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Here we go yet again

This morning Senseonics announced they have hooked up with Glooko allowing Eversense data to be shared with Glooko’s data management technology. This is just the latest in series of announcements as everyone with a CGM, connected pen or pump now has some form of data management software/app. That poor dead cat can’t be swung today without it hitting a data analytics deal. It seems as though everyone has awakened to the...

A Calculated Step

Today Lilly announced they would be selling a generic version of their most popular short acting insulin Humalog. Per a press release; “Reinforcing our commitment to lower out-of-pocket costs for people who need insulin, Eli Lilly and Company (NYSE: LLY) today announced we will introduce a lower-priced version of Humalog® (insulin lispro injection 100 units/mL) in the United States -- providing people with diabetes an insulin option that will have a...

Astonishing

Today shares of Tandem closed at $65.57 which means that 1. The company now has a market cap of almost $4 BILLION 2. Over the past 12 months shares of Tandem are up almost 2000% - no that is not a misprint 3. Therefore, it stands to reason that this company which could have been acquired for a few hundred million will now likely get acquired for a few billion. Folks...

Long live the Force!

Now that all the major insulin pump companies have reported it’s time to acknowledge some of those pesky facts with the biggest one of all being that goose that lays all those very profitable eggs for Medtronic is wounded. Yesterday’s stunning results from Tandem was just further evidence of what’s becoming clearer each day, that yes even though we have seen this movie before this time the ending just might...

A stunning choice

Even before Tandem released earnings we anticipated solid results and we weren’t disappointed. However as good as the results are, they are being overshadowed by the news that after 12 years CEO Kim Blickenstaff will transition to the “newly-created position of Executive Chairman of the Board of Directors. John F. Sheridan will succeed Mr. Blickenstaff, assuming the role of President and CEO effective March 1, 2019. Mr. Sheridan has served...

The kids aren’t kids anymore

While reading through the transcript of the Insulet call we couldn’t help but feel just a little nostalgic as literally we have seen this company from the very beginning. We watched as they took their first steps, we watched as they stumbled picked themselves back up and now have witnessed their transition to adulthood. Over the years whenever we meet with an insulin pump wannabee, we stated that they wouldn’t be...

Why Customer Service Sucks

Last week not only did shares in Dexcom get hammered after their earnings announcement the company is also taking a virtual beating on social media over their decision to transfer customer support functions to lower cost areas. While no one is favor of shipping jobs overseas this was a very necessary decision that had to be made. For these same people who are bitching about poor customer service also complain...

No longer a kid

Looking at the results released yesterday by Dexcom and reading through the transcript of the call two things struck us – first there were no surprises (which is great especially in the diabetes device space) and second although not a full blown adult just yet the company is maturing, which leads to a third thought (hey it’s Friday) while Dexcom and Abbott are maturing all the CGM wannabes aren’t even...

The App Avalanche

Yesterday per a company issued press release; “Hygieia, a digital insulin enhancement company dedicated to making insulin therapy easier and more effective for everyone involved, announced that the company has received 510(k) clearance from the U.S. Food and Drug Administration (FDA) for a phone app that will further enhance the company’s d-Nav® Insulin Guidance Service. The app is cleared for use as an aid in optimizing insulin management among people with...

Lots of news yet no surprises

As the toy makers gather in Berlin for ATTD to display their toys there’s lots of news flow this week. So, let’s have it. This morning Novo Nordisk and Abbott announced a partnership which according to a press release; “Abbott and Novo Nordisk today announced a non-exclusive partnership that will integrate insulin dose data from Novo Nordisk pre-filled and durable connected pens directly into the digital health tools compatible with the FreeStyle...