership with Google Health to redefine how people understand and manage their health. By combining glucose insights from Abbott's Lingo biowearable with Google's expertise in artificial intelligence (AI) and consumer technology, the multi-year collaboration makes personalized metabolic insights more actionable, helping...
How this plays out
Now that all the pump companies have reported results it’s time to look how the rest of 2026 will play out and what’s in store for 2027. Insulet YTD stock performance -50.33% With numerous competitors coming later this year Insulet’s main goal is to regain investor confidence while building their installed base. Tandem YTD stock performance +1.82% Set the table for Tobi while continuing their transition to pay as go. Beta Bionics YTD stock performance...
A Battle of Narratives
When Tandem decided to bite the bullet and finally convert from DME to the pharmacy channel we noted that 2026 was a throw away year for the company. To their credit the company knew this would be a difficult transition but they also knew it had to be done. With Tobi, the tubeless version of Mobi, now at the FDA the company continues to fully transition to pay as you...
Unnecessary roughness
With the football season beginning tomorrow with a meaningless preseason game it’s only appropriate that we transition from soccer metaphors to football metaphors. Insulet is the current Superbowl champ when it comes to insulin pumps and their results today show that. So why is the stock getting hammered? Yep they lowered their full year guidance by … wait for it … 1%. Now to be fair US guidance was lowered...