Category Archives: Email Alerts

Playing the wrong game

Yesterday shares of Dexcom closed at $173.19 giving the company a market cap of almost $16 BILLION. The Libre has become a critical product for Abbott driving their shares higher as well. When it comes to CGM both companies are … Continue reading

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Bleeding from every orifice

After reviewing the earnings released by Medtronic and listening to the call the vision that came to us was a patient laying on the operating table suffering from multiple self-inflicted gunshot wounds who was bleeding from every orifice. Unfortunately for … Continue reading

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Will this work?

Although formulary position is more critical than face to face contact with a sales rep, whenever a company launches a new drug especially one that they are betting the ranch on it’s all hands-on deck. This is the situation Novo … Continue reading

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High Stakes Poker

Doyle Brunson a living legend in the poker world once said; “The key to no-limit is to put a man to a decision for all his chips.” In the high stakes short-acting insulin market Lilly and Novo Nordisk and to … Continue reading

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The next Tandem

October 30, 2017 shares of Tandem closed at $2.24 yesterday shares closed at $61.91 THAT’S AN INCREASE OF 2,663.84%. That’s not astonishing that’s firkin crazy. Just by way of comparison Dexcom over that same time frame increased a very respectable … Continue reading

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It was the best of times, it was the worst of times

Although the famous novel by Charles Dickens A Tale of Two Cites was not set in Denmark that famous quote It was the best of times, it was the worst of times applies to what’s happening to Novo Nordisk who … Continue reading

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Time to deep breathe

Sometimes you realize that we are on the cusp of a structural change, a tipping point if you will. Given what we have witnessed over the past few weeks we sense that we have reached such a point when it … Continue reading

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What it all means

It’s no surprise that shares of Insulet are skyrocketing today after the release of what can only called an incredible quarter, and frankly incredible is an understatement. As outstanding as these numbers were and as positive as the future looks, … Continue reading

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Yep it’s as wacky as ever

A few thoughts today as our wacky world has gone off the reservation in terms of wackiness, so let’s get right to it Dexcom has a blowout quarter increases revenue guidance so naturally the stock sinks almost 5.5%. Now we … Continue reading

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Major Happy Dance

Looking at the results announced by Tandem this afternoon we think its safe to say two things; the company has completed their transformation and the folks in Northridge should be worried, very worried. Let’s take a look at what can … Continue reading

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