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Are we learning yet?

As the first quarter comes to a close things are about to get very interesting in the diabetes device space. Here are some keys to what’s coming- 1. Now that Dexcom has received the CE mark for the G7 FDA approval should come anytime now. 2. Insulet is rolling out the OmniPod 5 3. THE WORLD IS RETURNING TO “NORMAL” It’s point number 3 that’s most important. While none of us know what this...

Just the facts

There has been a great deal of noise surrounding the insulin space, so we thought we’d bring those pesky facts into the arena. Here are the numbers from the three largest insulin companies for 2021 Lilly Humalog $2453 Billion Humulin $1222.6 Billion Basaglar $892.5 Million Novo Nordisk Long Acting $2648.37 Billion Pre-Mix $1642.48 Billion Fast Acting $2593.10 Billion Sanofi Lantus $2721.45 Billion Toujeo $1057.37 Billion Add it all up and that’s … wait for it $15,230.87 BILLION in sales for 2021. Feel free...

Much to do about nothing

Before we even get started today some clarity the out-of-pocket cost of insulin does not impact outcomes. There are NO studies that conclude that if insulin was given away for FREE that outcomes would improve. We are all for lower costs but lower costs in no way translates into better outcomes. Insulin like it or not is a business and all the efforts to cap insulin costs impact the business...

Lost in the wilderness

There are certain fundamental truths when it comes to our wacky world. One is pharmaceutical companies have no business getting into MedTech or digital/virtual. Yesterday we wrote about the posterchild for screwing up Sanofi. Yep, instead of getting out of diabetes and selling the franchise when it has value, they invest $30 million in Dario. Honestly, I truly wish Dexcom would make them an offer they can’t refuse and be...

Let the Madness Begin

Welcome to March the month college hoop fans lose all sense of reality and begin believing that yes, it’s possible their alma mater will end in up in New Orleans playing for the national title. See we are not worried about this as we know that the Fighting Illini have what it takes to cut down the nets on Monday April 4th. Just a word to all non-college hoops fans...

What’s the plan?

Once again, the rumors are swirling that Senseonics is for sale. Now this really is nothing new as Senseonics would like nothing better than to be bought. Yet the Senseonics saga does bring into focus a central question for every Dexcom and Libre wannabe; what’s the plan? Assuming you can get your way cool whiz bang toy through the FDA what next. How do you get this way cool whiz...

Closing the loop

On a day when the market is sinking two diabetes companies are up Insulet and Tandem, who coincidentally reported earnings this week. Now will they finish the day up is really unimportant what is important is these companies both of whom seemed destine to be steamrolled by Medtronic way back in the day now rule the insulin pump universe. To those of us with gray hair who remember MiniMed growing...

Kool Aid or Cannabis?

Frankly we aren’t sure what to make of the earnings Medtronic released this morning. The diabetes franchise continues to sink into the abyss and nothing in the pipeline will come to the rescue. The dynamics of the insulin pump market are changing and no matter what Medtronic does or when they do it will impact the future in a positive way. The real question is how realistic Medtronic is about...

Yep, Right Twice

It’s difficult not to gloat just a little as we really did nail it with Livongo and then Teladoc. We always stated that for Livongo there were two possibilities – the company gets acquired or it’s the greatest short of all time. Well as it turns out we were right on both accounts as Teladoc paid $19 billion for Livongo and over the past year shares of Teladoc have fallen...

A path to nowhere

This morning we read that Beta Bionics raised another $57 million – the official press release states “Beta Bionics, Inc. — a clinical stage medical technology company committed to the design, development, and commercialization of the iLet® Bionic Pancreas System — today announced the completion of a $57 million Series C equity financing. Proceeds from the financing will support product development, regulatory submissions, and preparations for the commercialization of the insulin...