Haven’t a clue
There are just some days that defy explanation and yesterday has to be one of them. Take a look; Livongo down 9.94% Dexcom down 9.42% Insulet down 6.13% Tandem down 9.36% And the drug sector was not immune with Lilly down 2.61%, Novo Nordisk down 3.60% and Abbott down 2.12% It was like someone got up on the wrong side of the bed couldn’t get their fancy coffee maker to work properly and decided for...
Who Had A Worse Day?
Last Thursday could well be looked upon as watershed day and not just because we found out that our beloved Chicago Bears have one great defense unfortunately it’s combined with one very bad offense, we also found out that same day that pigs do not fly and as much as wish the tooth fairy was real she’s not. Before the Bears got their wake-up call Thursday morning Livongo reported earnings...
If it walks like …..
Before we begin our analysis of the Livongo results which were released this morning we’d like to thank the company for doing their call this morning and not after the market closed. As everyone knows the NFL opens their season tonight with our beloved Chicago Bears taking on their rivals from cheese land the Green Bay Packers. Thanks to Livongo their call won’t interfere with another NFL tradition TAILGATING. So...
Will he Un Do It
Monday was a big day for our chardonnay guzzling friends as Paul Hudson officially took the helm. Early reports have Mr. Hudson embarking on a fact-finding mission as he looks to transform Sanofi into a viable player again. While we can’t speak to other aspects of the Sanofi portfolio when it comes to diabetes Paul has his work cut out for him. Although the best possible move just might be...
A Big Day
This Thursday isn’t just the opening game between our beloved Super Bowl bound Chicago Bears and their rivals from the north the Green Bay Packers, it’s also the first time Livongo will report earnings. While we think the Bears Packers game is the more important of these two events, we know there are many in our wacky world who want a more detailed glimpse into how Livongo is performing. That being...
What will he leave behind?
News broke this morning that Medtronic CEO Omar Ishrak will be retiring early and will be replaced by Geoff Martha. The question we have is will Omar saddle Mr. Martha with a struggling diabetes unit or will he complete his destruction of the unit by selling it before he leaves? Although nothing was mentioned in the news reports, we wonder with Omar gone what will happen to his good buddy...
A Win for Dexcom
Just the other day we noted that among the issues Dexcom wannabes must navigate is the treacherous minefield known as IP. Well this minefield just became more treacherous, per a Dexcom press release; “The U.S. District Court for the District of Oregon has granted Dexcom's (NASDAQ:DXCM) motion for summary judgment invalidating all asserted claims in the two remaining patents asserted against it by WaveForm Technologies, Inc., a subsidiary of AgaMatrix.” With this...
Who said it has to be this way?
We have many fond memories of Momma Kliff and have shared many of mom’s insights over the years. Although Mom wasn’t part of our wacky world her wisdom and perspective has an uncanny knack for applying to our world. One thing Mom consistently told her boys was never to fear change that change is a normal part of life. Or as she said so often “Who said it has to...
What happens if they fail?
There’s a Chinese curse which when translated says; “May you live in interesting times.” Well when it comes to our wacky world that is being proved each and every day. But nowhere have things gotten more interesting than all the speculation of what happens if Livongo fails. That’s right that is not a misprint this company which just had a monster IPO, hasn’t even reported earnings yet and already people...
Playing the wrong game
Yesterday shares of Dexcom closed at $173.19 giving the company a market cap of almost $16 BILLION. The Libre has become a critical product for Abbott driving their shares higher as well. When it comes to CGM both companies are gobbling up patients by the boatload, both are making major infrastructure investments adding manufacturing and both have newer systems coming to market, the Libre2 for Abbott and G7 for Dexcom. The...