Billions Spent for …
“It appears that advances in diabetes care over the past decade have not translated into meaningful improvement in population-level treatment outcomes.” These are not our words although we have said something very similar, no these words come from a study published in JAMA Internal Medicine Evaluation of the Cascade of Diabetes Care in the United States, 2005-2016 by Pooyan Kazemian, PhD; Fatma M. Shebl, MD, PhD; Nicole McCann, BA; et...
This is about to get very interesting
Sometime later today the FDA is expected to render their decision for the oral version of semaglutide, the first orally delivered GLP-1. We anticipate a positive decision from the FDA which should come as welcome news to Novo Nordisk as they have pretty much bet the farm on this drug. Analysts continue to believe this drug has blockbuster potential and have already begun speculating how it’s approval will impact other...
Not a Happy Dance
Albert Einstein once said the definition of insanity is performing the same behavior over and over again and expecting a different result. Canada Bill Jones the famous poker player said you can sheer a sheep many times but skin it only once. Finally Momma Kliff said the world is full of blithering idiots who are too lazy or too stupid to perform even the slightest due diligence and deservedly should...
Tyler Wins!!!!
“rtCGM was superior to SMBG in reducing A1C, hypoglycemia, and other end points in individuals with T1D regardless of their insulin delivery method. rtCGM+MDI can be considered an equivalent but lower-cost alternative to sensor-augmented insulin pump therapy and superior to treatment with SMBG+MDI or SMBG+CSII therapy.” This is the conclusion from a study published in the latest issue of Diabetes Care. The study called Glycemic Outcomes in Adults With T1D Are...
Digital Diabetes Still Alive
While shares of Livongo continue to struggle as we predicted deals in the digital diabetes space would go on. Just this morning we learned that Bayer is investing in … wait for it … OneDrop. Per the press release; “One Drop, a leader in the development of digital therapeutic solutions for diabetes and other chronic conditions, today announced $40 million in Series B financing, led by Bayer, one of the largest...
Tyler, Tyler everyone has a Tyler
This year’s EASD got off to a strong start with two deals announced this morning in the connected pen space, the first involving Medtronic and Novo Nordisk, the second between Abbott and Sanofi. Per the press releases; ‘Abbott (ABT) and Sanofi are partnering to integrate glucose sensing and insulin delivery technologies that would help to further simplify how people with diabetes manage their condition. The two companies will take an innovative...
Some observations
We’re beginning to wonder if Livongo going public will become a watershed event. The stock itself is down over 35% since its highly successful IPO but more importantly look at what other diabetes stocks have done since that day- Dexcom initially rallied hit a high of $175.19 on August 28th and has since been selling off closing at $146.26 on Friday. Insulet continues its impressive run and is up over...
One more hurdle to overcome
Given the increasing commodization of their insulin franchise Novo Nordisk increasingly has relied on their GLP-1 portfolio to drive sales and profits. With the oral version of semaglutide now at the FDA and approval expected before the end of the year many have projected blockbuster potential for this first ever orally delivered GLP-1. As we have noted in past writings on this drug, we anticipate a strong start but are...
No question the winner
Over the years we have seen some truly stupid studies when it comes to diabetes. Studies which examine the correlation between factors beyond the patients control and diabetes. We have seen studies which have examined the correlation between the size of a woman’s breast and diabetes or how having “big” hips correlates with diabetes. So perhaps we should not be surprised by this latest study which says that “short” people...
Crazy Idea
Over the years we have documented many of the Sanofi diabetes partnerships that have failed. MannKind and AgaMatrix are two that quickly come to mind but there have been many others including the latest with Lexicon. Now if there is one thing, we have learned other than Sanofi is the worst partner in diabetes and believe us that’s saying something. Sanofi in one respect is an great EX-partner as get...