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A whole lot of nothing

There are just times when you read a press release, then reread it and all of a sudden realize it says nothing. We had such an experience this morning when our friends at Livongo issued a press release that stated the following; “Livongo (LVGO), the leading Applied Health Signals company empowering people with chronic conditions to live better and healthier lives, today announced that it is available through the CVS Health...

Breathing a sigh of relief

With the GLP-1 market continuing to explode many including us here at Diabetic Investor had high hopes for the Intarcia exenatide micropump. Hopes which were dashed as the FDA has now rejected the device twice which likely put an end to the device and may well put an end to Intarcia. The company put out a statement yesterday which said; “We are extremely disappointed with the receipt of a Complete Response...

Any winners here?

Although it might not seem like it today there will come a time when the coronavirus is a thing of the past and life will get back to normal or whatever normal is now. This happened after 9/11 and will happen again with the virus. However, 9/11 may have passed and life did get back to “normal” 9/11 lead to several structural and notable changes to our daily lives. Travel...

Time to brush up

Momma Kliff used to say never underestimate your ability to be astonished even when you think nothing will surprise you anymore. Well Mom couldn’t be more right as get a load of this; “Frequent tooth brushing may be an attenuating factor and the presence of periodontal disease and an increased number of missing teeth may be augmenting factors for the occurrence of new-onset diabetes. Improving oral hygiene may be associated with...

The world we now live in

While we continue to worry about the coronavirus a new concern has popped on the diabetes device horizon. Given that all the toys now talk with the cloud and the other toys the FDA seems to be taking a more active role in regard to cybersecurity. Yesterday the FDA issued the following release; “Today, the U.S. Food and Drug Administration is informing patients, health care providers and manufacturers about a set...

Supply Chain – Yes it matters

As we continue to gauge the financial impact of the coronavirus, we found this statement from Lilly very interesting – per a press release issued yesterday; “Among the concerns raised due to the impact of the novel coronavirus is whether patients can count on a reliable supply of medicine. Lilly does not anticipate shortages for any of our products, including all forms of insulin. Since the initial outbreak, Lilly has been closely...

Like a hole in the head

It’s been said the definition of insanity is performing the exact same behavior over and over again and expecting a different outcome. Well if that’s true and we think it is our wacky world has lost its mind, which when you think about it isn’t all that shocking or surprising. Yesterday Livongo reported fourth quarter and full year results. OneDrop will likely follow Livongo into the land of being a...

Hard to stomach

We have to admit that it’s very difficult for us to read the Livongo earnings call transcript and review the slides they used without wanting to puke. We have seen this movie before, and we know how it will end. Yet there are so many how haven’t seen this show, who believe that Livongo has found the magic bullet which is why they continue to drink the kool aid and...

Good news, not so good news

On this Monday before Super Tuesday the insulin pump world received two pieces of news, one good, one not so good. On the positive side Tandem announced the FDA Designation of Basal-IQ Technology as an Interoperable Automated Glycemic Controller. Per a company issued press release; “Tandem Diabetes Care, Inc. (NASDAQ: TNDM), a leading insulin delivery and diabetes technology company, today announced U.S. Food and Drug Administration (FDA) clearance of its Basal-IQ™...

Hang Tight

Saying this has been a rough week in the stock market is like saying the sun rises in the west and sets in the east. Thank you Captain Obvious. Looking at the diabetes segment it’s not surprising that our world has been touched by this selloff. Going into today’s trading here’s how some select companies have been impacted this week; Dexcom -7.1% Tandem -11.5% Insulet -10% Livongo -3.4% Lilly -8.5% Novo Nordisk -6.7% Medtronic -10.2% Now let’s get...