A new metric?
As we continue our prep work for the upcoming ADA conference which begins the end of next week it dawned on us that as much as we don’t want to overcomplicate things, we need a new metric. At ADA one metric which is sure to garner attention is TIR or Time in Range, TIR combined with HbA1c is becoming the new standard for defining what is and what is not...
A Square Dance with Wine
It seems as if the folks in Northridge are not very happy with us here at Diabetic Investor. Just the other day before they reported earnings, we reached out to the company looking for an invite to their investor event at ADA. To be honest we weren’t sure if we would actually go or not as we have a very busy schedule but wanted the option to go. As we...
Memory loss?
Listening to the Medtronic earnings call this morning all we could think of is that the company is damn lucky none of the analysts have good memories. It wasn’t that long ago that the company was bragging about how their diabetes franchise would be growing in the mid to high double-digit rates and that their stand-alone CGM would become a billion-dollar product. Unfortunately for the company none of this has...
So what will it be?
So what will it be? Tomorrow likely before 8am EST we’ll find out the following; 1. Just how bad is the Medtronic diabetes unit doing. 2. Whether a change in leadership is announced. 3. The strategic options for the unit. Part one how bad is it is almost a moot point as unless they can pull a rabbit out of the hat, we doubt it will be a pretty picture. A more important question is what are...
What’s the “deal” here?
Yesterday LifeScan, now a privately held company free from the clutches of JNJ, made the following announcement; “LifeScan, a world leader in blood glucose monitoring and maker of the iconic OneTouch® brand, today announced it has entered into an exclusive agreement with Sanvita Medical, LLC, to market continuous glucose monitoring (CGM) sensors. Sanvita Medical is a subsidiary of Nova Biomedical Corporation, a world leader focused on accuracy and dependability in advanced...
The betting window is now open
With just 16 days until the circus arrives in San Francisco, also known as the ADA Scientific Sessions, we are trying to handicap the betting line favorites for who or what will garner all the attention. Something always seems to captivate everyone’s attention, some years it’s a study others it’s a way cool whiz bang toy. Just as the last episode of Game of Thrones has captivated social media, and...
Interesting Timing
There are certain ironies in this wacky world of ours. As everyone knows in about two weeks the diabetes world will gather in that beautiful city by the bay for our annual confab. Given the conference is in San Francisco a stone’s throw away from Silicon Valley one area that’s sure to get attention is all the toys in the toy chest. San Francisco is also home to many in...
What it is and isn’t about
As we count down to the annual ADA gathering our attention isn’t so much what we will see in San Francisco but what we won’t see. Anticipating what we will see is pretty easy as there will be new toys for that ever-growing toy chest. There will be reams of data on new drugs for the medicine cabinet and there will be a plethora of way cool whiz bangs apps....
Simple is better
Years ago during a sit down with the late Al Mann we got on the subject of what was then one of the new patch pumps. Unlike the OmniPod system which is fully disposable this particular system was a semi-disposable. The system also required quite a few steps to be performed by the patient. While we both understood the business reasons for a semi-disposable Al noted “The more chances you...
Words of Wisdom
As we all know tomorrow is Mother’s Day and we can’t let a Mother’s Day go by without getting some words of wisdom from the greatest mom of all Momma Kliff. As mom used to say there are Mother’s and then there are mothers. Yet when it comes to our wacky world Mom was well before her time. She may not have lived to see all the way cool whiz...