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Blinded by the light

Ok let’s get this out of the way upfront feel free to share this post. Now onto business or what we like to call the never let those pesky facts get in the way of a good crusade. Yes once again Diabetic Investor is being accused of being the devil for simply speaking the truth. No surprise here as once again everyone is up in arms over the “high” cost...

Bad Assumptions

As we get set to leave EASD and head home we’re coming back with some new information that isn’t very good news for our friends in Northridge. When JNJ made the decision to shut down Animas and then made a deal with Medtronic to takeover the patient everyone including us just assumed the empire would grab the lions share of the patients. Sure some would go to Tandem and others...

EASD Day One

Yes it certainly is a toy makers paradise here in Berlin and our good friend Loop the dead cat is having a field day. Want a patch pump yep got a few of those. Want a CGM my goodness we have a huge selection. How about conventional insulin pumps yep got those too. Yet it’s not just the toy makers who like to play the copycat game. Want a long...

That’s it?

Yesterday Abbott announced they had received a CE Mark for the latest version of the FreeStyle Libre. A news event which had a direct and very negative impact on shares of Dexcom. Shares of Dexcom fell over $9 or almost 7%. Now why did this happen, what was the big news from Abbot which caused such carnage. The new FreesStyle Libre 2.0 now offers alarms and alerts, which to us...

Miles answers the bell

This afternoon, well afternoon here in Berlin anyway, Abbott announced the FreeStyle Libre 2 has earned a CE Mark. Per a press release; “People living with diabetes in Europe will now have the choice to be alerted in real-time of hypoglycemia (low glucose levels1) or hyperglycemia (high glucose levels1) through the FreeStyle® Libre 2 system, a continuous glucose monitoring system (CGM). Abbott (NYSE: ABT) today announced that it has secured CE...

That didn’t take long

Now this is actually pretty cool as Berlin is 6 hours ahead of New York, 7 from my hometown of Chicago and a whopping 9 hours from all my friends in the Valley. Which basically means we can write after the day is over and not worry about it getting to everyone during the work day. Not that means a whole heck of a lot but we still think its...

Here we go yet again

This morning Lilly announced they have acquired the rights to an oral GLP-1. Per a post on the FirstWord Pharma web site; “Eli Lilly entered into an agreement to develop Chugai Pharmaceutical's oral non-peptidic GLP-1 receptor agonist OWL833 for the treatment of type 2 diabetes, the companies reported Thursday. Under the deal, Eli Lilly will make an upfront payment of $50 million to Chugai, with the latter also eligible for milestones...

The things that cannot be said

Looking back on yesterday and the Tandem event it occurred to us that some things in our wacky world are not easily explained to someone who does not have diabetes. The insulin pump space in particular is a world onto itself with several unique perspectives. What sounds whiz bang and way cool to a non-diabetic is greeted with a yawn by those of us who use an insulin pump. We...

A Tiger like moment

This morning before the Tandem Investor Day began the company announced they were raising sales guidance from $140 to $148 million to $150 to $158 million. Naturally shares, which were already up almost 2000% over the past year, powered ahead. Before we get into the gist of what happened at the investor event it’s appropriate to take a moment and look at how far Tandem has come. Keep in mind this...

Not enough seats at the table

First we must state for the record we are starting to feel very sorry for our good friend that dead cat. So much so that we think it’s only fair that our good friend Mr. dead cat have a name. After much soul searching, well not that much but it does sound impressive whenever someone writes that, we’ve decided to name Mr. dead cat after a good but sadly departed...