Email Alerts

Break Up or Time Out?

“Like many companies, Dexcom’s Board and management team regularly review opportunities to enhance stockholder value and create benefits for customers, including through mergers and acquisitions. It is generally our policy not to comment on rumors or speculation, however, in light of recent sustained media and market speculation as well as the upcoming American Diabetes Association conference, we wish to confirm that Dexcom is not in active discussions regarding a merger...

The week that was, the week ahead

As we honor those who paid the ultimate sacrifice let us also take a moment to remember the many lives lost to mindless violence. Given the many divisions in this country it’s difficult to see a path forward, a true solution to what is a real and very disturbing problem. The events that unfolded in Texas and Buffalo make our little corner of the world seem inconsequential. This is not the...

Is it worth it?

The real question that should be asked about the possible Dexcom acquisition of Insulet is it really worth it? Now it’s obvious that Insulet and their stakeholders would be big winners here. Dexcom would likely pay a 15% premium to acquire Insulet which would require some serious dilution to Dexcom stakeholders, and we’d imagine another 20% or so chopped off the stock price. So just what exactly does Dexcom get?...

The price to play

Typically, we wouldn’t spend too much time covering Medtronic earnings. The die has been cast for this struggling unit long ago. Yet things are slightly different now that Dexcom and Insulet are discussing a deal. Before we go into what today’s earnings announcement means let’s take a quick look at the numbers. “Diabetes fiscal year 2022 revenue of $2.338 billion decreased 3% as reported and organic. Diabetes fourth quarter revenue of...

The day after

Although nothing official has been announced many seem to believe that the Dexcom acquisition of Insulet is a fete accompli. Which is interesting as today so far anyway Dexcom shares are recovering while Insulet are only slightly off. It should also be noted that Tandem shares are up today as well and yes Tandem is part of this deal. For our part we put the chance at this deal being...

In a pickle

Teddy Roosevelt once said, “If you’ve got them by the balls, their hearts and minds will follow.” This is the position Dexcom is in with Tandem. Tandem might not be thrilled about this now that Dexcom is rumored to be buying their fiercest competitor Insulet. We all know that the Control IQ has been a major hit and continues to steal customers from Medtronic with regularity. The Control IQ just...

ADA Just Got More Interesting

We were already looking forward to the upcoming ADA conference in New Orleans as it will be the first live in person diabetes confab in over two years. Now we are REALLY looking forward to it as late yesterday Bloomberg report that Dexcom was in talks to acquire Insulet. Before we discuss the impact of this POSSIBLE deal let’s talk about what we know to be true. 1. Besides my phone...

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...