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Will it happen?

In a little over a month Sanofi will report third quarter results and a big question is will they also announce that finally at long last they have decided to divest their diabetes franchise. We’ve been anticipating such a move since the day Paul Hudson took over as CEO. Since taking over Mr. Hudson has been reshaping Sanofi for the future and with the diabetes franchise struggling it just might...

Seeking a niche

Years ago in what seems like the stone age now patient coaching came from in person face to face interactions. Unlike today text messaging and FaceTime was not widely available. There were no platforms to easily exchange data. It seems hard to believe now but back then an engaged patient actually wrote down their glucose readings in an old-fashioned logbook. Diabetes management back then was also more of a one-size...

Just what we needed

The noted futurist Alvin Toffler once wrote; “Loneliness is now so widespread it has become, paradoxically, a shared experience.” Yet Alvin could have never anticipated the impact COVID would have on loneliness. While the world is no longer under strict lockdown many individuals remain hunkered down in what we like to call their COVID cave. Shared experiences we once took for granted have become cause for celebration and ironically a...

This is just the beginning

From the beginning we have stated that the growth we are seeing in the CGM market is just the tip of the iceberg. That usage among patients with diabetes is what can be seen above the water line. All along we have stated that there is a much larger market which will drive CGM adoption among non-diabetics will transform this market. Yesterday we moved one step closer to seeing this...

Left standing at the alter

The coming Teladoc Livongo merger is creating all sorts of speculation as to who will hook up with whom in the digital health space. Some clues could come from the proxy materials sent to Teladoc and Livongo shareholders which is available on the SEC web site. What caught our eye was the following passage; “During the months of April through August of 2020, Teladoc management evaluated the potential acquisition of three...

The Music Plays On

In a typical game of musical chairs, chairs are removed from the game after the music stops and a player finds an empty chair. Well as we should know by now this isn’t how the game works when it comes to the wacky world of diabetes. Whether its CGM and the numerous Dexcom wannabes or connected pens with all the Companion wannabes or diabetes coaching platforms and the all the...

Is diabetes management next?

In 49 days Americans will head to the polls for what many view as one of the most important elections in our nation’s history. An election which will take place during an unprecedented pandemic which has shaken this country and quite frankly created an even greater political divide. Social distancing, wearing a facemask and the simple act of washing your hands have all become hot button political issues. Worse in...

A COVID Creation

Since Teladoc announced their merger with Livongo, valuing Livongo at an astonishing $18.5 BILLION we have stated this merger was created by COVID. As we head into trading today on year to date basis shares of Teladoc are up over 130% while shares of Livongo are up over 404%. Just by way of comparison shares of United Airlines are down over 54% while their rival American has seen shares sink...

Headed for the home stretch

Yes we know that the fourth quarter doesn’t begin until October but Labor Day marks the end of summer. The kids head back to school – well maybe not this year – baseball pushes towards the playoffs (and don’t look now but we have one hell of team on the south side of town this year) -and football begins albeit with no fans in the stands – welcome to live...

White Noise

Momma Kliff used to say there is real news but more often than not there is more white noise. Something that everyone thinks is a big deal but in reality is much to do about nothing. Our wacky world has been filed with lots of white noise recently so let’s handle them one at a time. This morning Medtronic announced that their 770g, the follow-on product to the 670g has been...