Going nowhere in a hurry

As much as some companies would like they just can’t get away from the realities of the market. Try as they might to convince everyone that their way cool whiz bang toy is the greatest thing since sliced bread and soft soap the realities of the market prove them wrong. This won’t stop them from trying to make the best out of a bad situation but when it’s all said and done market forces will prove them wrong. Three companies illustrate this point.

Let’s start with Senseonics who reported results this week. Even with Ascensia now . . .

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Watching Tyler grow up

Ok before we get started as we need to clarify a few things. In my post earlier today I was technically correct that the Libre2 is not approved to be used with automated insulin dosing (AID) systems. Now what this means to the FDA is closed loop insulin delivery system such as the Control IQ, a system which delivers the insulin automatically. Now we have always considered Tyler to be an AID system. However since it is the patient who must inject the insulin when using a Tyler and this act is not performed automatically the FDA does not consider . . .

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A confusing approval

Normally when the FDA approves a new device it’s a pretty straight forward event but there are exceptions. In our wacky world one of the stranger approvals came when Abbott got an iCGM designation for a CGM that couldn’t be used with automated insulin delivery (AID) systems. Now it seems as if  Abbott is again connected to a strange FDA approval as the Bigfoot Unity has been FDA cleared. But this is no straight forward approval.

From the press release

“Integrated with Abbott’s FreeStyle® Libre 2 system, the Bigfoot Unity System is the first and only to . . .

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Rising Expectations

Not sure how many baseball fans  we have reading Diabetic Investor or how many follow my beloved Chicago White Sox but there is a parallel between White Sox rookie sensation Yermín Mercedes, the Yerminator as we like to call him and Insulet. The Yerminator is off to an incredible start and becoming a fan favorite. Insulet is also a fan favorite but has run into something the Yerminator has yet to experience, rising expectations.

Looking at the results released yesterday and reading through the transcript of the call we can say two things; the street as always cannot . . .

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Let’s make it official

Now that both Lilly and Novo Nordisk have reported can we just make it official that when it comes to their respective diabetes franchises it’s all about GLP-1’s and insulin is just one more product they sell. Where these two legacy companies diverge is the tracks they have selected to grow their GLP-1’s. Yes diabetes is still the primary target, but Novo is weighing more heavily into the obesity market. Lilly isn’t ignoring obesity but with tirzepatide coming they are rightfully concentrating on diabetes.

Let’s again make it clear that the buzz for . . .

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Change of direction

First off lets state that the Tandem earnings we’re great any way you look at them. Strong US sales, improving international sales and of course raising guidance. None of this should surprise anyone as for months we’ve been stating that when it comes to conventional pumps the Control-IQ is beating any Medtronic system like a drum. However as we have also been saying while Tandem is kicking Medtronic’s butt they are becoming concerned about Insulet – who reports later today – and has the OmniPod 5 coming soon.

Take a look at these comments made by John Sheridan . . .

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Right Twice

Before Teladoc paid a whopping $18.5 BILLION for Livongo we stated that Livongo would either get bought or become the greatest short of all time. We also noted that we could actually be right twice as after being bought whoever acquired the company would then become a great short. Well it’s looking more and more like we’ll be right twice. Teladoc may not become the greatest short of all time but shares continue to fall as investors have awakened to the fact there is something called competition.

They are also beginning to realize that digital/virtual health . . .

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A well-traveled road

There are just some ideas that just won’t die, even though many have tried, and all have failed there are those who must try. When BGM was all the rage it was non-invasive glucose monitoring now that CGM is all the rage it is now non-invasive continuous glucose monitoring. Yes everyone and we do mean everyone expects that someday the Apple Watch will also measure blood glucose and it will do so non-invasively. Heck even Dexcom who is partnered with Apple feels this way.

Thanks to a deal signed with Rockley Photonics all the headlines are . . .

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How about something different?

When it comes to the weather in San Diego we like to tell people that its boringly consistent. The same can said for Dexcom and their earnings which have also become boringly consistent. The company had another strong quarter and is again raising full year guidance. Honestly this has become so redundant that it’s becoming increasingly difficult to find new and creative ways to write about these boringly consistent results.

So what if anything can we do to spice things up a little? Is the company having quality control issues like their main competitor? Nope. Is the G7 . . .

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A different approach

One of the most misunderstood aspects of diabetes management is that 80% of the patients with diabetes are treated by a primary care physician (PCP) and not a specialist. Just to be clear that’s 80% of ALL patients type 1 and type 2, insulin and non-insulin using, intensive and non-intensive management, ok you get the picture. Yet what no one knows is just how much do these PCPs actually know about diabetes.

Years ago a noted diabetes researcher stated to me that patients aren’t the only ones who need better diabetes education. This education should extend . . .

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