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Game on

Well, the battle between Lilly and Novo Nordisk just became more interesting with the approval of Mounjaro™. These two diabetes heavyweights have been trading haymakers for decades, first in the insulin market and now on the expanding GLP-1 market. Lilly is following Novo’s lead and will also position Mounjaro as treatment for obesity. Given what’s at stake here expect both companies to pull out all the stops. The real question becomes...

Yep, It’s Friday

We have long known that the mainstream media isn’t exactly interested in the facts but when it comes to diabetes, they are even less informed. You may have noticed that Insulet is getting a ton of free publicity because Lila Moss daughter of the famous supermodel Kate Moss is a type one diabetic and wears the Omnipod system. Ms. Moss is following in mom’s footsteps and has been seen with...

Why?

Yesterday Senseonics reported first quarter results which came in ahead of Street estimates which is nice but in the grand scope of things immaterial. The stock is down some 20% over the past year and it’s difficult to find any reason to recommend it. What’s even more amazing is the company has a market cap of around $500 million. About the only hope here is that Ascensia buy what they...

Which direction will it be?

Back before BD spun off their diabetes unit, we noted this was perhaps the least sexy business in our wacky world. Sexy or not however it is also one of the most profitable units. The company literally owns the needle and syringe market effectively controlling 80%+ of the market. They have few real competitors and own a boatload of IP. Making sharp objects that stick people might be boring, but...

Huge heels

Not sure anyone will remember or care about the results Insulet released yesterday. As shortly before the call the company issued the following: “Insulet Corporation (NASDAQ: PODD) (Insulet or the Company), the global leader in tubeless insulin pump technology with its Omnipod® brand of products, today announced that Shacey Petrovic has decided to step down from her position as President and Chief Executive Officer (CEO) of Insulet for personal family reasons,...

The stage is being set

There were several ironies from Tandem’s earnings report yesterday. While there was nothing unexpected or bad, the results didn’t blow us away either. That statement alone tells how far Tandem has come and how far Medtronic has fallen. Unlike the Kentucky Derby this year the insulin pump market is clearly a two-horse race between Insulet and Tandem. And there is no question that Tandem is paying very close attention to...

High 5’s All Around

It’s rare that any product is so widely anticipated that patients get inpatient when they can’t get it. We witnessed this when the Control IQ was awaiting FDA and now are seeing it again with the Omnipod 5. Now before we go any further in the interest of full disclosure, I have been using the 5 for a little over a month and I absolutely love it. The system is...

Captain Obvious

There was a time when the Chicago Bulls were so good fans complained about how they won. Keep in mind that this was a franchise used to losing until some guy from North Carolina showed up. Yes, once the GOAT arrived the rest as they say is history. This same sort of attitude has fallen upon Dexcom as it seems no matter how well they do the analysts just aren’t...

Teladoc Sinks, Lilly Soars and ATTD

There are times we just have to gloat and today is one of those times as this morning Teladoc recorded a $6.6 billion impairment charge in the first quarter, reflecting the waning market value of its acquisition of chronic care company Livongo inked two years ago. As we predicted Teladoc vastly overvalued Livongo and this stupidity would eventually catch up with them. Well today it has as shares are now...

A Dangerous Path

Yep, it’s Friday and that poor dead cat is swinging again. It seems that each day another “metabolic” health app that integrates with CGM is collecting investor money. We won’t yet say that all these way cool whiz bang systems do the same thing the same way, but it won’t be long before that happens. Right now, we can divide these systems into two categories weight loss and weight loss....