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Give them what they don’t want

Although Momma Kliff told us not to gloat and let your actions speak for you we can’t help but gloat just a little with Teladoc. From the start with Livongo we stated there were just two possibilities either the company gets bought by a greater fool or it will be one of the greatest shorts ever. Well, it’s looking more and more that we’ll be right twice here as it...

It’s not either or

Thursday afternoon Dexcom will report earnings which should be just fine. As we witnessed with the results Abbott released nothing much has changed in the CGM world. Dexcom and Abbott dominate this market, will continue to do so for the foreseeable future and are unlikely to face any serious competition for at minimum 5 years likely longer. So why then is everyone trying to turn this into an either-or winner...

It’s up to pharma

Tomorrow we’ll begin to learn more about just how bad things have become in the digital health arena when Teladoc reports second quarter results. As we have noted the company has already telegraphed in previous comments that the results will be less than stellular. The stock continues to fall as the entire digital world is scrambling to remain relevant now that the people are going back to their doctor’s office. While...

The Heavier Hitters

First want to thank everyone for their comments on the new site and appreciate your patience as we fixed some of the glitches. There are still some changes on the way, but the major redesign phase is now complete. Abbott reported this morning and as expected Libre sales continue to expand nothing new here. The key takeaways are this: 1. No update on the launch of the Libre 3 which was also...

Money only solves ….

Before we begin today a quick update on the new site as we have discovered some minor glitches. Let me assure everyone that these issues will be fixed as quickly as possible. As much as we would have preferred a clean launch we knew until the new site went live this was possible. Thankfully we have not discovered any major issues so rest assured these minor issues will be taken...

Playing Catch Up

Before we get into our post today want to send a shout out to my very talented web and social media team. Today we launched the updated version of the Diabetic Investor web site thanks to this very talented group of people. The site will undergo a few more changes but the major redesign is complete, and we hope you like it. Update number two- yes at long last we are...

Time to limbo

For better or worse Teladoc has become the de facto gauge for digital/virtual health. At the height of Covid shares soared to $300+ but as Covid has subsided shares have fallen below $150. Along the way the company used their soaring price to value Livongo at a whopping $19 Billion which now looks a huge misstep. Something we said many times but hey being right is what we do around...

Never get sick of being right

This really should shock no one but according to the latest numbers telehealth utilization rates continue to fall now that people are coming out of the Covid cave. Now we don’t want to say we told you so, but we did. As we accurately predicted once Covid began to subside people would want to get out and it would only be a matter of time before they reverted to their...

Who wins?

It seems almost silly to ask this question but with all the diabetes toy wannabes who wins here. The simple answer should be but unfortunately isn’t the patient wins. See this is the wacky world of diabetes and in our wacky world rarely if ever are these companies putting the patient first. Sure they all say they have noble intentions but in reality these wannabes want one thing and one...

A solution?

As everyone knows our belief is that Tyler – connected insulin pen/cap cover- CGM – app – has the potential to change the diabetes management landscape for patients following multiple daily injection (MDI) therapy. Yet it is also true there are patients who for a wide variety of reasons either do not have access to or do not want to use a CGM. Hence the reason you have so many...