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Boringly Consistent

One of the greatest things about San Diego, our new home, is the weather is boringly consistent. Which is a great thing given the great weather here. San Diego is also home to Tandem which like Dexcom, another San Diego company, and Insulet has reported results which show two things. The Control IQ continues to kick ass and while COVID hasn’t gone away they have learned to succeed in the...

No question about this outcome

As we wait to see who will reside in the White House in 2021 there is no doubt how things are going with Insulet who released earnings today. Ina word results were fantastic highlighted by the fact the company revised full year guidance higher than PRE-COVID levels. Per the earnings release; “For the year ending December 31, 2020, the Company is raising its revenue guidance growth range to 20% to 21%...

The lull before …

The stores are boarded up, the police are on alert as everyone waits for this election to come and hopefully go. Never before have we gone into an election where one of the candidates has indicated he may not relinquish power if he loses and millions of voters on both sides wonder if they can trust the results. Early voting is setting records, mail in voting is way up and...

A Path to …

With the market in a tailspin this week, Teladoc/Livongo/Lilly and Dexcom reporting earnings some news from LifeScan yesterday may have been lost in the shuffle. “LifeScan, a world leader in blood glucose monitoring, serving 20 million people with diabetes and the maker of the iconic OneTouch® brand products, and Cecelia Health, one of the nation's most scalable clinical coaching and telehealth companies focused on diabetes and other chronic disease management, today...

La La Land

First congrats to the L A Dodgers for finally after many attempts winning the World Series. Also hats off to the Tampa Bay Rays for playing some damn good baseball. Now that LA has both the basketball and baseball titles and Tampa has the Stanley Cup I guess Tom terrific and his Buccaneers are going to win the Super Bowl this year. That probably won’t happen but hey this 2020...

Consistently Boring

Yesterday Dexcom pre-announced earnings which seem to disappoint the street so naturally in trading today shares got hammered falling almost 9%. Now that the full earnings have come out once again Dexcom is doing what they always do raising full year guidance. Where the stock trades tomorrow is anyone’s guess, but we’ll say this whenever the street doubts Dexcom, whenever the stock gets hammered it comes back and typically with...

A Heavyweight Battle

Just in case anyone has forgotten that diabetes is a business today’s earnings from Lilly and Dexcom’s pre-announcement of their earnings yesterday reinforced what Momma Kliff said many times; If you want a friend get a dog. Shares in both companies are selling off this morning not because there is anything structurally wrong with either company, nor are the markets they play in contracting no they are selling off because...

Building the platform

Before we get into the meat of our post today a few housekeeping items. First and foremost we have come up with a title for our upcoming Special Report which will be … wait for it … The Convergence of Forces – A look into the future of the diabetes market – Will this be the big bang or a big whiff? And YES we are still offering a discount...

We’ll see

Ok before everyone gets excited YES we are reposting this post which went out in the morning. We discovered a glitch (love that word) with the site - which has been corrected - but out of an abundance of caution (love that phrase as well) we decided to send this out again just in case.  There’s a great scene at the end of Charlie Wilson’s War, a great movie by the...

The technology has changed the dynamics haven’t

Before we begin our analysis of the Abbott earnings and call a word on the music selected as we waited for the call to begin. Now we know it’s typical to hear this boring classical stuff but being a Chicago based company, the headquarters are actually located in Libertyville, but hey close enough, why not get with the spirt using the theme song for our beloved first place 5-1 Chicago...