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Commoditizing Quickly

While digital health remains a hot sector the space is also commoditizing quickly, a move we anticipated. What started with a focus on chronic disease states such as diabetes has morphed into a more comprehensive approach including non-chronic disease states and mental health. It’s inventible that the next phase for digital health will be consolidation as companies attempt to bulk up allowing them to compete more aggressively. It’s this area we’d...

Rather be lucky than good

There are times when it’s better to be lucky than good. Years ago and we do mean years ago we came across two Novo Nordisk executives celebrating at a bar. We asked what the celebration was all about they noted they had just signed a deal with JNJ. (Anyone remember the InDuo device.) Well thanks to my beautiful bride who kept asking question I knew this would be yet another...

It’s not over yet

As the end of the first quarter approaches the question becomes has this recent sell off in MedTech Digital Health run its course or is there more to come. To us it’s a split answer as we see more selling in Digital Health and a buying opportunity in the diabetes device area. Let’s take a closer look at the reasons why and let’s start with digital health. Covid isn’t over yet...

Is anyone paying attention?

There are times when we sit back, and wonder is anyone paying attention to what’s going on. A few days ago BioCorp and Diabeloop announced a collaboration. Now just as a refresher Diabeloop develops automated insulin delivery (AID) systems while BioCorp has Mallya, an intelligent sensor for insulin pens. Now if you haven’t caught on yet this sure sounds like all the makings of a Tyler. This move comes after Medtronic...

It’s not the end but it doesn’t help either

Novo Nordisk has disclosed that the FDA issued a refusal-to-file letter regarding the company's marketing application seeking to expand approval of Ozempic (semaglutide) to include a 2-mg dose for the treatment of type 2 diabetes. Per the company’s press release: “In the letter, FDA has requested additional information including data relating to a proposed new manufacturing site. While additional information needs to be included in the resubmission, Novo Nordisk believes the already...

Game On

Ok before we get into today’s post a big shout out to the Loyola Ramblers who whooped my Fighting Illini. Being from Chicago we weren’t surprised that the Ramblers brought a gun to a knife fight along with their good luck charm Sister Jen. Will the Ramblers return to the Final Four and make another magical run, who knows but given how wacky this year’s tournament has been we wouldn’t...

The wackiness never ends

Before we get into today’s post first a correction as everyone knows we’re lining some very impressive guests for our upcoming podcasts. One group includes noted diabetes researcher Dr. Steven Edelman who also is the founder of TCOYD not TCYOD, it seems we got our O and Y mixed up so sorry about that. Now onto the latest round of wackiness…. 1. Would be nice to have something to sell. Yep it...

Housekeeping

Not sure where to begin as lots going here at Diabetic Investor so lets get to it. 1. We have some outstanding podcasts either recorded or lined up. Take a look at this very impressive lineup; Eric Verhoef – Seagrove Partners David Panzirer – The Helmsely Trust Kevin Sayer – CEO Dexcom Tandem Insulet Nadia Al-Samarrie – CEO- Custom Publisher BTB & BTC, Columnist & Author The Three Amigos – Steven Edelman MD founder of TCYOD – Irl...

That Deadly Combination

Momma Kliff always said that if you wait long enough old becomes new again. Given what’s going on in our wacky world Mom was spot on. Here we are today with digital health hotter than a fire hydrant chasing a dog when all digital health is just disease management reinvented with new technology. But ideas aren’t the only things that are recycled unfortunately hubris and arrogance also fall into this...

Do you believe in miracles?

Perhaps the most stunning miracle in sports came during the 1980 Winter Games in Lake Placid New York when a group of amateur Americans beat a group of basically professionals playing for the Soviet Union. Keep in mind that back in 1980 pro hockey players weren’t allowed in the games and that the USSR was THE powerhouse of international hockey. Frankly no one, not even the players for the USA,...