Email Alerts

A losing proposition

It’s no shock that when it comes to the toys in the diabetes toy chest there is no shortage of copycat me too toys. The formula is pretty simple actually a market gets developed begins to grow and all of sudden money starts to flow into wannabes. We watched this in the early days of the insulin pump market when everyone wanted to be the next MiniMed. We also watched...

How this will play out

Now that Abbott has countersued Dexcom it’s time to play this out to the end. First and foremost remember how the legal process works. This legal action if it plays out to the very end, which we doubt, will take YEARS. While it may be best for both parties to come to their senses and settle this dispute logic does not always carry the day. As we have said before...

The gloves have come off

Perhaps the most undervalued asset in diabetes devices besides a large established user base is a well-protected IP portfolio. Way back in the day Medtronic weaponized their portfolio basically forcing Smith’s Medical to take the Cozmo off the market. Recently Insulet purchased some patents from an old CGM company for both defensive and offensive purposes. And until yesterday Dexcom and Abbott have peacefully co-existed on the IP front. Well the gloves...

Did we learn anything?

Well it’s over and what if anything did we learn from ADA? Or perhaps we should ask the question differently did learn anything new or earth shattering? From our perspective the answer is one big NO. Just to review consider the following- 1. CGM is the most transformative diabetes technology to come along since the discovery of insulin. It’s becoming the standard for glucose measurement and is dramatically changing for the...

Knew this would happen

Today thank goodness is the last day of ADA as this year’s virtual conference came in pretty much as expected, boring. Hopefully next year we will gather in New Orleans and at least share some great gumbo. There was some news today that’s worthy of mentioning only because we just knew it wouldn’t make the insulin cost too much crowd happy. According to one post on CNBC: “Walmart said Tuesday it will...

A Rube Goldberg Machine

Before we get started this is one the rare posts that you can share without violating my copyright. Along with all the data on CGM, Insulin pumps and drugs coming from ADA we’ve also seen some interesting data on the economic impact of diabetes. Now just to be clear from the start we do not have a clue how this issue gets solved. Our healthcare system is one big, disjointed...

Captain Obvious

With the ADA in full swing, virtually anyway, some key trends have emerged. First and this should be obvious by now CGM is the most transformative diabetes device ever. Second GLP-1 therapy continues to prove why usage is expanding. Both facts should be obvious to anyone whose been following diabetes devices and therapies but when ADA rolls around they are always reinforced with new data. Now you wouldn’t think there is...

That poor hamster

There are some indisputable facts about our wacky world, the most frustrating of which is after the billions spent on research, toy development and now digital the needle has barely moved when it comes to improvements in patient outcomes. This is not to say no progress has been made great progress has been made. Yet using patients under “good” control as the metric it’s an accepted face that nearly two...

Ok Enough Already

Before we get going today a few housekeeping items- 1. We’ve received several questions about The Wacky World of Diabetes podcasts, which by the way are growing in popularity. NO, you do not have to be a subscriber to listen to them and yes, they are available on the site www.diabeticinvestor.com. Yes, you can share them and not violate our copyright. 2. Our special report The Convergence of Forces is NOT included...

Give them what they want

Before we get into today’s post a correction the other day, we mistakenly stated that OneDrop had a relationship with Ascensia when we should have said Bayer. Sorry about that. Ok onto business and the business at hand today is a simple one as everyone continues to develop platforms for helping patients to better manage their diabetes, we’re curious if anyone bothered to ask patients if they want this help. We...