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The Time Has Come

We are quickly approaching the final deadline to place your order for Diabetic Investor’s Special Reports. Due to heavy demand we must finalize our order list by the end of this week. The Devices and Delivery Systems Report is set for publication on June 2nd, 2006, as an added bonus we have decided to add a supplement to Devices and Delivery Systems Report which will be published after the American...

The Time Has Come

We are quickly approaching the final deadline to place your order for Diabetic Investor’s Special Reports. Due to heavy demand we must finalize our order list by the end of this week. The Devices and Delivery Systems Report is set for publication on June 2nd, 2006, as an added bonus we have decided to add a supplement to Devices and Delivery Systems Report which will be published after the American...

Galida No More and other news

This morning AstraZeneca (NYSE:AZN) announced that they have decided to stop development of Galida its phase 3 dual-PPAR agonist for type 2 diabetes. While this announcement isn’t totally unexpected, the news does remind everyone just how perilous drug development can be. It also brings into question whether or not we will ever see a dual-PPAR brought to market. At one time many on the Street believed dual-PPAR’s would be...

HDI Files S-1 – Once Again DI had it first

“A more important event in the BGM market is the news that Home Diagnostics, Inc. will be going public. Diabetic Investor has learned that the company will file an S-1 in the next few weeks. Although there is still the possibility that the company could be acquired prior to going public, it’s likely the company will follow the playbook written by Inverness Medical and copied by Therasense. Go public, become...

May Issue

Interest in diabetes technology is exploding. Over the past few months we’ve seen the approval of Dexcom’s (NASDAQ:DXCM) continuous glucose monitor and Medtronic’s (NYSE:MDT) sensor augmented insulin pump. LifeScan, a division of Johnson and Johnson (NYSE:JNJ), introduced the Ultra 2 blood glucose meter, while their rival Roche introduced the Accu-Chek Compact Plus. Concurrently the research community is zeroing in on a new area, Glycemic Variability (GV). Armed with CGM...

CCS Medical and MP TotalCare Merge – What it means for PolyMedica and others

This morning CCS Medical and MP TotalCare announced plans to merge and form one company to be called CCS Medical. The deal, valued at $630 million, is being done for two main reasons. First, the combined company should generate greater operating efficiencies. While also providing a larger base to take on market leader PolyMedica (NASDAQ:PLMD). PolyMedica’s huge customer base provides leverage with suppliers and their recently announced deal...

CCS Medical and MP TotalCare Merge – What it means for PolyMedica and others

This morning CCS Medical and MP TotalCare announced plans to merge and form one company to be called CCS Medical. The deal, valued at $630 million, is being done for two main reasons. First, the combined company should generate greater operating efficiencies. While also providing a larger base to take on market leader PolyMedica (NASDAQ:PLMD). PolyMedica’s huge customer base provides leverage with suppliers and their recently announced deal...

A tale of two takeovers

Take a good look at this chart from www.bigcharts.com , it shows the 3 month performance of Amylin (NSADAQ: AMLN) and Animas (NASDAQ: PUMP). Both companies have been the subject of takeover rumors, with Lilly possibly buying Amylin and Johnson and Johnson (NYSE:JNJ) possibly buying Animas. Obviously the Street believes the Amylin Lilly deal is more likely than the JNJ Animas deal. Diabetic Investor finds the timing of...

More good news for Amylin shareholders

As shares of Amylin (NASDAQ:AMLN) continue to gain momentum, investors are beginning to wonder when or if Lilly (NYSE:LLY) will step up to the plate and make an offer for the company. With sales of their lead drug Byetta accelerating and positive data on the long-acting once a week version of Byetta it would seem Amylin would be a natural fit for Lilly. Lilly’s insulin franchise is facing serious...

Byetta Sales Accelerating

As Diabetic Investor predicted sales of Byetta are accelerating as physicians see how well the drug works. According to IMS tracking data Byetta has a 1.7% share of the market for Type 2 medications. Not surprisingly shares of Amylin Pharmaceuticals (NASDAQ: AMLN) are once again on the move as the Street begins to take notice. With shares trading within an eyelash of its 52 week high the question becomes...