The technology has changed the dynamics haven’t

Before we begin our analysis of the Abbott earnings and call a word on the music selected as we waited for the call to begin. Now we know it’s typical to hear this boring classical stuff but being a Chicago based company, the headquarters are actually located in Libertyville, but hey close enough, why not get with the spirt using the theme song for our beloved first place 5-1 Chicago Bears. Just saying.

Now another first place team is the FreeStyle Libre which continues its strong performance internationally while improving domestically. Yes sales growth in both markets is . . .

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Looking for clues

One of the biggest perhaps the biggest question being asked right now is what will life look like after COVID. When it comes to healthcare everyone is wondering whether after COVID is over will patients continue to use digital health tools, i.e. virtual physician visits or will they go back to actually seeing their physician in person. Early data and it’s very early seems to indicate that while virtual visits gained in popularity during COVID in the post-COVID world patients seem to prefer physical visits.

Another question is just how many of the digital tools adopted out . . .

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This is going to work how?

There comes a point in every business when reality hits you like a ton of bricks. When it comes to diabetes Medtronic seems to have reached that point. Just as quick review after years of absolutely dominating the insulin pump market, owning formulary and bringing out innovative product offerings the company has since been leapfrogged by the competition.  The Control IQ  from Tandem now is the coolest toy in the insulin pump toy chest becoming the standard from which all hybrid closed loop systems will be judged against. Insulet with their move to the pharmacy continues to gain share and . . .

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It’s a new world

Since it’s Columbus Day which to us anyway celebrates the discovery of the new world it’s appropriate to examine the discovery of another new world, the post-COVID world. Yes we know COVID is still here but one day we will have a vaccine, likely several, and we will get back to whatever normal becomes. We did this after 9/11 and we’ll do it again after COVID. Just as we adapted to the changes made after 9/11 we shall adapt to the changes made due to COVID.

One area that continues to garner an . . .

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You have questions, we have answers

Momma Kliff used to say never over promise and be prepared to stand by the claims you make. So in keeping with what Mom taught here are some answers to questions we have received about our upcoming  Special Report.

1. How is this report different from the many “syndicated” reports available?

First we are not examining just one aspect of the diabetes market, i.e. CGM, insulin pumps, drugs etc. We are taking a holistic all-encompassing view examining every aspect that impacts the diabetes market. While we will examine each sector of the market individually . . .

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Going it alone or friends with benefits

It’s no secret that CGM is quickly becoming the standard for glucose measurement. As we have noted it won’t be long before Time in Range (TIR) joins HbA1c as a metric for measuring what is and what is not good control. While HbA1c will likely remain the de facto gold standard for non-insulin using patients, TIR combined with HbA1c will become the standard for insulin using patients. Although this metric combination has not yet been officially recognized many physicians are already using it.

This move towards combining metrics has some serious implications for the growing CGM market . . .

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MAJOR NEWS

Before we get into the news of the day some shameless self-promotion. Typically we begin the new year with back to back conferences the Consumer Electronics Show and then the JP Morgan Healthcare Conference. However as we all know there is no such thing as typical in the COVID era as both of these events have of course gone virtual. No one really knows whether ATTD scheduled for mid-February in Paris will go off as planned or also convert to a virtual format.

After giving this some thought we have decided that its time again for a

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Keys to the kingdom

Over the years we have seen many great ideas that never materialized into a profitable sustainable business. Our wacky world is filled with examples of way cool whiz bang devices or services which have faltered because they forgot that like it or not diabetes is not just a chronic disease but also a business. As one former device executive once said this business comes down to three critical elements; can you make it, can you support it, and most importantly can you get it paid for.

It’s this last point we will concentrate on today. The fact is reimbursement . . .

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Pulling the plug?

Not sure how many years it has been since all the big tech companies began their dive into the diabetes pool but whenever the official start day was we can say that this dive has been pretty much a belly flop. Years ago everyone was going gaga as Apple was developing a non-invasive continuous glucose monitor that would work with their way cool whiz bang Apple Watch. Yet Apple soon discovered what everyone already knew, that even with their vast resources and large talent pool this technology didn’t work and would not work no matter how much money . . .

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And the wackiness continues

One of the benefits of having been around the block more than a few times is that rarely are you surprised by any turn of events no matter how strange they appear to be on the surface. Yesterday while repenting our sins we came across a few items of interest. The first was the following;

Per a post on the Fierce Pharma web site; “Novo Nordisk is partnering with the American College of Cardiology (ACC) in a two-year, two-pronged initiative. First, the partners will study real-world data to determine patterns and adherence to guidelines. Next, they'll . . .

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