Uncategorized

Web Site Update

Diabetic Investor is in the process of upgrading our web site. During this upgrade we are also doing some maintenance that will improve site performance. This work should not interfere with delivery of email alerts or issues. If you are concerned you may have missed an email alert the last alert was sent out on Wednesday April 18th and the archives section of the site is working properly. If you...

Web Site Update

Diabetic Investor is in the process of upgrading our web site. During this upgrade we are also doing some maintenance that will improve site performance. This work should not interfere with delivery of email alerts or issues. If you are concerned you may have missed an email alert the last alert was sent out on Wednesday April 18th and the archives section of the site is working properly. If you...

Animas Launches a New Pump – too bad it’s already outdated

This morning Diabetic Investor had the chance to look at the new insulin pump from Animas, the 2020. While the 2020 has several neat features and is definitely targeted at the IPOD generation, what stood out was what the pump didn’t have. One would think that with Animas being part of Johnson and Johnson (NYSE:JNJ) who also owns LifeScan, that the 2020 would allow LifeScan’s line of blood glucose...

Abbott and Roche Report- What happened to the Therasense Advantage?

This morning Abbott (NYSE:ABT) reported first quarter results and for their diabetes care unit the results were less than impressive. Domestically sales decreased 5.8% compared to the first quarter of 2006, these results come on the heels of fourth quarter 2006 results which also saw a sales decline. The company also stated that the Navigator continuous glucose monitoring system which is waiting approval at the FDA should be approved in...

JNJ, Lilly, Amylin Report and Abbott’s New Meter

Before we get into our comments on all the various earnings calls Diabetic Investor would like to express our deepest sympathies to all the families affected by the tragedy at Virginia Tech. As the father of two children in college yesterday’s events hit practically close to home. Amylin (NASDAQ:AMLN) Yesterday Amylin announced first quarter results which came in largely as expected. Although sales for the quarter were slightly...

Finally some good news for Dexcom

This morning Dexcom (NASDAQ:DXCM) said the Centers for Medicare and Medicaid issued a positive preliminary decision on Friday for the company to develop Healthcare Common Procedure Coding System (HCPCS) codes for their continuous glucose monitoring device. The codes describe specific health care items and procedures and are necessary for processing health insurance claims. The company must still go through a public meeting on May 1 and if successful expects results...

Technology and Diabetes – The Real Problem

In this morning’s Wall Street Journal John Goodman penned an excellent piece entitled “Perverse Incentives in Health Care.” While Mr. Goodman’s focus was not diabetes but the entire health care system, he pointed out some relevant information that goes along way towards explain why we have a long way to go towards integrating technology into diabetes treatment regimens. Mr. Goodman states, “Yet only 21% of patients exchange email with their...

Welcome to Competitive Bidding

This morning PolyMedica (NASDAQ:PLMD) held a conference call to address the newly issued guidelines on competitive bidding. The rules on competitive bidding were released by the Centers for Medicare & Medicaid Services on April 2, 2007, details of the rules can be found at http://www.cms.hhs.gov/. While Diabetic Investor has not yet had the opportunity to read in detail all the rules one thing is clear, these rules clearly favor...

Welcome to Competitive Bidding

This morning PolyMedica (NASDAQ:PLMD) held a conference call to address the newly issued guidelines on competitive bidding. The rules on competitive bidding were released by the Centers for Medicare & Medicaid Services on April 2, 2007, details of the rules can be found at http://www.cms.hhs.gov/. While Diabetic Investor has not yet had the opportunity to read in detail all the rules one thing is clear, these rules clearly favor...

Janumet Wins Approval

Late Friday the FDA announced they had approved Janumet™, the combination of Januvia and metformin into one pill. This approval continues Merck’s (NYSE:MRK) incredible streak of luck with the Januvia franchise as it is the only DPPIV that has received FDA approval. With this clean approval it appears that the Januvia franchise is destine for blockbuster status. However, before everyone loads up on Merck shares a few cautionary notes. ...