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What Then?

In two weeks when the diabetes world gathers for its annual confab there will be lots of wannabes walking around. CGM wannabes, Omnipod wannabes, etc. Many will claim they have found the magic bullet or better still the Holy Grail a non-invasive CGM. Granted none are even close to even submitting anything to the FDA but damn they will be way cool and for sure whiz bang. Just for grins and...

A look ahead

In a little over two weeks our wacky world will gather in New Orleans for the first in person ADA in I believe two years. ADA 2022 will have lots to offer – Omnipod 5 – Dexcom G7 – Mounjaro and a host of what likely will be way cool whiz bang toys. Although digital health is no longer hotter than Georgia asphalt it’s a pretty good bet, we’ll see...

Nope this isn’t a joke

Each year as April Fool’s Day approaches, I spend hours trying to figure out how to prank everyone. This has become a very difficult task for several reasons perhaps the biggest being in our wacky world crazy things seem to happen almost every day. Today is no different and no we are not making this up MannKind the makers of Afrezza have acquired the V-Go from Zeeland for the bargain...

Game on

Well, the battle between Lilly and Novo Nordisk just became more interesting with the approval of Mounjaro™. These two diabetes heavyweights have been trading haymakers for decades, first in the insulin market and now on the expanding GLP-1 market. Lilly is following Novo’s lead and will also position Mounjaro as treatment for obesity. Given what’s at stake here expect both companies to pull out all the stops. The real question becomes...

Yep, It’s Friday

We have long known that the mainstream media isn’t exactly interested in the facts but when it comes to diabetes, they are even less informed. You may have noticed that Insulet is getting a ton of free publicity because Lila Moss daughter of the famous supermodel Kate Moss is a type one diabetic and wears the Omnipod system. Ms. Moss is following in mom’s footsteps and has been seen with...

Why?

Yesterday Senseonics reported first quarter results which came in ahead of Street estimates which is nice but in the grand scope of things immaterial. The stock is down some 20% over the past year and it’s difficult to find any reason to recommend it. What’s even more amazing is the company has a market cap of around $500 million. About the only hope here is that Ascensia buy what they...

Which direction will it be?

Back before BD spun off their diabetes unit, we noted this was perhaps the least sexy business in our wacky world. Sexy or not however it is also one of the most profitable units. The company literally owns the needle and syringe market effectively controlling 80%+ of the market. They have few real competitors and own a boatload of IP. Making sharp objects that stick people might be boring, but...

Huge heels

Not sure anyone will remember or care about the results Insulet released yesterday. As shortly before the call the company issued the following: “Insulet Corporation (NASDAQ: PODD) (Insulet or the Company), the global leader in tubeless insulin pump technology with its Omnipod® brand of products, today announced that Shacey Petrovic has decided to step down from her position as President and Chief Executive Officer (CEO) of Insulet for personal family reasons,...

The stage is being set

There were several ironies from Tandem’s earnings report yesterday. While there was nothing unexpected or bad, the results didn’t blow us away either. That statement alone tells how far Tandem has come and how far Medtronic has fallen. Unlike the Kentucky Derby this year the insulin pump market is clearly a two-horse race between Insulet and Tandem. And there is no question that Tandem is paying very close attention to...

High 5’s All Around

It’s rare that any product is so widely anticipated that patients get inpatient when they can’t get it. We witnessed this when the Control IQ was awaiting FDA and now are seeing it again with the Omnipod 5. Now before we go any further in the interest of full disclosure, I have been using the 5 for a little over a month and I absolutely love it. The system is...