Is it time?
It seems like just yesterday that Dexcom, Insulet and Tandem were three of the hottest stocks on the NASDAQ. Yet over the last three months all three have been hit hard, with the NASDAQ down over 21% over that span these three stocks have fallen more than that with Insulet getting hit hardest falling almost 29%. Now we could mention that trading at $108 per share Dexcom is still well...
Interesting Choices
Here at Diabetic Investor we follow several different information sources to kept abreast of what’s going on in this wacky world of ours. Towards the end of the year we see lots of lists and one in particular caught our attention. Per a post on the Medical Device and Diagnostic Industry web site; “The people have spoken. Beta Bionics has been named medtech company of the year. Nearly 44% of MD+DI...
Last minute gift shopping
Honestly, we were hoping with Christmas coming we’d be able to sit back and enjoy the beautiful weather here in San Diego. However, the wheels of commerce never stop moving which unfortunately is making us work harder than we’d like. So, let’s get right to it as there’s lot’s going on in our wacky world. 1. A Big Win for OnDuo Per a press release issued late yesterday; “Walgreens Boots Alliance, Inc....
A nice IDEA but ……
There is no question that CGM is truly groundbreaking technology. We have written extensively on this subject noting not just how CGM will become the standard for glucose measurement but how when this data is acted upon it can lead to improvement in patient outcomes. Nothing new here. We have also noted that this market is not just growing but has room for multiple players. Again, no news here. So, we...
Naughty and Nice
Let’s state from the outset that since we are tribe members, we may not understand all the traditions associated with Christmas. However, over the years we have learned a few things and have come to appreciate these traditions. One of our favorites is Santa making his list checking it twice deciding who’s been naughty and who’s been nice. It’s our understanding that based on Santa’s judgement being nice results in...
What to look for in 2019
As we close out 2018 and begin to look ahead to 2019, we’ve decided to do something a little different next year. Of course, we will continue to cover this wacky world of ours and don’t worry Momma Kliff is not going into retirement she’ll continue to offer her unique perspective plus words of wisdom. Yet after more than 20 years covering this wacky world now more than ever it’s...
Taking on more water
Sometimes we think Sanofi is like the Titanic a huge ship which many thought unsinkable, only to hit that pesky iceberg and sink to the bottom of the ocean. When we learned yesterday that the U S Patent and Trademark Office had rejected Sanofi’s infringement claims relating to Lantus we thought not just did the Titanic hit the iceberg but it backed up to make sure they hit it twice. Perhaps...
Our Christmas Wish List
Ok let’s get this out of the way – yes it is somewhat wacky for someone who celebrates Hanukkah to come out with a Christmas wish list but as we say it is a wacky world. Then again there are eight days of Hanukkah with each day gifts being given yet there are 12 days of Christmas but only one day when gifts are given, what’s up with that? Anyway...
Just a first step
Much is being made out of statements made by FDA Commissioner Scott Gottlieb on the subject of insulin. Social media is full of reports of how Commissioner Gottlieb is calling out the insulin companies as if this public rebuke will somehow lower what the patient pays for insulin. Now we hate to burst anyone’s bubble here but it’s time to outline a few of those pesky facts. We agree completely with...
Worth Watching
It’s become somewhat of a parlor game to speculate on what Amazon is going to do to the healthcare industry. Everyone has an opinion, but no one really knows for sure what the company will do and since Amazon isn’t saying much all we have is conjuncture. However now that Amazon has made the deep dive into diabetes this effort will offer some clues as diabetes is the perfect test...