This and That
It never ceases to amaze us when a company issues a press release touting what they think is a big deal when in reality it’s a non-event. Here’s an example; “DarioHealth Corp. (DRIO), a leading global digital health company with mobile health and big data solutions, announced today it has signed an agreement for the rollout of a Digital Diabetes Education and Rewards Program, powered by Dario, to Giant Eagle's consumers...
A Path?
With the CGM being the hottest thing going in diabetes toy land it’s no surprise there is a great deal of interest in what Senseonics is doing. Unlike the Dexcom G6 or the FreeStyle Libre which is worn on the body for either 10 or 14 days, the Eversense system is inserted into the patient’s body and only a transmitter is worn on the outside of the body. Looking through...
Apples and Oranges
While it may seem like it at times Apple isn’t the only smartphone which seeks to be a healthcare tool. Per a post on MobileHealthNews; “Samsung Galaxy smartphones will be serving as the controlling device for Billerica, Massachusetts-based Insulet Corporation’s tubeless insulin pump devices, the two companies announced today.” This will be Insulet’s first step towards one day eliminating the PDM which now controls the OmniPod and having the OmniPod controlled from...
This is just the beginning
You can tell when a company is hotter than Georgia asphalt as during an earnings call analyst are falling all over themselves to ask mostly positive questions. They see the potential and want to be able to take credit for predicting that this stock is headed to the moon. We witnessed this way back in the day when MiniMed reported earnings and we are witnessing it today when Dexcom reports. There...
Looking for clues
Yesterday IntriCon reported third quarter results. Now if that name doesn’t ring a bell it should as they supply Medtronic with key components for their CGM system. As the company noted during their call yesterday; “The company remains very well positioned with Medtronic for 2018 and beyond, providing key system components, including CGM systems, sensor assembly, and related accessories. We anticipate system demand will continue to increase throughout the remainder of...
Say it isn’t so
We have always had a great deal of respect for our friends at BD. Their business may not be fun, exciting or sexy, but it sure makes a boatload of money. Just as Medtronic owns the insulin pump market BD owns the syringe and insulin pen needle markets. Yes, like Medtronic they have some competition but also like Medtronic their competition pales in size and resources. Simply put when it...
Awareness isn’t the problem
There are several things we have never understood one of which is why November has been tagged as Diabetes Awareness Month. Diabetes is growing at epidemic rates, has become a huge healthcare crisis and is becoming a major financial crisis. Awareness is hardly the issue here. Would it not be more productive to have an open and honest discussion about what can be done to help the millions of patients...
It’s November and …..
Yes it’s November which means besides celebrating Turkey Day it’s also diabetes awareness month. We’ve always thought it’s slightly ironic that we raise awareness during the same month we celebrate a holiday which is basically a food orgy. But hey we digress. Each year we try and do our part to help the cause and this year is no different. Therefore since we haven’t given out too many awards lately...
The beginning of a transformation
When it comes to the insulin market Afrezza has always been lost in the shuffle. The problem with Afrezza has never been whether it works the problem has always been and continues to be getting Afrezza into the hands of patients. As MannKind noted during their earnings call yesterday they face some very high hurdles. Lilly, Novo Nordisk and Sanofi have substantial resources at their disposable and MannKind just can’t...
Getting closer
Before we begin, we would recommend sitting down while you read this as we are about to say more nice things about Abbott. When we heard that the FDA had approved the mobile app for the Freestyle Libre and then read about the apps capabilities it dawned on us that a leopard can change its spots. Given Abbott’s history in CGM our main concern with the Libre has never been...