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The future before it happens

It seems each day, yet another Omnipod wannabe pops up on our radar. Which is interesting since we don’t really hear about too many Tandem wannabes. Yes, the patch pump is where the money is and quite frankly what the future will be for the insulin pump space. Write it down in ink folks 10 years maybe a little longer tethered pumps will be a thing of the past. The...

A road map

As we sit and watch the Medtronic diabetes franchise slowly sink into the abyss, we thought we’d offer Mr. Salmon some free advice on how to turn things around before they have another Animas on their hands. Of course, the easiest solution is to sell the unit to Blackstone and walk away. But what happens then? How does Blackstone or any other buyer fix the many issues facing the company? While...

Navigating the IP minefield

When it comes to diabetes devices there are a host of issues that wannabes must navigate. The least talked about and perhaps the most difficult area to navigate is the intellectual property minefield. Next to having an FDA approved product and talented management team a company’s intellectual property portfolio becomes a valuable and useful asset. To fully appreciate just how valuable look no further than the now defunct Cozmo insulin pump....

Who are these guys?

Anyone who has seen the movie Butch Cassidy and the Sundance Kid will recall how Butch and Sundance kept saying “Who are these guys?” when being chased. We felt the same while watching the presentation given today by Tandem. Given the extreme focus and attention given to their new Mobi system plus a true patch pump one just might think, correctly so, that the company is no longer worried about...

These things happen

This past Friday two events spooked the diabetes device world. The first was news that Abbott filed an IP lawsuit against Dexcom, the second Insulet announced the OmniPod 5 approval would not come before the end of 2021 more likely sometime in the first quarter of 2022. Shares of Dexcom fell over 7% on the news while shares of Insulet fell over 8%. Over the past month shares of Dexcom...

The In-Box

Not sure how many noticed but Teladoc closed at $93.44 yesterday blowing through the $100 barrier with ease. Keep in mind this stock once traded above $300 and everyone thought it was headed higher that is everyone but us. We mention this not to gloat, well maybe just a little, rather to show that without Covid digital/virtual would never be what is today. That until these companies can show value...

How will this play out?

As we close out 2021 and turn our attention to 2022 it’s worth looking ahead to what 2022 might look like in our wacky world. For us the new year will begin at CES in Las Vegas and then perhaps onto that beautiful city by the day for the JPM conference, assuming that is they don’t change it from an in-person to virtual event. In-person or virtual JPM unlike CES...

Are we learning yet?

It’s appropriate on Cyber Monday that we review the current state of digital/virtual health. This past Friday the markets suffered a meltdown as the world adapts to yet another Covid variant. News of the Omicron variant initially pushed shares of Teladoc higher only to finish just slightly higher for the day. This morning shares are once again falling heading back to the downward trajectory they were on before Omicron made...

The Gobblers

With the Thanksgiving holiday tomorrow, we thought it’s a good time to give out our annual Gobbler awards. Now we aren’t sure what’s worse earning a Gobbler or being forced to watch my beloved but very bad Chicago Bears play the equally bad Detroit Lions on Thanksgiving Day. Trust us on this if you can find something else to do tomorrow when the game is on do it. Being a...

Is Medtronic pulling an Animas?

Before we get into an analysis for the earnings Medtronic released this morning, we wanted to say something nice. We’ve been tough on the company as they go about destroying the value of their diabetes unit and thought since Thanksgiving is Thursday, we should find a silver lining among the dark clouds. So here goes – kudos to the investor relations team for a very nice PowerPoint presentation which accompanied...