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Cook vs Zuckerberg

When it comes to tech CEO’s you can get much bigger than Apple’s Tim Cook and Facebook’s Mark Zuckerberg. These two tech titans have been squaring off lately offering different views on their visions of the future. According to news reports this battle is about to extend to another area, smart watches. It seems as if Facebook is working on a smart watch which would include … wait for it...

The payoff

It goes without saying that the drug business is a very risky busines and the diabetes drug sector is no different. New drug development in particular can have a huge payoff but also carries with it an equal amount of risk. This is one reason we believed one of the best decisions ever made by Novo Nordisk was to repurpose Victoza, their once daily GLP-1, from a diabetes drug to...

DNA

We’re beginning to wonder how many times the analysts who cover Dexcom need to be hit in the head with a baseball bat before they get it. If there is one thing they should have learned by now is that Dexcom will under promise and over deliver 99% of the time. That is not in their nature, their DNA to make aggressive bold statements. It’s in their DNA to focus...

Big yawn

When diabetes devices first began communicating with smartphones and apps it was unique and cool. Now that nearly every diabetes device in particular glucose monitoring systems communicates with a smartphone and app it’s really one big yawn. To be honest it would be real news if a device didn’t communicate with a smartphone/app. This functionality is now the standard not the exception. We’d like to think that one day everyone would...

You’ve come a long way baby

Way back in 1968 Phillip Morris created quite the stir when it launched its You’ve come a long way baby ad campaign for their Virginia Slims brand. Yes way back then cigarette ads were everywhere, and the women’s movement was in full swing. Frankly we never quite figured out how a woman smoking cigarettes was a sign of gender equality but hey remember this was 1968 and I was mere...

An arms race to?

When President Regan took office he began an aggressive campaign to build the military. Back then the Soviet Union was on the brink of financial collapse and President Regan and his advisors knew they could not afford to keep pace with the US. This daring strategy worked as the Soviet Union did collapse, the Berlin Wall came down and capitalism defeated communism. Today we’re witnessing an arms race in the digital...

Through the looking glass

Now that Novo Nordisk has released fourth quarter and full year results we can examine both Novo and Lilly who reported results last week. For us anyway it’s useless to not look at both companies at the same time. These two companies have been going at each other since we began writing Diabetic Investor and their battle over the years offers a glimpse into how much diabetes management has changed...

Looking for a tax loss?

Yesterday Movano filed an S1 indicating they intend to raise $41 million. Just in case you have never heard of the company this is how they describe themselves in the S1. “We are a health-focused technology company developing simple, smart and personalized devices designed to help individuals on their health journey maintain good health today and prevent and manage chronic diseases in the future. We are developing a proprietary platform that uses...

Playing a different game

This Sunday the Kansas City Chiefs and the Tampa Bay Buccaneers will face off in Tampa to decide who rules the NFL world. In our wacky world Apple, Amazon and Google are facing off to decide which of these tech behemoths will make a real impact in diabetes. What all three have in common, besides having nearly unlimited resources, strong brand name recognition and previous failed attempts in diabetes is...

Reality vs. Fantasy

This morning Abbott reported fourth quarter and full year results which for Libre came in as expected. For the full year diabetes care sales surpassed the $3 Billion level coming in at almost $3.3 Billion. With results like that, with a market that continues to grow, with system adoption increasing and new applications being found it’s easy to understand why everyone is going gaga over these rumors that Apple and...