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Numbers don’t lie

Not like we needed even more evidence that Lilly is now a GLP-1 first insulin second company here are some numbers from today’s earnings release all of which are year to date sales Trulicity $2.98 Billion Humalog $1.2 Billion Humulin $637 million Basaglar $457 million Sales of the three insulin products added together still do not match what Trulicity is doing. Want more reasons why GLP-1’s are getting all the attention and not just because...

Will it matter

This week both Lilly and Novo Nordisk report earnings and while they are still in the insulin business insulin is no longer their bread-and-butter product. Yes, they still sell a ton of insulin but when it comes to making money GLP-1’s is what drives profits. The fact is these two legacy diabetes companies are now GLP-1 first and insulin second. Insulin for all practical purposes has become a commodity. Now in...

Lots to chew on

Just when you think there’s nothing new to say about Dexcom along comes something fresh. Yesterday we expected a typical Dexcom earnings call, blow past the number, raise guidance, and fend off questions on how Libre is going to rule the world. These calls have become predictable and frankly dull. Yesterday was a different story as the company gave investors a lot to chew on and think about. Now based...

Give them what they don’t want

Although Momma Kliff told us not to gloat and let your actions speak for you we can’t help but gloat just a little with Teladoc. From the start with Livongo we stated there were just two possibilities either the company gets bought by a greater fool or it will be one of the greatest shorts ever. Well, it’s looking more and more that we’ll be right twice here as it...

It’s not either or

Thursday afternoon Dexcom will report earnings which should be just fine. As we witnessed with the results Abbott released nothing much has changed in the CGM world. Dexcom and Abbott dominate this market, will continue to do so for the foreseeable future and are unlikely to face any serious competition for at minimum 5 years likely longer. So why then is everyone trying to turn this into an either-or winner...

It’s up to pharma

Tomorrow we’ll begin to learn more about just how bad things have become in the digital health arena when Teladoc reports second quarter results. As we have noted the company has already telegraphed in previous comments that the results will be less than stellular. The stock continues to fall as the entire digital world is scrambling to remain relevant now that the people are going back to their doctor’s office. While...

The Heavier Hitters

First want to thank everyone for their comments on the new site and appreciate your patience as we fixed some of the glitches. There are still some changes on the way, but the major redesign phase is now complete. Abbott reported this morning and as expected Libre sales continue to expand nothing new here. The key takeaways are this: 1. No update on the launch of the Libre 3 which was also...

Money only solves ….

Before we begin today a quick update on the new site as we have discovered some minor glitches. Let me assure everyone that these issues will be fixed as quickly as possible. As much as we would have preferred a clean launch we knew until the new site went live this was possible. Thankfully we have not discovered any major issues so rest assured these minor issues will be taken...

Playing Catch Up

Before we get into our post today want to send a shout out to my very talented web and social media team. Today we launched the updated version of the Diabetic Investor web site thanks to this very talented group of people. The site will undergo a few more changes but the major redesign is complete, and we hope you like it. Update number two- yes at long last we are...

Time to limbo

For better or worse Teladoc has become the de facto gauge for digital/virtual health. At the height of Covid shares soared to $300+ but as Covid has subsided shares have fallen below $150. Along the way the company used their soaring price to value Livongo at a whopping $19 Billion which now looks a huge misstep. Something we said many times but hey being right is what we do around...