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A Monday Grab Bag

Now that EASD and the third quarter has ended time to pick on a grab bag of items from our wacky world. 1. Lila Moss makes history – we’re not sure how many people have seen the picture of Lila Moss daughter of supermodel Kate Moss as she strolled down the runaway in a swanky designer outfit complete with her OmniPod insulin pump. The picture which was originally posted on Instagram...

Google vs. Apple

We knew it was only a matter of time before Google and Apple who have peacefully coexisted in the digital diabetes space would eventually end this truce and go head-to-head. Last week Apple and UnitedHealthcare announced a deal where United would make Apple Fitness+ available to millions of their members for free. Today Verily’s Onduo unit announced a deal with Google owned FitBit in which Onduo will offer Fitbit devices...

Almost forgot it’s EASD

We’re not sure anyone has noticed but the virtual version of EASD has been going on this week. Not like it really matters all that much as virtual or live these shows have become somewhat predictable. It will be interesting when we head to Vegas for CES and then San Francisco for JPM what a live conference will feel like in the covid age. It’s ironic that during EASD Novo Nordisk...

Diabetes or Obesity?

This morning Lilly announced they would be lowering the cost of insulin Lispro. Per a company issued press release; “Lilly's Insulin Lispro Injection, 100 units/mL -- first introduced at half the list price of branded Humalog® (insulin lispro injection, 100 units/mL) in 2019 -- will now have a 70 percent lower list price than Humalog U-100 starting January 1, 2022” We see three reasons Lilly made this move; 1. It’s great PR although...

A change in direction?

Way back in the day when Medtronic owned the insulin pump space, we speculated that about the only way this would change was if they screwed it up. Which is exactly what happened. Today Tandem and Insulet dominate the insulin pump space with Medtronic now relegated to an afterthought. Tandem and Insulet have better products, better pipelines, and most importantly better management. We’re beginning to wonder given with what’s going on...

Anyone paying attention

Once again Apple has released their new iPhones and an updated version of the Apple Watch. Yes, these systems have many exciting new features it’s equally important to pay attention to what isn’t new. While everyone continues to believe that Apple will add glucose monitoring to the Apple Watch it’s still nowhere to be seen. Meanwhile Dexcom and Abbott continue to gobble up new patients making it even harder for...

The downside of upside

There is no question even with Covid the markets have been on a roll. After taking an initial hit the markets have come roaring back hitting new highs. This is great news for investors of course but there is a downside to all this goodness. It provides the fuel companies need to stay alive even when their product and/or service doesn’t stand an ice cubes chance in hell of being...

Every day is Labor Day

Before we get into the gist of today’s post, we’d like to wish everyone a great Labor Day weekend and to our fellow tribe members a happy, healthy and prosperous New Year. We’d also like to thank the many who have already donated for my upcoming triathlon which goes off next Sunday September 12 here in beautiful San Diego. Please check out doingitthreeways.com and please donate if you can as...

Value destruction

Looking at the results released by Medtronic this morning it’s difficult to find a silver lining among the very dark clouds. You know the diabetes unit has major issues when the company highlights growth in emerging markets which is nice until you consider the size of these markets. Domestically sales fell 15% while in developed markets outside the US sales grew an anemic 6.2%. The company seems to believe that their...

New failure same problem

There’s a sign in the office here that says, “If it was easy everyone would do it”. While it wasn’t directed at our wacky world it sure as hell could have been. News is circulating that Google, yes Google, while still in healthcare is restructuring their initiatives. So far, we have not heard if this latest restructuring impacts Verily, the company’s life sciences unit which was supposed to go public...