Trouble in paradise?

It’s hardly a secret that Dexcom and Abbott are dominating the CGM market. Both companies have held steady with their respective strategies. Dexcom is considered the premium system while Abbott has positioned Libre as the value offering. At the moment Dexcom has one major advantage over Libre as so far none of the Libre systems have been approved to be used with automated insulin delivery (AID) systems.

Well according to sources inside of Abbott the company may have another much more serious problem on their hands. These sources have told Diabetic Investor that the FDA is looking into . . .

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How it works

Before we begin today this is one of those posts which we give our permission to share. In fact we wish some of you would post it in its entirety as it will serve as a valuable lesson. Lately we’ve seen a resurgence in this belief that insulin companies aren’t investing in developing newer and better insulins. These complaints come mostly from the same folk who also felt insulin cost too much, correction that the out-of-pocket cost of insulin was too much, and this somehow was the fault of the insulin companies.

Now we know these . . .

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It’s not that complex

The other day while watching CNN they ran a story on rising home prices and then another on falling rents in downtown New York. At the end of the story on home prices the anchor for some reason noted that rising home prices are making home ownership unaffordable for some. Now not sure where this anchor went to school but that’s how capitalism works, when the demand rises and supply shrink’s prices go up, the reverse is also true when demand decreases prices fall in an attempt to create demand.

We’ve also been watching how many in . . .

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Time to Un-Load It?

It should shock no one that telehealth investing is setting all sorts of records these days. According to CB Insights investment hit $4.2 Billion in just 139 days nearly doubling the $2.2 Billion raised in the first quarter last year. There is no question that everyone wants in on the act and that investors aren’t that picky in deciding where to place their bets. Yes we have reached that point where that old saying is very adapt as you can steal more money with a good PowerPoint presentation than you can with a gun.

One company that . . .

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Heavy lifting works

When it comes to digital diabetes there is one indisputable fact, that if you can get the patient to do the heavy lifting you will see improvements in outcomes. As we note continuously the issue isn’t telling the patient how to manage their diabetes, the issue getting the patient to want to manage their diabetes, to do all the heavy lifting.

Once that hurdle and it’s a big one has been overcome the next hurdle is getting a patient to keep doing the heavy lifting on a regular basis, for this is the other issue with digital diabetes . . .

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Doing what?

Back in the day we were pretty excited when Google, Amazon and Apple began to dive into the diabetes pool. We figured with their combination of resources (capital and talent), brand name recognition and consumer focus they would bring much needed change to the diabetes landscape. The one worry we had is while they were unencumbered by past mistakes in diabetes would they be smart enough to avoid falling into the same misconceptions as the old school companies.

The diabetes marketplace has changed much over the past 20 years but one thing that hasn’t changed is the unique nature . . .

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Can’t make this up

A close friend of Diabetic Investor is fond of saying the best way of accumulating a small fortune is to start with a big one. Yesterday’s news that CeQur has raised another $115 million is a reminder of this. We noted yesterday that the dumb patch pump space is basically a sinkhole with lots of money invested and not one commercially viable product. This fact does not seem to impact investors who continue to throw good money into bad ideas.

Just for grins and giggles we took a trip down memory lane this morning reminiscing about all the other . . .

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A headscratcher?

This morning CeQur the makers of the Simplicity patch pump announced they have raised $115 million in Series C5 financing. Per a company issued press release;

“Credit Suisse Entrepreneur Capital Ltd. and Endeavour Vision led the financing with significant participation from new investors, including Tandem Diabetes Care, Inc. (NASDAQ: TNDM), Ypsomed Group (SWX: YPSN), Federated Hermes Kaufmann Funds, Kingdon Capital, and GMS Capital, as well as existing investors, Schroder & Co. Bank SA, and VI Partners.”

Notice in that group of investors are two real insulin pump companies, Tandem and Ypsomed. Going back to the release:

“CeQur Simplicity is designed . . .

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Where’s Waldo?

It seems as if each day we get closer and closer to having multiple Tyler’s on the market. Just today BioCorp and Roche announced that Mallya, BioCorp’s connected pen is available in France. Medtronic who acquired Companion is moving forward with their Tyler. Lilly, Novo Nordisk both have Tyler’s yet continue to move at glacial speed getting them to market. WellDoc just expanded their partnership with Dexcom, who for reasons we have yet to figure out has not entered the Tyler race yet.

Which brings us to BigFoot who besides raising boatloads of money has submitted their . . .

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What now?

Let’s be very clear from the start as much everyone wants to get back to normal, as much as we want Covid to be in the rearview mirror, Covid remains. Thankfully vaccinations are increasing daily and life while not back to normal, or whatever the new normal will be, is showing signs of returning. This is obviously very good news that is unless you own a digital health company.

It won’t be long before we learn the answer to a question that’s been debated since Covid reared its ugly head. Once in the rearview mirror will . . .

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